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NVDA · NASDAQ · STOCK

NVIDIA (NVDA) Stock Analysis

Technology Updated August 23, 2026
$214.74
52W $164.07 – $236.54
56/100
$5.20T
32.7
2.21
AI Committee Verdict
Buy
56/100
Conviction: Contested · 40% agreement · 5 analysts
+8.2%
-9.3%
0.88:1
Contested
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is NVDA Bullish or Bearish?

Bullish. Innellis AI committee rates NVIDIA Corporation (NVDA) Buy with a composite score of 56/100 , based on 5 analysts with 40% agreement. Last updated August 23, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +19.31 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -0.69 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case. Risk Analyst remains cautious — bollinger bandwidth of 21.3% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • 4 consecutive earnings beats -- consistent execution — Growth
  • Price structure making higher highs and higher lows — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • Bollinger bandwidth of 21.3% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 23, 2026
Overall Committee Score
56/100
Agreement
40%
Analysts
5
Conviction
Contested
Sector Rank
Top 67%
of 287 Technology peers
Growth Analyst neutral
58 / 100 · Moderate confidence
Moderate growth -- present but not remarkable
+ 4 consecutive earnings beats -- consistent execution
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 21.3% signals elevated volatility
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst neutral
60 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3069.37)
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Investment Thesis Evolution

Committee score weakened from 61.4 to 55.7.

Analyst-level changes:
  • Growth Analyst: stance bullish->neutral; score 71->58 (-14).
  • Risk Analyst: stance neutral->bearish; score 58->35 (-22).
  • Value Analyst abstained (was neutral at 54).

Comparing 2026-08-22 to 2026-08-23 (1 day apart).

Technical Analysis

RSI (14)
43.4
Neutral
MACD Histogram
-0.474
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Mixed
Support
$194.74
Resistance
$232.28
Bollinger %B
0.53
Inside Bands
Price vs Moving Averages
EMA 9
$218.31 Below
EMA 21
$215.09 Below
EMA 50
$210.66 Above
EMA 200
$202.69 Above

Fundamental Analysis

Valuation
43
Growth
73
Profitability
100
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 32.7×
P/B Ratio 26.68×
PEG Ratio 0.30
Dividend Yield 0.13%
52W High $236.54
52W Low $164.07
Quality & Growth
ROE 7633.3%
ROA 5805.9%
Gross Margin 7414.5%
Operating Margin 6402.0%
Revenue Growth YoY
Debt / Equity 0.07
AI Fundamental Assessment
P/E ratio of 32.7 (rich relative to a 15-40x range); Price-to-book of 26.7x; PEG ratio of 0.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 76.3%; Return on assets of 58.1%; Net margin of 63.0%; Gross margin of 74.1%; Current ratio of 3.44 (healthy short-term liquidity); Debt-to-equity of 0.07; Free cash flow per share is positive (4.90); Most recent quarter beat estimates by 4.3%; 4 consecutive earnings beats; EPS growth decelerating (+24.6% -> +15.4% QoQ); Average YoY EPS growth of 133.0%; Analyst estimates rising over recent quarters
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