Professional
Added to YB: 2025-08-15
Pitch date: 2025-07-26
NVDA [neutral]
NVIDIA Corporation
+24.78%
current return
Author Info
No bio for this author
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
$5.4T
Pitch Price
$173.79
Price Target
N/A
Dividend
0.45%
EV/EBITDA
32.44
P/E
34.32
EV/Sales
21.25
Sector
Semiconductors and Semiconductor Equipment
Category
growth
RiverPark Large Growth Fund Portfolio Holding: NVIDIA Corporation
NVDA (holding update): Q1 FY26 revenue $44.1B (+69% YoY) with Data Center $39.1B (+73%), Gaming $3.8B (+42%). Q2 guidance $44-47B. Dominance in AI computing reinforced via Hopper architecture & upcoming Blackwell platform. New demand from sovereign AI, automotive & enterprise. Despite export restrictions, GPU leadership & CUDA ecosystem support multi-year growth.
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