Added to YB: 2025-02-07
Pitch date: 2025-02-06
NVDA [bullish]
NVIDIA Corporation
+68.07%
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
$5.4T
Pitch Price
$129.03
Price Target
145.78 (-33%)
Dividend
0.45%
EV/EBITDA
32.44
P/E
34.32
EV/Sales
21.25
Sector
Semiconductors and Semiconductor Equipment
Category
growth
NVIDIA: World Leader in AI Computing Still Below Fair Price
NVDA: AI/GPU leader, 90% market share. Strong moat via CUDA, partnerships. 20% CAGR through 2030. Expansion in data centers, cloud, auto. High margins (75% gross). $38.5B cash, low debt. Risks: China restrictions, competition, valuation. Trading 16% below $145.78 fair value. 61% 3yr sales growth forecast.
Read full article (9 min)