Added to YB: 2026-03-06
Pitch date: 2026-03-04
NVDA [bullish]
NVIDIA Corporation
Author Info
Walden 3 Research is a research account affiliated with Aroau Capital Holding. Sign up for the newsletter.
Company Info
Tech Mahindra Limited provides information technology services and solutions in the Americas, Europe, India, and internationally.
Market Cap
$4.4T
Pitch Price
N/A
Price Target
N/A
Dividend
0.02%
EV/EBITDA
32.34
P/E
36.74
EV/Sales
20.02
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Walden 3 Research | February Portfolio New Position: NVIDIA Corporation
NVDA (new position): Q4 rev $68.1B (+73% YoY), DC rev $62.3B (+75%); FY26 rev $215.9B (+65%), 75.2% gross margin. Q1 FY27 guide $78B beat $72.6B consensus, assumes zero China DC rev. Agentic AI inflection arrived, hyperscaler capex ~$700B/yr. Stock -5.5% post-earnings despite beats. Entry on selloff. Vera Rubin samples shipped, next catalyst.
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