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- $5.2TMarket Cap
- 17.15%1-Year Change
- SemiconductorsIndustry
NVIDIA (NVDA)
Key Performance
More- Earnings Score: 90
- Momentum Score: 47
- True Yield: 58
- Financial Health Score: 84
Latest Research & News
Nvidia is trading at its lowest forward P/E ratio in a decade (14.3x) despite being near 52-week highs. The article argues this presents a buying opportunity, with analyst forecasts suggesting EPS could reach $26 by fiscal 2030. If the P/E multiple expands from 15x to 22x, the stock could reach $572, representing a 154% gain. Beyond its core data center business (growing 117% YoY), Nvidia is expanding into AI agents, space exploration, physical AI, and autonomous vehicles.
09/26/2026, 8:02 AM • The Motley Fool
Breakfast News: Cast a Wide Net to Catch Big Wins
The article argues that most stocks underperform the market, with only 40-45% beating it annually and dropping to 30-35% over five years. Research shows just 46 companies created half the stock market's value over a century. The solution is diversification with exposure to many stocks to catch rare big winners, following a 'power law' strategy where a few home runs drive returns rather than consistent average performance.
09/26/2026, 7:30 AM • The Motley Fool
The article examines the 'Magnificent Seven' tech stocks and identifies Microsoft as the one to avoid or sell. While Microsoft showed strong Q2 results with 43% Azure growth and $678 billion in AI backlog, the author expresses concerns about the sustainability of its AI business, declining Windows market share, weak Copilot adoption compared to competitors, and underperforming Xbox revenue. The bullish case relies heavily on uncertain AI monetization that may not materialize as expected.
09/26/2026, 5:35 AM • The Motley Fool
SCHD Is Brilliant. Here's Why I Think This Dividend ETF Is Even Better.
The article compares two dividend-focused ETFs: SCHD (Schwab U.S. Dividend Equity ETF) and RDVY (First Trust Rising Dividend Achievers ETF). While SCHD offers high current dividend yield (3%) with slower-growing, established companies, RDVY has delivered superior 10-year average annual returns (15.8% vs 13.2%) by focusing on faster-growing Nasdaq-listed companies with rising dividends. The choice between them depends on investment goals: SCHD for income, RDVY for wealth growth.
09/26/2026, 5:20 AM • The Motley Fool
If I Could Only Add 1 ETF to My Portfolio This Year, Here's Exactly What I'd Buy
The author recommends the VanEck Semiconductor ETF (SMH) as the single best ETF to add to a portfolio, citing the continued runway of the AI boom and strong growth prospects of its top holdings. Despite a high P/E ratio of 41, the ETF's major components like Nvidia and TSMC are expected to deliver substantial revenue growth, making it an attractive high-growth investment opportunity.
09/25/2026, 9:15 PM • The Motley Fool
Great News for IonQ Stock Investors!
IonQ announced a major breakthrough in quantum computing that positions the company favorably for capital raising. The announcement has generated significant investor interest, with multiple related articles discussing IonQ's potential and comparing it to competitors in the quantum computing space.
09/25/2026, 8:28 PM • The Motley Fool
Nvidia Would Have to Add Almost a Whole Broadcom to Reach $7 Trillion
Nvidia, currently valued at $5.45 trillion, would need to add roughly $1.55 trillion in market value to reach $7 trillion—nearly equivalent to Broadcom's entire market cap. The article analyzes whether this milestone is achievable, noting that a 28% stock price increase to $290/share would be modest for Nvidia's historical performance. With forecasted 70% revenue growth in fiscal 2028 and strong margins, the company's fundamentals appear capable of supporting this valuation if the market maintains a price-to-earnings multiple similar to Broadcom's current 18x multiple.
09/25/2026, 7:24 PM • The Motley Fool
This Stock May Be the Best Artificial Intelligence (AI) and Quantum Computing Investment
Nvidia is positioned as a strong investment opportunity for both AI and quantum computing exposure. Rather than developing its own quantum processor, Nvidia is supporting the quantum computing industry through products like NVQLink and CUDA-Q software, which integrate quantum computers with traditional computing networks. With expected 70% revenue growth in the upcoming fiscal year and a forward P/E ratio of 24.4x, Nvidia offers investors access to AI infrastructure spending while maintaining upside potential from emerging quantum computing technology.
09/25/2026, 5:35 PM • The Motley Fool
WeAreDevelopers held its first North America World Congress in San José (Sept 23-25, 2026) with over 10,000 attendees and industry leaders, focusing on moving AI-powered software from prototype to production. The event featured keynotes from Docker, GitHub, Replit, and other major tech companies, addressing challenges in deploying agentic systems, securing AI-written software, and managing non-deterministic testing.
09/25/2026, 5:11 PM • GlobeNewswire
IonQ announced a quantum computing breakthrough in error detection that could lower costs and complexity of quantum error correction. However, the technology was only tested on simulated workloads, not real-world applications. While the company shows strong revenue growth (287% YoY to $80.1M), it remains unprofitable with a $120.3M adjusted EBITDA loss. At a 37x forward sales multiple, the stock is highly speculative, with potential 5-year returns ranging from $295 to $4,738 per $1,000 invested depending on commercialization success.
09/25/2026, 11:08 AM • The Motley Fool
The article warns that the S&P 500 is vulnerable to a crash due to mounting risks including surging oil prices from Middle East geopolitical conflict, rising inflation, Federal Reserve interest rate hikes, and potential slowdown in AI development. The author cites the S&P 500's elevated valuation (second-highest in history) and recommends following Warren Buffett's time-tested advice: view downturns as buying opportunities, focus on long-term fundamentals, and avoid panic selling.
09/25/2026, 11:02 AM • The Motley Fool
Is It Finally Time to Sell AMD?
An analysis of whether investors should sell their AMD positions, with consideration of alternative opportunities in Nvidia and Broadcom. The article examines AMD's position in the AI chip market and discusses whether other semiconductor companies might offer better investment potential.
09/25/2026, 10:15 AM • The Motley Fool
AMD reached a $1 trillion market cap, joining Nvidia in an exclusive club. However, the article argues AMD is overvalued as a distant second in the AI accelerator market. While AMD has secured major deals with OpenAI, Meta, Anthropic, Oracle, and Microsoft, its data center revenue ($6.7B quarterly) significantly lags Nvidia's ($89B quarterly). AMD trades at a P/E of 158 (forward: 81) versus Nvidia's 28 (forward: 24), suggesting investors are paying a premium for inferior market position and thinner margins.
09/25/2026, 7:03 AM • The Motley Fool
3 Reasons Why Micron and Sandisk Investors Can Ignore What History Says Will Happen
Despite the memory chip market's historically cyclical nature, Micron and Sandisk could defy this pattern due to unprecedented AI demand. With hyperscalers expected to spend $1.3 trillion on data center capex next year and projections reaching $3-4 trillion by 2030, memory chip demand will remain elevated for years. Both companies are investing heavily in new production facilities, suggesting confidence in sustained demand that could support higher margins and make these stocks viable long-term investments.
09/24/2026, 5:07 PM • The Motley Fool
Google Is Taking a Major Step Forward Toward Space-Based AI Data Centers
Google is launching an experimental satellite on October 1st as part of Project Suncatcher to test space-based AI data centers. The satellite will operate on solar power and house Google's tensor processing units (TPUs) to answer simple AI queries for a year. While competitors like SpaceX and Blue Origin have similar plans, Google is taking the first concrete step among major tech companies. The company expects no operational results for several years as it tests hardware durability, radiation effects, and cooling solutions in orbit.
09/24/2026, 3:03 PM • The Motley Fool
Peers
Statistics
MoreInformation as of 10/16/2026
Company Profile
NVIDIA Corporation operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally. It operates through Compute & Networking, and Graphics segments. The Compute & Networking segment provides data center accelerated computing and networking platforms and artificial intelligence solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment offers GeForce GPUs for gaming and PCs; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. The company's products are used in gaming, professional visualization, data center, and automotive markets. It sells its products to original equipment manufacturers, original device manufacturers, system integrators and distributors, independent software vendors, cloud service providers, add-in board manufacturers, distributors, automotive manufacturers and tier-1 automotive suppliers, and other ecosystem participants. NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California.
Key Executives
- Jen-Hsun Huang
- Ajay K. Puri
- Colette Kress
- Debora Shoquist
- Timothy S. Teter
Current Ownership Distribution
- Institutions155.5B (76.89%)
- Mutual Funds46.6B (23.06%)
- Insiders100.6M (0.05%)
- Other0 (0.00%)