NasdaqGS · Semiconductor · Exceptional growth potential with flawless balance sheet.
Worst target among major banks: Deutsche Bank — $215, Hold rating. Concerns center on valuation multiples post-rally, normalization of growth rates, and export restriction uncertainties.
Best target: Barclays — $275, Overweight/Buy. Strong, sustained AI infrastructure demand and high order visibility support data center revenue growth; multi-year AI investment cycle continues.
| Company | P/E | Mkt Cap | 1Y Return | Target | Snowflake |
|---|---|---|---|---|---|
| NVDANVIDIA | 44.78x | $4.44T | 31.7% | $253.88 | 2/6/3/6/0 |
| AVGOBroadcom | 66.67x | $1.54T | +39.53% | $456.59 | 2/6/6/4/4 |
| MUMicron Technology | 38.91x | $463B | +313.65% | $389.1 | 3/5/5/6/0 |
| AMDAdvanced Micro Devices | 79.18x | $338B | +83.31% | $287.2 | 3/6/4/5/0 |
| ARMArm Holdings | 166.1x | $133B | -21.47% | $147.83 | 1/5/2/6/0 |
NVIDIA Corporation, a computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally. The Compute & Networking segment includes its Data Centre accelerated computing platforms and artificial intelligence solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms; and DGX Cloud computing services. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/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 software for building and operating industrial AI and digital twin applications.