Added to YB: 2025-04-14
Pitch date: 2025-04-10
NVDA [neutral]
NVIDIA Corporation
+62.51%
current return
Author Info
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Company Info
NVIDIA Corporation, a computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally.
Market Cap
$4.3T
Pitch Price
$108.48
Price Target
N/A
Dividend
0.02%
EV/EBITDA
37.15
P/E
43.32
EV/Sales
22.46
Sector
Semiconductors and Semiconductor Equipment
Category
growth
NVIDIA: Dominating AI, GPUs, and the Future of Computing
NVDA (deep dive): Market leader in AI GPUs (95% share). FY25 rev $130.5B, 88% from Data Center. Strong moat: CUDA ecosystem, 90% GM on top GPUs. TAM $1.7T by 2035. P/E 25.2x, below median. PEG 0.9 for 2026. Risks: slowing growth, competition, cyclicality. Watch hyperscaler capex & new product launches.
Read full article (13 min)