Added to YB: 2025-06-02
Pitch date: 2025-05-30
NVDA [neutral]
NVIDIA Corporation
+30.14%
current return
Author Info
Kontra Investment Xchange is trying to build wealth by investing in good companies and letting those investments compound over many years. Sign up for the newsletter.
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
$135.47
Price Target
N/A
Dividend
0.02%
EV/EBITDA
37.15
P/E
43.32
EV/Sales
22.46
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Short update NVIDIA ($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)