Added to YB: 2025-02-07
Pitch date: 2025-02-06
NVDA [bullish]
NVIDIA Corporation
+35.48%
current return
Author Info
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Company Info
NVIDIA Corporation, a computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally.
Market Cap
$4.5T
Pitch Price
$129.18
Price Target
145.78 (-17%)
Dividend
0.02%
EV/EBITDA
39.04
P/E
45.49
EV/Sales
23.60
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)