NVIDIA CORP (NVDA) AI Stock Summary
Highly profitable mega-cap near record highs
Updated
Snapshot
NVIDIA is a highly profitable mega-cap: FY 2026 revenue hit $215.94B (up 65.5% YoY) with $120.07B in net income and $96.68B in free cash flow. Gross margin is 71%, showing strong pricing power. Cash of $99.37B comfortably covers $38.86B in debt. The stock trades 3.9% below its 52-week high, and P/E is not available in this data.
What's Happening Right Now
- Wed 30th Sep '26 · Policy: NVIDIA stock rose after President Trump defended a self-regulation approach to AI, seen as favorable for AI chipmakers.
- Tue 29th Sep '26 · Financing: NVIDIA has held talks with insurance companies about ways to shift part of the financing risk tied to its AI chips.
- Mon 28th Sep '26 · Buyback: NVIDIA's board authorized a record $150 billion increase to its share repurchase program, bringing total remaining authorization to $235 billion, which it expects to execute through fiscal 2028.
- Mon 28th Sep '26 · Product launch: NVIDIA launched an Open Agent Safety Platform combining runtime software and BlueField-4 hardware to monitor and contain AI agents, with over 100 organizations including Anthropic, Microsoft, and JPMorganChase adopting it.
Bottom Line
NVIDIA is a rapidly growing, highly profitable business generating enormous cash, and it just backed that up with a record $150 billion buyback expansion. The stock is sitting close to its 52-week high, meaning much of this strength is already reflected in the price. A director sold roughly $947M in shares over the past 90 days, but that's a small fraction of NVIDIA's multi-trillion-dollar market cap. This is a business in excellent shape, not an undiscovered bargain.