Nvidia's 85% Revenue Growth Outpaces 23.5x Forward P/E, Analyst Argues
According to a Seeking Alpha analysis, Nvidia trades at 23.5 times forward earnings while posting 85% revenue growth and 147% operating income growth. The author argues $95 billion in supply chain obligations imply at least $285 billion in revenue and that $710-$725 billion in hyperscaler capex guidance supports a $1 trillion revenue opportunity thesis.
Nvidia trades at 23.5 times forward earnings despite posting 85 percent revenue growth and 147 percent operating income growth, according to an investment analysis published Monday on Seeking Alpha.
The company has $95 billion in supply chain obligations over three quarters, implying at least $285 billion in revenue, the analysis states. That figure aligns with hyperscaler capital expenditure guidance of $710 billion to $725 billion, which the author argues underpins a $1 trillion revenue opportunity for Nvidia's GPU business.
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