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
280.00 (+23%)
Dividend
0.48%
EV/EBITDA
24.96
P/E
26.51
EV/Sales
16.63
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Nvidia earnings preview
NVDA (earnings): Q2 is tracking toward $94B-$95B of revenue versus the $92.1B Street estimate, with Q3 guidance potentially reaching $107B-$108B versus $104.5B, driven by rising rack shipments, networking growth and initial China H200 deliveries. Beats are now table stakes: the $280 case rests on structural clarity around custom silicon, infrastructure financing and HBM constraints, with shares at ~17x CY2027 and ~13x CY2028 EPS. A muted 4.6% options-implied move leaves room for a larger reaction to any surprise.
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