Added to YB: 2026-05-25
Pitch date: 2026-05-21
NVDA [neutral]
NVIDIA Corporation
-1.72%
current return
Author Info
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Company Info
NVIDIA Corporation operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally.
Market Cap
$5.4T
Pitch Price
$220.65
Price Target
N/A
Dividend
0.45%
EV/EBITDA
32.44
P/E
34.32
EV/Sales
21.25
Sector
Semiconductors and Semiconductor Equipment
Category
growth
NVIDIA 1QFY25 Earnings: The Architecture of Intelligence
NVDA (earnings): Q1 rev $81.6B (+85% YoY), Data Center $75.2B (+92% YoY). New ACIE segment (AI Clouds/Industrial/Enterprise) $37.4B, nearly matched Hyperscale $37.9B & grew faster sequentially—challenges bear case of hyperscaler dependence. Networking $14.8B (+199% YoY, +35% QoQ) signals architectural shift. Vera CPU opens $200B TAM w/ $20B visibility. Risk: flywheel vs circle—how much ACIE growth is self-sustaining vs NVIDIA balance sheet-funded? Platform standardization thesis > chip-cycle thesis.
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