Added to YB: 2026-05-25
Pitch date: 2026-05-21
NVDA [neutral]
NVIDIA Corporation
-7.49%
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
$4.8T
Pitch Price
$220.65
Price Target
375.00 (+84%)
Dividend
0.51%
EV/EBITDA
28.48
P/E
30.16
EV/Sales
18.66
Sector
Semiconductors and Semiconductor Equipment
Category
growth
NVIDIA (NVDA) - Q1 FY2027 Results
NVDA (earnings): Q1 rev $81.6B beat $78B guide, Data Center $75.2B (+21% QoQ), gross margin 75%. Key: ACIE $37B (+31% QoQ) nearly matched Hyperscale $38B (+12% QoQ), showing demand broadening beyond mega-cap clouds. Q2 guide $91B (+11.5% QoQ) w/ zero China compute assumed. Networking $14.8B (+35% QoQ) now 18% of Data Center. Risks: OpEx growth upper-40%, $145B supply commitments, FY2028 deceleration if ACIE slows. Bull: $335-$375 PT at 27-30x FY2028 EPS if ACIE holds ~50% mix. Bear: $160-$200 at 18-20x if growth re-concentrates in Hyperscale.
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