NVIDIA Corporation (NVDA)
Nvidia: Here's why Raymond James reiterates its 'strong buy' rating on the semiconductor giant
Srini Pajjuri, senior semiconductor analyst at Raymond James, joins CNBC's 'The Exchange' to discuss Nvidia's latest earnings report, what it will take for Nvidia's momentum to slow down, and more.
Nvidia's Slowing Growth Puts It At More Than Double Fair Value
Nvidia Corporation's customer concentration poses a significant risk, with a substantial portion of revenue coming from the datacenter, limiting future growth prospects. Despite impressive YoY and QoQ growth, Nvidia's margins are stagnating, indicating a plateau in profit growth and a potential future downturn. Nvidia's current P/E ratio of 50x is unsustainable without substantial long-term profit growth, making the stock significantly overvalued.
Nvidia's revenue slows in Q3, but still impressive
Nvidia (NVDA) reported its fiscal third quarter results after Wednesday's market close, exceeding analyst expectations in both revenue and earnings. Despite an impressive 94% year-over-year revenue growth, investors remain cautious as the company's growth rate shows signs of deceleration.
Nvidia demand will continue, analyst says
After the chipmaker outperformed its third quarter earnings estimates, Nvidia (NVDA) CEO Jensen Huang shared that production of the company's highly anticipated Blackwell chip is running at full capacity, but demand still exceeds supply. Creative Strategies CEO and principal analyst Ben Bajarin joins Morning Brief Co-hosts Brad Smith and Seana Smith to discuss Nvidia's goals, noting that demand remains strong from hyperscalers investing in enterprise AI.
Could Another Magnificent 7 Stock Beat Nvidia In 2025? Poll Says Not Likely, 27% Pick This Potential Winner
Over half of the Magnificent 7 stocks have outperformed the S&P 500 in 2024 and all seven have produced higher five-year returns. Benzinga readers pick which Magnificent 7 stock could have the best 2025 and if anyone can catch Nvidia Corporation NVDA, which continues to beat analyst estimates.
Nvidia is building 'moat' around AI
Nvidia (NVDA) delivered revenue and earnings beats in its fiscal third quarter results reported on Wednesday, though the market's reaction was notably subdued. The semiconductor giant's performance, while meeting expectations, was not the explosive beat typically associated with its previous results.
Nvidia's Post-Earnings Jitters: Can NVDA Stock Regain Its AI-Fueled Momentum?
Despite the stellar numbers in its latest earnings report, Nvidia Corp NVDA stock slipped 3% in after-hours trading on Wednesday.
Following Earnings, Has NVIDIA Stock (NVDA) Become the Market's Newest “Meme Stock”?
AI advancements have reshaped the entire landscape around tech stocks, with generative AI and other technologies driving considerable growth investors are looking to capitalize on.
Nvidia Has A Large Growth Trajectory On The Horizon
Nvidia Corporation reported strong Q3 '25 earnings with 94% revenue growth, driven by a 112% increase in Data Center sales, despite a modest Q4 '25 outlook for 7% sequential growth. Blackwell GPUs showed significant performance improvements and strong interest among major tech firms, contributing to NVDA's robust growth in AI and data center segments. Risks include high valuation, potential electricity constraints for data center growth, and a forecasted sequential growth slowdown in Q4 '25.
Nvidia Q3 And Beyond: 2 Biggest Market Fears Addressed - Reiterate Strong Buy
Nvidia Corporation's revenue growth remains robust, adding over $12 billion to the topline for five consecutive quarters, with strong demand for Blackwell chips expected to drive future growth. Despite perceived overvaluation, Nvidia's market potential is vast, supported by burgeoning AI investments and the company's strategic positioning in the AI ecosystem. Nvidia stock's decline post Q3 earnings is attributed to market fears about growth sustainability and conservative Q4 guidance, not a reflection of Nvidia's long-term prospects.
Key Takeaways From The Nvidia Q3 Earnings Call
General AI market growth and a sustainable competitive advantage are key areas of interest with Nvidia Corporation. Blackwell system overheating issues seem resolved, but uncertainty remains about future supply and performance, affecting near-term revenue. Weak guidance for next quarter and potential supply challenges raise concerns, but long-term AI demand and market dominance likely remain strong.
The world runs on Nvidia, says Altimeter Capital's Brad Gerstner
Brad Gerstner, founder and CEO of Altimeter Capital, joins CNBC's 'Halftime Report' to discuss why he's buying more Nvidia after their earnings report.
