Added to YB: 2026-03-02
Pitch date: 2026-02-26
NVDA [neutral]
NVIDIA Corporation
+9.73%
current return
Author Info
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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 Earnings
NVDA (earnings): Q4 rev $68.1B (+73% YoY) beat est by 4%; Q1 guide $78B (+77% YoY) beat by 8.4%. Data Center $62.3B (91.5% rev, +75% YoY); FY $194B. GM 75%, op margin 65%, FCF margin 51.2%. FCF $97B FY, $41B returned to shareholders. Networking $11B Q4 (+3.5x YoY). Rubin targets 75% fewer GPUs, 10x lower inference cost vs Blackwell. Risks: supply constraints, China rev negligible, custom silicon competition.
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