Added to YB: 2026-03-02
Pitch date: 2026-02-26
NVDA [neutral]
NVIDIA Corporation
+9.73%
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
$4.8T
Pitch Price
$181.24
Price Target
N/A
Dividend
0.02%
EV/EBITDA
35.33
P/E
40.10
EV/Sales
21.87
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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