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U.S.-listed market research with live data and structured thesis notes.

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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
NVDA Silicon, IP & Semicap

NVIDIA

AI compute platform

Detail page

NVIDIA remains the center of AI training and high-end inference demand.

Price $219.34
1D change +0.82%
Market cap $5.30T
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric NVDA
Price $219.34
1D Change +0.82%
Market Cap $5.30T
Enterprise Value $5.26T
Trailing P/E 27.0
Forward P/E 14.0
PEG Ratio 0.45x
Price / Sales 17.5
EV / Revenue 17.4
Revenue Growth 105.9%
Earnings Growth 127.8%
Gross Margin 74.7%
Operating Margin 66.2%
Net Margin 63.7%
ROE 117.2%
Free Cash Flow $41.81B
FCF Margin 13.8%
Debt / Equity 0.17x
Current Ratio 4.59x
Dividend Yield 0.46%
Next Earnings Nov 17, 2026
Quarterly Revenue $96.22B
Revenue QoQ +17.9%
Quarterly Net Income $59.69B
Net Income QoQ +2.3%

NVDA thesis lens

AI compute platform

Why it could benefit

  • NVIDIA remains the center of AI training and high-end inference demand.
  • Its stack includes chips, networking, systems, CUDA, and software libraries, not just GPUs.
  • As models get larger and enterprises move into production, full-stack control becomes more valuable.

Moat / edge

  • CUDA ecosystem and developer lock-in.
  • Leading performance in accelerated computing.
  • Integrated platform spanning silicon, interconnect, and software.

What to watch

  • Supply-demand balance for each new architecture cycle.
  • Mix shift between hyperscalers and enterprise customers.
  • Competition from custom silicon and AMD.

Key risks

  • Customer concentration and product-transition execution matter a lot.
  • Any sharp slowdown in capex could compress expectations quickly.