NVIDIA (NVDA) Stock Overview
Operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 6/6 |
| Past Performance | 5/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
NVDA Community Fair Values
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Analyst Price Targets
Top Community Narratives
NVIDIA Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$223.67 |
| 52 Week High | US$236.54 |
| 52 Week Low | US$164.27 |
| Beta | 2.22 |
| 1 Month Change | 2.81% |
| 3 Month Change | 9.18% |
| 1 Year Change | 26.13% |
| 3 Year Change | 391.74% |
| 5 Year Change | 901.16% |
| Change since IPO | 545,223.78% |
Recent News & Updates
Seeking Alpha • Sep 04
Jensen Huang's Latest Deal Is Expensive, But It Strengthens Nvidia's Moat
Summary Nvidia is acquiring Hugging Face for $12.93B, paying an aggressive 86x annualized revenue but targeting strategic ecosystem control. NVDA aims to secure a critical upstream position in the AI stack, connecting its compute dominance with Hugging Face’s 18M developers and 200K companies. Maintaining Hugging Face’s hardware neutrality is essential; NVDA’s value lies in owning the developer intersection, not forcing exclusivity. Despite a rich price, I view the deal as moat reinforcement rather than an earnings catalyst and remain constructive on NVDA’s current valuation. Read the full article on Seeking Alpha
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
Seeking Alpha • Sep 04
Jensen Huang's Latest Deal Is Expensive, But It Strengthens Nvidia's Moat
Summary Nvidia is acquiring Hugging Face for $12.93B, paying an aggressive 86x annualized revenue but targeting strategic ecosystem control. NVDA aims to secure a critical upstream position in the AI stack, connecting its compute dominance with Hugging Face’s 18M developers and 200K companies. Maintaining Hugging Face’s hardware neutrality is essential; NVDA’s value lies in owning the developer intersection, not forcing exclusivity. Despite a rich price, I view the deal as moat reinforcement rather than an earnings catalyst and remain constructive on NVDA’s current valuation. Read the full article on Seeking AlphaNew 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.
Narrative Update • Sep 03
NVDA: AI Infrastructure Financing And Export Controls Will Shape Future Returns Balance
Analysts have increased their fair value estimate for Nvidia from $198.85 to $205.19. The change reflects updated views on the company’s AI systems leadership, growing CPU contribution and financing partnerships that shape expectations for future earnings power and risk.New Narrative • Aug 30
NVIDIA is the toll booth on the largest infrastructure build-out in commercial history
NVIDIA is the toll booth on the largest infrastructure build-out in commercial history, and it holds that position through a two-layer lock-in that most investors misidentify. The layer everyone names — CUDA and the framework libraries — is measurably eroding on a dated, shipping timetable.
New Narrative • Aug 28
Nvidia Isn’t Cisco. And It’s Still Cheap
I was wrong about NVIDIA as a previous shareholder. I totally missed the AI boom.
New Narrative • Aug 26
NVDA | Nvidia Corporation: What They Said vs. What They Did
TheGapReport: NVIDIA Corporation (NVDA) Q2 2027 (may 20 - aug 26) NVIDIA's Q2 fiscal 2027 results, arrived with a structural admission that management had not offered 90 days earlier: supply is now the binding constraint on the company's growth, not demand, not product readiness, not market development. The $96 billion quarter — record revenue, fourth consecutive year-over-year acceleration — lands differently when the accompanying FY2028 guide of approximately 70% growth is immediately qualified as supply-constrained, with unconstrained demand running "a lot higher." ✅ Delivered Vera Rubin Launch — Production and Ramp In May, Colette Kress said Vera Rubin production shipments would commence in the second half of fiscal 2027, starting in Q3.
Narrative Update • Aug 12
The May 20 catalyst resolved as a beat: raising my base fair value from $167 to ~$250
Scoring the thesis. My base case framed the 20 May FY2027 Q1 print as the defining test, and it landed decisively bullish: record revenue of $81.6B (+85% YoY, +20% QoQ) versus the ~$78.8B Street estimate; Data Center $75.2B (+92% YoY), about 87% of revenue — exactly the mix my base case assumed; gross margin ~75%, a touch better than the 74% I modelled; and roughly $20B returned to shareholders.
Narrative Update • Jul 31
NVDA: AI Infrastructure Commitments And Capital Returns Will Extend Data Center Supercycle
Analysts lifted their Nvidia price target to $330 from $310, citing continued strength in AI data center demand, tighter supply across key components, and reinforced confidence in the company’s role at the center of surging hyperscaler and enterprise AI infrastructure spending. Analyst Commentary Recent research around Nvidia shows a wide range of views on how much AI infrastructure spending, product execution, and competitive moves are already reflected in the stock.Narrative Update • Jul 16
NVDA: AI Infrastructure Demand And Export Controls Will Shape Future Returns Balance
Nvidia's analyst price target has been raised to $330 from $310, with analysts pointing to strong AI data center demand, rising hyperscaler and cloud AI capex, and continued confidence in the company's full stack GPU and CPU leadership as key supports for the higher valuation framework. Analyst Commentary Recent research on Nvidia shows a wide range of viewpoints, even as many price targets move higher.
Narrative Update • Jun 30
NVDA: AI Data Center Demand And CPU Expansion Will Sustain Leadership
Nvidia's updated analyst price target has shifted from about $335 to roughly $405 per share. Analysts point to a higher assumed revenue growth outlook tied to AI data center demand, tighter CPU and GPU networking integration, and ongoing CPU opportunities highlighted in recent research as key factors behind the change.Narrative Update • Jun 16
NVDA: AI Infrastructure Demand And Export Controls Will Shape Future Stock Leadership
Analysts have raised their fair value estimate for Nvidia stock from $184.19 to $194.77, citing higher assumed revenue growth, stronger profit margins, and a lower future P/E multiple as they factor in continued demand for AI infrastructure and Nvidia's role across GPUs, CPUs, and networking. Analyst Commentary Wall Street coverage of Nvidia stock remains active, with a long list of recent reports adjusting price targets and framing expectations around AI infrastructure demand, product ramps, and competitive positioning.Analysis Article • Jun 12
Software stocks just gave investors a masterclass
Software stocks crashed on fears AI would make them obsolete, then they came roaring back. This edition of Market Insights aims to hand investors a repeatable playbook for separating real risk from market panic.Analysis Article • Jun 12
Software stocks just gave investors a masterclass
Software stocks crashed on fears AI would make them obsolete, then they came roaring back. This edition of Market Insights aims to hand investors a repeatable playbook for separating real risk from market panic.Analysis Article • Jun 02
We Think Shareholders Should Be Aware Of Some Factors Beyond NVIDIA's (NASDAQ:NVDA) Profit
Even though NVIDIA Corporation ( NASDAQ:NVDA ) posted strong earnings recently, the stock hasn't reacted in a large...Narrative Update • Jun 02
NVDA: AI Infrastructure Backlog And Capital Returns Will Extend Data Center Supercycle
Analysts have lifted their NVIDIA fair value estimate from $268.61 to $296.81, reflecting higher projected profitability and AI infrastructure demand, as well as ongoing price target increases across recent research that highlights the Blackwell and Rubin platforms, data center visibility through 2027, and expanded capital return plans. Analyst Commentary Recent research around NVIDIA centers on how durable its AI leadership and earnings power could be, and what risks might justify more cautious valuation frameworks.Shareholder Returns
| NVDA | US Semiconductor | US Market | |
|---|---|---|---|
| 7D | -0.3% | 3.4% | -0.2% |
| 1Y | 26.1% | 53.2% | 14.8% |
Return vs Industry: NVDA underperformed the US Semiconductor industry which returned 53.2% over the past year.
Return vs Market: NVDA exceeded the US Market which returned 14.8% over the past year.
Price Volatility
| NVDA volatility | |
|---|---|
| NVDA Average Weekly Movement | 5.8% |
| Semiconductor Industry Average Movement | 11.7% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: NVDA has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: NVDA's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1993 | 42,000 | Jensen Huang | 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.
NVIDIA Corporation Fundamentals Summary
| NVDA fundamental statistics | |
|---|---|
| Market cap | US$5.45t |
| Earnings (TTM) | US$192.88b |
| Revenue (TTM) | US$302.97b |
28.0x
P/E Ratio17.8x
P/S RatioIs NVDA overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| NVDA income statement (TTM) | |
|---|---|
| Revenue | US$302.97b |
| Cost of Revenue | US$76.73b |
| Gross Profit | US$226.24b |
| Other Expenses | US$33.36b |
| Earnings | US$192.88b |
Last Reported Earnings
Jul 26, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 7.99 |
| Gross Margin | 74.67% |
| Net Profit Margin | 63.66% |
| Debt/Equity Ratio | 14.6% |
How did NVDA perform over the long term?
See historical performance and comparisonDividends
0.4%
Current Dividend Yield4%
Payout RatioDoes NVDA pay a reliable dividends?
See NVDA dividend history and benchmarks| NVIDIA dividend dates | |
|---|---|
| Ex Dividend Date | Sep 10 2026 |
| Dividend Pay Date | Oct 01 2026 |
| Days until Ex dividend | 0 days |
| Days until Dividend pay date | 21 days |
Does NVDA pay a reliable dividends?
See NVDA dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/09 03:51 |
| End of Day Share Price | 2026/09/09 00:00 |
| Earnings | 2026/07/26 |
| Annual Earnings | 2026/01/25 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
NVIDIA Corporation is covered by 94 analysts. 56 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Stefan Chang | Aletheia Analyst Network Limited |
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |