[{"data":1,"prerenderedAt":298},["ShallowReactive",2],{"triple-beat-NVDA":3,"og-beat-monitoring-NVDA":297},{"ticker":4,"name":5,"description":6,"epsLabel":7,"guidanceLabel":8,"stockLabel":9,"quarters":10,"tableNotes":268,"highlightQuarter":12,"highlightDescription":271,"sources":272},"NVDA","NVIDIA","GPUとAIアクセラレータの最大手。データセンター向けHopper/Blackwell GPUの独占的地位を背景に、生成AIブームの「インフラの胴元」として時価総額世界1位級まで化けた。直近12四半期はFY24Q1〜FY26Q4で、すべての起点は2023年5月のFY24Q1── Q2ガイド$11B（市場予想$7.15Bに対し+54%上振れ）で生成AI需要を初めて公式に告白し、株価$30.54から$237まで（約8倍、2026/2時点）走らせた連続ビートの12四半期。","EPS ($, 非GAAP)","次Q売上ガイド (midpoint, $B)","株価反応 ($, 分割調整後)",[11,34,56,77,99,120,142,164,186,205,227,247],{"quarter":12,"reportDate":13,"event":14,"revenue":15,"eps":20,"guidance":24,"stock":30},"Q1 FY24","2023/5/24","生成AI需要を初告白、Q2ガイド$11B（市場予想$7.15B）で覚醒",{"actual":16,"consensus":17,"beatPct":18,"yoyPct":19},"$7.19 B","$6.52 B",10.3,-13,{"actual":21,"consensus":22,"beatPct":23},"$0.11","$0.09",18.5,{"revenue":25,"eps":29},{"company":26,"consensus":27,"beatPct":28},"$11.0 B","$7.15 B",53.8,null,{"reportClose":31,"nextClose":32,"changePct":33},"$30.54","$37.98",24.4,{"quarter":35,"reportDate":36,"event":37,"revenue":38,"eps":43,"guidance":47,"stock":52},"Q2 FY24","2023/8/23","Data Center $10.32Bで171%増、Hopperが本格出荷",{"actual":39,"consensus":40,"beatPct":41,"yoyPct":42},"$13.51 B","$11.22 B",20.4,101,{"actual":44,"consensus":45,"beatPct":46},"$0.27","$0.21",29.2,{"revenue":48,"eps":29},{"company":49,"consensus":50,"beatPct":51},"$16.0 B","$12.61 B",26.9,{"reportClose":53,"nextClose":54,"changePct":55},"$47.12","$47.16",0.1,{"quarter":57,"reportDate":58,"event":59,"revenue":60,"eps":65,"guidance":69,"stock":73},"Q3 FY24","2023/11/21","売上206%増、中国輸出規制懸念で株価は失望",{"actual":61,"consensus":62,"beatPct":63,"yoyPct":64},"$18.12 B","$16.18 B",12,206,{"actual":66,"consensus":67,"beatPct":68},"$0.40","$0.34",19.3,{"revenue":70,"eps":29},{"company":71,"consensus":72,"beatPct":63},"$20.0 B","$17.86 B",{"reportClose":74,"nextClose":75,"changePct":76},"$49.94","$48.72",-2.4,{"quarter":78,"reportDate":79,"event":80,"revenue":81,"eps":86,"guidance":90,"stock":95},"Q4 FY24","2024/2/21","売上265%増、Huang「AIは転換点に到達」",{"actual":82,"consensus":83,"beatPct":84,"yoyPct":85},"$22.10 B","$20.62 B",7.2,265,{"actual":87,"consensus":88,"beatPct":89},"$0.52","$0.46",11.2,{"revenue":91,"eps":29},{"company":92,"consensus":93,"beatPct":94},"$24.0 B","$22.17 B",8.3,{"reportClose":96,"nextClose":97,"changePct":98},"$67.47","$78.54",16.4,{"quarter":100,"reportDate":101,"event":102,"revenue":103,"eps":108,"guidance":111,"stock":116},"Q1 FY25","2024/5/22","10-for-1株式分割発表",{"actual":104,"consensus":105,"beatPct":106,"yoyPct":107},"$26.04 B","$24.65 B",5.6,262,{"actual":109,"consensus":87,"beatPct":110},"$0.61",17.3,{"revenue":112,"eps":29},{"company":113,"consensus":114,"beatPct":115},"$28.0 B","$26.8 B",4.5,{"reportClose":117,"nextClose":118,"changePct":119},"$94.95","$103.79",9.3,{"quarter":121,"reportDate":122,"event":123,"revenue":124,"eps":129,"guidance":133,"stock":138},"Q2 FY25","2024/8/28","Blackwell設計修正報道",{"actual":125,"consensus":126,"beatPct":127,"yoyPct":128},"$30.04 B","$28.86 B",4.1,122,{"actual":130,"consensus":131,"beatPct":132},"$0.68","$0.65",4.6,{"revenue":134,"eps":29},{"company":135,"consensus":136,"beatPct":137},"$32.5 B","$31.7 B",2.5,{"reportClose":139,"nextClose":140,"changePct":141},"$125.61","$117.59",-6.4,{"quarter":143,"reportDate":144,"event":145,"revenue":146,"eps":151,"guidance":155,"stock":160},"Q3 FY25","2024/11/20","Hopper伸長＋Blackwellサンプリング",{"actual":147,"consensus":148,"beatPct":149,"yoyPct":150},"$35.08 B","$33.16 B",5.8,94,{"actual":152,"consensus":153,"beatPct":154},"$0.81","$0.75",8,{"revenue":156,"eps":29},{"company":157,"consensus":158,"beatPct":159},"$37.5 B","$37.1 B",1.1,{"reportClose":161,"nextClose":162,"changePct":163},"$145.89","$146.67",0.5,{"quarter":165,"reportDate":166,"event":167,"revenue":168,"eps":173,"guidance":177,"stock":182},"Q4 FY25","2025/2/26","Blackwell量産化、$11B計上",{"actual":169,"consensus":170,"beatPct":171,"yoyPct":172},"$39.33 B","$38.32 B",2.6,78,{"actual":174,"consensus":175,"beatPct":176},"$0.89","$0.84",5.5,{"revenue":178,"eps":29},{"company":179,"consensus":180,"beatPct":181},"$43.0 B","$42.1 B",2.1,{"reportClose":183,"nextClose":184,"changePct":185},"$131.28","$120.15",-8.5,{"quarter":187,"reportDate":188,"event":189,"revenue":190,"eps":195,"guidance":196,"stock":201},"Q1 FY26","2025/5/28","H20輸出規制で$4.5B一時費用",{"actual":191,"consensus":192,"beatPct":193,"yoyPct":194},"$44.06 B","$43.28 B",1.8,69,{"actual":152,"consensus":153,"beatPct":154},{"revenue":197,"eps":29},{"company":198,"consensus":199,"beatPct":200},"$45.0 B","$45.5 B",-1.1,{"reportClose":202,"nextClose":203,"changePct":204},"$134.81","$139.19",3.2,{"quarter":206,"reportDate":207,"event":208,"revenue":209,"eps":214,"guidance":218,"stock":223},"Q2 FY26","2025/8/27","Networking 98% YoY、Blackwell Ultra",{"actual":210,"consensus":211,"beatPct":212,"yoyPct":213},"$46.74 B","$46.20 B",1.2,56,{"actual":215,"consensus":216,"beatPct":217},"$1.05","$1.01",4,{"revenue":219,"eps":29},{"company":220,"consensus":221,"beatPct":222},"$54.0 B","$53.1 B",1.7,{"reportClose":224,"nextClose":225,"changePct":226},"$181.60","$174.18",-4.1,{"quarter":228,"reportDate":229,"event":230,"revenue":231,"eps":236,"guidance":239,"stock":244},"Q3 FY26","2025/11/19","Data Center $51.2B記録、'Blackwell sold out'",{"actual":232,"consensus":233,"beatPct":234,"yoyPct":235},"$57.01 B","$55.20 B",3.3,62,{"actual":237,"consensus":238,"beatPct":204},"$1.30","$1.26",{"revenue":240,"eps":29},{"company":241,"consensus":242,"beatPct":243},"$65.0 B","$61.7 B",5.3,{"reportClose":245,"nextClose":246,"changePct":226},"$186.52","$178.88",{"quarter":248,"reportDate":249,"event":250,"revenue":251,"eps":256,"guidance":260,"stock":265},"Q4 FY26","2026/2/25","$68.1B史上最高益、でも株価は失望売り",{"actual":252,"consensus":253,"beatPct":254,"yoyPct":255},"$68.13 B","$66.21 B",2.9,73,{"actual":257,"consensus":258,"beatPct":259},"$1.62","$1.53",5.9,{"revenue":261,"eps":29},{"company":262,"consensus":263,"beatPct":264},"$78.0 B","$72.6 B",7.4,{"reportClose":266,"nextClose":267,"changePct":226},"$192.85","$184.89",[269,270],"NVIDIAは2024/6/10付で10-for-1株式分割を実施。FY24・FY25以降すべての発表日終値は分割後ベースに換算（生株価 ÷ 10）。","アナリスト予想はVisible Alpha / LSEG / Zacks混合の代表値。FY24は CNBC / LSEG 経由の事前コンセンサスを採用。","すべての起点はQ1 FY24（2023/5/24発表）。売上$7.19B（コンセンサス$6.52B、+10.3%）・EPS$0.11（+18.5%）の3要素ビートに加え、Q2 FY24ガイダンスを$11.0B（市場予想$7.15Bに対し+53.8%）と前代未聞の幅で上振れさせ、Huangが「生成AI需要が顕在化した」と公式に告白した瞬間。翌日株価は$30.54→$37.98（+24.4%）と一日でNVDA時価総額が約2,000億ドル増加、米株式史上最大級の単日時価増価。これ以降12四半期にわたり「ガイダンスを毎期コンセンサスを上回って提示する」パターンが定着し、株価は$30 → $237まで（約8倍、Q4 FY26時点）走った。FY24 Q1は単独の「サプライズ決算」ではなく、NVDAが「景気循環GPUメーカー」から「AIインフラの独占的胴元」へ評価軸が切り替わった構造転換点として記憶されている。",[273,276,279,282,285,288,291,294],{"label":274,"url":275},"NVIDIA FY24 Q1 Financial Results（生成AI転換点）","https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2024",{"label":277,"url":278},"NVIDIA FY24 Q4 Financial Results","https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-fourth-quarter-and-fiscal-2024",{"label":280,"url":281},"NVIDIA FY25 Q1 Financial Results","https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025",{"label":283,"url":284},"NVIDIA FY25 Q4 Financial Results","https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-fourth-quarter-and-fiscal-2025",{"label":286,"url":287},"NVIDIA FY26 Q1 Financial Results","https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2026",{"label":289,"url":290},"NVIDIA FY26 Q4 Financial Results","https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-fourth-quarter-and-fiscal-2026",{"label":292,"url":293},"CNBC: Nvidia Q4 2026 earnings","https://www.cnbc.com/2026/02/25/nvidia-nvda-stock-price-q4-earnings.html",{"label":295,"url":296},"Futurum: NVIDIA Q3 FY 2026 Record Data Center Revenue","https://futurumgroup.com/insights/nvidia-q3-fy-2026-record-data-center-revenue-higher-q4-guide/","https://log.eurekapu.com/og/pages/general/beat-monitoring-NVDA.png?title=NVDA%20NVIDIA%20-%20%E3%83%93%E3%83%BC%E3%83%88%E3%83%A2%E3%83%8B%E3%82%BF%E3%83%AA%E3%83%B3%E3%82%B0&sig=af1dcaaa60c09939",1779172235795]