Added to YB: 2025-06-02
Pitch date: 2025-05-29
NVDA [neutral]
NVIDIA Corporation
+28.09%
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
$138.68
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
NVIDIA Earnings: The Blackwell Juggernaut and the China-Sized Speed Bump
NVDA (earnings update): Despite $4.5B inventory charge & losing $10.5B China revenue from Trump's export ban, Q1 rev +69% to $44.1B, FCF +75% to $26B. Blackwell transition 'nearly complete' at 70% of data center compute revenue. Q2 guidance $45B shows ex-China biz accelerating. Networking critical with NVLink >$1B, Spectrum-X $8B annual. 'Reasoning AI' narrative driving demand.
Read full article (5 min)