Added to YB: 2026-08-31
Pitch date: 2026-08-27
NVDA [neutral]
NVIDIA Corporation
-4.36%
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
$227.13
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 | Earnings Takeaways & Forecasts
NVDA (earnings): Nvidia beat Q2 top- and bottom-line estimates and guided above expectations as revenue accelerated 102% to $96.2B; Q3 guidance of $108B ±2% excludes China sales. Management expects roughly 70% growth next year despite supply constraints, versus customer forecasts implying a doubling. The offset is extreme memory inflation, expected to push gross margin to 71-72% in Q4 before settling at 72-73% in FY28.
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