Added to YB: 2025-02-26
Pitch date: 2025-02-24
NVDA [bearish]
NVIDIA Corporation
-36.71%
current return
Author Info
No bio for this author
Company Info
NVIDIA Corporation operates as a data center scale AI infrastructure company. The company operates through two segments, Compute & Networking, and Graphics segments.
Market Cap
$4.3T
Pitch Price
$129.94
Price Target
N/A
Dividend
0.02%
EV/EBITDA
31.85
P/E
36.20
EV/Sales
19.72
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
Nvidia (NVDA) Faces Q1 Earnings Risk as AI Spending Peaks
NVDA short: Q1 FY26 earnings likely to disappoint. Microsoft canceling $100B+ in data center leases. DeepSeek's efficient AI model threatens Nvidia's premium chip narrative. Big Tech capex peaking, shifting to efficiency over expansion. Guidance expected to fall short of $42B Wall St estimate.
Read full article (2 min)