Added to YB: 2026-09-02
Pitch date: 2026-08-28
NVDA [neutral]
NVIDIA Corporation
-0.65%
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
$5.3T
Pitch Price
$218.87
Price Target
N/A
Dividend
0.46%
EV/EBITDA
25.90
P/E
27.51
EV/Sales
17.26
Sector
Semiconductors and Semiconductor Equipment
Category
growth
NVIDIA: Can’t Build Fast Enough
NVDA (earnings): NVIDIA is still winning the AI infrastructure race: Q2 revenue accelerated 106% to $96.2B, led by 117% Data Center growth, while Q3 guidance calls for $108B and management expects roughly 70% FY28 growth. At about 20x forward earnings, durability is the issue as memory costs pressure margins, supply commitments surge, customer financing expands and custom silicon targets specialized inference workloads.
Read full article (6 min)