Added to YB: 2026-03-02
Pitch date: 2026-02-26
NVDA [neutral]
NVIDIA Corporation
-2.24%
current return
Author Info
No bio for this author
Company Info
NVIDIA Corporation, a computing infrastructure company, provides graphics and compute and networking solutions in the United States, Taiwan, China, Hong Kong, and internationally.
Market Cap
$4.3T
Pitch Price
$181.25
Price Target
N/A
Dividend
0.02%
EV/EBITDA
31.82
P/E
36.16
EV/Sales
19.70
Sector
Semiconductors and Semiconductor Equipment
Category
growth
NVIDIA (NVDA) Q4 FY2026 Earnings Report — Comprehensive Analysis
NVDA (earnings): Q4 rev $68.1B (+73% YoY) beat est $66.1B; EPS $1.76 vs $1.52 est. Data Center 91% rev, networking $11B (+3.5x YoY). Blackwell 2/3 DC rev, 10x perf/watt improvement. Q1 guide ~$78B rev vs $74.7B est. GM 75% (up 160bps QoQ), FY26 FCF $97B. Vera Rubin samples shipped Feb, prod H2 2026. Sovereign AI >$30B FY26 (+3x). Trades 48.5x trailing P/E, 20.6x fwd. Risks: China export restrictions, hyperscaler concentration, Rubin ramp margin pressure.
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