Added to YB: 2025-01-03
Pitch date: 2024-12-30
NVDA [bullish]
NVIDIA Corporation
+28.74%
current return
Author Info
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Company Info
NVIDIA Corporation operates as a data center scale AI infrastructure company. The company operates through two segments, Compute & Networking, and Graphics segments.
Market Cap
$4.3T
Pitch Price
$137.98
Price Target
221.00 (+24%)
Dividend
0.02%
EV/EBITDA
31.85
P/E
36.20
EV/Sales
19.72
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Nvidia: Base case suggests 20% upside, Blackwell ramp key driver for 2025
NVDA: Blackwell GPU ramp starting, strong demand. FY3Q25 rev $35B (+94% YoY), EPS $0.81 (+8% vs consensus). Data center rev +112% YoY. FY4Q25 guidance: $37.5B rev, 73.3% GM. Expects low 70s GM initially for Blackwell, improving to mid-70s. $221 3-year price target. Risks: Chinese demand, margin uncertainty.
Read full article (7 min)