Added to YB: 2026-03-09
Pitch date: 2026-03-06
NVDA [neutral]
NVIDIA Corporation
+3.57%
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
$4.5T
Pitch Price
$176.82
Price Target
N/A
Dividend
0.02%
EV/EBITDA
33.42
P/E
37.97
EV/Sales
20.69
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Nvidia | Earnings Review: No Hair on The Print
NVDA (earnings): Q4 rev beat, Q1 guide $78B vs $71.7B consensus (+8.8%), larger than prior quarter's +5.2% beat. Gross margin clean 75% vs 73.7% last Q. $95B supply commitments securing memory/logic capacity. Networking +34% QoQ vs compute +19%, leading indicator. Sequential growth throughout CY26 exceeding $500B Blackwell+Rubin opportunity, visibility into CY27. Rubin on track H2, no delays. China DCN rev $0 in guide = organic beat. Stock rangebound despite perfection as market demands AI bubble ceiling answer Jensen can't provide.
Read full article (5 min)