Added to YB: 2025-10-07
Pitch date: 2025-10-03
NVDA [neutral]
NVIDIA Corporation
-4.96%
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
$4.3T
Pitch Price
$185.49
Price Target
205.00 (+17%)
Dividend
0.02%
EV/EBITDA
37.15
P/E
43.32
EV/Sales
22.46
Sector
Semiconductors and Semiconductor Equipment
Category
growth
NVDA’s data-center flywheel is still roaring—can margins stay ultra-high?
NVDA (overview): AI silicon leader w/ 80% market share, +55.6% YoY revenue growth driven by Data Center (+56.4% YoY). Data Center TAM >$1T by 2028, $1.7T by 2035. Net margin 56.5%, Gaming reaccelerating +49% YoY. Risks: export restrictions, margin pressure (gross -2.7pp), competition emerging. Mizuho $205 PT.
Read full article (14 min)