NVIDIA Corporation (NVDA)
How Much Will Nvidia Pay Out in Dividends This Year
Nvidia returns a small amount of cash to shareholders through direct payments each quarter. Its strategy of investing in growth opportunities instead of paying big dividends has been a smart one.
Options Traders Blast Nvidia Stock Before Earnings
Chip darling Nvidia Corp (NASDAQ:NVDA) is a regular on Senior Quantitative Analyst Rocky White's list of stocks that attracted the most options volume during the last two weeks, and this most recent period is no different.
Nvidia Q2 FY25 Preview: Top Clients' Capex Spend Expectations Signal Caution
Nvidia Corporation will probably post a result beat in revenues and margins, simply because it has a phenomenal track record of doing so over the past 78 quarters. Instead, I expect the market's focus to be on the revenue guidance beat/miss. The market's expectations are sky-high here, as other semi stocks have been punished for in-line guidance. Downward revisions in Nvidia's top clients' capex spend expectations lead me to have low expectations for Nvidia's revenue guidance, and a cautious stance for a potential post-earnings stock dip.
Nvidia: You Have Been Pumped And Warned By The Cloud Hyperscaler Honchos
Ahead of its upcoming Q2 FY2025 report, Nvidia Corporation stock is experiencing significant volatility. While a double beat is likely, the sustainability of Nvidia's rapid growth and high margins remains uncertain. Despite Nvidia's strong business performance and leadership in the burgeoning AI chips market, I maintain a “Neutral/Hold” rating due to valuation concerns and a troublesome technical setup. In this note, we shall preview Nvidia's Q2 FY2025 report and take stock of Nvidia's long-term risk/reward.
Strong Chip Demand From Datacenter to Aid NVIDIA (NVDA) Q2 Earnings
NVIDIA's (NVDA) overall Q2 performance is likely to have benefited from increasing investments in generative AI across the datacenter end market.
Nvidia Stock Faces Two Tests This Week. Investors Face A Third.
As Nvidia stock sets up a buy point and the AI lead gets ready to report earnings, investors should keep these points in mind.
NVIDIA (NVDA) Stock Earnings in Focus as Chips Stocks ChopAround
The following research was contributed to by Christine Short, VP of Research at Wall Street Horizon. There has been a lot of market drama during August.
Why I'm Selling Nvidia Ahead Of Q2 Earnings
Nvidia Corporation's growth is slowing, with revenue projections indicating another significant decrease in quarterly growth. Delays in the release of new Blackwell chips could impact growth prospects and the stock valuation if management confirms. Hedge fund Elliott Investment Management has labeled Nvidia as a “bubble” with overhyped technology, raising concerns about future demand and growth potential.
Major Tech ETF Finds Key Support; All Eyes on Nvidia Earnings
Results out of semiconductor giant Nvidia will have broad implications on the semiconductor industry as well as the AI space.
NVIDIA supply constraints could weigh on revenue outlook: analysts
Supply constraints represent a risk for NVIDIA Corp (NASDAQ:NVDA, ETR:NVD) going into its earnings report due on Wednesday amid high expectations for the chipmaker, analysts at Baird believe. They highlighted that NVIDIA's products, particularly its GB200 chip, are in high demand from hyperscalers like Meta, Azure and AWS but the company's ability to ship these products is limited by its production capacity.
Nvidia's Q2: I See Limited Upside Post Earnings
I don't believe that Nvidia's bottom line or revenue will be significantly impacted by the GB200 production delays that many are discussing right before the earnings report. Today's 2-3% premium over the management guidance seems minimal to me, providing a significant chance of surpassing the consensus again in Q2 FY2025. Positioning in tech stocks has fallen further recently. I think this also creates a favorable environment for Nvidia stock to rise even further if it beats again.
Nvidia Is Reporting Earnings This Week. It's My No.
Keybanc and Rosenblatt Securities recently reiterated a bullish price target for Nvidia stock.
