Professional
Added to YB: 2026-09-17
Pitch date: 2026-07-21
NVDA [bullish]
NVIDIA Corporation
Author Info
Sustainable Growth Advisers is a global equities firm focused on companies with predictable, above-average long-term earnings and free cash-flow growth. Sign up for 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
N/A
Price Target
N/A
Dividend
0.47%
EV/EBITDA
25.11
P/E
26.68
EV/Sales
16.74
Sector
Semiconductors and Semiconductor Equipment
Category
growth
SGA U.S. Large Cap Growth Portfolio Holding: NVIDIA Corporation
NVDA (added to position): NVIDIA delivered strong results and introduced a sales breakdown highlighting demand from the largest cloud companies, with the underlying numbers aligning with its long-term outlook. Networking sales now run at roughly $60B annualized, while the Vera processor is expected to add $20B. Management commentary and investor focus reflected confidence that demand remains strong despite AI-spending concerns. The target was raised and the position increased, though competition and spending debates may still drive volatility.
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