NVIDIA designs the full-stack AI systems powering model training, data-center inference, networking, gaming, professional visualization, robotics, and accelerated computing. Blackwell is the current AI factory platform, while Rubin and Feynman extend the roadmap.
NVIDIA Corp. (NVDA) Stock Price & Market Analysis
NVDA · NASDAQ · Semiconductors
Market closedLatest available session print
$214.13
▼ -$3.10(-1.43%)4:00 PM ET - vs previous closeQuote as of Oct 16, 2026, 4:00 PM EDT
Regular-session close · Oct 16, 2026, 4:00 PM EDT.
Last session15%
$213.34L Oct 16 '26$218.68H Oct 16 '26
52-week range63%
$164.27L Mar 30 '26$243.37H Oct 6 '26
Long-term rangesAvailable historyHide
Available history(2000-10-18)88%
$0.0549L Oct 8 '02$243.37H Oct 6 '26
Historical range: 2000-10-18–2026-10-16. Earlier trading may not be included.
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PriceAt closeLast traded
FundamentalsLast checked
AnalystLast checked
NewsLatest item
What matters next
Next important events
- Nov 17, 2026Next earnings · After market closeConfirmed · After market close · Last verified 2026-10-18
Countdown
30 days out
Reported fundamentals
NVDA financial overview
Annual revenue
USD 215.94B
Sales for the fiscal year ended Jan 25, 2026. This is not trailing twelve-month revenue.
Revenue change
+65.5%
Change versus the fiscal year ended Jan 26, 2025.
Net profit margin
55.6%
Net income divided by revenue for the fiscal year ended Jan 25, 2026. This is not the trailing margin.
These reported results describe the business’s recent scale and profitability. Compare cash generation and valuation before forming an investment view; historical growth is not a forecast.
Company · ProfileAbout NVIDIA Corp. (NVDA)Sector, leadership, and how NVIDIA Corp. earns its revenue.Technology
NVIDIA Corp.
NASDAQ · NVDA · US
Company overview.
- Sector
- Technology
- Industry
- Semiconductors
- Headquarters
- Santa Clara, California
- Country
- US
- Founded
- 1993
- Employees
- 42,000
- Exchange
- NASDAQ
How NVIDIA Corp. makes money
Core frame
AI factories buy systems, not isolated chips.
NVIDIA’s durable edge is the bundle: accelerator systems, networking fabric, CUDA software, inference tooling, and deployment reliability. In Q1 FY2027, the official Data Center line reached $75.2B, making this a systems thesis first.
Moat
CUDA and systems integration create switching costs.
Moving production AI workloads away from NVIDIA is an engineering, validation, and time-to-market problem, not just a procurement decision. CUDA, networking, libraries, and rack-scale validation make the platform sticky.
Break point
The thesis weakens when customer AI ROI weakens.
Watch hyperscaler AI revenue, custom silicon adoption, power availability, HBM supply, export rules, and Data Center margin quality. The bear case is not “AI fades”; it is “customers cannot monetize the spend fast enough.”
Key takeaways for NVDA
NVIDIA reported Q1 FY2027 revenue of $81.6B and Data Center revenue of $75.2B for the quarter ended April 26, 2026. These are historical results for that reporting period.
Treat Data Center as the operating center of gravity, with Gaming, Pro Visualization, Auto, and Robotics as secondary lenses.
Separate training demand from inference demand. Training is bursty; inference determines long-run utilization and token-serving economics.
Model NVIDIA against the AI capex cycle and customer ROI, not only against semiconductor peers.
These takeaways cite Q1 FY2027, the quarter ended April 26, 2026. Later statements are on the financials tab.
Business model & operating evidenceExplore business exposure, reported operating measures and the evidence behind growth and profitability claims.
AI business exposure
- Revenue exposure
- Compute & Networking: $193.479B of $215.938B FY2026 revenue (89.6%). This segment is an exposure proxy, not an AI-only revenue disclosure.
- Capital-spending dependency
- Demand depends on customer infrastructure investment; a quantified elasticity to hyperscaler CapEx is not disclosed.
- Compute role
- Supplier of accelerated computing systems, networking and software.
- Platform examples
- Blackwell provides accelerated computing hardware; CUDA is the software platform used to build GPU applications. These examples are not an exhaustive product inventory.
- Ecosystem links
- Manufacturing → compute → cloud → applications; inspect the linked map above.
NVIDIA FY2026 annual report · Evidence period ended January 25, 2026. Relationships and segment mix may have changed.
Narrative versus numbers
Narrative: AI infrastructure demand supports NVIDIA’s growth
Supporting evidence: Data Center revenue grew 68% in FY2026; Compute & Networking generated $193.479B.
Counterweight: gross margin fell to 71.1% from 75.0%, a 3.9 percentage-point decline. The filing also identifies export controls and competing custom chips as risks; these risks are not assigned numerical scores.
FY2026 ended January 25, 2026; this is historical evidence, not the current quarter. Read the annual report. The current company-wide measures below update separately.
Demand is expanding
Supporting observation: 105.9%
Year-over-year growth in the latest quarter. This differs from the fiscal-year revenue change shown above. · 2026-07-26
Growth produces accounting profit
Supporting observation: 63.7%
Reported-period net margin. A positive figure supports accounting profitability, not cash generation. · 2026-10-18T13:48:16.160Z
The business generates cash after investment
Supporting observation: USD 21.4B
Latest reported free cash flow. It is not a forecast and may cover a different period from the fiscal-year figures above. · 2026-07-26
These are explicit tests of individual claims, not an overall bull/bear rating. Demand growth can coexist with valuation, concentration and financing risk.
Operating measures
- Revenue
- $96.22Bquarter ended Jul 26, 2026
- Gross margin
- 75.0%quarter ended Jul 26, 2026
- Operating margin
- 66.2%quarter ended Jul 26, 2026
- EPS
- $2.46quarter ended Jul 26, 2026
- Capital expenditure
- $2.68Bquarter ended Jul 26, 2026
- Free cash flow
- $21.40Bquarter ended Jul 26, 2026
- Free cash flow margin
- 22.2%quarter ended Jul 26, 2026
- Operating cash / net income
- 0.40×quarter ended Jul 26, 2026
- Revenue growth year over year
- 105.9%quarter ended Jul 26, 2026
Interactive business mapExplore the business segments, products and linked value chain.
Competitors & comparisonsCompare industry peers, reporting periods and related funds. Business mix and valuation bases may differ.
Reviewed company relationships
Direct competitors, industry comparables and thematic alternatives have different uses. Compare fiscal periods and business mix before comparing multiples.
- AMD: Named accelerated-computing competitor.
FY2026 · year ended January 25, 2026 · Source evidence
- Intel: Named processor and graphics competitor.
FY2026 · year ended January 25, 2026 · Source evidence
A disclosed relationship is historical evidence, not a current valuation or a recommendation.
Valuation & fund comparisonsExplore dated peer valuations, growth comparisons and related funds.
Governance & sustainability
Research tools
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Next open: 2026-10-19 · 9:30 AM America/New_York
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