NVDA Share Price Performance
US$208.19
64.23 (44.62%)
29.9% undervalued intrinsic discount
US$296.81
Fair Value
Price US$208.19
AnalystConsensusTarget US$296.81
KiwiInvest US$339.90
Asrikk US$270.00
Fair ValueUS$296.81
Share Pricen/a
NVIDIA Corporation Stock Price
- 40 Narratives written by author
- 164 Comments on narratives written by author
- 6749 Fair Values set on narratives written by author
NVDA Community Narratives
AN
Fair Value
·Fair Value US$296.81 29.9% 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
1205users have followed this narrative
KI
Fair Value
·Fair Value US$339.9 38.7% undervalued intrinsic discount
NVIDIA's future hinges on $400b revenue and AI software dominance
36users have liked this narrative
11users have commented on this narrative
221users have followed this narrative
AS
Fair Value
·Fair Value US$270 22.9% undervalued intrinsic discount
Sustainable Dominance: Justifying a $270 Fair Value
4users have liked this narrative
0users have commented on this narrative
19users have followed this narrative
The company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.
NVIDIA has shifted from a gaming chip brand to the go-to supplier for the hardware and software that runs today’s biggest AI systems. The upside is that it can keep expanding into new areas like factories, robots, and cars, but high expectations and a few major customers could make any stumble painful.Read more
OS
US$280
25.6% undervalued intrinsic discount
Fair Value
Revenue
7.45% p.a.
Profit Margin
51.69%
Future PE
54.47x
Price in 2031
US$440.18
NVIDIA's future hinges on $400b revenue and AI software dominance
Nvidia’s next chapter depends on whether data centers keep racing to build more AI capacity—and whether Nvidia can stay the default choice for the chips and software that run it. The big question is what happens if rivals catch up, customers slow spending, or politics and power constraints make it harder to expand data centers.Read more
KI
US$339.9
38.7% undervalued intrinsic discount
Fair Value
Revenue
30% p.a.
Profit Margin
50%
Future PE
30x
Price in 2031
US$505.18
NVIDIA: The Indispensable Backbone of the AI Revolution
NVIDIA Corporation is not just another semiconductor company — it is the foundational infrastructure layer upon which the entire AI economy is being built. But even the best companies can be overbought.Read more
NE
US$167
24.7% overvalued intrinsic discount
Fair Value
Revenue
5.74% p.a.
Profit Margin
55.6%
Future PE
42.06x
Price in 2031
US$280.38
Sustainable Dominance: Justifying a $270 Fair Value
Catalysts The Rubin Supercycle : The successful shipment of Vera Rubin systems in late 2026—offering up to 10x better performance per watt —ensures that competitors cannot erode market share. This keeps hardware demand "off the charts".Read more
NVIDIA will see a profit margin surge of 55% in the next 5 years
1. The Undisputed King of AI Infrastructure NVIDIA’s dominance in the AI chip market is not merely a transient trend but a structural, long-term leadership position.Read more
KI
US$305.2
31.8% undervalued intrinsic discount
Fair Value
Revenue
22.67% p.a.
Profit Margin
55.6%
Future PE
35.95x
Price in 2031
US$503.53
NVIDIA: Durable Infrastructure in AI Leadership, but Nigh-Perfect Precision is Required
NVIDIA is no longer just a chip seller—it’s becoming the go-to platform for building and running AI, from hardware to networking and software, with customers ranging from big cloud firms to governments. The catch is that expectations are already sky-high, so any slowdown in AI spending, tougher competition, or geopolitical limits could matter more than the company’s progress.Read more
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
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
VA
US$271.52
23.3% undervalued intrinsic discount
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
LU
US$354.95
41.3% undervalued intrinsic discount
Fair Value
Revenue
23.9% p.a.
Profit Margin
53.01%
Future PE
47.9x
Price in 2031
US$582.72
Trending Discussion
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$280 25.6% undervalued intrinsic discount
96 fair values setusers have set this as their fair value
9 commentsusers have commented on this narrative
0 likesusers have liked this narrative
KI
NVIDIA's AI Vision Will Continue To Propel Its Market Dominance
Fair Value: US$339.9 38.7% undervalued intrinsic discount
221 fair values setusers have set this as their fair value
11 commentsusers have commented on this narrative
3 likesusers have liked this narrative
NE
NVIDIA: The Indispensable Backbone of the AI Revolution
Fair Value: US$167 24.7% overvalued intrinsic discount
12 fair values setusers have set this as their fair value
4 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
NVIDIA Corporation Key Details
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. The company has a strategic collaboration with Tech Mahindra Limited, Lumentum Holdings Inc., Nebius Group N.V., IREN Limited, and SK hynix Inc. NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California.
