Added to YB: 2026-09-03
Pitch date: 2026-08-28
NVDA [bullish]
NVIDIA Corporation
+2.53%
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
$5.3T
Pitch Price
$218.87
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
Nvidia Earnings and the Ecosystem
NVDA (earnings): Nvidia delivered a strong quarter, but the major upside was preliminary fiscal 2028 revenue-growth guidance of ~70%, implying roughly $700B versus $570B consensus, underpinned by committed capacity and rising content per gigawatt. Revenue rose 106% year over year to $96.2B and Q3 guidance is $108B, though fiscal 2028 gross margin is expected at 72-73%. Custom silicon threatens closed, specialized workloads, while China capture and circular-financing risk remain open questions.
Read full article (5 min)