Professional
Added to YB: 2024-05-15
Pitch date: 2024-05-13
NVDA [bullish]
NVIDIA Corporation
+98.37%
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
$89.55
Price Target
1.2K (+576%)
Dividend
0.02%
EV/EBITDA
31.85
P/E
36.20
EV/Sales
19.72
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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