Professional
Added to YB: 2024-05-15
Pitch date: 2024-05-13
NVDA [bullish]
NVIDIA Corporation
+117.82%
current return
Author Info
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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
$89.44
Price Target
1.2K (+516%)
Dividend
0.52%
EV/EBITDA
27.84
P/E
29.49
EV/Sales
18.24
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Jefferies' Confidence in NVIDIA: AI Growth and Market Share Insights
NVDA top pick: AI to hit 25% of semi revs by '27 (from 5%). Cloud capex rising, runway expanding. NVDA controls ecosystem, taking more share. Strong ramp for GB200 NVL 36/72 w/ NVDA Arm CPUs + networking. Some ASIC opportunity but need customer wins vs NVDA. AMD 2nd source GPU option. Ex-AI, modest PC/Server recovery, NVDA taking AI CPUs, INTC more competitive. INTC cheap but needs better AI story. Jefferies PT $1200
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