NVDA Stock Forecast: Strengthening the Leadership Position

January 19, 2025
Milana LedovaThis NVDA Stock Forecast article was written by Milana Ledova – Financial Analyst at I Know First

Highlights

  • Achieved 60% gross margin and 23% net margin in the first nine months of FY2024.
  • ROE is 30% compared to the industry median of 12%.
  • Launched NVIDIA Grace Hopper Superchips for generative AI and HPC tasks, expanding product capabilities and market positioning.

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NVIDIA’s 2025 Outlook: Strong Growth Potential Amid AI Bubble Concerns 

November 4, 2024
Miles GrauberdThis NVDA Stock Forecast article was written by Miles Grauberd – Financial Analyst at I Know First.

Summary

  • NVIDIA achieved 55.26% net margin in Q2 of 2024. 
  • NVIDIA EPS achieved 0.68 EPS in Q2 of 2024 and expected to hit an EPS of 0.74 in the next quarter.
  • Total annual Revenue is expected to double by February 2025 from $60 billion to $120 billion.
    • Q3 Revenue expected to hit $32.5 billion.

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NVDA Stock Forecast: Analyzing the Surge in NVDA Stock

June 3, 2024
Levi FuThis NVDA Stock Forecast article was written by Levi FU – Financial Analyst at I Know First.

Summary

  • According to the FY24Q4 earning report, Nvidia’s revenue was 26.04 billion, showing an YoY increase of 262% and a QoQ increase of 18%, above Bloomberg consensus of US 24.69 billion. 
  • Demand for the Nvidia HGX platform based upon the H100 is strong, continuously driving the growing momentum of the data center segment.
  • NVIDIA's announcement of 10-for-1 stock split and 150% dividend increase, coupled with strong earnings, raised its share price to USD 1,007 during after-hours trading on the day of earning release.
  • DCF estimates NVDA stock around $1253, a 14% upside potential for the upcoming year of 2024.

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NVDA Stock Forecast: Will the Company Powering OpenAI Keep Up the Pace?

November 8, 2023
Milana PapadopoulouThis NVDA Stock Forecast article was written by Milana Papadopoulou – Financial Analyst at I Know First.

Summary

  • NVIDIA’s shares soared nearly 260% in one year.
  • The company posted record earnings in Q2 2023 and is expected to top that in Q3.
  • However, DCF and comparable companies’ analysis suggests that the company may be overvalued.

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NVDA Stock Forecast: Where is NVIDIA Stock Price headed?

February 20, 2023
Meiru ZhongThis NVDA Stock Forecast article was written by Meiru Zhong – Financial Analyst at I Know First.

Summary

  • NVIDIA achieved 58% gross margin and 21% net margin in the first 9 months of FY2023, its profitability positioning at the Top 20 Percent in the semiconductor industry.
  • NVIDIA EPS will grow from $2.97 in the first 9-month level to $3.27 in the next period.
  • Specialized segment Data Center and Automotive had positive growth in the first nine-month of 2022 while Gaming, Professional Visualization, and OEM and Other markets experienced downward due to an oversupply of products and lower demand expectations.
  • DCF estimates NVDA stock will grow to $291, a 37% upside potential for the year 2023.

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NVDA Stock Forecast: Still Worth Holding in the Long Term

June 13, 2022
Yu YaoThis NVDA Stock Forecast article was written by Yu Yao – Financial Analyst at I Know First.

Highlights

  • NVIDIA Q1 2023FY Earnings Beat Expectations Again.
  • China Lockdown and Ukraine War Caused Negative Impact on NVIDIA Next Quarter Guidance.
  • Gaming and Data Center Segments Are Still Expected to Grow in the Future.
  • NVIDIA Automotive 6-Year Pipeline Represents $11 Billion Opportunity.
  • Valuation Models Indicate NVDA is Currently Undervalued.

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NVDA Stock Forecast: Nvidia Is Overweight And Obese, Sell It Now

August 19, 2021

motek 1The NVDA stock forecast was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • Nvidia is overpriced. This is according to Seeking Alpha’s quantitative algorithm. NVDA is obese at 62.51 Forward P/E.
  • NVDA is +220.88% since my May 2018 buy recommendation. It is time you cash out your paper profits.
  • China has a $155 billion 5-year plan for its semiconductor industry. It cannot allow American firm Nvidia to buy UK firm ARM Holdings.
  • Going forward, Intel’s upcoming 3nm GPUs made by TSMC could hurt Nvidia’s margins.
  • NVDA is still a take-your-profits sell even if it delivers outstanding ER numbers on August 18.

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