Added to YB: 2024-02-01
Pitch date: 2024-01-31
NVDA [bullish]
NVIDIA Corporation
+186.23%
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
$62.06
Price Target
N/A
Dividend
0.02%
EV/EBITDA
31.85
P/E
36.20
EV/Sales
19.72
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Show full summary:
Nvidia: Key Implications From AMD's Q4 Earnings
$NVDA faces AMD competition in datacenter GPUs; AMD to capture 8-10% share by Q4 '24 w/ $3.5B backlog. 70% CAGR thru '27 in AI accelerator mkt means NVDA still has strong growth ahead. Margins safe til H2 '25+ due to software edge & new products. Buy $NVDA.
Read full article (4 min)