Added to YB: 2026-08-31
Pitch date: 2026-08-28
NVDA [neutral]
NVIDIA Corporation
-0.65%
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
$218.65
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
NVDA Earnings Just Changed the AI Infra Trade
NVDA (earnings): Nvidia’s record quarter and fiscal 2028 revenue-growth guide of ~70%, versus analyst models at 40%, indicate AI demand remains underestimated; management said unconstrained growth would be much higher. Memory supply now limits revenue, drives $279B of commitments and pressures gross margin to a 71-72% Q4 trough, while direct power-site commitments and frontier-lab financing expand both the opportunity and balance-sheet exposure.
Read full article (5 min)