Professional
Added to YB: 2025-10-02
Pitch date: 2025-06-30
NVDA [bullish]
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
Baron Technology Fund Portfolio Holding: NVIDIA Corporation
NVDA (holding update): Data center rev +73% to $39.1B despite $2.5B China export ban hit. New Blackwell chip $11B rev, fastest ramp ever. Q2 guidance +$6B sequential (China-adjusted), de-risking biz. CEO highlights 3 scaling laws driving demand: pre-training, post-training, test-time compute.
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