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Signal Ledger LabNVIDIA
NVDASIGNAL LEDGER VALUATIONEach business is valued on management's own targets, plus 1 judgment call of our own (Data Center: FY2030 operating margin 67.2%). Every business valued at FY2030 and discounted back; every input and call cited on the full report.
Research updated 2026-10-23 00:34:32 UTCBUY below $247.25WATCHSELL above $463.59
Price viewBUY
Buy below · 80% of FV$247.25
Sell above · 150% of FV$463.59
BUY below 80% of FV · WATCH from 80% to 150% · SELL above 150%. Thresholds use unrounded fair values.
REPORTED FIGURES / LATEST SEC FILING
What NVDA reported, business by business.
SEC 10-Q ↗ · quarter ended 2026-07-26 · filed 2026-08-26 · checked 2026-10-29 01:23 UTC; an earnings release published before the 10-Q or 10-K is not included.
- Reported revenue
- $96.221B
- Reported net income
- $59.688B
- Reported diluted EPS
- $2.46
RECONCILED Business rows reconcile to SEC revenue from the same filing and reporting period. Unverified segment profits remain blank.
Reported accounting segments, 2026-04-27 to 2026-07-26. Reported results; the valuation above uses the dated research assumptions.
| Business | Revenue | Share of revenue | Operating profit | Margin |
|---|---|---|---|---|
| Compute & Networking | $88.299B | 91.8% | $62.696B | 71.0% |
| Graphics | $7.922B | 8.2% | $3.899B | 49.2% |
| Consolidated revenue | $96.221B | 100% | — |
View reported source cells
Accession 0001045810-26-000075
Compute & Networking
Compute & Networking Graphics Total (In millions) Three Months Ended Jul 26, 2026 Revenue $ 88,299 $ 7,922 $ 96,221
Graphics
Compute & Networking Graphics Total (In millions) Three Months Ended Jul 26, 2026 Revenue $ 88,299 $ 7,922 $ 96,221
THE COMPANY
What does NVIDIA do?
Accelerated-computing platform spanning silicon, networking and software
Businesses: Compute & Networking · Graphics
EVIDENCE
Follow every input to its source
Read the full valuation for each business, the assumptions behind it and the cited evidence.