Models
NVIDIA Corporation (NVDA)Updated Sep 28, 2026 · Revised 4 times
Fair value per share
$271.32
Upside/downside
18.6%
Forward normalized net income
$235.3k
Financial model•assumptions as of 2026-09-28•USD
NVIDIA Corporation (NVDA)Updated Sep 3, 2026 · Revised 2 times
Fair value per share
$256.43
Upside/downside
12.2%
NTM nGAAP EPS
$9.86
Financial model•assumptions as of 2026-09-03•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...