NVDA: The Fastest Machine on a Cracking Track
NVIDIA printed $215.9B in FY26 revenue (up 65%), $102.7B operating cash flow, and 75% Q4 gross margins, delivering software-like economics inside a hardware ecosystem. Forward P/E sits at 16.7x using next year's $10.60 EPS estimate. For a company with 91.5% ROIC and 33% estimated 5-year EPS growth,…
Published: 2026-03-08 by GNG Research
Tickers: NVDA, AMD
NVIDIA just printed one of the most dominant fiscal years in semiconductor history: $215.9 billion in revenue, $102.7 billion in operating cash flow, and a net margin north of 55%. The engine powering the AI revolution isn’t slowing down. But the road underneath the stock price has started to fracture, and the gap between what this company IS and what the market is willing to PAY right now is where the opportunity lives.
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