⚠ design original · not yet wired
NV
NVDA
US67066G1040
Nasdaq
Semiconductors
NVIDIA Corporation
Why it's movingAI Hardware Cycle 2026 — Fiscal Q1 results land Wednesday post-market; buy-side whisper $45B vs $43B consensus. Blackwell gross margin is the desks' hidden tell.
Last 30 days
1D5D1M3M6MYTD1Y5YMax
Prev close
944,59
+0,82 % vs prior
Open
947,10
+0,27 % vs prior
Day range
941,20 – 955,80
+1,18 % vs prior
52w range
680,00 – 975,40
−2,4 % vs prior
Volume
38,1M
−7,5 % vs prior
Avg vol
41,2M
Mcap (USD)
2,34T
+12,4 % vs prior
P/E
36,4x
−2,1x vs prior
Div yield
0,03 %
0,0pp vs prior
Beta
1,68
+0,04 vs prior
Next earn.
May 28
Ex-div
Jun 11
About
NVIDIA Corporation is a U.S. semiconductor company and the dominant supplier of AI accelerators. Segments span Compute & Networking (datacentre GPUs, networking) and Graphics (gaming, visualization). Headquartered in Santa Clara, California.
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Sell-side consensus
BUY65 analysts
61 buy3 hold1 sell
Avg 12m price target264,95
Analyst recommendations
65 analysts · consensus BuyBuy61
Hold3
Sell1
12-month price target
264,95
Consensus of sell-side coverage. Updated post-Q1.
Upcoming events
At a glance
Analysts
Buy
65 analysts · indicative
Valuation
36,4× P/E
vs sector median
Ownership
top holder 8,9%
disclosed interests
Peer rank
1 of 6
1-yr total return
Risk
GPR 90
China export exposure
Positioning
SI 1,1%
squeeze score 12 · low
News & coverage
0Sector rotation
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Developing storylines
No tracked sagas currently linked to NVDA. Browse all sagas →
Analysis
AI analysis
Generated · analysis pipeline · segment data: live ha-ap-read-svc
↑ At a glance
Opportunity
— missing data
Upcoming catalysts
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Pre-earnings brief
{{brief_html}}Signals & dispatch
peak dispatch · Earnings eve · 17 May
Composite-score breakdown
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Synthesis
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In focus — financials by report
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Valuation {{ttm_basis_label}}
{{valuation_grid_html}}Revenue by segment
Compute & Networking89,6 %
disclosed · sec_xbrl · 2026-01-25
Data Center & Networking89,6 %
disclosed · sec_xbrl · 2026-01-25
Graphics Processing Units10,4 %
disclosed · sec_xbrl · 2026-01-25
Gaming & PC Graphics10,4 %
disclosed · segment_methodology · 2026-01-25
(unclassified — pending L6)—
low · segment_methodology ·
Gaming & PC Graphics—
low · segment_methodology ·
Compute & Networking
FY2024: 47,4B · FY2025: 116,2B · FY2026: 193,5B
FY2024: 47,4B · FY2025: 116,2B · FY2026: 193,5B
Data Center & Networking
FY2024: 47,4B · FY2025: 116,2B · FY2026: 193,5B
FY2024: 47,4B · FY2025: 116,2B · FY2026: 193,5B
Gaming & PC Graphics
FY2024: 13,5B · FY2025: 14,3B · FY2026: 22,5B
FY2024: 13,5B · FY2025: 14,3B · FY2026: 22,5B
Graphics Processing Units
FY2024: 13,5B · FY2025: 14,3B · FY2026: 22,5B
FY2024: 13,5B · FY2025: 14,3B · FY2026: 22,5B
Business relationships
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Supply chain
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Peer comparison
Market position
Coming soon — competitive positioning (% of segment by revenue, rank #R of P peers) lands with the layer-revenue-aggregation ingestion.
Stress test
— missing data
Predictor forecast
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Options
— missing data
Short squeeze
— missing data
Earnings-call key lines
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Sell-side observations
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Themes
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— missing data
Risk factors
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Operating margin62,1 %Best in class
Net margin53,4 %Best in class
ROE91,2 %Best in class
Capex / revenue3,1 %Below median
Debt / equity0,18Best in class
Cash conversion88 %Above P75
Corporate actions / M&A
{{ana_ma_html}}FX exposure
{{ana_fx_html}}Comparable transactions
{{ana_comps_html}}Derivatives & instruments
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Actions
Ask Handelsavisen
— missing data
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Ownership & reference
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Coming soon — index- and fund-membership data (holdings, allocation history, likely inclusions, rebalancing events) lands with the Index & Funds ingestion.
United States46 %
Taiwan & China24 %
Asia-Pacific ex-China17 %
Europe9 %
Rest of world4 %
Listings · one canonical issuer
all listings resolve to the canonical
NVDA.OCanonical
Nasdaq · USD
NVD.F
Frankfurt · EUR
0R1I.L
LSE (IOB) · USD
Intel & risk
Predictornot yet wired
Quarter-ahead revenue, EPS-surprise and price-drift estimates populate from the Predictor model output at data wiring. No live prediction is available for this issuer yet.
Probabilistic model output · not investment adviceHow the Predictor works →
Buy-side whisper moved to ~$45B revenue vs $43B street — datacentre demand reclassified upside.17 May
Treasury H20/H100 export-licence framework adds China revenue uncertainty.30 Apr
Blackwell Ultra unveiled at GTC; 2027 demand visibility extended.22 Apr
peak dispatch · Earnings eve · 17 May
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Evidence & claims
From filings & derived data{{claims_html}}
The Thread
Everything we know, in order{{thread_html}}
Sources filings · IR · transcripts · market data · segment data: live ha-ap-read-svc
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Premium coverage