Added to YB: 2025-07-31
Pitch date: 2025-06-30
NVDA [neutral]
NVIDIA Corporation
+40.47%
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
$5.4T
Pitch Price
$156.26
Price Target
N/A
Dividend
0.45%
EV/EBITDA
32.19
P/E
34.22
EV/Sales
21.08
Sector
Semiconductors and Semiconductor Equipment
Category
growth
RiverPark Long/Short Opportunity Fund Portfolio Holding: NVIDIA Corporation
NVDA (holding update): Q1 FY26 revenue $44.1B (+69% YoY), Data Center $39.1B (+73%), Gaming $3.8B (+42%). Strong operating margins despite export charges. Q2 guidance $44-47B. Demand strong for Hopper, upcoming Blackwell platform. New growth from sovereign AI, auto, enterprise inference. Long-term AI enabler despite geopolitical/valuation risks.
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