NVIDIA Corporation
NVDA · NASDAQ
Company research
NVIDIA Corporation (NASDAQ: NVDA) is a Santa Clara, California-based semiconductor and technology company founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, operating as a leading designer of graphics processing units (GPUs), system-on-chip (SoC) products, and AI computing platforms under a fabless manufacturing model. The company operates across two primary segments — Graphics, which encompasses GeForce GPUs for gaming, professional visualization solutions, and cloud gaming services, and Compute & Networking, which drives AI, high-performance computing (HPC), and accelerated data center platforms, including its industry-defining Blackwell GPU architecture and Mellanox networking solutions. With its proprietary CUDA software stack underpinning over 90% of AI model training workloads globally, NVIDIA has established dominant market positions across data centers (approximately 85% of fiscal 2025 revenue), gaming, professional visualization, and automotive sectors, serving hyperscalers such as Microsoft, Google, and Amazon, as well as automotive OEMs including Toyota and Mercedes-Benz. Under the continued leadership of co-founder and CEO Jensen Huang, NVIDIA has grown into one of the world's most valuable public companies, with a market capitalization exceeding $5 trillion and approximately 42,000 full-time employees worldwide.
Research reports
Stock Rover · July 11, 2026NVIDIA (NVDA) Stock Report
Multi-page quantitative stock report that highlights NVDA’s exceptional sales and EPS growth, industry-leading margins, and top-tier value, growth, quality, and sentiment scores, alongside a consensus Strong Buy rating and fair value near 239 implying further upside from the current price.
DBS Bank Ltd, US Equity Research · May 25, 2026NVIDIA Corp – Growth powered by market‑leading, best‑in‑class GPUsBank research note maintaining a BUY call with a raised USD250 target price, arguing that Nvidia’s dominant AI-chip position, annual accelerator upgrade cadence, and visibility toward USD1 trillion cumulative AI chip revenue through FY28 support durable growth, while flagging rising scrutiny and competitive threats as key risks.
The Options Oracle (Substack) · May 24, 2026NVIDIA ($NVDA) Deep DiveLong-form earnings deep dive concluding that AI infrastructure spending remains in “early innings,” with data center revenue up 92% year-over-year, networking revenue nearly tripling, and the upcoming Vera Rubin platform plus strong technical trend supporting a continued long-term uptrend despite very high expectations.
Krause Fund, Tippie College Of Business, University Of Iowa · April 22, 2026NVIDIA CORP (NVDA)Student-managed fund report recommending a hold with a USD195–215 target range near the current price, emphasizing Nvidia’s ~90%+ AI accelerator share and hyperscaler-driven compute demand but modeling a deceleration in Compute & Networking growth, margin normalization, and high sensitivity to AI capex and rising competition from AMD, Intel, and custom hyperscaler chips.
DHLM Studio / Brutal Edge™ · April 16, 2026NVIDIA (NVDA): Building the AI Factory for the Age of IntelligenceBoutique “Brutal Edge” deep dive that scores NVDA 83/100, framing it as the core AI factory platform with FY2026 revenue of 215.9B, 71% gross margins, an entrenched CUDA moat and full‑stack systems strategy, and concluding it is a buy‑quality name where future returns hinge on valuation compression risk at roughly USD4.5T market cap.
Henry Fund, Tippie College Of Business, University Of Iowa · November 16, 2025Nvidia: The Core Enabler of the Global AI EconomyUniversity fund research report issuing a BUY rating with a USD198.22 target and about 8.8% upside, presenting Nvidia as the central enabler of the global AI economy via explosive Compute & Networking and data‑center growth, while noting high valuation, intensifying semiconductor competition, and supply‑chain and export‑control risks as key considerations.