"NVIDIA is the toll bridge for the agentic AI build-out. Jensen Huang put it in language I keep returning to: 'Computing demand is growing exponentially' and 'Blackwell sales are off the charts, and cloud GPUs are sold out.'"
"Q4 FY2026 revenue came in at $68.13 billion, up 73.2% year over year, and full-year FY2026 revenue hit $215.94 billion. Inside that, Data Center Networking grew 263% year over year."
"Non-GAAP gross margin hit 75.2% in Q4. Full-year free cash flow reached $96.58 billion, and net income totaled $120 billion. NVIDIA returned $41.1 billion to shareholders in FY2026."
"Trailing P/E of 43x looks rich, but forward P/E sits at roughly 26x with a PEG of 0.741. For a business beating expectations, this valuation is more reasonable."
NVIDIA is positioned as a critical provider of computing power for AI, with a market cap of $5.26 trillion. The company has seen substantial revenue growth, with Q4 FY2026 revenue at $68.13 billion, a 73.2% increase year over year. Profitability remains high, with a non-GAAP gross margin of 75.2% and free cash flow of $96.58 billion. Despite a trailing P/E of 43x, the forward P/E is approximately 26x, indicating a more favorable valuation for investors.
Read at 24/7 Wall St.
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