Added to YB: 2026-05-25
Pitch date: 2026-05-21
NVDA [neutral]
NVIDIA Corporation
-7.49%
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
$220.65
Price Target
N/A
Dividend
0.51%
EV/EBITDA
28.48
P/E
30.16
EV/Sales
18.66
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Nvidia Earnings
NVDA (earnings): Q1 rev $81.6B (+85% YoY, +20% QoQ) beat by 4%, EPS $1.87 beat by 6.3%. Data Center $75.2B (+92% YoY, 92% of rev), FCF $49B (59.5% margin). Q2 guide $91B (+95% YoY) beat by 4.7%. Blackwell ramp fastest ever, networking $15B (3x YoY). Net margin 71.5%, op margin 65.6%. Risks: China rev -53% YoY, supply constraints, margin sustainability questions. Trades 21x EV/Sales, 27x fwd P/E.
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