Bullish for NVIDIA
Nvidia Gross Margin Resilience
Quiet
Little coverage in NVIDIA in the 7 days to 21 October.
Judged on the 7-day share of NVIDIA coverage to 21 October
Updated 21 October 2026
The bullish argument: Nvidia's long-term gross margin profile remains intact despite short-term challenges.
How attention has changed
0% of NVIDIA coverage
Rolling 3-day share · as of 21 Oct 2026
This measures attention in published coverage, not the likelihood of a price move.
| Date | Share of coverage |
|---|---|
| 2026-09-22 | 0% |
| 2026-09-23 | 1.9% |
| 2026-09-24 | 1.2% |
| 2026-09-25 | 1.4% |
| 2026-09-26 | 0% |
| 2026-09-27 | 0% |
| 2026-09-28 | 0% |
| 2026-09-29 | 0% |
| 2026-09-30 | 0.7% |
| 2026-10-01 | 0.5% |
| 2026-10-02 | 0.6% |
| 2026-10-03 | 0% |
| 2026-10-04 | 0% |
| 2026-10-05 | 0% |
| 2026-10-06 | 3.9% |
| 2026-10-07 | 2.6% |
| 2026-10-08 | 1.1% |
| 2026-10-09 | 0% |
| 2026-10-10 | 0% |
| 2026-10-11 | 0% |
| 2026-10-12 | 0% |
| 2026-10-13 | 0% |
| 2026-10-14 | 0% |
| 2026-10-15 | 0% |
| 2026-10-16 | 0% |
| 2026-10-17 | 0% |
| 2026-10-18 | 0% |
| 2026-10-19 | 0% |
| 2026-10-20 | 0% |
| 2026-10-21 | 0% |
Keep up with the bigger picture
Personalized briefs are coming. Join the waitlist to follow this story and the other narratives shaping NVIDIA coverage.
The argument and its evidence
Several outlets can carry the same argument; no single article is its origin. Read each one in its own context.
All articles matched to this narrative
Recent coverage
Earlier coverage
-
NDTV Profit · Published 5 Oct 2026
Nvidia Stock In Focus: BNP Paribas Hikes Target To $345, Sees 47% Upside On AI Dominance
In coverage record: 6 Oct 2026
“BNP Paribas expects Nvidia's gross margins to remain above 70% and values the company at 15 times CY28 earnings, along with cash, to arrive at the $345 target”
Read article -
Markets Insider · Published 5 Oct 2026
Nvidia Stock Forecast: Here’s How High Morgan Stanley Thinks NVDA Can Go
In coverage record: 6 Oct 2026
“Nvidia has several ways to offset those pressures, including higher pricing and adjustments to product specifications. In his view, gross margins around 72% to 73% could provide a reasonable floor for fiscal 2028.”
Read article -
Markets Insider · Published 29 Sep 2026
Micron or Nvidia: One AI Stock Is Poised to Outperform, the Other Is Harder to Call, Says Goldman Sachs
In coverage record: 30 Sep 2026
Read article -
Seeking Alpha · Published 22 Sep 2026
Nvidia Stock: Trucks, Tokens, And A 28x Multiple (NASDAQ:NVDA)
In coverage record: 23 Sep 2026
“robust revenue guidance and resilient gross margins despite memory cost pressures.”
Read article -
Markets Insider · Published 31 Aug 2026
Nvidia Just Revealed the Next Big AI Bottleneck
In coverage record: 1 Sep 2026
“Demand isn't the problem. Demand is running above the company's ability to supply it. Nvidia is effectively saying growth could be even stronger if it could get enough components.”
Read article -
Seeking Alpha · Published 31 Aug 2026
14x Earnings For 70% Growth: Why Nvidia Remains My Top Pick
In coverage record: 1 Sep 2026
“Management projects margins to stabilize at 72–73% in FY28, with strong free cash flow and robust shareholder returns.”
Read article -
Barchart · Published 27 Aug 2026
Nvidia (NVDA) Earns Price-Target Upgrades After Monster Q2
In coverage record: 28 Aug 2026
“We see gross margins bottoming in Q4 at 71.5% as NVDA price adjustments lag input cost increases. We look for modest GM rebound in CY27 as NVDA likely absorbs some input cost appreciation.”
Read article -
Barchart · Published 27 Aug 2026
Nvidia (NVDA) Earns Price-Target Upgrades After Monster Q2
In coverage record: 28 Aug 2026
“We see gross margins bottoming in Q4 at 71.5% as NVDA price adjustments lag input cost increases. We look for modest GM rebound in CY27 as NVDA likely absorbs some input cost appreciation.”
Read article -
Barchart · Published 24 Aug 2026
Nvidia Scored an H200 Win in China, But These Analysts Warn It May Not Be a Reason to Buy NVDA Stock
In coverage record: 25 Aug 2026
“The company posted a GAAP gross margin of 74.9%, unchanged from the previous quarter and significantly above 60.5% a year earlier. Holding margins at such elevated levels despite increasing competition is another sign that demand for Nvidia's products remains exceptionally strong.”
Read article -
Seeking Alpha · Published 20 Aug 2026
Nvidia: The Greatest Company At A Fair Price
In coverage record: 21 Aug 2026
“Key metrics to watch are next quarter's revenue guidance, $1T visibility extension, gross margin resilience amid HBM4 costs, and financing platform disclosures.”
Read article -
Seeking Alpha · Published 17 Aug 2026
Nvidia: One Number In Q2 Decides Where This Stock Goes
In coverage record: 18 Aug 2026
“Margin stability is pivotal; holding mid-70s gross margins amid rising input costs and flat operating leverage underpins the near-term bull case.”
Read article -
Benzinga · Published 30 Jul 2026
NVIDIA Stock Is Gaining Thursday: What's Going On?
In coverage record: 31 Jul 2026
“The 50-day average remains above the 200-day average, indicating the longer-term uptrend remains intact. The stock is also hovering near its 200-day simple moving average of $192.99, a level that traders often view as important long-term support.”
Read article -
Markets Insider · Published 28 Apr 2026
Why Nvidia Stock (NVDA) Is Up Today and What Could Drive It Higher From Here
In coverage record: 28 Apr 2026
“Foo also points to margin recovery as part of the bull case, saying gross margins are expected to move back toward the 75% range in the coming quarters.”
Read article -
Seeking Alpha · Published 12 Mar 2026
Why Nvidia’s Moat Keeps Expanding (NASDAQ:NVDA)
In coverage record: 12 Mar 2026
“Gross margins remain around 75% with massive free cash flow generation, reinforcing Nvidia’s platform economics rather than traditional semiconductor profitability dynamics.”
Read article -
Markets Insider · Published 6 Mar 2026
Top Analyst Raises Nvidia Stock (NVDA) Price Target on ‘Leadership in AI Data Center Infrastructure’
In coverage record: 6 Mar 2026
“He highlighted that Nvidia is sustaining its margins at attractive levels, supported by premium pricing, a strong system and software mix, and scale efficiencies.”
Read article