Commenter argues NVDA at $261 would trade at a 29 P/E on $100B quarterly revenue with 56% net margins, below its five-year low of 46, and notes hyperscaler capex is rising.
NVDA — LONG The author calculates that at $100 billion quarterly revenue and 56% net margins, a $261 share price implies a P/E of 29, far below Nvidia's five-year low P/E of 46. He also states that hyperscalers are actually increasing AI capex, contradicting the clawback concern.
With $100 billion quarterly revenue, 56% net margins and a share price of $261, the PE ratio would be 29
This Reddit post, published January 01, 2026, features u/Financial_Injury548 discussing NVDA. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Financial_Injury548 · Tickers: NVDA