Added to YB: 2026-08-31
Pitch date: 2026-08-27
NVDA [bullish]
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
315.00 (+45%)
Dividend
0.44%
EV/EBITDA
26.95
P/E
28.62
EV/Sales
17.96
Sector
Semiconductors and Semiconductor Equipment
Category
growth
NVDA Q2 : Demand Over Supply
NVDA (earnings): Nvidia remains undervalued after a strong quarter: revenue rose 106% year over year to $96.2B, Data Center grew 117% to $89.0B, and Q3 guidance reached $108.0B despite assuming no China Data Center compute revenue. Demand still exceeds supply, but 74% gross-margin guidance, extended customer payment terms and $108.5B of partner guarantees show that growth increasingly relies on Nvidia’s balance sheet. Base-case value is $315-$330.
Read full article (4 min)