Professional
Added to YB: 2024-08-22
Pitch date: 2024-06-30
NVDA [bullish]
NVIDIA Corporation
+76.47%
current return
Author Info
No bio for this author
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
$5.5T
Pitch Price
$123.10
Price Target
N/A
Dividend
0.44%
EV/EBITDA
26.95
P/E
28.62
EV/Sales
17.96
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Baron Fifth Avenue Growth Fund Portfolio Holding: NVIDIA Corporation
NVDA: Q2 rev $26B (+262% YoY), datacenter $22.6B (+427%). 69.3% op margin. Blackwell GPUs in Q3. GB200 NVL72/36 racks boost content/server, strengthen competitive edge. CEO sees AI as new industrial revolution. Early in accelerated computing shift. $3T IT industry serving $100T of industries.
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