Added to YB: 2026-08-28
Pitch date: 2026-08-26
NVDA [bullish]
NVIDIA Corporation
+2.3%
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
$5.1T
Pitch Price
$222.86
Price Target
N/A
Dividend
0.48%
EV/EBITDA
24.96
P/E
26.51
EV/Sales
16.63
Sector
Semiconductors and Semiconductor Equipment
Category
growth
NVDA will beat and raise. Is that enough?
NVDA (earnings): The setup favors breaking the four-quarter beat-and-selloff pattern as Vera Rubin begins shipping in Q3 FY2027 amid demand reportedly exceeding supply, while Bloomberg-reported server price increases of 15%+ could pull orders forward. However, expectations are demanding: consensus is $92.1B for the completed quarter and $103.9B for guidance, versus a ~$105B whisper. Anything below the whisper could disappoint despite a headline beat.
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