Next earnings hit May 20 with consensus $1.76 EPS on $78.42B revenue, the critical print to validate continued Blackwell-cycle demand.
Stock is up 17% over the past month and 6.7% in the last week as the Magnificent Seven reversed their 2026 underperformance and retook market leadership.
Last print on February 25 beat at $1.62 vs. $1.54 consensus, maintaining the streak of upside surprises heading into the May catalyst.
Despite the 99% one-year gain, NVDA is actually trailing its Semiconductor peer average of 104.4%, indicating the rally has broadened beyond just Nvidia.
Zacks and multiple Nasdaq rally pieces explicitly name NVDA alongside MU, MSFT, and AVGO as preferred vehicles for the ongoing AI spending wave.
Bull case
ROIC of 62.9% and ROE of 104.4% on a 0.05 debt-to-equity ratio describe a capital structure that compounds shareholder equity without financing risk.
Operating margin of 60.4% on 65.5% revenue growth means incremental Blackwell dollars drop through at economics no other large-cap semi can replicate.
Hyperscaler capex guidance from Google, Meta, and Amazon into earnings season remains the demand backbone, and none have signaled a pullback.
At 40.9x TTM earnings with 66.8% EPS growth, the PEG implied is below 1, which is inexpensive for a franchise with this return profile.
Current ratio of 3.91 and quick ratio of 3.24 give management flexibility to absorb any supply-chain shock or fund buybacks without tapping credit markets.
To understand a stock properly you’d read the 10-K, the last four earnings calls, recent insider filings, analyst notes, and a dozen news articles. That’s three hours per ticker. So most retail investors do none of it — and trade on vibes.
Seeking Alpha
"NVDA: Why I'm Still Bullish"Community opinion128 comments
Yahoo Finance
NVDA 199.23 ▴ +1.48%Summary · Statistics · HistoricalTicker data
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The 10-K, summarized.
Cleearly reads the 10-K for you. Every Risk Factors section, every MD&A, every Business Overview — distilled into plain English. Track insider trading and 8-K disclosures as they happen. Compare filings across quarters to see what’s changed.
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NVDA · $199
Price chart
AI Brief
Fundamentals
News
SEC Filings
01
The chart you'd expect. And a few you wouldn't.
Minute-by-minute intraday. Hourly for the week. Thirty-minute bars for the month. Every range you'd check on Bloomberg, with auto-refresh while markets are open.
NVDA · $199
Price chart
AI Brief
Fundamentals
News
SEC Filings
02
A briefing, not a blog post.
Cleearly synthesizes filings, earnings, news, and fundamentals into four ranked bullet lists: what's happening, the bull case, the bear case, and what to watch. Each bullet is a sharp sentence, sorted by importance.
"Google is actively commercializing TPUs to external customers and Marvell is scaling custom inference ASICs — the architectural alternative to GPUs is no longer theoretical."
NVDA · $199
Price chart
AI Brief
Fundamentals
News
SEC Filings
03
Every fundamental worth checking.
Seventeen fundamental metrics — valuation, profitability, efficiency, financial health — each benchmarked against peers. Know how Apple's ROE compares to its cohort without opening a spreadsheet. Ten quarters of earnings history with color-coded beats and misses.
NVDA · $199
Price chart
AI Brief
Fundamentals
News
SEC Filings
04
The news, filtered for signal.
Every major news item about a stock, summarized with sentiment scoring. No clickbait, no pump-and-dump noise. Just what moved the price and why.
NVDA · $199
Price chart
AI Brief
Fundamentals
News
SEC FilingsPro
Most important
05Pro feature
The 10-K, summarized.
Cleearly reads the 10-K for you. Every Risk Factors section, every MD&A, every Business Overview — distilled into plain English. Track insider trading and 8-K disclosures as they happen. Compare filings across quarters to see what’s changed.
This is the research hedge funds pay $30,000/year for. We just built it into every stock page.
“We’re not trying to replace Bloomberg. We’re trying to replace eight browser tabs and two hours of your Saturday.”
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