Latest Articles
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A Look At Our $208 Valuation For Nvidia
Nvidia (NASDAQ:NVDA) has seen solid growth in the recent quarters, led by its GPUs (graphics processing units), and Tegra Processors. The GPU segment is benefiting from the gaming business, which saw a solid 77% revenue growth (y-o-y) in Q1. N...
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How Much Value Can Nvidia Add With Further GPU Market Share Gains?
Steam recently conducted a survey that revealed that 85% of gamers on Steam use Nvidia’s (NASDAQ:NVDA) discrete GPUs. So why is this survey important? First, Steam is the largest digital gaming distribution platform and therefore, represe...
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How Big Can Discrete GPU Market Be In 2018?
The market for GPUs (graphics processing units), and discrete GPUs in particular, has been Nvidia’s (NASDAQ:NVDA) bread and butter, as the company has garnered a substantial position in this market in the last few years. In fact, a recent ...
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Could Nvidia’s Stock Pull Back In 2018?
Our price estimate for Nvidia (NASDAQ:NVDA) stands at $180, which is meaningfully below the current market price of $230. Last year was an excellent one for the company, as its stock price grew from nearly $106 to more than $190, and the moment...
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A Snapshot Of Nvidia’s Business
Nvidia’s (NASDAQ:NVDA) growth, and that of its stock price, has accelerated in the last couple of years. Much of this can be attributed to the expectation that Nvidia will disrupt the data center market, which has been Intel’s strong...
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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...
