Invest Informatics · Research & Analysis

Institutional Grade Equity Research & Analysis

The financial world was made harder to understand than it needed to be. We built Invest Informatics to change that. Created by experienced financial professionals with over 60 years of combined industry experience, Invest Informatics opens up the research process through institutional-style analysis, practical education, and tools designed to help serious Investors understand markets, risk, valuation, diversification and more.

Promotional Offer

Private analysis · Public analysis

We are so confident in our research and analysis that we are offering not one but two pieces of full R&A. Both are packed with important analysis including current strengths and weaknesses, all supported by our weekly update.

Anatomy of Research

Inside Invest Informatics analysis

Take our latest NVIDIA R&A as a guided tour. Everything follows the same shape and is designed to condense vast amounts of information into manageable sections. We preform searches upon searches to find you everything that is needed for you to stay on top of your Investments. These R&A Notes are rich in data and require time and understanding of the company to fully appreciate. Our latest version is designed to give you the full picture, the good, the bad, we lay it all out for you.

Invest Informatics - Financial Research AnalysisPublished June 2026
EQUITY RESEARCH · LIVING DOCUMENT
NVIDIA Corporation (NVDA)
Accelerated computing & AI platforms · NASDAQ · S&P 500 · Q1 FY2027, quarter ended 26 Apr 2026
Data CenterEdge ComputingSanta Clara, CA · Est. 1993CEO Jensen HuangFY ends late January
$81.6B
Q1 revenue (GAAP)
+85% YoY · record
$1.87
Non-GAAP EPS
+140% YoY
75.0%
Non-GAAP gross margin
GAAP 74.9%
$75.2B
Data Center revenue
+92% YoY
~$91.0B
Q2 revenue guide
±2%
AT A GLANCE
Record Q1 – revenue $81.6B (+85%) and Data Center $75.2B (+92%), with gross margin near 75%. Capital return stepped up: the dividend rose to $0.25 and the board added an $80.0B buyback. The standing offset – the Q2 outlook assumes no Data Center compute revenue from China.
S2Consensus expectations & bull / bear
The argument in one line: can AI-factory demand stay this strong while China data-centre compute is switched off in the guide and a high multiple already prices the growth in?
WHERE THE MARKET SITS · SPREAD $180-$500
now ~$215
mean ~$296
$140 low
$500 high
Evidence grade. Every point below carries a grade for how solid its support is – it rates the evidence, not the company. Strongest first:
REPORTEDstraight from official results TRENDrepeated across quarters MGMT CLAIMsaid, not yet proven MARKET VIEWopinion – can change
For
Against
Unlock the full NVIDIA note. Every section, open to read. Free account →
NVDA · Q1 FY2027 · Published June 2026
1

Header & attribution

Standard for any research house, Brand, date, ticker, exchange, sector and fiscal calendar. You know exactly what you are reading and when it was written.

2

At a glance

Get the quarter’s definitive summary in a single paragraph: what set a record, what held, what fell. 15 seconds in and your ready for more.

3

The argument and the market

Our teams favourate section, the argument, these lines frame the real debate pushing you to think objectively, a small snapshot where the share price sits against the analyst spread below.

4

For and against

Both sides of the trade shown as clear points, each tagged for how solid the evidence is: reported, trend, management claim, or market view. Each cam impact your investments in a positive or negative way.

5

The data

A running sidebar of price, fundamentals, guidance, segment mix and balance-sheet figures all taken from offical filings. No opinions here, just data you can trust.

6

Events to monitor

Observable, dated, sourced upcoming events. We give you the calendar and show you the positive and negatives of each to give you the full picture.

The Process

Everything starts at the source

· Primary filings · Quantitative build · Statistical modelling · Backtested & ranked · Research note · The pipeline is comprehensive and disciplined.

01

Source

Every note begins with the company’s own filings. SEC 8-Ks, IR earnings releases, Companies House records. Nothing enters the pipeline that can’t be traced to official documents.

02

Quantify

Filings are broken down into a quantitative build. Reported actuals, adjusted figures, consensus estimates, all reconciled line by line. If GAAP and non-GAAP diverge, both are shown. Every figure is verified.

03

Analyse

The quantified data is stress-tested against history. Growth trends, margin trajectories, valuation ranges, peer comparisons. Broker actions cite the sell-side analyst by name & date. Unverified entries marked.

04

Optimise

Nothing in the model sits still. Coverage is revisited every cycle also every week for the trigger report. Targets, ratings, and narratives retested against new filings, fresh broker calls, and observable developments.

05

Publish

The finished Research and Analysis ships in paper-style format with dual attribution, footer disclosures, and full content protection. Designed to be saved, cited, and returned to.

The Weekly Update

New evidence · New catalysts · Every week

Nothing in this library sits still. Every week the standing thesis on every covered name is retested against fresh evidence: what was reported, what management claimed, what the market merely believes. Each item moves the thesis, bull or bear, and the verdict is stamped where the weight falls.

STRENGTHENED The week’s evidence added weight to the standing thesis.
WEAKENED The evidence moved against it.
INTACT Nothing this week shifted the balance.
FLIPPED The weight of evidence now sits on the other side.
Explore the Weekly Update New issue live pre-market Monday
TICKER Every covered company SCHEDULED / UNSCHEDULED
The event · Dated · Sourced
+ What the week added to the bull side, graded for evidence.
What it added to the bear side, held to the same grade.
Verdict on the standing thesis STRENGTHENED WEAKENED INTACT FLIPPED
One entry · The issue runs all 204
Coverage

Two markets · One research standard

Our coverage centers on a dynamic roster of over 200 public companies, continuously updated each earnings season. Beyond the public markets, we track high-growth private and Pre-IPO businesses from their earliest stages.

Coverage 01

Listed Equities

For the companies traded today.

  • Built from SEC filings, IR releases, and primary disclosures
  • Refreshed through every earnings cycle
  • Broker actions verified by name, date, and source
  • Coverage across US, UK, and European exchanges
The full story.
Recent NVDA · AMZN · BT · Vodafone · Netflix · PepsiCo
Coverage 02

Pre-IPO & Private

For the companies being built today.

  • Frontier AI, biotech, and deep-tech growth companies
  • Built from funding disclosures, public statements, and industry analysis
  • Founder thesis, market thesis, and competitive landscape
  • Same editorial standards
The companies before they list.
Recent Isomorphic Labs · Tessl AI · ElevenLabs
The Living Library

A living library · A permanent record.

200+ equity notes across UK, US, and European markets. Every earnings cycle brings new opportunities & challenges for us to uncover. Our team have spent a lot of time creating this vast living library. Here is less than 3% of what is available.

200+
Equity notes
10+
Specialist analysts
UK · US · EU
Markets covered
Every cycle
Refreshed
Read the Full Library

Two hundred companies. One membership.

The full research library, every guide, and every interactive tool for one monthly fee. No tiers, no upsells, no advertising.

Become a member
Cancel anytime