Business
Designs the chips and software that run AI — data-center GPUs sold to cloud providers and enterprises, plus gaming, automotive, and pro-visualization. The moat is CUDA, the software layer that makes switching chips costly.
Payments aside — extraordinary growth, decelerating, on cash-backed earnings.
AnalystBook Intelligence · FY2026 10-K✓ Figures checked against SEC
- Growth — +66% revenue to $215.9BOK
- Profitability — 60.4% operating marginOK
- Cash quality — $96.7B FCF ≈ 80% of net incomeOK
- Balance sheet — Net cash ~$29B vs $8.5B debtOK
- Accounting — Distress-safe · earnings quality high · one growth-driven flagWatch
- Insiders — Broad selling into strengthWatch
In the full briefFree for 14 days
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Every figure in the brief links to the filing paragraph it came from, and a brief whose figures don't match SEC data is rejected before publication.
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