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NVIDIA Corporation NVDA

NVIDIA Corporation scores excellent on business quality (9.2 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$229.28Oct 9, 2026
Business qualityExcellent
Next earningsNov 17, 2026, after the close
Insiders, 90 daysSelling

Why it matters

  1. What NVIDIA Corporation does

    NVIDIA builds specialized processors and software systems that power artificial intelligence workloads, selling primarily to large cloud providers and enterprises scaling data centers. The company captures immense infrastructure spending as the dominant hardware foundation for modern machine learning.

  2. What it does best

    NVIDIA dominates AI hardware with an operating margin of 65%, vastly outperforming peers like AMD at 16%. This advantage stems from deep CUDA software lock-in that makes developer migration practically impossible.

  3. The main risk

    Extreme customer concentration in mega-scale cloud providers leaves revenue vulnerable if enterprise artificial intelligence spending abruptly pauses or shifts toward proprietary silicon.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityStrong

Operating margin hits 65% and FCF margin sits at 41%, expanding sharply as revenue scales and proving unmatched pricing power.

MoatStrong

The CUDA software ecosystem locks in developers, securing a top-decile operating margin rank of 98% in its sector that rivals cannot easily duplicate.

GrowthFast

Revenue surged 65% over the latest period, continuing a hyper-growth trajectory fueled by relentless data center demand.

Financial healthStrong

Debt is negligible with interest coverage at 426x, while free cash flow reached $127B, showing a rapidly strengthening balance sheet.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

1 sold $946.6M outside pre-planned sales.

Our sealed record on NVDA

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is NVDA a good business?

NVIDIA Corporation scores excellent on the Cluenex quality check (9.2 of 10), measured against its own industry. Profitability is strong, moat strong, growth fast and financial health strong.

Are insiders buying NVDA?

In the last 90 days of SEC Form 4 filings: 1 sold $946.6M outside pre-planned sales.

When does NVDA report earnings?

Nov 17, 2026, after the close.

For members

See NVDA today

  • Today's verdict on NVDA, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “NVIDIA Corporation (NVDA)”, https://cluenex.com/stocks/nvda/, data as of Oct 10, 2026.