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
$233.95
▲ +$3.09(+1.34%)4:00 PM ET - vs previous closeQuote as of Oct 2, 2026, 4:00 PM EDT
Regular-session close · Oct 2, 2026, 4:00 PM EDT.
Yahoo Finance · delayed, minutes not stated · as of Oct 2, 2026, 4:00 PM EDT · current source
Last session8%
$233.60L Oct 2 '26$237.87H Oct 2 '26
52-week range95%
$164.27L Mar 30 '26$237.88H Oct 2 '26
Long-term rangesAvailable historyHide
Available history(2000-10-04)98%
$0.0549L Oct 8 '02$237.88H Oct 2 '26
Price history: 2000-10-04–2026-10-02. Earlier trading may not be included. Highs and lows use intraday prices when available, otherwise closing prices. The 52-week range is reported separately by Yahoo Finance.
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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 · Profile
About NVIDIA Corp. (NVDA)
Sector, leadership, and how NVIDIA Corp. earns its revenue.
Technology
Company · Profile
About NVIDIA Corp. (NVDA)
Sector, leadership, and how NVIDIA Corp. earns its revenue.
NVIDIA Corp.
NASDAQ · NVDA · US
Company overview.
- Sector
- Technology
- Industry
- Semiconductors
- Headquarters
- Santa Clara, California
- Country
- US
- Founded
- 1993
- Employees
- 42,000
- CEO
- Jensen Huang
- 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 evidence
Business-model map
Select a node to inspect the relationship, reporting period and evidence.
Compute & Networking$193.479B
Graphics$22.459B
Reported segments · FY2026 · year ended January 25, 2026. Segment revenue is not an AI-only revenue measure.
Segments
Suppliers
Customers
Products
Revenue drivers
Geographies
Competitors
Linked value chain
1. Foundry / memory
TSMC; Micron, SK Hynix and Samsung memory
2. Compute platform
Accelerators, networking and software
3. Cloud deployment
Cloud ecosystem; customer and competitor roles can overlap
4. AI applications
Model builders and enterprise applications; includes private firms
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. · SEC Companyfacts · 2026-07-26
Growth produces accounting profit
Supporting observation: 63.7%
Reported-period net margin. A positive figure supports accounting profitability, not cash generation. · SEC Companyfacts · 2026-10-04T21:22:32.765Z
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. · SEC Companyfacts · 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
Leadership
Chief executive officerJensen Huang →
Source: TECHi curated profile
Ownership filings and insider activityCompetitors & comparisons
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Governance & sustainability
All data sources
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Research tools
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