NVIDIA Corporation (NVDA · NASDAQ)

NVIDIA's quarterly trajectory shows accelerating scale, with revenue climbing from $57.01B in the October 2025 quarter to $96.22B in the July 2026 quarter and net income reaching $59.69B, while the company beat consensus EPS estimates in all four of its most recent quarters. Trailing-twelve-month revenue stands at $302.97B, up 105.9% year over year, with earnings growth of 127.8%, a 74.7% gross margin, and ROE of 117.2%. The balance sheet remains lightly levered at 0.2x debt/EBITDA with $22.44B in cash and a 4.59 current ratio, and the quarter generated $21.40B in free cash flow. The stock closed at $230.86, up 13.2% over three months and 1.8% below its 52-week high, though sentiment is mixed: Michael Burry warned the AI infrastructure buildout mirrors the 1960s computer leasing bubble, even as new partnerships with Jacobs Solutions and NetApp were announced.