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 of $302.97B, 105.9% YoY revenue growth, and 127.8% earnings growth. Profitability is exceptional — 74.7% gross margin, 66.2% operating margin, and 117.2% ROE — while leverage remains minimal at 0.2x debt/EBITDA with $22.44B in cash and $21.40B in quarterly free cash flow. The company beat estimates in all of its last four earnings reports, most recently reporting $2.22 versus $2.09 expected. At $225.07, shares trade at a 28.49 P/E against an analyst target of $327.70, up 14.0% over three months but 4.3% below their 52-week high, with recent news including a quantum computing partnership with IonQ and potential Chinese approval for Alibaba and ByteDance to purchase the RTX Pro 5500 GPU.