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NVDA logo

NVIDIA Corporation Stock Price

NasdaqGS:NVDA Community·US$5.4t Market Cap
  • 44 Narratives written by author
  • 111 Comments on narratives written by author
  • 7724 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

NVDA Share Price Performance

US$218.36
41.19 (23.25%)
​
US$302.83
Fair Value
US$218.36
41.19 (23.25%)
27.9% undervalued intrinsic discount
US$302.83
Fair Value
Price US$218.36
AnalystConsensusTarget US$302.83
oscargarcia US$280.00
duarte_EM US$487.15
Fri, 31 Jul 26
Fair ValueUS$302.83
Share Pricen/a

NVDA Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$302.83 27.9% undervalued intrinsic discount

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

35users have liked this narrative
8users have commented on this narrative
1415users have followed this narrative
OS
oscargarcia
oscargarcia's
Fair Value
·
Fair Value US$280 22.0% undervalued intrinsic discount

The company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.

17users have liked this narrative
9users have commented on this narrative
370users have followed this narrative
DU
duarte_EM's
Fair Value
·
Fair Value US$487.15 55.2% undervalued intrinsic discount

NVIDIA — Selling the Picks & Shovels of the AI Build-Out

7users have liked this narrative
0users have commented on this narrative
23users have followed this narrative
NVDA logo
NVIDIA
12.7% undervalued intrinsic discount

NVIDIA: The Indispensable Backbone of the AI Revolution

View narrative
NE
NeuralAlpha
NeuralAlpha
Updated 12 Aug
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NVDA logo
NVIDIA
35.8% undervalued intrinsic discount

NVIDIA's future hinges on $400b revenue and AI software dominance

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KI
KiwiInvest
Updated 12 May
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NVDA logo
NVIDIA
28.5% undervalued intrinsic discount

NVIDIA will see a profit margin surge of 55% in the next 5 years

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KI
Kingman1152
Updated 15 Apr
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NVDA logo
NVIDIA
12.0% overvalued intrinsic discount

NVIDIA: Durable Infrastructure in AI Leadership, but Nigh-Perfect Precision is Required

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LY
Lyncher
Published 9 Mar
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NVDA logo
NVIDIA
19.1% undervalued intrinsic discount

Sustainable Dominance: Justifying a $270 Fair Value

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AS
Asrikk
Asrikk
Published 30 Apr
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NVDA logo
NVIDIA
19.6% undervalued intrinsic discount

NVIDIA leads the AI charge in 2026 with record revenues and a 75% rise

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VA
ValueInvestor_2026
Published 27 Feb
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NVDA logo
NVIDIA
30.7% undervalued intrinsic discount

NVDA | Nvidia Corporation: What They Said vs. What They Did

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LU
LunaRodas
LunaRodas
Published 26 Aug
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NVDA logo
NVIDIA
39.2% undervalued intrinsic discount

Nvidia Isn’t Cisco. And It’s Still Cheap

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QU
QuanD
QuanD
Published 28 Aug
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NVDA logo
NVIDIA
55.2% undervalued intrinsic discount

NVIDIA — Selling the Picks & Shovels of the AI Build-Out

View narrative
DU
duarte_EM
Published 4 Sep
Read Narrative
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Trending Discussion

JO
NVDA logo

This doesn't even mention key factors like the new partnership with Intel, their new systems that require near zero water draw and 40% less electricity draw. This machine is about to launch off to even more unprecedented earnings. Then add in autonomous and robotics. There is no ceiling!

0
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0
CH
Chapell
NVDA logo

Confuse

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Recently Updated Narratives

DU
NVDA logo

NVIDIA — Selling the Picks & Shovels of the AI Build-Out

Fair Value: US$487.15 55.2% undervalued intrinsic discount
23 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
ES
NVDA logo

NVIDIA is the toll booth on the largest infrastructure build-out in commercial history

Fair Value: US$99.52 119.4% overvalued intrinsic discount
13 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
QU
QuanD
NVDA logo

Nvidia Isn’t Cisco. And It’s Still Cheap

Fair Value: US$359.22 39.2% undervalued intrinsic discount
17 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Exceptional growth potential with flawless balance sheet.

2 Risks
4 Rewards
View Full Analysis

NVIDIA Corporation Key Details

US$303.0b

Revenue

US$76.7b

Cost of Revenue

US$226.2b

Gross Profit

US$33.4b

Other Expenses

US$192.9b

Earnings

Last Reported Earnings
Jul 26, 2026
Next Reporting Earnings
n/a
7.99
74.67%
63.66%
14.6%
View Full Analysis

About NVDA

Founded
1993
Employees
42000
CEO
Jen-Hsun Huang
WebsiteView website
www.nvidia.com

NVIDIA Corporation operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally. It operates through Compute & Networking, and Graphics segments. The Compute & Networking segment provides data center accelerated computing and networking platforms and artificial intelligence solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment offers GeForce GPUs for gaming and PCs; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. The company’s products are used in gaming, professional visualization, data center, and automotive markets. It sells its products to original equipment manufacturers, original device manufacturers, system integrators and distributors, independent software vendors, cloud service providers, add-in board manufacturers, distributors, automotive manufacturers and tier-1 automotive suppliers, and other ecosystem participants. NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California.

Recent NVDA News & Updates

User avatar
New Narrative • Sep 04

NVIDIA — Selling the Picks & Shovels of the AI Build-Out

NVIDIA is my highest-conviction "picks-and-shovels" bet on the AI build-out: it sells the compute that everyone else needs, with a CUDA software moat that keeps customers locked in. This is the core engine of my long-term AI thesis.

Recent updates

No updates

NVIDIA Corporation Competitors

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Advanced Micro Devices

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Market cap: US$850.7b
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