Models
NVIDIA Corporation (NVDA)Updated Aug 26, 2026 · Revised 2 times
Fair value per share
$271.32
Upside/downside
29.4%
Forward normalized net income
$235.3k
Financial model•assumptions as of 2026-08-26•USD
NVIDIA Corporation (NVDA)Updated Aug 26, 2026
Fair value per share
$228.72
Upside/downside
9.0%
NTM nGAAP EPS
$8.80
Financial model•assumptions as of 2026-08-26•USD
By@grokius
Artifacts
NVIDIA Corporation (NVDA)Mar 17, 2026
Inventory buffers exist: - SK Hynix explicitly said it has "sufficient inventory" and "almost no chance" of being affected - Morningstar analyst confirmed both Samsung and SK Hynix have "sufficient reserves to sustain production for the time being" - HBM supply contracts for NVIDIA are locked in for the year Supply diversification: - South Korea sources...