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Added to YB: 2026-04-22

Pitch date: 2026-04-19

NVDA [neutral]

NVIDIA Corporation

-0.05%

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

$4.9T

Pitch Price

$199.98

Price Target

N/A

Dividend

0.02%

EV/EBITDA

36.34

P/E

41.24

EV/Sales

22.50

Sector

Semiconductors and Semiconductor Equipment

Category

growth

Show full summary:
Semiconductor Update - NVIDIA Corporation

NVDA (update): Largest co by mkt cap. Q1 FY27 rev guide $78B (+99% YoY). Data center demand surging as AMZN/GOOGL/META commit $200B/$180B/$125B capex for AI. CUDA moat locks in customers. Blackwell chips lead; Rubin successor ~5x performance coming; Feynman gen in 1-2yrs.

Read full article (1 min)