Professional
Added to YB: 2025-10-30
Pitch date: 2025-09-30
NVDA [bullish]
NVIDIA Corporation
+17.5%
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
$184.87
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
Polen Global Growth New Position: NVIDIA Corporation
NVDA (new position): Fast GPUs for Gen AI training with strong ecosystem moat (programming, models, networking). High demand from hyperscalers building AI infrastructure. Expected ~20% annual earnings growth justifies mid-30s P/E multiple. Dominates compute-intensive AI workloads.
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