Added to YB: 2026-08-31
Pitch date: 2026-08-27
NVDA [neutral]
NVIDIA Corporation
-4.31%
current return
Author Info
Studio Innovation shares daily updates from leading hyperscalers (Nvidia, Google, Apple, Amazon, Tesla, Meta, Microsoft), with a focus on AI, memory, data centers, neoclouds, crypto, and fast-growing companies. Subscribe to the newsletter.
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
$227.36
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
Nvidia Q2 FY2027 revenue doubled year-over-year to $96.2B, led by Data Center and Blackwell Ultra growth
NVDA (earnings): Nvidia’s Q2 revenue rose 106% to $96.2B, beating the $92.2B estimate, as Data Center revenue grew 117% to $89.0B; adjusted EPS was $2.22 versus $2.10 expected. Q3 revenue guidance of $108B also exceeded the $104.2B estimate, with Vera Rubin expected to generate about 20% of Data Center sales. The offset is rising memory costs, which are expected to push gross margin from 75% to 71-72% by Q4 before pricing actions drive a recovery.
Read full article (2 min)