Added to YB: 2025-09-01
Pitch date: 2025-08-28
NVDA [neutral]
NVIDIA Corporation
+22.21%
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
$177.75
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
NVIDIA 2QFY26 Earnings: The $7 Billion Bet That Made NVIDIA’s Future
NVDA (earnings update): Q2 networking rev surged 98% YoY to $7.3B, proving Mellanox acquisition completed platform transformation. 72.7% gross margins guided to mid-70s show software economics at hardware scale. Jensen hints at 'very significant forecasts' from large customers extending into 2026, suggesting 25-35% growth vs cyclical deceleration fears.
Read full article (8 min)