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Added to YB: 2025-11-24

Pitch date: 2025-11-20

NVDA [neutral]

NVIDIA Corporation

-1.97%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

$181.22

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

Show full summary:
Nvidia Q3 2025 Earnings

NVDA (earnings): $57B Q3 rev (+62% YoY) beat by 4%, Data Center $51B (+66% YoY, 90% of rev) led by GB300. Q4 guide $65B (+65% YoY) beat 6.6%. 73.4% GM (-1.1ppt YoY), 56% net margin (+0.9ppt). Networking $8.2B (+162% YoY). China weak at $50M H20 rev. Strong ecosystem w/ OpenAI, Anthropic partnerships.

Read full article (8 min)