Added to YB: 2026-05-29
Pitch date: 2026-05-26
NVDA [neutral]
NVIDIA Corporation
+1.42%
current return
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
$5.1T
Pitch Price
$211.28
Price Target
N/A
Dividend
0.47%
EV/EBITDA
30.77
P/E
32.56
EV/Sales
20.15
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Various Earning Reviews - NVIDIA Corporation
NVDA (earnings): Q4 datacenter compute $60.4B (+77% YoY, +18% QoQ), networking $14.8B (+199% YoY, +35% QoQ). InfiniBand +4x YoY; Spectrum-X exceeds all Ethernet peers combined. Inference shift driving networking demand over raw compute, validating ALAB/ANET thesis. Analysts forecast hyperscale CapEx >$1T by 2027, AI infra $3-4T/yr by decade-end.
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