Professional
Added to YB: 2025-08-15
Pitch date: 2025-07-26
NVDA [neutral]
NVIDIA Corporation
+2.1%
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
$173.99
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
RiverPark Large Growth Fund Portfolio Holding: NVIDIA Corporation
NVDA (holding update): Q1 FY26 revenue $44.1B (+69% YoY) with Data Center $39.1B (+73%), Gaming $3.8B (+42%). Q2 guidance $44-47B. Dominance in AI computing reinforced via Hopper architecture & upcoming Blackwell platform. New demand from sovereign AI, automotive & enterprise. Despite export restrictions, GPU leadership & CUDA ecosystem support multi-year growth.
Read full article (1 min)