Nvidia Corp.
NVDAHIGH VELOCITYDEAL MODE DOMINANTNvidia Corp. reads as an High Velocity (composite 78/100); Transformational Buyer deploying $3B across 0 disclosed transactions, down 70% vs the prior cycle · primary market Semis & Hardware, ranked #6 on disclosed spend.
Lens
Disclosed M&A capital (2023–2025)
$2.6B
vs $8.8B in 2020–2022
Disclosed transactions
N/A
3/3 active fiscal years in window
Buyer archetype
Transformational Buyer
Episodic but very large disclosed transactions drive the profile.
Composite score
78
High Velocity dominates · Deal Mode Dominant
Behavioral posture, nine reads.
Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.
Active Acquirer
Companies actively deploying disclosed capital into M&A
- $12.4B disclosed buyer spend
- Filed within 18d
Buyer Cadence
Buyer-side companies with recent filing activity
- Filed within 18d
- 241 8-Ks
Target Probability
Issuers showing target-side patterns from filings
Spin/Carve
Issuers showing spin-off, carve-out, or sum-of-parts posture
Pressure Watch
Issuers facing activism, governance, or control pressure
Distress Watch
Issuers showing financial-distress filing patterns
- 10-Q 188d stale
Restatement Risk
Issuers with accounting-integrity flags from filings
Capital Velocity
DominantIssuers with the highest filing-activity intensity
- 241 8-Ks
- Filed within 18d
- 4 form types
Quiet Power
Large issuers with low signal volume and clean disclosure cadence
- Enterprise value $5.2T
- 10-Q 188d ago
- 2 active signals
Capital cadence.
Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.
Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $8,524M · Peak count: 1
| FY | Disclosed buys | Disclosed spend | Avg ticket | Audited tier |
|---|---|---|---|---|
| 2025 | N/A | $1.5B | N/A | N/A |
| 2024 | N/A | $1B | N/A | N/A |
| 2023 | N/A | $83M | N/A | N/A |
| 2022 | N/A | $49M | N/A | N/A |
| 2021 | N/A | $263M | N/A | N/A |
| 2020 | 1 | $8.5B | $8.5B | N/A |
Strategy posture.
The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.
Archetype mix
- Platform50%
- Technology Acquisition50%
Strategy keywords
Terms recurring across recent 10-K acquisition disclosures.
- platform
- geographic_expansion
- technology_acquisition
Filing language.
Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.
“Our target markets remain extremely competitive, and we expect competition to intensify as current competitors expand their product and/or service offerings, industry standards continue to evolve, customer needs change and new competitors enter these markets.”
“Licensing our technology and supporting such customers entails the transfer of intellectual property rights that may enable such customers to develop their own products and solutions to replace those we are currently providing to them.”
“The competitive landscape in our target markets has changed and may continue to evolve due to a trend toward consolidation”
“With our acquisition of Mellanox, we strengthened our end-to-end expertise in data center architectures”
“We utilize this platform approach in each of our target markets.”
Market context.
Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.
Primary market
Semis & Hardware
- Market spend (2023–2025)
- $118.8B
- Market spend (2020–2022)
- $89.3B
- Recent vs prior
- +33%
- Issuer rank in market
- #6 of 191
- Share of market capital
- 2.3%
Valuation positioning
NVDA trades at a +16.7-turn premium to the Semis & Hardware peer median of 19.5×.
- EV / Revenue
- 24.2×
- Net debt / EBITDA
- -0.1×
- Peer median EV / EBITDA
- 19.5×
Trading comparables
FMP market data · 2026-05-10
| Company | EV / EBITDA | EV / Rev | Net debt / EBITDA | Revenue | M&A 2023–2025 |
|---|---|---|---|---|---|
Nvidia Corp.NVDA | 36.2× | 24.2× | -0.1× | $215.9B | $2.6B |
Entegris, Inc.ENTG | 30.8× | 8.0× | 3.8× | $3.2B | $6B |
| 21.7× | 6.6× | -0.1× | $25.9B | $6.9B | |
| 19.5× | 4.5× | 2.8× | $4.7B | $1.8B | |
Qualcomm Inc.QCOM | 18.1× | 5.4× | -0.4× | $44.5B | $997M |
| 14.5× | 3.5× | -0.2× | $18.5B | $3.1B |
Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Semis & Hardware. Bars scaled to the highest EV/EBITDA in the set.
Target landscape.
Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.
No qualifying public-issuer targets surfaced from the current signal mix.
Stated target categories
No target categories enumerated in the audited corpus for this issuer.
Filing activity & signal stream.
Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.
Filing cadence
- 10-K (annual)272026-02-25
- 10-Q (quarterly)832025-11-19
- 8-K (event)2412026-05-08
- Proxy / DEF 14A542025-05-13
- Activism (13D / DFAN / PREC)0N/A
Signals on file
- info
Signal
Serial acquisition history
- info
Signal
10-K strategy themes
Audited corpus.
No audited record on file for this CIK in the current v6 corpus.
This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.