Professional
Added to YB: 2025-04-28
Pitch date: 2025-03-31
NVDA [neutral]
NVIDIA Corporation
+63.74%
current return
Author Info
No bio for this author
Company Info
NVIDIA Corporation operates as a data center scale AI infrastructure company. The company operates through two segments, Compute & Networking, and Graphics segments.
Market Cap
$4.3T
Pitch Price
$108.49
Price Target
N/A
Dividend
0.02%
EV/EBITDA
31.85
P/E
36.20
EV/Sales
19.72
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Alger Spectra Fund Portfolio Holding: NVIDIA Corporation
NVDA (holding update): Leading GPU supplier, critical for AI adoption, experiencing share pressure from Chinese AI models developing at lower costs & Trump tariffs. Still delivered robust FY Q4 with strong data center segment. CEO highlights future AI needs massive compute power, positioning NVDA to benefit from enterprise/startup adoption.
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