Added to YB: 2026-09-15
Pitch date: 2026-09-11
NVDA [bullish]
NVIDIA Corporation
-0.13%
current return
Author Info
Aurelion Research is a research analyst with a passion for markets, specializing in high‑conviction ideas across shipping, offshore drilling, and thematic equity research. Sign up for the newsletter.
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
$211.24
Price Target
N/A
Dividend
0.46%
EV/EBITDA
25.99
P/E
27.60
EV/Sales
17.32
Sector
Semiconductors and Semiconductor Equipment
Category
growth
In Conversation: NVIDIA
NVDA: NVIDIA’s broad AI computing platform is positioned for inference — now larger than training — to drive its next growth phase, with robotics the second-largest opportunity. A supply-constrained outlook calls for nearly 70% FY2028 revenue growth, while valuation is 18.1x NTM earnings and 14.8x NTM EV/EBITDA. The key risks are inadequate returns on AI infrastructure spending, custom accelerators, execution across an expanding platform and supply constraints.
Read full article (16 min)