Equity Research Report

Quantitative Scoring Engine v5.1 — 1 Ticker

Date: 02 April 2026Horizon: 1-2 yearsEngine: stock_researcher v5.1

Executive Summary

TickerPriceVerdictConvictionScoreBase TargetUpsideFortress
NVDA$175.75YES7/107.2$220+25%Decent

NVDA NVIDIA Corporation Technology YES — 7/10
Conviction
7/10

Overall: ALL PASSED

GateDetail
✓ G1 Price Data$175.75
✓ G2 Market CapMarket Cap: $4.27T
✓ G3 Price History251 trading days (min: 100)
✓ G4 OptionsOptions available (24 expirations)
✓ G5 DelistingNo delisting signals
Fundamentals (40%)9.45/10
FactorWeightRaw ValueScore (0–10)Contribution
Revenue Growth25%73.2% MEASURED10.02.500
Gross Margin15%71.1% [+14.5pp YoY] MEASURED10.01.500
Operating Margin15%65.0% [+15.9pp YoY] MEASURED10.01.500
Fcf Yield10%1.4% (growth adj) MEASURED5.50.554
Roic15%ROA=51.2% (ROIC fallback) MEASURED10.01.500
Debt Health10%ND/EBITDA=-0.4x, ICR=558.1x, CR=3.90 MEASURED10.01.000
Earnings Trajectory10%EPS(T)=4.90, EPS(F)=11.12, Fwd=+127% MEASURED9.00.900
Technicals (15%)4.39/10
FactorWeightRaw ValueScore (0–10)Contribution
Trend Alignment25%below 50-DMA, below 200-DMA, golden cross, ADX=22 (trending) MEASURED4.01.000
Mean Reversion25%RSI=47 (neutral), %B=40 (mid-band) MEASURED5.51.375
Momentum20%MACD below signal, histogram negative, ROC=-4.0% (flat/down) MEASURED3.60.720
Positioning Sentiment20%SI=1.0% (low), P/C=N/A NO DATA4.00.800
Volume Confirmation10%RVOL=0.9x MEASURED5.00.500
Fortress Fit (30%)5.55/10
FactorWeightRaw ValueScore (0–10)Contribution
Iv Richness35%~38% (HV, capped) MEASURED5.01.750
Iv Vs Hv10%N/A NO DATA4.00.400
Beta Gap Risk10%2.38 MEASURED8.00.800
Gap History10%Worst day: -7.8%, >5% drops: 5 MEASURED6.00.600
Capital Outlay5%$17,575 per 100 shares MEASURED9.00.450
Entry Timing10%LEAPS available MEASURED5.50.550
Options Liquidity20%near-term OI: no data, LEAPS OI: no data NO DATA5.01.000
Valuation (15%)7.00/10
FactorWeightRaw ValueScore (0–10)Contribution
Forward Pe30%15.8x MEASURED7.02.100
Peg Ratio20%0.12 MEASURED10.02.000
Ev Ebitda20%31.7x MEASURED4.00.800
Analyst Upside15%+52.6% to $268 MEASURED7.51.125
Ps Or Pb15%P/S=19.8x (asset-light) MEASURED6.50.975
Fundamentals 9.4 Technicals 4.4 Fortress Fit 5.5 Valuation 7.0 7.2Composite Score
PillarScoreWeightContribution
Fundamentals (40%)9.4540%3.780
Technicals (15%)4.3915%0.658
Fortress Fit (30%)5.5530%1.665
Valuation (15%)7.0015%1.050
Composite Score7.15
▶ Raw Data Fetched (click to expand)
FieldValueSource
Price175.75yfinance/IBKR
Market Cap$4.27Tyfinance
IV (IBKR)IBKR live
IV (yfinance)yfinance options
HV 30d38.1%computed
Beta2.375yfinance
Revenue Growth73.2%yfinance
Gross Margin71.1%yfinance
Operating Margin65.0%yfinance
FCF$58.13Byfinance
ROE (ref)101.5%yfinance
ROA (ref)51.2%yfinance
Total EquityN/Ayfinance
D/E Ratio7.25yfinance
Current Ratio3.90yfinance
EPS Trailing4.90yfinance
EPS Forward11.12yfinance
Earnings Growth95.6%yfinance
Fwd P/E15.81yfinance
PEG Ratio0.12computed
EV/EBITDA31.67yfinance
P/S Ratio19.78yfinance
P/B Ratio (ref)27.16yfinance
Analyst Target$268.22195yfinance
Near-term ATM OI— (closed/no chain)~45d chain
LEAPS ATM OI— (closed/no LEAPS)~?d chain
Near-term Spread %~45d chain
Has LEAPSYesyfinance
Next Earnings2026-05-21yfinance
Worst 1-Day Drop-7.8%price history
>5% Drop Days5price history
RSI 1447.3computed
MACD-3.37computed
ADX 1422.00computed
Relative Volume0.92computed
52W High$212.19yfinance
52W Low$86.62yfinance
1Y Return+59.2%yfinance
⚠ yfinance IV 0.0% failed sanity check
▬ NEUTRAL
Neutral positioning with no clear directional bias argues for patience, though LEAPS structures can benefit from time decay working in favor of fundamental thesis convergence.
90-Day Price
$165 $196
Price
$175.75
Market Cap
$4.3T
P/E (TTM)
35.87x
Fwd P/E
15.81x
Revenue
$215.94B
Rev Growth
73.2%
Gross Margin
71.1%
EPS (TTM)
4.90
30d IV
~38.1% (HV)
IV Source
HV Fallback ⚠
HV (30d)
38.1%
Beta
2.38
Worst Day
-7.8%
52W Range
$86.62-$212.19
1Y Return
+59.2%
FCF
$58.13B
Next Earnings
2026-05-21

Investment Thesis

NVDA earns a YES verdict with 7/10 conviction, driven primarily by exceptional fundamentals (9.4/10) that overshadow weaker technical and fortress metrics. The company's AI-driven growth story remains intact with 73% revenue growth, expanding gross margins to 71% (up 14.5pp YoY), and explosive earnings trajectory showing 127% forward EPS growth. The valuation pillar (7.0/10) supports the thesis with a compelling 0.12 PEG ratio and analyst targets at 268 implying 53% upside. However, technical headwinds (4.4/10) and modest fortress fit (5.5/10) prevent higher conviction. The scoring engine weighs NVDA's fundamental dominance heavily, recognizing that AI infrastructure demand continues to justify premium valuations despite the stock trading below both 50-day and 200-day moving averages. With a forward P/E of just 15.8x against explosive growth rates, the quantitative model sees compelling risk-adjusted returns over the 1-2 year horizon, even accounting for high beta exposure and technical weakness.

Technicals

Current Price$175.75
50 DMA182.76 (below)
200 DMA179.64 (below)
RSI (14)47.3 (neutral)
Stochastic RSI57
MACD-3.365 (signal: -2.932)
ADX (14)22 (weak trend)
Bollinger (20,2)166.78 / 177.92 / 189.06
BB %B40.3%
Relative Volume0.92x
% From 52W High-17.2%
Support Levels
$169.81
$164.30
$140.83
Resistance Levels
$180.26
$190.97
$212.17

NVDA sits in technical purgatory, trading below key moving averages with negative MACD momentum and 22 ADX indicating trending but downward conditions. The stock faces immediate resistance at 180 with stronger levels at 191 and the 52-week high at 212. Support emerges at 170, then 164, with a more significant floor at 141. RSI at 47 suggests neutral positioning without oversold bounce potential. Despite the golden cross signal, current price action shows bears maintaining control. Volume confirmation remains muted at 0.9x relative volume, suggesting lack of conviction in either direction.

ScenarioPrice TargetTimelineRationale
Bear$1406-12AI capex cycle peaks earlier than expected, China tensions escalate, or hyperscaler customers pause infrastructure spending amid macro uncertainty.
Base$22012-18Steady AI adoption continues driving data center demand while automotive and edge AI markets develop as expected, supporting current growth trajectory.
Bull$28018-24AI infrastructure becomes critical utility driving sustained hyperscaler spending, while new verticals like robotics and autonomous vehicles accelerate adoption beyond current forecasts.

Key Risks

High beta exposure (2.38) means NVDA amplifies market volatility, particularly problematic during risk-off periods. Regulatory overhang from China export restrictions could limit addressable market. Single-point-of-failure risk exists if AI spending normalizes or shifts to alternative architectures. Gap risk is material with 5 drops exceeding 5% and worst single-day decline of 7.8%. Valuation remains stretched on traditional metrics with EV/EBITDA at 31.7x, making the stock vulnerable to multiple compression if growth disappoints or rates rise sharply. Competitive threats from AMD, custom chips, and emerging architectures could erode pricing power over time.

Fortress Suitability: Decent

The 5.5/10 Fortress Fit score reflects mixed suitability for income-focused LEAPS strategies. Positives include reasonable capital outlay at 17,575 per 100 shares and high beta providing good premium collection potential. However, IV data quality shows 'hv_fallback' indicating significant data limitations for precise volatility assessment. Options liquidity data could not be assessed, creating uncertainty around execution quality for complex structures. The moderate gap history and high volatility profile require careful strike selection and position sizing.


Disclaimer: This report is auto-generated for informational purposes only. Verdicts and conviction scores are computed by a deterministic quantitative scoring engine (4-pillar model with hard gates). Narrative sections are generated by Anthropic Claude and may contain errors. Fundamental data from Yahoo Finance. IV data from IBKR (where available) or Yahoo Finance options. All data subject to delays. Options trading involves substantial risk. Always do your own due diligence.