Added to YB: 2026-08-31
Pitch date: 2026-08-27
NVDA [neutral]
NVIDIA Corporation
-4.31%
current return
Author Info
No bio for this author
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
$5.1T
Pitch Price
$227.36
Price Target
N/A
Dividend
0.48%
EV/EBITDA
24.96
P/E
26.51
EV/Sales
16.63
Sector
Semiconductors and Semiconductor Equipment
Category
growth
NVIDIA's Earnings Changed the Question: Watch Memory Bottlenecks and Supplier Financing, Not Just Peak AI Capex
NVDA (earnings): NVIDIA’s quarter weakened the 2026 peak-AI-capex case: fiscal Q2 revenue rose 106% to $96.2B, and management projected roughly 70% fiscal 2028 growth as demand broadens beyond hyperscalers. The constraint is shifting to memory, packaging, power, land and credit; $279B of supply commitments and DSO rising from 45 to 60 intensify growth-quality scrutiny. At ~$219, valuation offers little cushion at 60% growth, while delivering 70% supports upside.
Read full article (10 min)