Added to YB: 2026-03-16
Pitch date: 2026-03-12
NVDA [bullish]
NVIDIA Corporation
+2.9%
current return
Author Info
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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
$4.8T
Pitch Price
$184.70
Price Target
370.00 (+88%)
Dividend
0.51%
EV/EBITDA
28.49
P/E
30.17
EV/Sales
18.66
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Nvidia - $NVDA
NVDA (added to position): Q4 rev $68.1B (+73% YoY), Q1 guide $78B (+77% YoY). FY25 FCF $96B, 100% ROE. Bullish on agentic AI inflection: generative software needs 1000x more compute vs pre-recorded. Networking now 18% datacenter rev (+267% YoY), widening moat. Trading 17.2x 2yr fwd EPS w/ DCF fair value $193 (current $185.70). Adding 1.5% to position (now 8.5% of portfolio). Bear case: hyperscalers capital spending unsustainable, inference shift to in-house ASICs vs GPUs.
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