Like clockwork, Nvidia (NVDA 2.15%) delivered another round of explosive growth in its third-quarter earnings report, but investors seemed to be missing the most impressive part of the performance. The company didn't mention it in the earnings call or press release, consigning it instead to the "CFO Commentary" section of its earnings report.By now, most investors know that the data center segment is driving Nvidia's growth. While Nvidia's business spans everything from gaming to autonomous vehicles to visu ...

Nvidia (NVDA 2.15%) has been in sizzling form on the stock market in 2024, thanks to the stunning growth the company has been clocking quarter after quarter, which explains why the market was awaiting its fiscal 2025 third-quarter results (for the three months ended Oct. 27) with bated breath.The semiconductor giant's report came out on Nov. 20, and not surprisingly, it delivered stronger-than-expected results on the back of healthy demand for its graphics processing units (GPUs) that are being used in data ...

Shares of Nvidia (NVDA) have gained 1.9% over the past four weeks to close the last trading session at $135.34, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $173.06 indicates a potential upside of 27.9%.The average comprises 42 short-term price targets ranging from a low of $123 to a high of $220, with a standard deviation of $17.86. While the lowest estimate indicates a decl ...

In this video, I will cover recent updates regarding Nvidia (NVDA 2.62%). Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Nov. 27, 2024. The video was published on Nov. 27, 2024. ...

I'm an individual investor heavily influenced by Warren Buffett and Charlie Munger. Munger's 1994 USC Business School Speech is something I think about a lot: ### Over the long term, it's hard for a stock to earn a much better return than the business which underlies it earns. If the business earns 6% on capital over 40 years and you hold it for that 40 years, you're not going to make much different than a 6% return—even if you originally buy it at a huge discount. Conversely, if a business earns 18% on cap ...

Nvidia Corporation's (NASDAQ: NVDA ) ongoing, now double-digit decline over the past weeks — in particular after the Q3 earnings report — dropping from nearly $150 to $132, did not come as a big surprise. Nvidia has typically been, and continues to be, priced beyond"Business valuation is an art, not a science," claim some. However, in my Bachelor's and Master's studies, I have successfully engaged in the scientific examination of valuation and capital investment. Thanks to a cumulative four-year experience ...

Advertisement This post originally appeared in the Insider Today newsletter.You can sign up for Business Insider's daily newsletter here.Good morning! Hallam Bullock here, once again writing to you from London. Black Friday is upon us and Business Insider's Reviews team has rounded up the best deals on the products and brands they swear by.In today's newsletter, we're looking at how Nvidia expanded nearly 20-fold in just over 20 years.If this was forwarded to you, sign up here.The big storyNvidia's meteori ...

The chipmaker has already been a huge winner, but investors may be overlooking a crucial detail that's hiding in plain sight.The past couple of years have been a nonstop thrill ride for Nvidia (NVDA -1.15%) investors. The company had a market cap of just $359 billion to kick off 2023. Now, its value has soared to more than $3.35 trillion (as of this writing) -- a more than ninefold increase in less than two years.Driving the parabolic move are the company's graphics processing units (GPUs), which quickly be ...

Nvidia (NASDAQ: NVDA) closed Monday at $135.34, down 1.15%, with the stock briefly falling to $132.08 during intraday trading before managing to recover slightly by the end of the session.Despite this small rebound, Nvidia is struggling to maintain momentum and now finds itself near the lower end of its recent trading range.At its current valuation, Nvidia’s price-to-earnings (P/E) ratio stands at a lofty 61x, reflecting the market’s long-standing premium for the company. Interestingly, this matches the rel ...

Investment Rating - The report maintains an "Overweight" rating for NVIDIA (NVDA) [1] Core Views - NVIDIA's FY25Q3 revenue of $35.082 billion exceeded consensus estimates, with a YoY growth of 94% and QoQ growth of 17% [1] - Non-GAAP net income for FY25Q3 was $20.010 billion, surpassing consensus estimates by 8% YoY and 18% QoQ [1] - FY25Q4 revenue guidance is revised upwards, with a midpoint of $367.5-382.5 billion, indicating a 6.9% QoQ growth [1] - The Blackwell series, set to ship in FY25Q4, is expected to contribute significantly to revenue, with data center computing products growing 132% YoY [1] - Management anticipates gross margin improvement in FY26H2, despite a slight decline in FY25Q3 due to increased product complexity [1] Financial Projections - Revenue projections for FY25-FY27 are $1,294 billion, $1,957 billion, and $2,363 billion respectively [1] - Non-GAAP net income is forecasted to be $737 billion, $1,110 billion, and $1,361 billion for FY25-FY27 [1] - Gross margins are expected to rise from 75% in FY25 to 77% in FY27 [1] Industry Trends - Major tech companies like Meta, Google, Microsoft, and Amazon continue to increase AI-related capital expenditures, supporting NVIDIA's growth [1] - Sovereign AI and enterprise AI demand are emerging as significant drivers, alongside long-term growth in autonomous driving and robotics [1] Financial Metrics - FY25Q3 data center computing revenue reached $27.644 billion, a 132% YoY increase [1] - Network product revenue for FY25Q3 was $3.127 billion, with a 20% YoY growth but a 15% QoQ decline [1] - Non-GAAP gross margin for FY25Q3 stood at 75%, slightly down by 0.7 percentage points QoQ [1] Valuation - The stock's PE ratio is projected to be 46x in FY25, decreasing to 24x by FY27 [1] - Non-GAAP EPS is expected to grow from $2.97 in FY25 to $5.56 in FY27 [1]