Professional
Added to YB: 2025-06-26
Pitch date: 2025-03-31
NVDA [neutral]
NVIDIA Corporation
+61.32%
current return
Author Info
No bio for this author
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
$108.50
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
Baron Opportunity Fund Portfolio Holding: NVIDIA Corporation
NVDA (holding update): Despite market skepticism about AI adoption pace & compute efficiency, delivered strong Q4 with datacenter compute rev +116% to $32.6B, including $11B from Blackwell - fastest product ramp ever. Jensen outlined 4 growth drivers: GPU replacing CPU, Gen AI scaling, agentic AI, and physical AI.
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