Added to YB: 2025-03-18
Pitch date: 2025-03-16
NVDA [neutral]
NVIDIA Corporation
+44.76%
current return
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
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
$122.71
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
A Top 10 Update for this OB25 for 25 idea - NVIDIA Corporation
NVDA (update): #1 holding despite reduction. P/E 41.4, Blackwell $11bn. Data Centers 90% rev, 70% margin, 5yr cycle. FY25 $115.3bn, 2x FY24. P/E could drop to teens in 1yr considering replacement cycles, new DCs, and growth in auto, gaming, metaverse. 1Q26 forecast $43bn rev.
Read full article (2 min)