NVDA Share Price Performance
US$180.64
33.97 (23.16%)
22.4% undervalued intrinsic discount
US$232.79
Fair Value
Price US$180.64
AnalystConsensusTarget US$232.79
oscargarcia US$230.00
Kafka US$219.82
Fair ValueUS$232.79
Share Pricen/a
NVIDIA Corporation Stock Price
- 23 Narratives written by author
- 119 Comments on narratives written by author
- 5659 Fair Values set on narratives written by author
NVDA Community Narratives
AN
Fair Value US$232.79 22.4% undervalued intrinsic discount
NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026
21users have liked this narrative
5users have commented on this narrative
913users have followed this narrative
OS
Fair Value US$230 21.5% undervalued intrinsic discount
The company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.
7users have liked this narrative
9users have commented on this narrative
68users have followed this narrative
KA
Fair Value US$219.82 17.8% undervalued intrinsic discount
Scenario: 20% Yearly Rev Growth (Past 5 years Cumulative 60%), 45% profit margin & 15% risk discount rate
1users have liked this narrative
0users have commented on this narrative
21users have followed this narrative
The company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.
1. The Backbone of the AI Revolution NVIDIA is not just a chipmaker.Read more
7users have liked this narrative
9users have commented on this narrative
68users have followed this narrative
OS
US$230
21.5% undervalued intrinsic discount
oscargarcia Fair Value
Revenue growth
12.68% p.a.
Profit Margin
51.69%
Future PE
54.47x
Share price in 2030
US$361.56
Legendary or Back to the Normal?
NVIDIA (NVDA) has been elevated to almost mythical status in the era of large language models (LLMs). The company’s GPUs powered the AI training boom, and its stock reflected the market’s belief that this dominance would persist indefinitely.Read more
10users have liked this narrative
4users have commented on this narrative
31users have followed this narrative
UI
US$104
73.7% overvalued intrinsic discount
Uio96 Fair Value
Revenue growth
13% p.a.
Profit Margin
45%
Future PE
35x
Share price in 2028
US$158.17
Unshakable AI Leadership Meets Overextended Valuations and Emerging Bubble Dynamics
NVIDIA’s long-term growth trajectory continues to shine, powered by its leadership in AI, data centers, and next-generation computing. Based on a forward earnings model calibrated to the 10-year U.S. Treasury yield , the stock’s fundamental fair value stands at $188 per share.Read more
5users have liked this narrative
7users have commented on this narrative
53users have followed this narrative
JA
US$235
23.1% undervalued intrinsic discount
jaikhom Fair Value
Revenue growth
5.55% p.a.
Profit Margin
55.04%
Future PE
67.94x
Share price in 2030
US$346.32
NVDA FY 25 Result
When looking at the earnings release, we could see that the company has been benefitting from record Data Center adoption. its revenue grew by 23% compared to the fourth quarter and 427% from a year ago it is fueled by strong and accelerating demand for generative AI training and inference Generative AI has expanded to consumer internet companies, and enterprise, sovereign AI, automotive and healthcare customers, creating multiple multibillion-dollar vertical markets Moreover, the company decided to announce a series of rewards for investors 10 for 1 forward stock split result in a proportionate increase in the number of shares of authorised common stock increasing its quarterly cash dividend by 150% from $0.04 per share to $0.10 per share of common stockRead more
7users have liked this narrative
2users have commented on this narrative
42users have followed this narrative
IS
US$171.77
5.2% overvalued intrinsic discount
iStock Fair Value
Revenue growth
24.06% p.a.
Profit Margin
48.85%
Future PE
78.48x
Share price in 2029
US$258.47
NVIDIA Aims for 55.78x P/E Growth as AI Ecosystem Expands
Nvidia (NVDA) Investment Thesis – Long-Term Outlook Nvidia has evolved far beyond its GPU roots, becoming a foundational enabler of accelerated computing across AI, data centers, autonomous vehicles, and more. Its position at the intersection of multiple tech megatrends—AI, HPC, robotics, gaming, and edge computing—gives it unmatched leverage in shaping the digital economy.Read more
5users have liked this narrative
2users have commented on this narrative
25users have followed this narrative
LE
US$200
9.7% undervalued intrinsic discount
lewisemery Fair Value
Revenue growth
11.79% p.a.
Profit Margin
51.69%
Future PE
55.78x
Share price in 2030
US$314.67
Software and Hardware Giant, a King of High Switching Costs: The Story of NVIDIA
Commonly, public misconceptions mislead the market to poorly represent a company's true worth. The saying says "if it sounds too good to be true, it's most likely not true" rings in my ear when evaluating the future of NVIDIA.Read more
15users have liked this narrative
6users have commented on this narrative
52users have followed this narrative
RE
US$235
23.1% undervalued intrinsic discount
restinglion Fair Value
Revenue growth
15.45% p.a.
Profit Margin
51.69%
Future PE
57.35x
Share price in 2030
US$380.07
Nvidia: Navigating the AI Boom 🚀
Nvidia's stock presents a compelling growth narrative centered on its dominance in the AI revolution. A mid-case scenario targets a price of $346.66 by early 2030.Read more
1users have liked this narrative
1users have commented on this narrative
12users have followed this narrative
TI
US$201.7
10.4% undervalued intrinsic discount
TibiT Fair Value
Revenue growth
22.8% p.a.
Profit Margin
50.8%
Future PE
35x
Share price in 2030
US$310.34
NVDA Market Outlook
NVIDIA Corporation (NVDA) has demonstrated remarkable growth, particularly in the AI and data center sectors, positioning it as a compelling investment opportunity for the next 1 to 3 years. Sector: Technology Industry: Semiconductors Market Capitalization: $3.4t (Mega-cap) Major Competitors: NVIDIA (NVDA) operates in a highly competitive landscape, with several major and direct competitors in its key markets, including AI, gaming, data centers, and automotive.Read more
19users have liked this narrative
5users have commented on this narrative
83users have followed this narrative
NA
US$341.12
47.0% undervalued intrinsic discount
NateF Fair Value
Revenue growth
25.46% p.a.
Profit Margin
55.69%
Future PE
56.24x
Share price in 2029
US$499.05
Scenario: 20% Yearly Rev Growth (Past 5 years Cumulative 60%), 45% profit margin & 15% risk discount rate
Conservatively assumes: 20% yearly Revenue Growth Rate (currently 22.87% as of 2025-11-12), assuming demand for AI products slightly tapers off, and new markets that NVDA is developing for their products fail to pan out. 45% Net Profit Margin due to increased competition for Market Share, Compensation, R&D, etc (currently 52.41% as of 2025-11-12).Read more
1users have liked this narrative
0users have commented on this narrative
21users have followed this narrative
KA
US$219.82
17.8% undervalued intrinsic discount
Kafka Fair Value
Revenue growth
20% p.a.
Profit Margin
45%
Future PE
55.86x
Share price in 2030
US$442.13
Recently Updated Narratives
OS
The company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.
Fair Value: US$230 21.5% undervalued intrinsic discount
68 followersusers have followed this narrative
9 commentsusers have commented on this narrative
1 likeusers have liked this narrative
KA
Scenario: 20% Yearly Rev Growth (Past 5 years Cumulative 60%), 45% profit margin & 15% risk discount rate
Fair Value: US$219.82 17.8% undervalued intrinsic discount
21 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
JA
Unshakable AI Leadership Meets Overextended Valuations and Emerging Bubble Dynamics
Fair Value: US$235 23.1% undervalued intrinsic discount
53 followersusers have followed this narrative
7 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
NVIDIA Corporation Key Details
About NVDA
- Founded
- 1993
- Employees
- 36000
- CEO
- WebsiteView website
NVIDIA Corporation, a computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally. The Compute & Networking segment includes its Data Centre accelerated computing platforms and artificial intelligence solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms; and DGX Cloud computing services. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building and operating industrial AI and digital twin applications. It also customized agentic solutions designed in collaboration with NVIDIA to accelerate enterprise AI adoption. 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, consumer internet companies, 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.
