Added to YB: 2026-04-22
Pitch date: 2026-04-19
NVDA [neutral]
NVIDIA Corporation
+1.77%
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
$4.9T
Pitch Price
$199.75
Price Target
N/A
Dividend
0.49%
EV/EBITDA
29.34
P/E
31.06
EV/Sales
19.22
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Semiconductor Update - NVIDIA Corporation
NVDA (update): Largest co by mkt cap. Q1 FY27 rev guide $78B (+99% YoY). Data center demand surging as AMZN/GOOGL/META commit $200B/$180B/$125B capex for AI. CUDA moat locks in customers. Blackwell chips lead; Rubin successor ~5x performance coming; Feynman gen in 1-2yrs.
Read full article (1 min)