Added to YB: 2026-08-28
Pitch date: 2026-08-26
NVDA [bullish]
NVIDIA Corporation
-2.43%
current return
Author Info
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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
$222.64
Price Target
280.00 (+29%)
Dividend
0.44%
EV/EBITDA
26.95
P/E
28.62
EV/Sales
17.96
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Nvidia earnings preview
NVDA (earnings): Q2 is tracking toward $94B-$95B of revenue versus the $92.1B Street estimate, with Q3 guidance potentially reaching $107B-$108B versus $104.5B, driven by rising rack shipments, networking growth and initial China H200 deliveries. Beats are now table stakes: the $280 case rests on structural clarity around custom silicon, infrastructure financing and HBM constraints, with shares at ~17x CY2027 and ~13x CY2028 EPS. A muted 4.6% options-implied move leaves room for a larger reaction to any surprise.
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