Nvidia (NVDA)

Re: Nvidia (NVDA)

Postby winston » Wed Jun 12, 2019 9:13 pm

not vested

Nvidia (NVDA)
Notable Risks: Fundamentals, semiconductor weakness, trade wars and broader tech market weakness

Possible Price Range: $100-$160

On May 16, Nvidia reported that its net income had fallen to $394 million in its fiscal first quarter from $1.24 billion during the same period a year earlier.

Overall, NVDA stock did not perform well in the wake of the result, which also included mostly in-line guidance.

The Nvidia stock price has decreased from the mid-$160s to the mid-$130s. It is currently hovering around the $145 level.

Previously a darling among investors, especially in 2017 and most of 2018, it has recently fallen out of grace. Nvidia stock gets a lot of attention, compared with other chip stocks. Many investors regard Nvidia as the premiere graphics-chip stock.

Nvidia sells two main products: graphics processing units (GPU) and Tegra processors. Nvidia’s graphic processing units are used in PCs and data centers. Tegra is a system-on-a-chip (SoC) suite developed by Nvidia for mobile devices. But its Tegra Processors segment only accounts for about 10% of its total revenues.

Over the past year, the price of Nvidia stock is down 45%. Clearly, investors are taking another look at the company’s fundamental growth outlook, which is mostly based on its GPUs for gaming and artificial-intelligence servers.

Wall Street is also debating whether the semiconductor industry, which is highly competitive and cyclical, has entered a prolonged downturn.

The chip sector is being hurt by rising inventories and trade-war concerns. In its quarterly report, Nvidia said that the sector’s inventory levels stood at $1.43 billion, up from $797 million a year earlier.

Despite the recent slide of NVDA stock, it might still be too early to get back into it, given its short-term risks, which make it a highly volatile investment.

In other words, I recommend that investors wait for several weeks before buying NVDA stock.

Source: Investor Place
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Re: Nvidia (NVDA)

Postby winston » Thu Jul 11, 2019 1:57 pm

Nvidia Stock Has Multiple Upcoming Catalysts

by Chris Lau

Nvidia’s latest GPU refresh has a good chance of boosting overall sales, but it will take some time for that to occur.

The industry recently worked down its excess inventories.

With game title refreshes ahead and NVDA’s GPUs providing more power at lower prices, expect Nvidia’s revenues to bounce back through the course of the year and into 2020.



Source: Investor Place

https://finance.yahoo.com/news/nvidia-s ... 46437.html
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Re: Nvidia (NVDA)

Postby winston » Tue Jul 16, 2019 9:53 pm

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This Stock Could Be a Great Long-Term Investment

by Mark Putrino

In 2018, NVDA reported an impressive EBITDA of $4.11 billion.

Meanwhile, the EBITDA margin was a healthy 35%

After initially being attracted to NVDA stock by its EBITDA, I found three more things to indicate future long-term profitability.

First, the operating margins have expanded.

The second thing that may be bullish for NVDA is the increasing amount of free cash flow that it has been generating.

The third aspect of NVDA that I find impressive is the growth in earnings per share. In 2018 they were $1.08, in 2017 they were $2.57, and 2018 they increased to $4.82.


Source: Investor Place

https://dailytradealert.com/2019/07/16/ ... nvestment/
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Re: Nvidia (NVDA)

Postby winston » Fri Jul 26, 2019 3:13 pm

3 Reasons Why Investors Should Be Considering Moving Into Nvidia Stock

by Jamie Johnson

1. NVDA’s Gaming Business is Going Strong
The company’s gaming business still accounts for about 52% of its total revenue.

2. Nvidia Continues to Expand into Autonomous Vehicles

3. Machine Learning Business is Growing
The machine learning industry is expected to reach $57 billion by 2021.


Source: Investor Place

https://finance.yahoo.com/news/3-reason ... 35539.html
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Re: Nvidia (NVDA)

Postby winston » Wed Jul 31, 2019 6:24 pm

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Todd Ahlsten recommends semiconductor manufacturer Nvidia Corp. (NVDA).

He said: "Nvidia’s best days are ahead. The opportunity is tremendous."

In particular, he is enthusiastic about a software system called CUDA. "About a million people are developing GPUs based on CUDA software. This gives Nvidia a very wide moat," he says.

Nvidia also has a health care and medical imaging platform called Clara. "This is called domain-dependent expertise, and it could give the company a long runway for growth," Ahlsten notes.

He adds: "Data centers use a ton of energy. Nvidia’s GPUs and CUDA are going a long way toward helping reduce energy demand."

Source: Investopedia
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Re: Nvidia (NVDA)

Postby winston » Wed Jul 31, 2019 6:24 pm

not vested

Todd Ahlsten recommends semiconductor manufacturer Nvidia Corp. (NVDA).

He said: "Nvidia’s best days are ahead. The opportunity is tremendous."

In particular, he is enthusiastic about a software system called CUDA. "About a million people are developing GPUs based on CUDA software. This gives Nvidia a very wide moat," he says.

Nvidia also has a health care and medical imaging platform called Clara. "This is called domain-dependent expertise, and it could give the company a long runway for growth," Ahlsten notes.

He adds: "Data centers use a ton of energy. Nvidia’s GPUs and CUDA are going a long way toward helping reduce energy demand."

Source: Investopedia
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winston
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Re: Nvidia (NVDA)

Postby winston » Wed Jul 31, 2019 6:24 pm

not vested

Todd Ahlsten recommends semiconductor manufacturer Nvidia Corp. (NVDA).

He said: "Nvidia’s best days are ahead. The opportunity is tremendous."

In particular, he is enthusiastic about a software system called CUDA. "About a million people are developing GPUs based on CUDA software. This gives Nvidia a very wide moat," he says.

Nvidia also has a health care and medical imaging platform called Clara. "This is called domain-dependent expertise, and it could give the company a long runway for growth," Ahlsten notes.

He adds: "Data centers use a ton of energy. Nvidia’s GPUs and CUDA are going a long way toward helping reduce energy demand."

Source: Investopedia
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: Nvidia (NVDA)

Postby winston » Fri Aug 09, 2019 11:11 pm

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Is Nvidia’s (NVDA) Dip a Buying Opportunity?

by Louis Navellier

China is a major factor in NVDA’s market strategy — it accounts for around 25% of its revenue.

Growing competition from rival Advanced Micro Devices (NASDAQ:AMD) doesn’t help either.

But much of that is baked into the price here. While NVDA stock has been trading between $150 and $160 in the last week, the trouble is uncertainty — the kryptonite of the stock market.

In the long run things should be all right for Nvidia stock, but for now it’s a falling knife.

My Portfolio Grader rates NVDA stock a D right now; there are better choices.


Source: Investor Place

https://dailytradealert.com/2019/08/09/ ... portunity/
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Re: Nvidia (NVDA)

Postby winston » Fri Aug 16, 2019 3:33 pm

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Nvidia revenue tops expectations on strength in video gaming, auto units

By Munsif Vengattil and Debroop Roy

(Reuters) - Nvidia Corp on Thursday said new high-end graphics chips for video gamers was bringing its core business back to "normalized" levels and raising profitability, as the company posted quarterly results ahead of Wall Street targets, sending shares up 5% in extended trading.

Revenue fell 17% in the fiscal second quarter ended July 28 and net income fell by half from a year earlier, but results improved from the previous three months.

Chief Executive Jensen Huang said gaming laptops able to handle sophisticated games and artificial intelligence models able to handle real-time chat bots were driving demand.

The new video game chips use so-called ray tracing technology, which creates pictures by calculating how light hits objects, and students returning to school are buying laptops with the high-end silicon.

"Essentially our business is normalized," Chief Financial Officer Colette Kress said, forecasting improving profit margins due to sales of the high-end gaming chips.

The previous fiscal year set a sales record but came to what Huang at the time called a "disappointing finish" due to a slowdown in China and a bust in the market for crypto mining chips.

The results come against the backdrop of a slowing industry, with research firm Gartner forecasting a 9.6% drop in global semiconductor revenue in 2019. U.S.-China trade tensions, including tariffs on some products, are pressuring chipmakers.

The graphics chip maker also said it would resume share buybacks after completing the acquisition of networking products maker Mellanox this year.

Nvidia is known for its graphics chips that power video games, but it has developed other markets including artificial intelligence, self-driving cars and data centers.

Total revenue in the second quarter fell 17% to $2.58 billion but topped Wall Street targets of $2.55 billion, according to IBES data from Refinitiv. Revenue was up 16% from the previous quarter.

Revenue in the video gaming business fell 27% to $1.31 billion and beat analysts' estimate of $1.28 billion, based on an average of five analysts.

Sales at the automotive unit rose 30% to $209 million in the quarter. Analysts expected $175 million.

Data center revenue, which has been an area of concern, fell 14% to $655 million, just behind the $671 million consensus.

The company said it expects third-quarter revenue of $2.9 billion, plus or minus 2%. Analysts on average were expecting revenue of $2.97 billion, according to IBES data from Refinitiv.

The third-quarter revenue outlook set on Thursday was a touch behind expectations, but "somewhat better than feared in the current macro environment" analyst Kinngai Chan of Summit Insights Group said in an email. Quarter-on-quarter growth in gaming and autos gave investors some comfort about the medium to long term, Chan said.

It reported second-quarter adjusted gross margin of 60.1%, above expectations of 59.5%. It forecast third-quarter margin of 62.5%, plus or minus 50 basis points, versus expectations of 60.4%, according to IBES.

Nvidia's net income fell 50% to $552 million, or 90 cents per share, in the fiscal second-quarter. Excluding items, it earned $1.24 per share, ahead of expectations of $1.15.

Source: Reuters

https://finance.yahoo.com/news/nvidia-b ... 54632.html
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