NVDA Share Price Performance
US$186.03
70.29 (60.73%)
26.5% undervalued intrinsic discount
US$253.02
Fair Value
Price US$186.03
AnalystConsensusTarget US$253.02
Vestra US$248.40
ValueInvestor_2026 US$271.52
Fair ValueUS$253.02
Share Pricen/a
NVIDIA Corporation Stock Price
- 37 Narratives written by author
- 157 Comments on narratives written by author
- 6370 Fair Values set on narratives written by author
NVDA Community Narratives
AN
Fair Value US$253.02 26.5% undervalued intrinsic discount
NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026
34users have liked this narrative
7users have commented on this narrative
1102users have followed this narrative
VE
Fair Value US$248.4 25.1% undervalued intrinsic discount
Nvidia (NVDA) The Sovereign of Silicon: Accelerating Beyond the $5 Trillion Horizon
6users have liked this narrative
0users have commented on this narrative
24users have followed this narrative
VA
Fair Value US$271.52 31.5% undervalued intrinsic discount
NVIDIA leads the AI charge in 2026 with record revenues and a 75% rise
1users have liked this narrative
0users have commented on this narrative
16users have followed this narrative
NVIDIA: Durable Infrastructure in AI Leadership, but Nigh-Perfect Precision is Required
I am still fervently steadfast in the stance that NVDA is the undisputed anchor and future driver of the global AI shift. While it is an 'obvious' megacap investment, my personal analysis depict its transition into a full stack 'AI foundry' with a widened moat that the market presently fails to price in.Read more
83
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
The NVIDIA Phenomenon
We've all by now seen how NVIDIA has experienced one of the most dramatic runs in modern market history over the past few years, but why is that the case? To begin with, its worth stating that NVIDIA didn’t just “get lucky”, it was uniquely positioned when generative AI took off back in 2022–2023.Read more
324
users have viewed this narrative2users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
NVIDIA leads the AI charge in 2026 with record revenues and a 75% rise
NVIDIA (NVDA) – Q4 FY2026 Risk Analysis, Outlook, and Forecast I. Executive Summary NVIDIA reported exceptional Q4 FY2026 results , with record revenue and profitability , driven by unparalleled demand for AI compute infrastructure, especially in data center products.Read more
372
users have viewed this narrative1users have liked this narrative
0users have commented on this narrative
16users have followed this narrative
VA
US$271.52
31.5% undervalued intrinsic discount
ValueInvestor_2026's Fair Value
Revenue
25% p.a.
Profit Margin
55.6%
Future PE
37.42x
Price in 2029
US$365.57
NVIDIA: A Story of Resiliency, Discipline and Conviction
When I think about companies that embody resilience, discipline, and long-term conviction, I think of NVIDIA. Today, NVIDIA is widely recognized as a leader in artificial intelligence and high-performance computing.Read more
171
users have viewed this narrative2users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
LU
US$354.95
47.6% undervalued intrinsic discount
LucasCheah's Fair Value
Revenue
23.9% p.a.
Profit Margin
53.01%
Future PE
47.9x
Price in 2031
US$582.72
Steam engines 2.0: The world will find a way to meet insatiable demand for GPU’s
In the early 1990s three engineers met in a Denny’s diner in San Jose (the same Denny’s where Jensen previously worked as a dishwasher). Video games were exploding in popularity and complexity.Read more
510
users have viewed this narrative1users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
WI
US$329.15
43.5% undervalued intrinsic discount
windows96's Fair Value
Revenue
25% p.a.
Profit Margin
50%
Future PE
45x
Price in 2031
US$539.78
Thinking of moving into a 5-stock AI infrastructure hybrid portfolio anchored by NVDA
53 years old, setting up sprints of 4, 7, and 12 years because I only have $383,687 in my portfolio. Existing portfolio: VOO-$149,640, SPYG- $43,784, NVDA- $89,473, GLD- $48,944, ADBE- $32,844, Cash- $19,000 Looking to move all of VOO, SPYG, ADBE, and cash into a 5-stock AI infrastructure hybrid for the next 4 years or 7 years, consisting of NVDA 60%, MU 20%, SMCI 10%, CRDO 5%, and ALAB 5% How unrealistic are the following assumptions?Read more
74
users have viewed this narrative1users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
4Y
US$340.09
45.3% undervalued intrinsic discount
4yrsprint's Fair Value
Revenue
23.51% p.a.
Profit Margin
53.01%
Future PE
46.82x
Price in 2031
US$560.79
NVIDIA's Rapid Rise Will Fade Amidst Slowing Revenue Growth and Weakening Profit Margins
Alphabet's (GOOG) Ironwood TPUs will weaken Nvidia's (NVDA) moat as a strong competitor, they will take lots of potential revenue and their profit margins will shrink. I expect them to have strong short term performance although from a long term perspective I am bearish on this stock.Read more
22
users have viewed this narrative1users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AL
US$114.03
63.1% overvalued intrinsic discount
Alphabet's Fair Value
Revenue
12% p.a.
Profit Margin
41%
Future PE
33x
Price in 2030
US$187.44
Nvidia’s "Kerosene Moment": Why the King of AI is Changing the Engine
In the 1880s, Standard Oil had a problem. They had built a massive, monopolistic empire refining kerosene for lamps.Read more
476
users have viewed this narrative6users have liked this narrative
0users have commented on this narrative
32users have followed this narrative
The AI Infrastructure Giant Grows Into Its Valuation
NVIDIA's latest quarterly earnings report, released this week, showcases a company that has successfully navigated one of the most challenging questions in modern tech investing: How do you justify a multi-trillion dollar valuation in an era of AI hype? The answer, it turns out, lies in execution.Read more
6.8k
users have viewed this narrative26users have liked this narrative
29users have commented on this narrative
61users have followed this narrative
RO
US$345.07
46.1% undervalued intrinsic discount
RobertoAllende's Fair Value
Revenue
25.01% p.a.
Profit Margin
53.01%
Future PE
43.82x
Price in 2030
US$567.87
Trending Discussion
Recently Updated Narratives
LY
NVIDIA: Durable Infrastructure in AI Leadership, but Nigh-Perfect Precision is Required
Fair Value: US$194.99 4.6% undervalued intrinsic discount
5 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
FI
The NVIDIA Phenomenon
Fair Value: US$313.75 40.7% undervalued intrinsic discount
6 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Nvidia - A Fundamental and Historical Valuation
Fair Value: US$195.07 4.6% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
NVIDIA Corporation Key Details
Last Reported Earnings
Jan 25, 2026
Next Reporting Earnings
May 20, 2026
- 4.94
- 71.07%
- 55.60%
- 5.4%
About NVDA
- Founded
- 1993
- Employees
- 42000
- CEO
- WebsiteView website
NVIDIA Corporation operates as a data center scale AI infrastructure company. The company operates through two segments, 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. The company 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 worldwide. It has a collaboration with Tech Mahindra Limited to develop artificial intelligence powered telco network operations reasoning agent. The company also has a strategic partnership with Lumentum Holdings Inc. to develop optics technologies for AI and data centers. NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California.
