Added to YB: 2025-06-11
Pitch date: 2025-06-09
NVDA [neutral]
NVIDIA Corporation
+24.52%
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
$142.66
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: 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)