Added to YB: 2025-02-07
Pitch date: 2025-02-06
NVDA [bullish]
NVIDIA Corporation
+37.52%
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
$129.18
Price Target
145.78 (-18%)
Dividend
0.02%
EV/EBITDA
31.85
P/E
36.20
EV/Sales
19.72
Sector
Semiconductors and Semiconductor Equipment
Category
growth
NVIDIA: World Leader in AI Computing Still Below Fair Price
NVDA: AI/GPU leader, 90% market share. Strong moat via CUDA, partnerships. 20% CAGR through 2030. Expansion in data centers, cloud, auto. High margins (75% gross). $38.5B cash, low debt. Risks: China restrictions, competition, valuation. Trading 16% below $145.78 fair value. 61% 3yr sales growth forecast.
Read full article (9 min)