Risk factor
Low default risk
Profitability factor
Very strong margins and returns
In Guru Portfolios
Manager | Fund | Portfolio Weight (%) | Change |
|---|---|---|---|
| Michael Burry | Scion Asset Management | 13.5% | +13.51% |
| David Tepper | Appaloosa Management | 4.0% | -0.38% |
| Cathie Wood | ARK Investment Management LLC | 3.4% | +1.59% |
About
NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.
Company Valuation
Considering past and projected metrics, the stock is neither 'expensive' nor 'cheap' compared to its peers. Specifically, the stock is 'cheap' on P/E, neutral on EV/EBITD
Target Price
The average target price of NVDA is 272 and suggests 66.8% upside potential. Usually, this means a BUY recommendation among investment firms, or a recommendation to incre