Added to YB: 2025-06-02
Pitch date: 2025-05-30
NVDA [neutral]
NVIDIA Corporation
+31.14%
current return
Author Info
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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
$135.46
Price Target
N/A
Dividend
0.02%
EV/EBITDA
31.85
P/E
36.20
EV/Sales
19.72
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Short update NVIDIA ($NVDA): Continues to surge, exceeding expectations amid AI boom
NVDA (earnings update): Q1 revenue +69% YoY to $44.06B, profits +26% to $18.8B, EPS $0.96 (beat $0.93). Q2 guidance ~$45B despite China trade restrictions costing $4.5B. Data center rev $39.1B, gaming $5B. Hyperscale customers deploying NVL72 racks rapidly. $26.2B FCF. Geographic diversification w/ Singapore up, China down to 13%. Saudi HUMAIN project = potential 280k GPUs.
Read full article (3 min)