Latest Articles
-
Company Of The Day: Nvidia
What? Nvidia (NASDAQ:NVDA) announced that it plans to carry out a four-for-one stock split, subject to shareholder approval. The stock is expected to trade on a split-adjusted basis from July 20. Why? Nvidia stock is up by 13x over the last f...
-
Nvidia Stock Could Jump 15% To Regain Early-2021 High
Despite rising around 2.5x from its low in March 2020, we believe Nvidia stock (NASDAQ: NVDA) has room for a further 15% upside to levels it reached in February 2021. The company’s stock trades at $527 currently and is, in fact, roughly u...
-
How Nvidia, Square & PayPal Stocks Are Benefiting From Soaring Bitcoin Prices
Bitcoin prices have surged by over 160% year-to-date, driven by multiple factors including higher institutional interest, fintech companies Paypal and Square’s moves into the crypto space, and also by a view that scarce digital currency cou...
-
Cisco, Lumentum & Intel: Could Internet Infrastructure Stocks Outperform?
Through Covid-19, people are spending more time online not just to work and learn but also to shop, and entertain themselves. Our indicative Theme of Internet Infrastructure Stocks which includes a diverse set of companies that sell semiconduct...
-
Nvidia, Cisco & Intel: How Are Internet Infrastructure Stocks Doing This Year?
Our indicative Theme of Internet Infrastructure Stocks – which includes a diverse set of companies that sell semiconductor products, networking equipment, and related products that underpin the Internet – is up by about 19% year-to...
-
Could Nvidia Stock Drop To $200?
Nvidia’s stock (NASDAQ: NVDA) has risen more than 2x this year and currently trades at 63x projected 2021 earnings (Nvidia’s fiscal year ends in January), with 2021 earnings-per-share (EPS) expected to come in at around $8.00 (vs. $4.59 in 20...
-
Nvidia, Square & CME Group: Stocks To Play The Cryptocurrency Surge
Interest in Bitcoin has been rising with the cryptocurrency rallying by over 70% this year to levels of close to $12,000. Although the crypto space looks promising, not everyone would want to buy into cryptocurrencies themselves considering the v...
-
Nvidia Stock Headed Toward $700?
Nvidia (NASDAQ: NVDA) has seen its stock rise almost 2x this year, and 3.5x since the start of 2019. The stock now trades at nearly 60x projected 2021 earnings (Nvidia’s fiscal year ends in January), with 2021 earnings-per-share (EPS) exp...
-
Nvidia Stock Up 50% This Year, Can It Continue?
Nvidia stock (NASDAQ: NVDA) had seen a significant drop this year – dropping by about 17%, from $236 at the end of 2019 to close to $196 on 16th March 2020, as growing fears around the coronavirus outbreak triggered a sell-off across global equ...
-
AMD Stock Up 5x More Than Nvidia- Make Sense To You?
The stock price for Nvidia (NASDAQ: NVDA) is up roughly 78% since the beginning of 2018. In comparison, Advanced Micro Devices (NASDAQ :AMD) has seen its stock grow by a staggering 430% during the same period. The difference in the stock price gr...
-
Nvidia Stock Up 20% This Year- Is The Party Over?
Having risen ~20% since the beginning of this year, at the current price of around $284 per share, we believe Nvidia (NASDAQ: NVDA) could see significant downside. Why is that? The key is Nvidia’s stock is still up around 114% since the beginni...
-
Nvidia’ Stock Price Has Nearly Tripled In The Last 3 Years- Here’s Why!
Nvidia’s (NASDAQ: NVDA) stock price grew almost 190% from $98 in March 2017 to $284 in March 2020 primarily due to a significant jump in the P/E multiple. A growth in revenue and net margins also helped, although stock price gains were pa...
-
Nvidia Has A GPU Business, And It’s Big
Nvidia’s (NASDAQ: NVDA) total revenue has grown from $9.71 billion in 2018 to $10.92 billion in 2020, and is expected to further grow to $13.10 billion in 2021. Nvidia’s GPU segment is expected to make 87% of the $13.10 billion in N...
-
After Growing Almost 70% Over The Last 2 Years, Why Is Nvidia’s Revenue Expected To Grow Only 4% By 2021?
Nvidia’s (NASDAQ: NVDA) total revenue has grown from $6.91 billion in 2017 to $11.72 billion in 2019, primarily driven by a growth of $4.09 billion in GPU revenue. However, we expect revenue to drop to $10.88 billion in 2020, amidst dropp...
-
How Has Nvidia’s COGS Growth Impacted Its Earnings Over The Recent Years?
Nvidia’s (NASDAQ:NVDA) cost of goods sold (COGS) was the biggest expense head for the company, with it being about 50% of total expenses in fiscal 2016, before increasing to 58% of total expenses in fiscal 2019. This increase alone has im...
