Nvidia reported another blowout earnings report in its first-quarter results, and its stock is soaring to record highs above $1,000 per share on Thursday.
The company reported revenue and profit that surpassed analyst estimates and offered second-quarter revenue guidance that was well ahead of Wall Street's expectations. On top of that, the company announced a 10-for-1 stock split and increased its quarterly dividend by 150% to $0.10 per share.
Wall Street analysts were impressed by the results, with a slew of price target increases hitting the tape this Thursday morning.
Goldman Sachs (GS): "New products to drive sustained growth in Data Center"
⚡ Analysts at Goldman Sachs pointed out that the company delivered accelerated year-over-year revenue growth, with its Data Center business growing revenue at 427%.
JP Morgan (JPM): "Demand continues to outstrip supply into CY25".
⚡ Analysts at JPMorgan said they were impressed that Nvidia is seeing more and more industries participate in the demand for its H100 AI chips.
Bank of America (BA): "Now see $50+ EPS power in two years".
⚡ Analysts at Bank of America said Nvidia's first-quarter earnings report suggests a smooth transition to the company's next-generation Blackwell chips, and that's going to lead to massive revenue gains.
Wedbush: "AI revolution just getting started"
⚡ Analysts at Wedbush said the "AI gold rush" is just getting started as a "tidal wave" of spending on AI chips hits the entire tech sector.
Nonetheless, this story is a little bit another, rather than Goldilocks tales.
With more than 25 years of NVDIA shares trading, and an amazing 237000 % profit since NVDA IPO inception in January, 1999, in nowadays it costs approximately as low as 0.20x to S&P500 stock index (SPX equal appr. to 5 (five) NVDA shares in this time).
The main technical graph is a differentials exposure between 5 NVDA shares and SP500 index.
Well.. there're you see 3 clear cases of NVDA shares advantage over the past 25 years:
• Early 2000's when US Interest Rates turned Zero.
• 2007-09 when US Interest Rates again turned Zero.
• Early 2020's when US Interest Rates once again turned Zero.
While FED officials depends on Data, maybe (just maybe) NVDA stocks indeed clearly predict deflationary winds and US Interest Rates at Zero again.
Thanks for happy reading.
😎 Cheers, Pandorra
The company reported revenue and profit that surpassed analyst estimates and offered second-quarter revenue guidance that was well ahead of Wall Street's expectations. On top of that, the company announced a 10-for-1 stock split and increased its quarterly dividend by 150% to $0.10 per share.
Wall Street analysts were impressed by the results, with a slew of price target increases hitting the tape this Thursday morning.
Goldman Sachs (GS): "New products to drive sustained growth in Data Center"
⚡ Analysts at Goldman Sachs pointed out that the company delivered accelerated year-over-year revenue growth, with its Data Center business growing revenue at 427%.
JP Morgan (JPM): "Demand continues to outstrip supply into CY25".
⚡ Analysts at JPMorgan said they were impressed that Nvidia is seeing more and more industries participate in the demand for its H100 AI chips.
Bank of America (BA): "Now see $50+ EPS power in two years".
⚡ Analysts at Bank of America said Nvidia's first-quarter earnings report suggests a smooth transition to the company's next-generation Blackwell chips, and that's going to lead to massive revenue gains.
Wedbush: "AI revolution just getting started"
⚡ Analysts at Wedbush said the "AI gold rush" is just getting started as a "tidal wave" of spending on AI chips hits the entire tech sector.
Nonetheless, this story is a little bit another, rather than Goldilocks tales.
With more than 25 years of NVDIA shares trading, and an amazing 237000 % profit since NVDA IPO inception in January, 1999, in nowadays it costs approximately as low as 0.20x to S&P500 stock index (SPX equal appr. to 5 (five) NVDA shares in this time).
The main technical graph is a differentials exposure between 5 NVDA shares and SP500 index.
Well.. there're you see 3 clear cases of NVDA shares advantage over the past 25 years:
• Early 2000's when US Interest Rates turned Zero.
• 2007-09 when US Interest Rates again turned Zero.
• Early 2020's when US Interest Rates once again turned Zero.
While FED officials depends on Data, maybe (just maybe) NVDA stocks indeed clearly predict deflationary winds and US Interest Rates at Zero again.
Thanks for happy reading.
😎 Cheers, Pandorra
