Added to YB: 2025-03-18
Pitch date: 2025-03-16
NVDA [neutral]
NVIDIA Corporation
+44.82%
current return
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
NVIDIA Corporation, a computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally.
Market Cap
$4.3T
Pitch Price
$122.72
Price Target
N/A
Dividend
0.02%
EV/EBITDA
37.43
P/E
43.63
EV/Sales
22.62
Sector
Semiconductors and Semiconductor Equipment
Category
growth
A Top 10 Update for this OB25 for 25 idea - NVIDIA Corporation
NVDA (update): #1 holding despite reduction. P/E 41.4, Blackwell $11bn. Data Centers 90% rev, 70% margin, 5yr cycle. FY25 $115.3bn, 2x FY24. P/E could drop to teens in 1yr considering replacement cycles, new DCs, and growth in auto, gaming, metaverse. 1Q26 forecast $43bn rev.
Read full article (2 min)