Added to YB: 2025-10-06
Pitch date: 2025-06-30
NVDA [neutral]
NVIDIA Corporation
+13.68%
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
$156.26
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
Baird Chautauqua International and Global Growth Fund Portfolio Holding: NVIDIA Corporation
NVDA (holding update): Q1 results solid despite China datacenter write-down post-April export restrictions. Ex-China demand extremely strong, outgrowing expectations despite supply constraints & beating ASIC competitors by wide margin. Stock +46% in quarter. Concerns overcapacity from AI datacenter build hasn't materialized yet.
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