NVDA US · NVIDIA CorporationMW GOBLIN RESEARCH
NVIDIA: The Next Hurdle in High Growth Is Cash Collection
Analysis date
Published
As of 2026-10-03, earnings growth is positive, but at a quoted price of $234.2218, it is difficult to conclude that the shares are undervalued. Blackwell’s high profitability must translate into cash per share despite increases in accounts receivable and customer guarantee exposure.
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- Blackwell’s product mix is driving profit
- Cash collection is lagging revenue growth
- Capital burden accompanies growth support