Added to YB: 2025-09-19
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
Sands Capital Select Growth Strategy Portfolio Holding: NVIDIA Corporation
NVDA (holding update): AI demand remains strong despite H20 China ban creating $10.5B revenue headwind in H1 2025. Ex-China datacenter revenue +64% YOY, accelerating to 70% next quarter. Gross margins guided to mid-70% range from 72%. Hyperscalers deploying 72K Blackwell GPUs weekly, addressing rack yield concerns.
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