NVIDIA Corporation (NVDA · NASDAQ)

NVIDIA's quarterly trajectory shows accelerating scale, with revenue rising from $57.01B in the October 2025 quarter to $96.22B in the July 2026 quarter, driving trailing-twelve-month revenue to $302.97B and year-over-year growth of 105.9%. Profitability remains exceptional — 74.7% gross margin, 63.7% net margin, and 117.2% ROE — while the company generated $21.40B in free cash flow last quarter against modest leverage of 0.2x debt/EBITDA. The stock closed at $222.27, up 11.8% over three months and 12.2% above its 200-day average, though 5.5% below its 52-week high; it has beaten earnings estimates in each of the last four quarters, most recently $2.22 versus $2.09 expected. At a $5.37T market cap and 27.71 P/E, valuation multiples have compressed alongside the earnings surge, with a PEG of 0.466, though a16z Perennial Management's 91.4% reduction of its stake in Q2 is a noted institutional sale.