NVDATechnology · Semiconductors
Nvidia
DeepValues Research covers Nvidia (NVDA) with 36 research reports since Nov 19, 2025. The latest Deep Value Intelligence report (Oct 23, 2026) ends with a Neutral stance (4.05/5), with the stock at $211 against a headline intrinsic value of $205. Sector: Technology · Semiconductors. Neutral since Oct 23, 2026 (previously Bullish); 5 stance changes across 16 scored reports since Feb 8, 2026.
Stance history
Neutral since Oct 23, 2026 (previously Bullish); 5 stance changes across 16 scored reports since Feb 8, 2026.
Research timeline
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Deep Value Intelligence
Nvidia (NVDA) Deep Value Intelligence ReportNeutral (4.05/5) on Nvidia (NVDA), Oct 23, 2026. Price $211 vs intrinsic value $205. NVIDIA is an exceptional operating business whose recent financial…
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Deep Value Intelligence
Nvidia (NVDA) Deep Value Intelligence ReportBullish (3.85/5) on Nvidia (NVDA), Aug 27, 2026. Price $228 vs intrinsic value $159. We are placing an ADVOCATE stance on NVIDIA (NVDA) at $228. The…
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Deep Value Intelligence
Nvidia (NVDA) Deep Value Intelligence ReportNeutral (3.95/5) on Nvidia (NVDA), Jul 23, 2026. Price $209 vs intrinsic value $159. NVIDIA is an exceptional business operating in an exceptional demand…
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Deep Value Intelligence
Nvidia (NVDA) Deep Value Intelligence ReportBearish (3.95/5) on Nvidia (NVDA), Jul 19, 2026. Price $203. Buffett seeks businesses with: 1. durable moat, 2. understandable economics, 3. strong…
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Deep Value Intelligence
Nvidia (NVDA) Deep Value Intelligence ReportNeutral (3.85/5) on Nvidia (NVDA), Jun 26, 2026. Price $196. NVIDIA is no longer just a high-quality semiconductor company; it has become an AI…
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Deep Value Intelligence
Nvidia (NVDA) Deep Value Intelligence ReportNeutral (3.85/5) on Nvidia (NVDA), Jun 10, 2026. Price $204. NVIDIA is an extraordinary business with Buffett-like quality characteristics in…
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Deep Value Intelligence
Nvidia（NVDA）深度价值情报报告中性（3.75/5）· Nvidia（NVDA）· 2026年5月18日。股价 $222。NVDA 几乎满足"伟大公司"的多数条件：盈利能力极强、平台护城河深、管理层优秀、AI 基础设施地位突出。…
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Deep Value Intelligence
Nvidia (NVDA) Deep Value Intelligence ReportNeutral (3.75/5) on Nvidia (NVDA), May 8, 2026. Price $212. Nvidia (NVDA) possesses an undeniable economic moat and elite financials (70%+ ROIC, 71.1%…
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Deep Value Intelligence
Nvidia (NVDA) Deep Value Intelligence ReportNeutral (3.75/5) on Nvidia (NVDA), May 1, 2026. Price $200. NVIDIA is a generational business with platform-monopoly economics (76.3% ROE, 71.1% Gross…
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Deep Value Intelligence
Nvidia (NVDA) Deep Value Intelligence ReportNeutral (3.75/5) on Nvidia (NVDA), Apr 24, 2026. Price $200. NVIDIA is an exceptional business with a rare platform-like moat, extraordinary…
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Deep Value Intelligence
Nvidia (NVDA) Deep Value Intelligence ReportNeutral (3.75/5) on Nvidia (NVDA), Apr 17, 2026. Price $198. Nvidia is an exceptional business with platform-level advantages in AI computing, but the…
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Deep Value Intelligence
Nvidia (NVDA) Deep Value Intelligence ReportNeutral (3.85/5) on Nvidia (NVDA), Apr 10, 2026. Price $184. - RISK MANAGEMENT JUDGE COMMENTARY: NVIDIA (NVDA) - The Risk: We are conflating a structural…
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Deep Value Intelligence
Nvidia (NVDA) Deep Value Intelligence ReportNeutral (3.85/5) on Nvidia (NVDA), Apr 3, 2026. Price $177. NVIDIA is an exceptional business with platform-like economics, but the current price already…
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Deep Value Intelligence
Nvidia (NVDA) Deep Value Intelligence ReportNeutral (3.85/5) on Nvidia (NVDA), Mar 28, 2026. Price $168. As the Risk Management Judge, my evaluation is grounded in the preservation of capital and…
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Deep Value Intelligence
Nvidia (NVDA) Deep Value Intelligence ReportNeutral (3.85/5) on Nvidia (NVDA), Mar 27, 2026. Price $171. NVIDIA is a rare business: extraordinary returns on capital, a powerful developer ecosystem…
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Deep Value Intelligence
Nvidia（NVDA）深度价值情报报告中性（3.85/5）· Nvidia（NVDA）· 2026年3月25日。股价 $179。作为一名秉持沃伦·巴菲特价值投资理念的投资组合经理，听完多空双方及中立分析师的精彩辩论，以下是我…
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Deep Value Intelligence
Nvidia (NVDA) Deep Value Intelligence ReportNeutral (3.85/5) on Nvidia (NVDA), Mar 20, 2026. Price $179. To summarize, Nvidia currently represents one of the most dominant fundamental profiles in…
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Deep Value Intelligence
Nvidia (NVDA) Deep Value Intelligence ReportDeep Value Intelligence report on Nvidia (NVDA), Mar 15, 2026. Price $180. NVIDIA (NVDA) has transitioned from a cyclical semiconductor company to the…
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Deep Value Intelligence
Nvidia (NVDA) Deep Value Intelligence ReportDeep Value Intelligence report on Nvidia (NVDA), Mar 13, 2026. Price $183. The Business: NVIDIA is an elite enterprise boasting software-like gross…
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Deep Value Intelligence
Nvidia (NVDA) Deep Value Intelligence ReportDeep Value Intelligence report on Nvidia (NVDA), Mar 12, 2026. Price $183. Nvidia is a generational, vertically integrated business with a formidable…
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Deep Value Intelligence
Nvidia（NVDA）深度价值情报报告Nvidia（NVDA）· 2026年3月9日。你好。作为一名遵循巴菲特价值投资哲学的投资组合经理，我刚刚仔细聆听了多空双方关于英伟达（NVDA）的精彩辩论。这两份报告都非常有…
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Deep Value Intelligence
Nvidia (NVDA) Deep Value Intelligence ReportDeep Value Intelligence report on Nvidia (NVDA), Mar 7, 2026. NVIDIA is a generational enterprise with a formidable moat, but its current $3.5 trillion…
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Research note
NVIDIA Corporation - Comprehensive Research ReportNVIDIA is a leading semiconductor and computing company specializing in graphics processing units (GPUs) and related software. Its business model centers…
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Research note
Equity Research: Nvidia Corporation (NVDA)Equity Research: Nvidia Corporation (NVDA): Nvidia Corporation (NVDA) stands at the epicenter of a technological transformation that rivals the…
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Research note
Equity Research: Nvidia Corporation (NVDA) - Q3 2025 (Gemini 3)Equity Research: Nvidia Corporation (NVDA) - Q3 2025 (Gemini 3): Nvidia Corporation (NVDA) stands at the epicenter of a technological transformation that…
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Research note
Financial DisclaimerBusiness Model Summary: NVIDIA's revenue is dominated by its Data Center (Compute & Networking) segment, which includes AI/dense-computing chips for…
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Research note
INVESTMENT MEMORANDUM: Project Velocity — NVIDIA’s Strategic Consolidation of the Inference MarketOn December 24, 2025, NVIDIA Corporation (NASDAQ: NVDA) announced a definitive agreement to secure the core intellectual property and engineering talent…
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Research note
NVIDIA Financial Research Report - Q3 2025NVIDIA's latest reported quarter (Q3 FY2025, quarter ended Oct. 27, 2024) was record-breaking. Revenue hit $35.1 billion, soaring 94% year-on-year and…
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Research note
NVIDIA Financial Research ReportNVIDIA's latest quarter (Q2 FY2026, quarter ended July 27, 2025) showed record results. Revenue was $46.7 billion, up 6% from the prior quarter and up…
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Research note
Comprehensive Financial Analysis of NVIDIA Corporation: Navigating the AI RevolutionNVIDIA Corporation (NASDAQ: NVDA) has solidified its position as a preeminent force in the semiconductor industry, primarily renowned for its high-end…
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Research note
The Cassandra Protocol: A Forensic Deconstruction of the Burry-Nvidia DivergenceThe financial markets of the mid-2020s have been defined by a singular, overwhelming narrative: the ascent of generative artificial intelligence. At the…
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Deep Value Intelligence
Nvidia (NVDA) Deep Value Intelligence ReportDeep Value Intelligence report on Nvidia (NVDA), Feb 15, 2026. - The debate highlights a classic friction between secular growth narratives and…
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Deep Value Intelligence
Nvidia (NVDA) Deep Value Intelligence ReportBullish on Nvidia (NVDA), Feb 8, 2026. The debate presents a collision between a "new paradigm" thesis and classical economic history.
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Q3 2025
Equity Research: Nvidia Corporation (NVDA) - Q3 2025英伟达 (NVDA) 发布的2026财年第三季度财报不仅是一份财务成绩单，更是全球人工智能经济健康状况的宏观晴雨表。公司报告了 570亿美元 的创纪录营收，同…
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Q3 2025
Nvidia Financial Research ReportNvidia’s latest reported quarter (Q3 FY2025, quarter ended Oct. 27, 2024) was record-breaking. Revenue reached $35.1 billion, up 94% year-over-year and…
Compare with other Technology companies
All Technology stocks| Company | Latest stance | Reports |
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| NVDANvidia | Neutral4.05 | 36 |
| ARMArm | Neutral3.36 | 1 |
| MUMicron Technology | Neutral3.73 | 16 |
| SKHY | Neutral4.42 | 1 |
| INTCIntel | Neutral2.70 | 24 |
| ADIAnalog Devices | Bearish3.46 | 9 |
| AVGOBroadcom | Bullish3.48 | 15 |
| TSMTaiwan Semiconductor Manufacturing | Bearish4.41 | 5 |
| RMBS | Neutral3.67 | 1 |
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