Added to YB: 2024-02-23
Pitch date: 2024-02-22
NVDA [bullish]
NVIDIA Corporation
+169.69%
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
$80.55
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 Corporation - $NVDA
$NVDA Q4: Rev $22.1B +265% YoY, FY $60.9B driven by 408% data center growth for gen AI GPUs now 83% of rev. Dominates networking at $10B rev. Sees Q1 rev $24B, 76% GM w/ 62% op margin & $26B cash. Valuation 30x FY25 EPS reasonable given AI dominance. Increasing position 2%.
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