Nvidia: Still Charging Ahead
Portfolio Pulse from
NVIDIA's AI-driven growth is surging, with sales hitting a $150 billion annual run rate despite supply constraints and production delays. The company is experiencing unsustainable margins that will normalize over time, but current momentum suggests further upside over the next 1 to 2 years. The stock is considered undervalued compared to its growth rates, trading at 31x FY26 EPS targets.
December 02, 2024 | 1:15 am
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NVIDIA's AI-driven growth is strong, with a $150 billion annual run rate. Despite supply constraints and production delays, the stock is seen as undervalued at 31x FY26 EPS targets, suggesting further upside in the next 1-2 years.
NVIDIA's strong AI-driven growth and $150 billion annual run rate indicate robust performance. Despite supply constraints, the stock is trading at a relatively low multiple of 31x FY26 EPS targets, suggesting it is undervalued. This, combined with the company's momentum, points to potential upside in the short term.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100