Added to YB: 2025-06-11
Pitch date: 2025-06-09
NVDA [neutral]
NVIDIA Corporation
+22.68%
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
$4.5T
Pitch Price
$142.66
Price Target
N/A
Dividend
0.02%
EV/EBITDA
39.04
P/E
45.49
EV/Sales
23.60
Sector
Semiconductors and Semiconductor Equipment
Category
growth
NVIDIA: Powering the Future of AI and Accelerated Computing
NVDA (overview): Leader in AI computing with 90% GPU market share. Data center TAM $1T by 2028, generating 89% of $44.1B Q1 revenue (+69% YoY). Blackwell chips ramping faster than any prior product. Challenges: China export ban ($4.5B inventory write-down), margin compression (gross -17.8pp YoY). PEG 1.1-1.4, trading at 29.2x forward P/E. Strong moat through CUDA ecosystem.
Read full article (15 min)