NVIDIA（NVDA）株式概要
NVIDIA Corporationは、米国、台湾、中国、香港、欧州、および世界各国において、データセンター規模のAIインフラ企業として事業を展開しています。 詳細
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NVIDIA Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$206.84 |
| 52週高値 | US$236.54 |
| 52週安値 | US$164.07 |
| ベータ | 2.21 |
| 1ヶ月の変化 | 7.43% |
| 3ヶ月変化 | -2.97% |
| 1年変化 | 17.02% |
| 3年間の変化 | 342.64% |
| 5年間の変化 | 947.29% |
| IPOからの変化 | 504,191.01% |
最新ニュース
Recent updates
Seeking Alpha • Jul 20
Nvidia's Next Growth Engine: A CPU Built For AI Agents
Summary Nvidia Corporation aims to disrupt the x86 CPU market with Vera, a core design optimized for agentic AI workloads that targets around 20 billion dollars of FY27 sales. NVDA is managing surging DRAM and NAND costs through architectural tradeoffs, long term memory supply deals, and higher rack pricing to defend mid 70s gross margins. Rising B200 GPU lease rates and doubled black market Blackwell prices in China signal strong frontier AI demand and support Nvidia’s pricing power. NVDA trades at a 1-yr fwd P/E of 20.3x, roughly 24% below the broad semiconductor comp median multiples. Consensus estimates vs implied ask rates suggests an achievable earnings growth track. Monthly total return charts show NVDA stuck in a range with a failed breakout, supporting a neutral near-term technical view despite attractive fundamentals. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 16
NVDA: AI Infrastructure Demand And Export Controls Will Shape Future Returns Balance
Nvidia's analyst price target has been raised to $330 from $310, with analysts pointing to strong AI data center demand, rising hyperscaler and cloud AI capex, and continued confidence in the company's full stack GPU and CPU leadership as key supports for the higher valuation framework. Analyst Commentary Recent research on Nvidia shows a wide range of viewpoints, even as many price targets move higher.
ナラティブ更新 • Jun 30
NVDA: AI Data Center Demand And CPU Expansion Will Sustain Leadership
Nvidia's updated analyst price target has shifted from about $335 to roughly $405 per share. Analysts point to a higher assumed revenue growth outlook tied to AI data center demand, tighter CPU and GPU networking integration, and ongoing CPU opportunities highlighted in recent research as key factors behind the change.ナラティブ更新 • Jun 16
NVDA: AI Infrastructure Demand And Export Controls Will Shape Future Stock Leadership
Analysts have raised their fair value estimate for Nvidia stock from $184.19 to $194.77, citing higher assumed revenue growth, stronger profit margins, and a lower future P/E multiple as they factor in continued demand for AI infrastructure and Nvidia's role across GPUs, CPUs, and networking. Analyst Commentary Wall Street coverage of Nvidia stock remains active, with a long list of recent reports adjusting price targets and framing expectations around AI infrastructure demand, product ramps, and competitive positioning.分析記事 • Jun 12
Software stocks just gave investors a masterclass
Software stocks crashed on fears AI would make them obsolete, then they came roaring back. This edition of Market Insights aims to hand investors a repeatable playbook for separating real risk from market panic.分析記事 • Jun 12
Software stocks just gave investors a masterclass
Software stocks crashed on fears AI would make them obsolete, then they came roaring back. This edition of Market Insights aims to hand investors a repeatable playbook for separating real risk from market panic.分析記事 • Jun 02
We Think Shareholders Should Be Aware Of Some Factors Beyond NVIDIA's (NASDAQ:NVDA) Profit
Even though NVIDIA Corporation ( NASDAQ:NVDA ) posted strong earnings recently, the stock hasn't reacted in a large...
ナラティブ更新 • Jun 02
NVDA: AI Infrastructure Backlog And Capital Returns Will Extend Data Center Supercycle
Analysts have lifted their NVIDIA fair value estimate from $268.61 to $296.81, reflecting higher projected profitability and AI infrastructure demand, as well as ongoing price target increases across recent research that highlights the Blackwell and Rubin platforms, data center visibility through 2027, and expanded capital return plans. Analyst Commentary Recent research around NVIDIA centers on how durable its AI leadership and earnings power could be, and what risks might justify more cautious valuation frameworks.
ナラティブ更新 • May 12
NVIDIA's AI Vision Will Continue To Propel Its Market Dominance
Nvidia has delivered on its growth plan even faster than expected. While eventual competition is expected and will limit their outsized margins, Nvidia's dominance and the AI future it envisions has been well proven
新しいナラティブ • May 07
NVIDIA: The Indispensable Backbone of the AI Revolution
NVIDIA Corporation is not just another semiconductor company — it is the foundational infrastructure layer upon which the entire AI economy is being built. But even the best companies can be overbought.ナラティブ更新 • May 04
NVDA: AI Backlog Visibility And Export Controls Will Shape Future Leadership
Analysts lifted the price target for Nvidia shares by $3 to reflect slightly higher fair value estimates, modestly lower discount rates, and updated expectations for revenue growth, profit margins, and future P/E after a wave of upbeat research that points to sustained AI demand and broadening partnerships around the company’s platform. Analyst Commentary Recent research coverage around Nvidia highlights a wide range of opinions, with many firms updating models after the latest earnings, GTC announcements, and management commentary on long term AI demand.
新しいナラティブ • Apr 30
Sustainable Dominance: Justifying a $270 Fair Value
Catalysts The Rubin Supercycle : The successful shipment of Vera Rubin systems in late 2026—offering up to 10x better performance per watt —ensures that competitors cannot erode market share. This keeps hardware demand "off the charts".
新しいナラティブ • Apr 22
NVIDIA Is the Best Business in America. That Doesn't Mean You Should Buy It.
NVIDIA closed fiscal 2026 with $96.6 billion in free cash flow, $54.1 billion of net cash on the balance sheet, and 71% gross margins. The crowd is looking for the right moment to sell.ナラティブ更新 • Apr 19
NVDA: Trillion Dollar AI Backlog Will Extend Data Center Supercycle
Narrative Update Nvidia's updated analyst price target edges higher by about $0.40 to roughly $268.61, as analysts factor in slightly stronger revenue growth expectations, modestly lower discount rates, and a still-elevated future P/E near 29x despite a small trim to projected profit margins. Analyst Commentary Recent Street research around Nvidia clusters around confidence in the AI data center story, with a wide range of firms updating models and price targets after earnings and the GTC conference.
ナラティブ更新 • Apr 19
NVIDIA – Launch of Open-Source “Ising” Quantum AI Models to Accelerate Scalable Quantum Computing
Author: Qudus Adebara (Founder of Wane Investment House) NVIDIA has unveiled the world’s first open-source family of quantum AI models, NVIDIA Ising , marking a major step toward making quantum computing practical, scalable, and commercially viable. The Ising model suite is designed to address two of the most critical bottlenecks in quantum computing— processor calibration and quantum error correction —using advanced AI techniques to enhance performance, reliability, and scalability of quantum systems.新しいナラティブ • Apr 07
NVIDIA will see a profit margin surge of 55% in the next 5 years
1. The Undisputed King of AI Infrastructure NVIDIA’s dominance in the AI chip market is not merely a transient trend but a structural, long-term leadership position.ナラティブ更新 • Apr 05
NVDA: Trillion Dollar AI Backlog Will Sustain Multi-Year Infrastructure Supercycle
Analysts have nudged NVIDIA's fair value estimate slightly lower to $268.22 while keeping revenue growth and margin assumptions effectively unchanged. They cite a series of higher price targets and upbeat GTC takeaways as support for a still robust AI demand outlook and a modestly lower future P/E of about 28.9x.ナラティブ更新 • Mar 22
NVDA: Trillion Dollar AI Backlog Will Support Multi-Year Infrastructure Supercycle
The analyst fair value estimate for Nvidia has been raised from $253.02 to $269.23. Analysts cite higher modeled revenue growth, continued AI data center demand, and expanding use cases beyond data centers as key factors supporting a lower future P/E assumption and the higher price target.新しいナラティブ • Mar 09
NVIDIA: Durable Infrastructure in AI Leadership, but Nigh-Perfect Precision is Required
I am still fervently steadfast in the stance that NVDA is the undisputed anchor and future driver of the global AI shift. While it is an 'obvious' megacap investment, my personal analysis depict its transition into a full stack 'AI foundry' with a widened moat that the market presently fails to price in.ナラティブ更新 • Mar 08
NVDA: AI Data Center Visibility And China Controls Will Shape Leadership
Our analyst price target for Nvidia edges higher from $173.50 to $181.39 as analysts highlight the company's AI data center leadership, a reacceleration in data center revenue, and extended visibility into 2027. At the same time, we modestly adjust revenue growth and P/E assumptions alongside a slightly higher discount rate.新しいナラティブ • Mar 02
The NVIDIA Phenomenon
We've all by now seen how NVIDIA has experienced one of the most dramatic runs in modern market history over the past few years, but why is that the case? To begin with, its worth stating that NVIDIA didn’t just “get lucky”, it was uniquely positioned when generative AI took off back in 2022–2023.株主還元
| NVDA | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | 1.8% | 2.0% | -1.0% |
| 1Y | 17.0% | 59.1% | 14.7% |
業界別リターン: NVDA過去 1 年間で59.1 % の収益を上げたUS Semiconductor業界を下回りました。
リターン対市場: NVDA過去 1 年間で14.7 % の収益を上げたUS市場を上回りました。
価格変動
| NVDA volatility | |
|---|---|
| NVDA Average Weekly Movement | 5.7% |
| Semiconductor Industry Average Movement | 13.6% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: NVDA 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: NVDAの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1993 | 42,000 | Jensen Huang | www.nvidia.com |
NVIDIA Corporationは、米国、台湾、中国、香港、欧州、およびその他の地域において、データセンター規模のAIインフラ企業として事業を展開しています。同社は、「Compute & Networking」および「Graphics」の2つの事業部門を通じて事業を行っています。 「Compute & Networking」セグメントは、データセンター向けアクセラレーテッド・コンピューティングおよびネットワーキング・プラットフォーム、AIソリューションおよびソフトウェア、ならびに自動車向けプラットフォームおよび自動運転車・電気自動車向けソリューション（ソフトウェアを含む）を提供しています。 グラフィックス部門は、ゲームおよびPC向けのGeForce GPU、ならびにエンタープライズワークステーション向けグラフィックス用のQuadro/NVIDIA RTX GPUを提供しています。同社の製品は、ゲーム、プロフェッショナル・ビジュアライゼーション、データセンター、および自動車市場で利用されています。 同社は、OEM（相手先ブランド製造業者）、ODM（設計製造業者）、システムインテグレーターおよびディストリビューター、独立系ソフトウェアベンダー、クラウドサービスプロバイダー、アドインボードメーカー、ディストリビューター、自動車メーカーおよびティア1自動車サプライヤー、その他エコシステム参加者に製品を販売しています。NVIDIA Corporationは1993年に設立され、カリフォルニア州サンタクララに本社を置いています。
NVIDIA Corporation 基礎のまとめ
| NVDA 基礎統計学 | |
|---|---|
| 時価総額 | US$5.01t |
| 収益（TTM） | US$159.61b |
| 売上高(TTM) | US$253.49b |
31.4x
PER（株価収益率19.8x
P/SレシオNVDA は割高か？
公正価値と評価分析を参照収益と収入
| NVDA 損益計算書（TTM） | |
|---|---|
| 収益 | US$253.49b |
| 売上原価 | US$65.54b |
| 売上総利益 | US$187.95b |
| その他の費用 | US$28.34b |
| 収益 | US$159.61b |
直近の収益報告
Apr 26, 2026
次回決算日
Aug 26, 2026
| 一株当たり利益（EPS） | 6.59 |
| グロス・マージン | 74.15% |
| 純利益率 | 62.97% |
| 有利子負債／自己資本比率 | 4.3% |
NVDA の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.5%
現在の配当利回り0.6095%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/27 09:18 |
| 終値 | 2026/07/24 00:00 |
| 収益 | 2026/04/26 |
| 年間収益 | 2026/01/25 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
NVIDIA Corporation 55 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。94
| アナリスト | 機関 |
|---|---|
| Stefan Chang | Aletheia Analyst Network Limited |
| James Fontanelli | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |