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NVIDIA trade brief cites growth, margins near 75% and $80B buyback
The bullish thesis notes revenue of $82 billion for the period, with data center revenue up 92% and free cash flow reaching a record $49 billion.
Yahoo Finance highlights a bullish thesis on NVIDIA, saying the company’s shares were trading at $206.84 as of July 24, 2026. The piece also points to NVIDIA’s valuation metrics, citing trailing and forward P/E of 32 and 23.5, respectively.
The article frames NVIDIA as a full-stack AI infrastructure provider rather than a traditional semiconductor company, spanning GPUs, CPUs, networking, systems, CUDA software, and related libraries within a partner ecosystem. It adds that Blackwell architecture has been broadly deployed across hyperscalers, frontier AI model developers, AI cloud providers, sovereign AI initiatives, and enterprise AI infrastructure, with management noting adoption by every major hyperscaler and leading model builder.
It further argues NVIDIA’s networking is contributing to growth, stating Spectrum-X has surpassed the combined scale of competing Ethernet networking peers and that InfiniBand revenue increased more than fourfold year over year. On financial performance, it says revenue reached $82 billion, up 85% year over year and 20% sequentially, with data center revenue climbing 92% to $75 billion, including $60 billion of compute revenue and $15 billion of networking revenue.
The bullish thesis also emphasizes profitability and cash returns, saying gross margins were around 75% despite a Blackwell production ramp. It reports free cash flow at a record $49 billion, $20 billion returned to shareholders, and an additional $80 billion share repurchase authorization.