NVIDIA Corporation isn't currently traded based on projected 70–100% revenue growth amid robust AI-driven demand. The AI GPU company delivered massive FQ2'27 beats: $96.22B revenue (+105.9% YoY) and $2.22 EPS, with FQ3 guidance exceeding consensus and potential for further upside. NVDA's next-gen chips command ~60% higher revenue per GW, supporting outsized growth even if data center capacity growth moderates.
Nvidia Corporation's Q2 FY27 beat-and-raise confirmed exceptional AI demand, but margin pressure, rising supply commitments, and ecosystem financing increase risk. NVDA stock remains technically compressed near the top of its long-term range, while weakening semiconductor sentiment could trigger a broader sector correction. Long term, Nvidia's full-stack AI platform, rising revenue per gigawatt, and enterprise breadth reinforce its position as core infrastructure for accelerated computing.
Nvidia announced a program to collect revenue on the same chip twice, once at sale and again through ongoing cloud profits, then paused it weeks later after internal warnings about antitrust exposure.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
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| KH Kevin Heal ARGUS INVESTORS' COUNSEL Inc. | 27,799 | $1.15M | $5.89M | $4.74M | 413.4% |
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 3,223 | $302,637.21 | $647,017.25 | $344,380.04 | 113.79% |
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 512,188 | $53.32M | $108.55M | $55.23M | 103.59% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 28,251 | $2.44M | $5.67M | $3.23M | 132.29% |
Michelle S. Hickox FIRST FINANCIAL BANKSHARES Inc. | 519,194 | $44.38M | $112.95M | $68.57M | 154.52% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Vinh Keybanc | 139.59 | $26,022.65 | $31,281.19 | $5,258.54 | 20.21% |
Srini Pajjuri RBC Capital | 124.39 | $24,974.2 | $24,971.95 | -$2.25 | -0.01% |
| Semiconductors & Semiconductor Equipment Industry | Information Technology Sector | Jensen Huang CEO | NASDAQ (NGS) Exchange | 67066G104 CUSIP |
| US Country | 42,000 Employees | 10 Sep 2026 Last Dividend | 10 Jun 2024 Last Split | 22 Jan 1999 IPO Date |
NVIDIA Corporation, a prominent player in the tech industry, offers a comprehensive suite of graphics, compute, and networking solutions across a global market including the United States, Taiwan, China, Hong Kong, and other international territories. The company's innovations find applications in various sectors, notably gaming, professional visualization, data centers, and automotive markets. Since its incorporation in 1993, NVIDIA has established its headquarters in Santa Clara, California, serving a diverse clientele ranging from original equipment manufacturers (OEMs), system integrators, and distributors to cloud service providers, automotive manufacturers, and entities within the internet ecosystem.
NVIDIA's offerings are categorized into two main segments: Graphics and Compute & Networking, each encompassing a variety of products and services tailored to meet the needs of different market sectors.
This segment caters to both the gaming industry and professional visualization. It includes GeForce GPUs for gaming and PCs, providing a high-quality gaming experience and the GeForce NOW streaming service that enables gaming on various devices. For professionals, Quadro/NVIDIA RTX GPUs offer powerful workstation graphics capabilities. The segment also features virtual GPU software for visual and virtual cloud computing, automotive infotainment systems platforms, and Omniverse software for metaverse and 3D internet applications development.
Encompassing NVIDIA's data center and networking solutions, this segment boasts Data Center computing and end-to-end networking platforms like Quantum for InfiniBand and Spectrum for Ethernet. The NVIDIA DRIVE platform supports automated driving technologies, while Jetson provides the backbone for robotics and other embedded platforms. NVIDIA AI Enterprise and other software cater to the business and computing needs, enhanced further by DGX Cloud software and services tailored for advanced computing environments.