Nvidia
$NVDA (+2,64%) and Microsoft
$MSFT (-0,04%) today announced new product integrations designed to "support the comprehensive development of NVIDIA AI on Microsoft platforms and in their applications".
Nvidia
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ISIN: US67066G1040
Ticker: NVDA
US67066G1040
NVDA
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1.120
5H·
This shows $NVDA (+2,64%) how unimportant the short-term reactions immediately after earnings are. It looks as if people have slept on the figures until something happens. But of course today's rise is also just background noise. Even if it sounds a bit more "harmonious".
EDIT: And even as I'm writing this, my view is being confirmed: just 5 percent up, now only 2 percent.
EDIT DES EDIT: And - poof - only 1 percent.
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Golden B.@Buffalo
5H
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7H·
$NVDA (+2,64%) earnings beating is not giving the results I expected in pre market…
still -1.05% 2 hours before the market openings.
On other hand $SNOW (+11,83%) is skyrocketing +21.8% showing capabilities to remains competitive.
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7 Commenti
The short-time backgrund noise is irrelevant. Are you a trader or an investor?
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8H·
$NVDA (+2,64%) | Analyst Ratings & Revisions 👇
🔸 HSBC: Cut to $195 from $200 – Buy
🔸 Baird: Raised to $195 from $150 – Outperform
🔸 Evercore ISI: Raised to $190 from $189
🔸 BofA: Reiterated $190 – Buy
🔸 Jefferies: Raised to $185 from $150 – Buy
🔸 Mizuho: Raised to $175 from $165 – Outperform
🔸 Bernstein: Raised to $175 from $155 – Outperform
🔸 Citi: Raised to $175 from $170 – Buy
🔸 TD Cowen: Raised to $175 from $165 – Buy
🔸 Wedbush: Raised to $175 from $160 – Outperform
🔸 Truist: Raised to $169 from $167 – Buy
🔸 JP Morgan: Raised to $170 from $155 – Buy
🔸 Raymond James: Raised to $170 from $140
🔸 Morgan Stanley: Raised to $168 from $160 – OW
🔸 Barclays: Raised to $160 from $145 – OW
🔸 Deutsche Bank: Raised to $140 from $115 – Hold
Median Price Target:
— Now: $175 (⬆️15)
— Previously: $160
Highest Price Target:
— Now: $195 (🔻5)
— Previously: $200
Lowest Price Target:
— Now: $140 (⬆️25)
— Previously: $115
10H·
Analyst updates, 21.11.
⬆️⬆️⬆️
- BERNSTEIN RAISES TARGET FOR NVIDIA TO USD 175 (155) - 'OUTPERFORM' $NVDA (+2,64%)
- JPMORGAN RAISES TARGET FOR NVIDIA TO 170 (155) USD - 'OVERWEIGHT' $NVDA (+2,64%)
- EVERCORE ISI RAISES TARGET FOR NVIDIA TO 190 (189) USD - 'OUTPERFORM' $NVDA (+2,64%)
- JEFFERIES RAISES TARGET FOR SIXT STEMS TO EUR 110 (100) - 'BUY' $SIX2 (-0,99%)
- DEUTSCHE BANK RESEARCH RAISES RHEINMETALL TO 'BUY' (HOLD) - TARGET 700 (550) EUR $RHM (+1,35%)
- BARCLAYS RAISES TARGET FOR FRESENIUS SE TO EUR 40 (38) - 'OVERWEIGHT' $FRE (+2,58%)
- WARBURG RESEARCH raises the target price for ALSTRIA OFFICE from EUR 3.40 to EUR 7.10. Hold. $AOX (-2,22%)
- BERNSTEIN raises the price target for ESSILORLUXOTTICA from EUR 194 to EUR 200. Market-Perform. $EL (-1,35%)
⬇️⬇️⬇️
- DEUTSCHE BANK RESEARCH lowers the price target for NESTLE from CHF 87 to CHF 85. Hold. $NESN (-0,29%)
- DEUTSCHE BANK RESEARCH lowers the price target for MEDIOS from EUR 23 to EUR 18. Buy. $ILM1 (-4,65%)
- ODDO BHF lowers the price target for GRENKE from EUR 27.30 to EUR 18.30. Neutral. $GLJ (-2,32%)
- BERNSTEIN lowers the price target for KERING from EUR 260 to EUR 220. Market Perform. $KER (-2,81%)
- BERNSTEIN lowers the price target for LVMH from EUR 795 to EUR 700. Outperform. $MC (-1,56%)
- BERNSTEIN lowers the price target for VESTAS from DKK 250 to DKK 215. Outperform. $VWS (-1,56%)
- JEFFERIES lowers the price target for SMA SOLAR from EUR 19 to EUR 14. Hold. $S92 (-4,19%)
- JEFFERIES lowers the price target for VERBIO from EUR 27 to EUR 22. Buy. $VBK (-3,86%)
- JEFFERIES lowers the price target for PVA TEPLA from EUR 14.50 to EUR 12. Hold. $TPE (-1,04%)
- HSBC downgrades TARGET to Hold. Target price USD 138. $TGT (-0,18%)
- UBS lowers the price target for BAYER from EUR 30 to EUR 22. Neutral. $BAYN (-0,12%)
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12H·
The most interesting from the $NVDA (+2,64%) Earnings, Singapore on the 2.
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4 Commenti
What exactly is interesting about it? It's still early :D
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13H·
21.11.2024
Nvidia continues to grow explosively thanks to AI boom + DATAGROUP with preliminary figures TOP + Novartis aims for slightly stronger growth in the medium term
The AI boom is a boon for the chip group Nvidia $NVDA (+2,64%) has become a goldmine - and the business is getting bigger and bigger. In the last quarter, turnover shot up by 94 percent year-on-year to 35.1 billion dollars (33.3 billion euros). Profit more than doubled to 19.3 billion dollars. At the same time, investors had hoped for an even better forecast for the current quarter. The shares of the world's most valuable company, with a market capitalization of around 3.5 trillion dollars, fell by 2.5 percent in US after-hours trading. The AI boom has become a goldmine for the chip company Nvidia - and the business is getting bigger and bigger. In the last quarter, turnover shot up by 94 percent year-on-year to 35.1 billion dollars (33.3 billion euros). Profit more than doubled to 19.3 billion dollars. At the same time, investors had hoped for an even better forecast for the current quarter. The shares of the world's most valuable company, with a market capitalization of around 3.5 trillion dollars, fell by 2.5 percent in US after-hours trading. The next chip generation is on its way!
DATAGROUP $D6H (-1,72%) reaches the upper end of guidance according to preliminary figures for FY 2023/2024
- Total revenue in FY 2023/2024 up 6.0 % to EUR 527.6m
- Continued strong development in CORBOX core business
- Continued increase in quarterly sales: sales in the fourth quarter of 2023/2024 up 14.8% on the previous year, organic growth of around 8.0
- EBIT in the 2023/2024 financial year also at the upper end of the forecast at EUR 45.8 million
- EBIT margin at 8.7% as planned, characterized by investments in future technologies
- Comprehensive package adopted to increase shareholder value
The Swiss pharmaceutical group Novartis $NOVN (+0,86%) expects slightly more growth in the medium term than before following its reorganization. In the period from 2023 to 2028, Group sales are expected to increase by an average of 6 percent annually instead of the previously targeted 5 percent, the company announced on Thursday at an investor day. With the new forecast, the Group's top management led by CEO Vasant Narasimhan is relying on the strong growth momentum of the brands already on the market, among other things. Together, these brands have the potential to generate more than 3 to more than 8 billion US dollars a year at peak times. In addition, the Group is about to submit marketing authorization applications for more than 15 additional drugs. The Basel-based company also points to a well-filled research pipeline with more than 30 drugs in testing, which should enable sales growth in the mid-single-digit range even after 2029. Meanwhile, Novartis is still aiming for an adjusted operating margin of more than 40 percent by 2027. The Swiss pharmaceutical giant has now transformed itself into a company specializing purely in innovative medicines. The focus is on the four therapeutic areas of cardiovascular, renal and metabolic diseases, immunology, neurology and oncology
Thursday: Stock market dates, economic data, quarterly figures
ex-dividend of individual stocks
Microsoft USD 0.83
Vodafone Group USD 0.02
Applied Materials USD 0.40
Quarterly figures / company dates USA / Asia
12:30 PDD Holdings quarterly figures
14:00 GE Healthcare Technologies Investor Day
No time specified: Intuit | Gap | Deere & Co quarterly figures | ResMed AGM
Quarterly figures / Company dates Europe
07:00 Julius Baer Group 10 months results
07:30 CTS Eventim quarterly figures
08:00 DFV Deutsche Familienversicherung AG Quarterly figures
Economic data
- 08:00 DE: Insolvencies
- 08:45 FR: Business Climate Index November PROGNOSIS: 97 previous: 97
- 12:00 TR: Turkish Central Bank, outcome of the Monetary Policy Council meeting Key interest rate FORECAST: n/a previously: 50.00%
- 14:30 US: Initial jobless claims (week) FORECAST: 220,000 Previous: 217,000
- 14:30 US: Philadelphia Fed Index November PROJECTED: 8.2 PREVIOUS: 10.3
- 16:00 US: Leading Indicators Index October FORECAST: -0.4% yoy previous: -0.5% yoy
- 16:00 US: Existing Home Sales October FORECAST: +2.9% yoy previous: -1.0% yoy
- 16:00 EU: Eurozone Consumer Confidence Index (flash estimate) November FORECAST: -12.1 previous: -12.5
2424
21H·
Zusammenfassung $NVDA (+2,64%) Earnings Call, 20.11.:
- NVIDIA CFO SAYS COMPANY SHIPPED 13,000 BLACKWELL SAMPLES TO CUSTOMERS IN FISCAL THIRD QUARTER - CONF CALL $NVDA
- NVIDIA CFO SAYS BLACKWELL DEMAND IS STAGGERING
- Nvidia $NVDA just said Blackwell is in "Full Production"
- NVDA'S CLOUD RELIANCE GROWS: Cloud-computing providers now account for 50% of Nvidia's data center revenue, up from 45% three months ago.
- Nvidia $NVDA just said it expects its AI enterprise revenue to 2x this year compared to last year
- NVDA | Nvidia CFO Says H200 AI Chip Sales Increased Significantly to Double Digit Billions in Q3
- Expects Sequential Growth in Networking Business in Fourth Quarter
- China Data Center Revenue Increased Quarter Over Quarter, but Remains Below Pre-Regulation Levels
- NVIDIA SAYS BLACKWELL MARGINS IN MID 70S WHEN RAMPED
- Nvidia $NVDA said Gross Margins will be in the low 70%s on the initial ramp of Blackwell
- Nvidia $NVDA just said its on track to ship several billions of dollars of its new Blackwell AI data center GPUs during Q4
- CEO Jensen Huang addressed scaling laws during the earnings call, emphasizing that they are holding strong with three ways of scaling now in place. "As a result, the demand for our infrastructures is really great," Huang noted.
$SMCI (+16,94%) Nvidia CEO mentions Super Micro among a long list of key partners
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22H·
While $NVDA (+2,64%)
revenue grew 94% in 3Q to $35.1 billion, this was not enough for shareholders.
Nvidia Corp. delivered a revenue forecast that failed to meet the highest expectations, showing that its dizzying AI-fueled growth run has its limits.
Fiscal fourth-quarter sales will be about $37.5 billion, the company said in a statement Wednesday. Though the average analyst estimate was $37.1 billion, projections ranged as high as $41 billion.
The outlook suggests that AI excitement may be getting ahead of reality. Nvidia investors bid up the shares nearly 200% in 2024, turning it into the world’s most valuable company. But the chipmaker has had trouble keeping up with demand for its products and struggled with production snags this year.
Chief Executive Officer Jensen Huang said that Nvidia’s new lineup, called Blackwell, is now in “full production.” Demand for the products is expected to exceed demand for several quarters. Hopper, the previous design, is still in demand, Huang added.
Manufacturing challenges slowed the Blackwell rollout. For now, Nvidia can’t fill all the orders it’s receiving, the company has said. After production improves, supplies will be plentiful, according to Huang.
“AI is transforming every industry, company and country,” he said in the statement. “Industrial robotics investments are surging with breakthroughs in physical AI, and countries have awakened to the importance of developing their national AI and infrastructure.”
But some investors were looking for more of a blowout quarter. Shares of Nvidia fell about 3% in extended trading following the announcement. They previously closed at $145.89 in New York.
The Santa Clara, California-based company has rapidly expanded its product lineup to include networking, software and services, as well as fully built-out computer systems. Huang is traveling the world lobbying for a broader adoption of his technology and trying to spread its use by corporations and government agencies.
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1 CommentoBackground noise. "Please move on, nothing to see here."
In a few years, when $NVDA announces their next 1:3 split at a stock price of 600 USD, long term investors will give themselves a pat on the back for being patient.
In a few years, when $NVDA announces their next 1:3 split at a stock price of 600 USD, long term investors will give themselves a pat on the back for being patient.
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22H·
NVIDIA ($NVDA (+2,64%) ) EARNINGS:
The chip maker beat expectations for sales and profit in its latest quarterly earnings report, released after the closing bell. But its shares sold off in after-hours trading, a sign that it didn't live up to the lofty expectations of investors who have piled into Nvidia stock this year on a wave of AI hype.
- Revenue came in at $35.1 billion, up from $18.12 billion in the year-ago quarter.
- Analysts were expecting $33.17 billion in sales, according to FactSet.
- Net income was $19.31 billion, compared with $9.24 billion a year ago. Analysts were expecting $17.45 billion.
- Current quarter revenue outlook is $37.5 billion, which would be a gain of about 6.8% from the just-reported quarter.
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