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Added to YB: 2025-10-07

Pitch date: 2025-10-03

NVDA [neutral]

NVIDIA Corporation

+5.58%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

$185.26

Price Target

205.00 (+5%)

Dividend

0.52%

EV/EBITDA

27.84

P/E

29.49

EV/Sales

18.24

Sector

Semiconductors and Semiconductor Equipment

Category

growth

Show full summary:
NVDA’s data-center flywheel is still roaring—can margins stay ultra-high?

NVDA (overview): AI silicon leader w/ 80% market share, +55.6% YoY revenue growth driven by Data Center (+56.4% YoY). Data Center TAM >$1T by 2028, $1.7T by 2035. Net margin 56.5%, Gaming reaccelerating +49% YoY. Risks: export restrictions, margin pressure (gross -2.7pp), competition emerging. Mizuho $205 PT.

Read full article (14 min)