NVIDIA's position as the indispensable provider of AI compute infrastructure is driving unprecedented revenue growth, with 2027Q2 sales surging 105.9% year-over-year to $96.2B. The company has achieved software-like gross margins of 75.0% and extraordinary ope...
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Revenue growth has accelerated to 105.9% year-over-year in 2027Q2, supported by a stabilized gross margin of 75.0% and an operating margin that has expanded to 66.2%, demonstrating exceptional pricing power and operating leverage.
NVIDIA holds a near 90% share in the AI training and inference markets, benefiting from massive AI infrastructure buildouts by major hyperscalers.
NVIDIA reported record revenue of $68.13 billion in Q4 FY2026, up 73% year-over-year, indicating robust financial health.
Major cloud providers like Meta are increasing capex, with Meta's 2026 capex projected at $125-$145 billion, including NVIDIA's GPUs.
Concerns about the sustainability of AI infrastructure spending have risen, especially after OpenAI missed revenue and user growth targets.
NVIDIA faces competition from custom silicon by AMD and Google's TPUs, which are closing the silicon gap despite NVIDIA's software advantages.
NVIDIA's market cap is around $5 trillion, raising concerns about valuation discipline amid rapid price appreciation.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 26, 2026 | $2.22+6.2% vs $2.09 | $96.2B+4.3% vs $92.3B |
Q2 2026 May 20, 2026 | $1.87+6.3% vs $1.76 | $81.6B+4.1% vs $78.4B |
Q1 2026 Feb 25, 2026 | $1.62+5.2% vs $1.54 | $68.1B+3.0% vs $66.1B |
Q4 2025 Nov 19, 2025 | $1.30+3.2% vs $1.26 | $57.0B+3.7% vs $55.0B |
AMD's stock recently topped $1 trillion in market cap for the first time, as it has hit a new all-time high. Nvidia remains the most valuable company on U.S. markets, but its gains are fairly modest when compared to AMD this year.
Nvidia Corp (NASDAQ:NVDA) used to be a stock-market trade. Now, the same company can show up as a traditional equity, a tokenized stock and even a crypto-adjacent leveraged trade — sometimes for the same investor, on the same screen.
Wall Street has targets for Google, NVIDIA, and Salesforce, but one analyst thinks those numbers still leave serious money on the table heading into 2027.
Benchmark NVDA against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for NVIDIA Corporation (NVDA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $228.87 | $5.54T | 46.71 | 65.47% | 55.6% | 101.49% | 0.02% | |
| $623.77 | $1.02T | 235.38 | 34.34% | 15.58% | 10.07% | — | |
| $123.86 | $624.75B | -2102.89 | -0.47% | -19.79% | -9.58% | — | |
| $198.27 | $208.18B | 39.57 | 13.66% | 21.01% | 37.33% | — | |
| $364.54 | $1.73T | 76.42 | 23.87% | 41.87% | 44.01% | — | |
| $271.41 | $247.86B | 49.80 | 13.05% | 31.11% | 35.77% | — |
NVIDIA Corporation (NVDA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
NVIDIA Corporation (NVDA) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 26, 2026·SEC
Aug 17, 2026·SEC
May 20, 2026·SEC
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NVIDIA Corporation (NVDA) stock FAQ — growth, dividends, profitability & financials explained
NVIDIA Corporation (NVDA) reported $302.97B in revenue for fiscal year 2026. This represents a 191410% increase from $158.2M in 1999.
NVIDIA Corporation (NVDA) grew revenue by 65.5% over the past year. This is strong growth.
Yes, NVIDIA Corporation (NVDA) is profitable, generating $192.88B in net income for fiscal year 2026 (55.6% net margin).
NVIDIA Corporation (NVDA) does not currently pay a meaningful dividend. The company may be reinvesting profits for growth.
NVIDIA Corporation (NVDA) has a return on equity (ROE) of 101.5%. This is excellent, indicating efficient use of shareholder capital.
NVIDIA Corporation (NVDA) generated $127.01B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
