Added to YB: 2025-09-01
Pitch date: 2025-08-28
NVDA [neutral]
NVIDIA Corporation
-1.72%
current return
Author Info
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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
$178.09
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
NVDA Q2 2025 Earnings Analysis
NVDA (earnings update): $46.7B rev (+55.6% YoY) beat est by 2.7%, EPS $1.05 beat by 5%. Data Center $41.1B (+56.4% YoY) on Blackwell adoption. Q3 guide $54B (+53.9% YoY) beat est 4.1%. Margins declining: GM 72.4% (-2.7pp YoY), FCF margin 28.8% (-16.1pp YoY). China rev down 24.5% on restrictions.
Read full article (7 min)