NVDA
Nvidia (NVDAVA) CEO Jensen Huang delivered a keynote address at Computex Taipei on June 1, stating that AI...
Article Summary
HOLD- Nvidia (NVDAVA) CEO Jensen Huang delivered a keynote address at Computex Taipei on June 1, stating that AI is now a profit generator and expanding upon Nvidia's products, particularly its Vera Rubin AI platform.
- Anthropic (ANTH.PVT) announced last week that it had completed its Series H funding round valuing Nvidia at $965 billion, making the Claude Code creator more valuable than OpenAI and the most valuable AI startup in the world, while Anthropic also released an update to its flagship Opus 4.8 model last Thursday.
- Huang highlighted how Nvidia has evolved from being a GPU company to an AI infrastructure company and highlighted the next-generation Vera Rubin platform as the most ambitious endeavor in the history of the company.
- The executive has been in Taiwan for the past several days meeting with corporate partners and hosting an event for Nvidia's future headquarters in the country called Nvidia Constellation, which will be home to some 4,000 workers.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 70.7% | 25% | 100.0 ptsExceptional (70.7%) - Hypergrowth |
| EPS Growth Next 5Y ? | 44.1% | 25% | 100.0 ptsExceptional (44.1%) - Very high expectations |
| Target Price Upside ? | 43.0% | 20% | 95.0 ptsHuge Upside (43.0%) - Target: $308.51 vs Current: $215.75 |
| Gross Margin % ? | 74.2% | 15% | 100.0 ptsExceptional (74.2%) - Strong pricing power |
| Drawdown from 52-Wk High ? | -8.8% | 15% | 20.0 ptsBarely a Dip (-8.8%) - Near recent highs |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About NVDA
- NVIDIA Corporation operates as a data center scale AI infrastructure company.
- The company operates through two segments, Compute & Networking, and Graphics segments.
- The Compute & Networking segment provides data center accelerated computing and networking platforms and artificial intelligence solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software.
- The Graphics segment offers GeForce GPUs for gaming and PCs; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics.
- The company's products are used in gaming, professional visualization, data center, and automotive markets.
- The company sells its products to original equipment manufacturers, original device manufacturers, system integrators and distributors, independent software vendors, cloud service providers, add-in board manufacturers, distributors, automotive manufacturers and tier-1 automotive suppliers, and other ecosystem participants worldwide.
- It has a collaboration with Tech Mahindra Limited to develop artificial intelligence powered telco network operations reasoning agent.
- The company has a strategic partnership with Lumentum Holdings Inc. to develop optics technologies for AI and data centers.
- It also has a strategic partnership with Nebius Group N.V. to develop and deploy hyperscale cloud for the artificial intelligence market; and has a strategic partnership with IREN Limited to accelerate deployment of up to 5 gigawatts of infrastructure.
- NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California.