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 2QFY27 Earnings: The Netting Question
NVDA (earnings): NVIDIA’s Q2 reinforced the AI-factory thesis: revenue rose 106% to $96.2B, Q3 guidance beat consensus by about $4B, and management expects roughly 70% growth next year despite supply constraints. Its estimated revenue opportunity per gigawatt rises from $18B with Hopper to $40B with Rubin, potentially offsetting accelerator-share and margin pressure. The concern is financing support: DSO reached 60 days and free cash flow was only $21.3B versus nearly $54B of adjusted earnings.
Read full article (7 min)