Added to YB: 2026-09-03
Pitch date: 2026-08-31
NVDA [bullish]
NVIDIA Corporation
+3.53%
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
$5.3T
Pitch Price
$216.75
Price Target
N/A
Dividend
0.45%
EV/EBITDA
26.29
P/E
27.92
EV/Sales
17.52
Sector
Semiconductors and Semiconductor Equipment
Category
growth
The Monday Morning Briefing - NVIDIA Corporation
NVDA (earnings): NVIDIA doubled July-quarter revenue to $96.2B and guided fiscal 2028 growth to roughly 70%, versus consensus near 45%, despite a supply-constrained outlook and no assumed China data-center revenue. Customer forecasts indicate demand doubling. Tae Kim argues the peak-year thesis has now been wrong for a third consecutive year. At ~33x trailing earnings, the multiple compresses quickly if guidance holds; memory procurement could pressure gross margin into the low 70s.
Read full article (1 min)