Added to YB: 2026-08-31
Pitch date: 2026-08-27
NVDA [neutral]
NVIDIA Corporation
-4.36%
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
$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 Q2 2027 Earnings Review
NVDA (earnings): Nvidia delivered another exceptional quarter, beating revenue estimates by 4.6% and guiding Q3 3.8% above expectations. Hyperscale and ACIE data-center revenue grew more than 100% and 138% year over year, respectively, supporting guidance for 70% revenue growth next fiscal year versus 45% consensus. At 21x forward EPS, the upside is tempered by memory-driven gross-margin pressure and growing exposure to customer financing and guarantees.
Read full article (10 min)