Added to YB: 2025-02-07
Pitch date: 2025-02-06
NVDA [bullish]
NVIDIA Corporation
+51%
current return
Author Info
Long-Term Pick shares in-depth stock analysis on high-quality stocks with growth potential. 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
$4.7T
Pitch Price
$129.03
Price Target
145.78 (-25%)
Dividend
0.52%
EV/EBITDA
27.84
P/E
29.49
EV/Sales
18.24
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)