Nvidia (NVDA)

Re: Nvidia (NVDA)

Postby winston » Fri Feb 15, 2019 6:31 pm

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Nvidia beats expectations, stock jumps

by Daniel Howley

Nvidia (NVDA) announced its Q4 2019 earnings on Thursday, exceeding analysts’ expectations. The chipmaker reported revenue of $2.21 billion versus analysts’ expectations of $2.2 billion.

Earnings per share for the firm came in at $0.80 versus expectations of $0.78.

The stock is up more than 5% in after hours trading.

In January, Nvidia CEO Jensen Huang sent a letter to shareholders revising the company’s Q4 guidance, cutting its expected revenue from $2.7 billion to $2.2 billion. The move put pressure on the stock, and, according to Huang, was tied to macroeconomic issues, specifically in China.

Nvidia has made a significant push into the artificial intelligence and machine learning industries thanks to its data center processing technologies, but the company still relies primarily on its gaming business for more than half of its revenue.

China’s slowing economy is hurting sales for discretionary spending items like Nvidia’s high-priced gaming graphics cards, which allow gamers to play some of the latest games on the market.

For Q4, the company reported gaming revenue of $954 million, a steep drop compared to its Q4 2018 gaming revenue, which came in at $1.74 billion.

Outside of gaming, Nvidia saw some of its corporate customers put off data center purchases, which cut into its bottom line.

The company’s data center business, however, increased year-over-year from $606 million to $679 million.

Source: Yahoo Finance

https://finance.yahoo.com/news/nvidia-q ... 03547.html
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Re: Nvidia (NVDA)

Postby winston » Wed Feb 20, 2019 5:42 pm

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Nvidia Could Be Ready for a Rebound

This beaten-down tech stock looks ready to break out.

by Jonas Elmerraji

A breakout through $160 clears the way to higher ground.


Source: The Street

https://www.thestreet.com/investing/nvi ... yptr=yahoo
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Re: Nvidia (NVDA)

Postby winston » Wed Feb 20, 2019 5:49 pm

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NVIDIA's Guidance Doesn't Add Up

by Timothy Green

Revenue plunged by 24% in the fourth quarter.

NVIDIA expects to generate revenue of $2.2 billion, down a whopping 31% year over year and flat from the fourth quarter.

The good news: NVIDIA expects its full-year revenue to be flat to slightly down, a better-than-feared outlook. The bad news: That full-year guidance doesn't make much sense.

In order to produce close to the same amount of revenue in fiscal 2020 as it did in fiscal 2019, NVIDIA needs to make up for the giant shortfall expected in the first quarter.

The comparisons will be tough until the fourth quarter, when NVIDIA will lap that 24% decline.

NVIDIA will need to make up just about $800 million of gaming revenue in the final three quarters of 2020, assuming first-quarter gaming revenue is roughly flat sequentially.

NVIDIA is banking on a strong gaming recovery in the second half, to well above its "normalized" level, in order to hit its guidance. That seems unlikely.


Source: The Motley Fool

https://finance.yahoo.com/news/nvidia-a ... 00153.html
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Re: Nvidia (NVDA)

Postby winston » Mon Feb 25, 2019 5:40 pm

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Take a Step Back and Look at Nvidia Stock Again, From a Distance

by James Brumley

Much of it's future lies in the less-volatile data center arena and the artificial intelligence sliver of the data center market, in particular.

It only accounted for 31% of last quarter’s revenue, but Q4 data center revenue drove more absolute growth than any other segment.

Sales of $679 million were a $73 million improvement on the year-earlier tally.


The still-gelling artificial intelligence market could be a market worth $115 billion by 2025, while the bigger data center market could be valued at $174 billion by 2023.

The company could struggle this year, as analysts widely expect. They’re specifically calling for a 5% decline in sales to lead to a 20% dip in per-share profits.

NVDA stock’s cautious 26% advance from December’s low, however, says investors are increasingly looking to 2020, recognizing that their initial expectations for 2019 were unfair.

Next year’s projected sales growth of 19% and an earnings turnaround, certainly make Nvidia stock an interesting, risk-adjusted pick.


Source: Investor Place

https://finance.yahoo.com/news/step-bac ... 52640.html
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Re: Nvidia (NVDA)

Postby winston » Fri Mar 01, 2019 10:09 pm

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This Stock is Oversold and Offers Huge Upside

by Michael A. Robinson

The firm spent $2 billion in research funds to develop its current line of AI chips.

Nvidia’s Tesla P100 chip, for example, uses 15 billion transistors, or twice as many as the firm’s previous industry-leading chip, the Maxwell.

To show off its muscle, Nvidia packed eight of these chips and state-of-the-art AI software into a $129,000 computing beast called the DGX-1.

Analysts say that by 2025, nearly every one of the more than 80 million cars made each year will be supercomputers on wheels. Nvidia’s powerful GPUs have been tweaked to deliver robust performance, and now underpin a platform known as advanced driver’s assistance systems (ADAS).

Grandview Research says this Autonomous Drivibg segment is growing at 19% a year, and will be worth $67.4 billion by 2025.

Nvidia still managed to grow a hefty 40% in 2018, which is even faster that 2017 growth rates. And while Wall Street now thinks that sales growth will slow to 20% in 2019, know that Nvidia has ended up growing at a far faster pace than what Wall Street had forecast at the beginning of the year.

I’ll boldly predict that Nvidia will have nearly $5 billion in adjusted earnings this year, up from $2.4 billion in 2017.


Source: Money Morning

https://dailytradealert.com/2019/03/01/ ... ge-upside/
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Re: Nvidia (NVDA)

Postby winston » Wed Mar 20, 2019 2:22 pm

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Nvidia Is Set to Change the Autonomous Driving Game

Nvidia's Drive Constellation platform will finally be available. Here's why that's a big deal for autonomous driving.

Bret Kenwell

Aside from announcing Release 9.0 for its current autonomous driving capabilities, which includes updates like real-time mapping, the company also announced an end-to-end partnership with Toyota Motors (TM - Get Report) involving autonomous driving.


Source: The Street

https://www.thestreet.com/investing/sto ... yptr=yahoo
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Re: Nvidia (NVDA)

Postby winston » Thu Mar 21, 2019 8:46 am

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Nvidia Debuts Toolkit to Push Game Developers Toward Ray Tracing

by Nathaniel Mott

It's no secret that RTX graphics cards aren't selling as well as Nvidia hoped. While bringing real-time ray tracing to GTX products, takes away one of the RTX line's exclusive features, Nvidia is hoping that gamers who get a taste of ray tracing, will be more inclined to buy an RTX graphics card, which use their dedicated RT (ray tracing) cores to offer better performance.


Source: Tom's Hardware

https://www.tomshardware.com/news/nvidi ... 38862.html
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Re: Nvidia (NVDA)

Postby winston » Thu Mar 21, 2019 8:46 am

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Nvidia Debuts Toolkit to Push Game Developers Toward Ray Tracing

by Nathaniel Mott

It's no secret that RTX graphics cards aren't selling as well as Nvidia hoped. While bringing real-time ray tracing to GTX products, takes away one of the RTX line's exclusive features, Nvidia is hoping that gamers who get a taste of ray tracing, will be more inclined to buy an RTX graphics card, which use their dedicated RT (ray tracing) cores to offer better performance.


Source: Tom's Hardware

https://www.tomshardware.com/news/nvidi ... 38862.html
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Re: Nvidia (NVDA)

Postby winston » Fri Mar 22, 2019 2:09 pm

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Nvidia (NVDA)

Nvidia Stock Soars After Fourth Quarter, So Now What?
% Off All-Time Highs: 43%

Chip giant Nvidia (NASDAQ:NVDA) used to be considered the unstoppable “AI company”.

Everyone thought that the company had a monopoly in supplying the building blocks for AI-powered technologies. Everyone also assumed that demand in AI-end markets would remain robust forever. Neither of those is true.

Nvidia has stiff competition, and demand has slowed. As such, Nvidia has gone from being an unstoppable growth stock, to a severely beaten-up stock trading more than 40% off all-time highs.

But, things should improve in 2019. The big headwinds that weighed on NVDA stock in 2018 were inventory issues putting pressure on margins, and trade and economic uncertainty headwinds diluting demand.

Those headwinds will become old news in 2019. Nvidia is already cycling through its inventory issues, and trade and economic uncertainty headwinds have become significantly less severe.

As such, in 2019, demand should come back into picture, while supply should be reduced. That will create a favorable backdrop for Nvidia to return to healthy revenue growth and gross margin expansion.

When that happens, NVDA stock will stage a huge turnaround toward and potentially above $200.

Source: Investor Place
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Re: Nvidia (NVDA)

Postby winston » Thu Mar 28, 2019 2:54 pm

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Nvidia Rises as Piper Jaffray Initiates Shares at Overweight

Nvidia is trading at attractive levels, according to Piper Jaffray, which placed a $200 price target on the stock.

by Tony Owusu

Nvidia (NVDA - Get Report) shares were rising Tuesday after analysts at Piper Jaffray initiated the stock at overweight with a $200 price target.

Shares rose 1.9% to $177.04.

The firm acknowledged there are headwinds in the space, but analyst Harsh Kumar believes the gaming segment is primed for growth in the second half of the year. Kumar also sees room for significant margin expansion.

"Longer term, we believe gaming, along with data-center and automotive, are excellent markets, especially when considering its cutting edge technology and market-leading position.

Specifically, we see the recently announced Mellanox acquisition as a strong addition to the company's platform. Nvidia is the largest GPU supplier in the world, and the company has a strong position in the autonomous vehicle market," Kumar wrote in his note.

Kumar said he believes that the company's margins bottomed in the fourth quarter. At its nadir, Nvidia's stock closed just above $127.

"Following the recent pullback, we believe the current price represents an excellent entry point, as we believe most of the risk has been removed from the stock," Kumar wrote.

"With the recent earnings trough, we see earnings growing sequentially throughout the year and into fiscal 2021."

Source: Yahoo Finance

https://www.thestreet.com/investing/sto ... yptr=yahoo
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