Nvidia: The Market Is Wrong

Tech Stock ProsInvesting Group LeaderFollow5ShareSavePlay(15min)Comments(5)SummaryNvidia stock is extremely cheap for the upside potential come 2H26.The stock experienced its worst decline in 10 months after the Q4 print, in spite of guiding for 1QFY27 sales growth of almost 15% Q/Q to $78B, versus a consensus of $72.2B.China re-entry could also unlock $20B-$30B in annual revenue, given pent-up demand and higher ASPs for H200 chips.Nvidia trades at a forward P/E of 22.66x and EV/Sales of 12.01x, which is attractive relative to its 65% Y/Y revenue growth and sector peers.Looking for a portfolio of ideas like this one? Members of Tech Contrarians get exclusive access to our subscriber-only portfolios. Learn More » Oleksandr Holovin/iStock Editorial via Getty Images We’re living in Nvidia’s (NVDA) world, and everyone’s paying rent, except China. Nvidia has been dragged into the beef between the U.S. and China. Since the Trump administration banned Nvidia H20s from the region last April, Nvidia hasThis article was written byTech Stock Pros12.27K FollowersFollowTech Stock Pros is a team of three former technology sector engineers with a long history of investing in the tech sector. They run Tech Contrarians, an investing group providing institutional-level company research to individual investors. Utilizing a live portfolio with quarterly updates, bi-weekly newsletters, and answering questions daily via chat, Tech Stock Pros aims to demystify investing in the technology sector. Learn more.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in NVDA over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.