Added to YB: 2026-08-31
Pitch date: 2026-08-27
NVDA [neutral]
NVIDIA Corporation
-4.31%
current return
Author Info
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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 Earnings Q2 2026
NVDA (earnings): Nvidia delivered a strong quarter as AI infrastructure demand drove revenue up 106% to $96.2B, 5.1% above estimates, while Q3 guidance of $108B also beat by 4.3%. Data Center grew 117% to 92.5% of sales, and operating margin reached 66.2%. The key concerns are expected growth deceleration and gross-margin pressure from rising memory costs, which could challenge a 17.3x EV/sales valuation.
Read full article (4 min)