Professional
Added to YB: 2025-02-06
Pitch date: 2024-12-31
NVDA [bullish]
NVIDIA Corporation
+43.47%
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
$4.7T
Pitch Price
$135.80
Price Target
N/A
Dividend
0.52%
EV/EBITDA
27.84
P/E
29.49
EV/Sales
18.24
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Baron Opportunity Fund Portfolio Holding: NVIDIA Corporation
NVDA: Record data center revenue, high-confidence outlook. AI reasoning models to boost compute demand. Blackwell ramp faster than expected, 75% gross margins at scale. Growing traction in AI networking. Transition to systems/software model enhances profitability. Clear path to sustained AI infrastructure demand.
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