Latest Articles
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Nvidia’s Market Price May Imply Very Lofty Expectations
We recently updated our price estimate for Nvidia (NASDAQ:NVDA) to $152. However, the figure still remains meaningfully below the market price, which is touching almost $200. Nvidia has nearly doubled its market price in the last year, primari...
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Nvidia: Year 2017 In Review
2017 has been a solid year for many major semiconductor companies, and Nvidia (NASDAQ:NVDA) was no exception. In fact, the company’s stock performed significantly better than many of its competitors, growing by nearly 90% year-to-date and ...
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What Is The Risk To Nvidia If Intel-AMD Partnership Captures Notebook GPU Market Share?
There is little doubt that the partnership that Intel (NASDAQ:INTC) and AMD (NYSE:AMD) announced recently is aimed at combating rival Nvidia (NASDAQ:NVDA), which is becoming increasingly competitive. Under this partnership, the two companie...
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What Is The Market Saying About Nvidia?
Nvidia’s (NASDAQ:NVDA) stock has been steadily climbing. The company’s market value recently reached a record high, with more Wall Street analysts becoming increasingly bullish on the stock. Almost all of this sentiment is hinged on ...
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Nvidia Price Estimate Revised to $134, Here’s Why
Nvidia’s (NASDAQ:NVDA) market value has increased by nearly 180% in the past 12 months, a staggering rally for a company this size. Its current market cap stands at $108 billion, implying that the company has added nearly $70 billion in ma...
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Why Trump’s Proposed Tax Policy Could Benefit The U.S. Semiconductor Industry
Corporate tax reform was one of the major agendas of President Trump’s election campaign. The proposed changes include a significant cut in the current corporate tax rate of 35%, which is among the highest in the world, and lowering the rep...
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Why We Increased Our Valuation For Nvidia By Over 20%
With a more than 200% increase in its stock price in the last one year, Nvidia (NASDAQ:NVDA) has been one of the top performing stocks on Nasdaq. Fiscal 2017 was a good year for the company as it saw a solid 38% growth in revenue and a staggerin...
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Nvidia Marks A Solid Start To Fiscal 2018; Strong Growth Across The Product Portfolio
Leading GPU manufacturer, Nvidia (NASDAQ:NVDA), reported its Q1 2018 earnings on May 9th. Continuing the growth momentum from fiscal 2017, the company marked a solid start to fiscal 2018, beating its guidance as well as analyst expectations. Whi...
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Nvidia’s Earnings Preview: Growth Momentum To Continue In 2017
Nvidia (NASDAQ:NVDA) will be reporting its Q1 2018 earnings on May 9th. Fiscal 2017 was a good year for the company as it saw a solid 38% growth in revenue and a staggering 171% improvement in net income. Nvidia’s stock price has risen by ...
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Nvidia Q4’16 Earnings Driven By An Enhanced Interest In Deep Learning
Leading GPU manufacturer, Nvidia (NASDAQ:NVDA) reported its Q4’17 results on February 9th. Though there hasn’t been any significant sequential growth in Nvidia’s key metrics, the company’s growth has been strong on a yea...
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Data Center And Tegra Processor Revenue Growth To Drive Nvidia’s Q4 Results
Leading GPU maker, Nvidia (NYSE:NVDA) is set to report its Q4 2017 earnings on February 9th. In the previous quarter, the company posted revenue growth and margin growth of 53% and 280 basis points, respectively. Since then, Nvidia’s stock ...
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Intel Gearing Up To Compete With Nvidia In The Coprocessor Segment Of The HPC Data Center Market
In our previous analysis, we discussed how Intel is competing with Nvidia in the data center coprocessor market. In this analysis, we specifically discuss details about the product offering of the two companies in this market that differentiates ...
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Will Intel Be Able To Gain An Upper Hand Over Nvidia In The Data Center Coprocessor Market?
Though Intel (NASDAQ:INTC) is the leader in data centers microprocessor market, with more than 90% market share, it has more recently lagged in the market for coprocessors, where Nvidia (NYSE:NVDA) has generated momentum. Whereas Intel is dom...
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Here Is Why We’re Revising Our Price Estimate For Nvidia By 40%
Nvidia (NYSE:NVDA) has seen a more than 150% increase in its stock price year to date. We recently increased our price estimate for the company by approximately 40%, to $61. The revision in our price estimate for Nvidia is mainly because of the u...
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What Could Be The Revenue Impact of Nintendo Switch For Nvidia?
Last month, Nvidia (NASDAQ:NVDA) announced that its Tegra processor will power Nintendo’s upcoming game console, the Switch. Landing this socket is a notable win. Moveover, taken with the strong momentum of the company’s DRIVE PX 2...
