Added to YB: 2026-05-26
Pitch date: 2026-05-22
NVDA [neutral]
NVIDIA Corporation
Author Info
No bio for this author
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
$5.2T
Pitch Price
N/A
Price Target
N/A
Dividend
0.46%
EV/EBITDA
31.17
P/E
32.98
EV/Sales
20.42
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%.
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