Added to YB: 2025-11-24
Pitch date: 2025-11-20
NVDA [neutral]
NVIDIA Corporation
+8.06%
current return
Author Info
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
$181.00
Price Target
N/A
Dividend
0.52%
EV/EBITDA
27.84
P/E
29.49
EV/Sales
18.24
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
Worsening NVIDIA Earnings Quality
NVDA (earnings quality concerns): Beat Q3 estimates $57B vs $54.6B, but revenue up $10.2B QoQ while accounts receivable up $5.6B - half growth sold on credit. Cash flow conversion dropped to 52-69% from 113%. Circular deals w/ OpenAI ($100B equity for GPU commitment) raise red flags as AI capex sustainability questioned.
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