Added to YB: 2026-05-26
Pitch date: 2026-05-22
NVDA [neutral]
NVIDIA Corporation
-6.25%
current return
Author Info
No bio for this author
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
$4.8T
Pitch Price
$216.29
Price Target
N/A
Dividend
0.51%
EV/EBITDA
28.48
P/E
30.16
EV/Sales
18.66
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Demand Has Gone Parabolic. NVIDIA Is Right in the Middle of It.
NVDA (update): Q1 rev $81.6B (+85% YoY, +20% QoQ) beat est $78.9B; EPS $1.87 vs $1.77 est. Data Center rev +92% YoY (accelerating from +75% prior Q). Hyperscale $37.9B vs ACIE $37.4B (~50/50 split shows diversification). Networking rev $14.8B (+199% YoY). New Vera CPU: $20B standalone rev guide FY27, opens $200B TAM. Q2 guide $91B vs $87B est (zero China rev assumed=upside). FCF $48.6B, gross margin 75%, $118.5B buyback auth. Blackwell/Rubin on track for $1T rev 2025-27. Risks: custom silicon, China uncertainty, opex growth high 40s%.
Read full article (8 min)