Professional
Added to YB: 2025-10-30
Pitch date: 2025-09-30
NVDA [bullish]
NVIDIA Corporation
+18.51%
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
$185.22
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
Polen Global Growth New Position: NVIDIA Corporation
NVDA (new position): Fast GPUs for Gen AI training with strong ecosystem moat (programming, models, networking). High demand from hyperscalers building AI infrastructure. Expected ~20% annual earnings growth justifies mid-30s P/E multiple. Dominates compute-intensive AI workloads.
Read full article (1 min)