Added to YB: 2026-01-05
Pitch date: 2025-12-30
NVDA [bullish]
NVIDIA Corporation
-6.29%
current return
Author Info
Accrued Interest is an TMT Equity Research Specialist. They manage their family office and write about business and investing. Former tv/radio executive. During corporate years, achieved +3,400% TWR in PA from ’16-‘24. Sign up for the newsletter.
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
$189.56
Price Target
N/A
Dividend
0.02%
EV/EBITDA
31.85
P/E
36.20
EV/Sales
19.72
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Why Nvidia Will Outperform in 2026?
NVDA: Despite 'peak AI' fears, trading at cheapest valuation in years at 27x 2026 EPS (11th percentile historically). Q3 networking revenue +162% YoY signals next datacenter wave. Agentic AI driving 10-100x compute demand vs chatbots. Vera Rubin late 2026 launch = 3x performance leap, 2027+ growth catalyst.
Read full article (4 min)