Investment Rating - The report assigns a "Buy" rating to the company with a target price of $160, representing a potential upside of 33.17% from the current price of $120.15 [2][31]. Core Insights - The company is expected to experience significant growth driven by the demand for its Blackwell products, particularly in the AI and data center sectors. The revenue for fiscal year 2025 is projected to be $393 billion, a year-over-year increase of 77.9%, surpassing previous guidance and market expectations [3][5][10]. - The gross margin for the latest quarter was reported at 73.0%, slightly below expectations due to higher short-term costs associated with ramping up Blackwell production. However, margins are expected to improve as production stabilizes [5][10]. - The company anticipates a revenue guidance midpoint of $430 billion for the next quarter, reflecting a year-over-year growth of 65.1% [10][15]. Financial Performance Summary - For the fiscal year ending January 26, 2025, total revenue is forecasted to reach $393 billion, with a net profit of $221 billion, resulting in a GAAP diluted EPS of $0.89, exceeding Bloomberg consensus estimates [3][6]. - The company generated free cash flow of $155 billion in the latest quarter, up from $115 billion in the same period last year, and returned $81 billion to shareholders through buybacks and dividends [6][10]. - The data center business saw revenue of $355.8 billion, a 93.3% increase year-over-year, driven by demand for large models and AI applications [15][19]. Product and Market Developments - The Blackwell platform is highlighted as the fastest ramping product in the company's history, with Q4 revenue reaching $110 billion, exceeding expectations. The transition from Hopper to Blackwell is noted to be more challenging, but improvements in gross margins are anticipated as production scales [10][19]. - The company launched Project DIGITS, a personal AI computer capable of running large models, showcasing its commitment to innovation in AI technology [26][20]. - The automotive business reported a revenue increase of 102.8% year-over-year, driven by rising demand for smart driving chips, with a projected market space of $5 billion for autonomous driving chips in 2025 [27][26]. Future Outlook - The company expects a compound annual growth rate (CAGR) of 29% for revenue and EPS over the next three years, supported by strong capital expenditure growth from major clients like Microsoft and Google [32][31]. - The report emphasizes the need for continuous product development and iteration to maintain competitive advantages in the rapidly evolving AI and semiconductor markets [32][19].

Core Viewpoint - Randi Zuckerberg, a former Facebook executive and sister to Meta Platforms CEO Mark Zuckerberg, is now a member of The Motley Fool's board of directors [1] Group 1 - Parkev Tatevosian, CFA, has no position in any of the stocks mentioned [1] - The Motley Fool has positions in and recommends Meta Platforms and Nvidia [1] - The Motley Fool has a disclosure policy regarding its recommendations [1] Group 2 - Parkev Tatevosian is an affiliate of The Motley Fool and may receive compensation for promoting its services [1] - If subscribers choose to use his link, he will earn additional income that supports his channel [1] - His opinions remain independent and are not influenced by The Motley Fool [1]

Nvidia Stock Steadies After Tariff Tumble. This Is the Next Threat to the AI Trade. ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.NVIDIA Corporation (NASDAQ: NVDA ) posted its full-year earnings on the 26 th of February. The results, which showed annual growth rates slowing, could not provide a positive direction to the stock price. I believe there is a lot toDhierin runs the ...

Nvidia CEO Jensen Huang gives a keynote address at CES 2025, an annual consumer electronics trade show, in Las Vegas, Nevada, on Jan. 6, 2025.Nvidia shares fell nearly 9% on Monday after President Donald Trump confirmed that tariffs from Canada and Mexico will go into effect on Tuesday.The chipmaker's shares retreated on a bad day for the market. The Dow, of which Nvidia is a component, tumbled 800 points, or 1.8%, and the Nasdaq Composite slid more than 3%.Nvidia shares are now trading at the same price th ...

ToplineNvidia shares fell Monday, diving further into correction territory despite reporting stronger-than-expected headline earnings last Wednesday, as the artificial intelligence leader headlines broader stock market losses as investors reassess risks tied largely to President Donald Trump’s tariffs.Traders work on the New York Stock Exchange floor Monday.Getty Images Key FactsNvidia stock fell 8.7% to about $114 per share, closing at its lowest share price since mid September. Catalyzing the Monday drop ...

Core Viewpoint - Nvidia's stock has experienced a significant decline despite a strong quarterly report, raising concerns among investors about potential export controls on AI chips [1][2][3] Group 1: Stock Performance - Nvidia shares dropped nearly 9% at the start of the trading week, marking a total decline of over 13% since the recent earnings report [1] - The stock is currently trading below its levels from six months ago, despite a surge in 2024 [1] Group 2: Investor Sentiment - Negative sentiment is driven by fears of potential export controls on high-performing AI chips, particularly concerning sales to China [3] - Reports indicate that Nvidia's latest Blackwell chips are being offered in China through other Asian countries, raising concerns about further sanctions [3] Group 3: Financial Performance - Nvidia reported a remarkable revenue growth of 114% for its full fiscal year and exceeded expectations in its recent fiscal fourth quarter [4] - The company anticipates another record revenue quarter ahead, despite expectations of slower growth this year [4] Group 4: Valuation and Investment Opportunity - The stock is currently valued at approximately 26 times the expected earnings for the next 12 months, significantly lower than its three-year average of 35 times [5] - This valuation suggests that it may be an opportune time for investors to consider purchasing Nvidia shares [5]

Nvidia CEO Jensen Huang gives a keynote address at CES 2025, an annual consumer electronics trade show, in Las Vegas, Nevada, U.S. Jan. 6, 2025.Alarm bells went off in 2024 when Singapore unexpectedly emerged as Nvidia's second-largest revenue source. The disclosure fueled widespread speculation that Nvidia's artificial intelligence chips were being channeled to China.Those concerns intensified in January after China's DeepSeek burst onto the international AI scene due to the sophistication and reported cos ...

About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and ...

NVIDIA Corporation (NASDAQ:NVDA) TD Cowen 45th Annual Health Care Conference March 3, 2025 11:10 AM ET Company Participants Kimberly Powell – Vice President, Healthcare, NVIDIA Conference Call Participants Josh Buchalter – TD Cowen Brendan Smith – TD Cowen Josh Buchalter All right. Good morning everybody. Thank you for joining us at our Healthcare Conference. I'm Josh Buchalter, Semiconductor Analyst at TD Cowen. Really pleased to be joined by my colleague Brendan Smith, who covers life science tools and di ...