Added to YB: 2025-09-01
Pitch date: 2025-08-28
NVDA [neutral]
NVIDIA Corporation
-0.25%
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
$178.08
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 2QFY26 Earnings: The $7 Billion Bet That Made NVIDIA’s Future
NVDA (earnings update): Q2 networking rev surged 98% YoY to $7.3B, proving Mellanox acquisition completed platform transformation. 72.7% gross margins guided to mid-70s show software economics at hardware scale. Jensen hints at 'very significant forecasts' from large customers extending into 2026, suggesting 25-35% growth vs cyclical deceleration fears.
Read full article (8 min)