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09-06

They created the news so that the price will drop and they can buy again!!!!

Nvidia: Margin Reckoning Is Years Away (Rating Upgrade)

08-30

Why its talking about about year 2025? This year still 2024

Nvidia Q2: Why I Am Not Giving Up A Single Share (Rating Upgrade)

08-29

Let's see how the next quarter,,,

Nvidia Shares Tumbled As Outlook Fails to Impress Growth-Hungry Investors

08-10

will see on Aug 28,,,

Top Calls on Wall Street: Nvidia, Amazon, Chipotle, Uber, Eli Lilly, SoundHound, and More

07-22

all in

Is Nvidia Heading to $200 in the 2nd Half?

2022-10-12

Noted

2 Stocks to Buy in October That Could Soar 87% to 114%, According to Wall Street

2022-10-10

Drop more so that I can buy more😊😁

Could Rivian Stock Recover Amid Recalls, Macro Pressures?

2022-10-09

Drop some more and buy again

Rivian Is Recalling Nearly All of Its Vehicles

Go to Tiger App to see more news

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created the news so that the price will drop and they can buy again!!!!","listText":"They created the news so that the price will drop and they can buy again!!!!","text":"They created the news so that the price will drop and they can buy again!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346277156532512","repostId":"2465550301","repostType":2,"repost":{"id":"2465550301","pubTimestamp":1725549910,"share":"https://ttm.financial/m/news/2465550301?lang=&edition=fundamental","pubTime":"2024-09-05 23:25","market":"sh","language":"en","title":"Nvidia: Margin Reckoning Is Years Away (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2465550301","media":"seekingalpha","summary":"Nvidia Corporation's stock dip, possibly due to a DoJ subpoena, presents a buying opportunity as the company continues to deliver strong financial performance and guidance.Despite a slight margin dip,","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation&#39;s stock dip, possibly due to a DoJ subpoena, presents a buying opportunity as the company continues to deliver strong financial performance and guidance.</p></li><li><p>Despite a slight margin dip, Nvidia&#39;s revenue and operating income remain robust, with no significant competitive threats from AMD or Intel in the near term.</p></li><li><p>Nvidia&#39;s future EPS growth may be limited by normalized margins, but the company still trades at a favorable valuation relative to its growth prospects.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6144f6f01bec9d39bca22c82ac595a7e\" tg-width=\"750\" tg-height=\"500\"/></p><p>BING-JHEN HONG</p><p></p><p><strong>NVIDIA</strong> <strong>Corporation</strong> (NASDAQ:NVDA) had slipped since an extraordinarily strong quarter, with the market wanting more upside. The AI GPU company provided remarkably strong guidance despite issues with new chips. This raises whether the dip wasn&#39;t actually related to a subpoena from the DoJ and not supposedly disappointing guidance. My investment thesis is more Bullish on the chip company in the short term until the margin issue creeps up on Nvidia in the upcoming years.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3dfa44878b4cfc55d436e39dedc047a9\" tg-width=\"1280\" tg-height=\"440\"/></p><p>Source: Finviz</p><p></p><h2 id=\"id_2974629315\">Big Beats</h2><p>Nvidia just reported a quarter with revenues of $30.0 billion smashing consensus estimates by $1.3 billion, yet the markets sold off the stock. The AI GPU company even guided to FQ3 revenues of $32.5 billion, compared to $31.7 billion consensus estimates.</p><p>The stock is down in part due to buy-side sales estimates up at $33 to $35 billion as highlighted by influential tech analyst Ming-Chi Kuo as follows:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f37a4533f801542c20c991c2a1518bfd\" tg-width=\"640\" tg-height=\"651\"/></p><p>Source: Twitter/X</p><p></p><p>Either way, the justification for selling off Nvidia doesn&#39;t add up. The stock ended September 3 down 16% over the 4 trading days since the earnings report back on August 28.</p><p>Nvidia just guided October quarterly revenues ~$3.8 billion above the consensus estimates for the July quarter. Here again is where analysts and investors get caught focusing on the company beating targets and not the relative growth rates. The current consensus target for FQ3 amounting to nearly 82% growth, while the chip company consistently beats analyst estimates by $1+ billion.</p><p>The below consensus targets highlight how the consensus revenue estimates for Nvidia have risen over time. Starting in 2023, analysts had FY27 revenues at only $50 billion, and the estimates are now up to $207 billion. The FY27 estimates are up ~32% over the last 6 months.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69d6cf7eaa1add49d04984989048c3bf\" tg-width=\"640\" tg-height=\"465\"/></p><p>Source: Seeking Alpha</p><p></p><p>Clearly, the revenue numbers for Nvidia remain strong.</p><h3 id=\"id_3184166848\">No Competitive Threat</h3><p>A primary reason to turn more bullish on Nvidia in the short term is that <strong>Advanced Micro Devices, Inc.</strong> (AMD) has been unable to ramp up AI GPU sales and <strong>Intel Corporation</strong> (INTC) is talking about AI investments still years away from paying off. The former chip giant is in the midst of another restructuring that will distract the business from taking on Nvidia.</p><p>AMD just reported Q2 GPU sales only topped $1 billion. Nvidia just added $3.7 billion in additional GPU data center revenue in the last quarter alone and the guidance suggests another $1.7 billion in additional revenues, while AMD is still just adding millions each quarter.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/751595672293a25616076012784d92e0\" tg-width=\"959\" tg-height=\"591\"/></p><p>Source: I/O Fund</p><p></p><p>Analysts now have AMD reaching $5 billion in GPU sales this year, with New Street Research placing a goal of only $20 billion by 2027. Nvidia has already topped an annual rate of $100 billion, suggesting AMD is only grabbing scraps at this point and has no threat to impact margins for possibly years.</p><p>Without any major threat, the Blackwell delay won&#39;t impact Nvidia to a great extent. On the FQ2 &#39;25 earnings call, the company made the following statement regarding the expectations for the new Blackwell GPUs shipping several billion dollars in FQ4:</p><blockquote><p>Hopper demand is strong and Blackwell is widely sampling. We executed a change to the Blackwell GPU mass to improve production yields. Blackwell production ramp is scheduled to begin in the fourth quarter and continue into fiscal year &#39;26.</p><p>In Q4, we expect to ship several billion dollars in Blackwell revenue. Hopper shipments are expected to increase in the second half of fiscal 2025. Hopper supply and availability have improved. Demand for Blackwell platforms is well above supply, and we expect this to continue into next year.</p></blockquote><p>Nvidia reported margins actually dipped slightly in FQ2, with non-GAAP margins dipping 3.2 percentage points from FQ1 to 75.7%. The operating margins were still an extremely strong 66.4% with operating income jumping $1.9 billion sequentially due to a limited boost in operating expenses to only $2.8 billion.</p><p>Gross margins only dipped due to inventory provisions for low-yielding Blackwell material. Naturally, Nvidia isn&#39;t seeing any pricing pressure, with AMD unable to achieve higher volumes to meet surging GPU demand.</p><p>Nvidia only trades at 30x FY26 EPS targets. The consensus estimates have EPS growing at a 40% clip next fiscal year to reach nearly $4 per share.</p><p>Nvidia should rally on these numbers. The big issue is the transition to more normalized margins in the future, where gross margins hardly top 60% and operating margins might fail to hold 40%.</p><p>Based on the updated estimates for FY28 (2027), Nvidia could actually see EPS dip over the course of the next 3 years. The consensus estimates are for FY28 revenues of $227 billion, nearly doubling over the period, yet normalized gross margins of 60% with operating margins of 45% yield an EPS of only $3.46 versus the current EPS target of $3.96 for FY26.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/874e837231d8ec0e72c8e60d88aa204d\" tg-width=\"640\" tg-height=\"249\"/></p><p>Source: Stone Fox Capital</p><p></p><p>Even the 45% operating margin is extremely elevated, but Nvidia is only operating at a nearly $11 billion annual opex rate. The chip company would have to ramp up spending to $34 billion to reach this target level.</p><p>As the estimates highlight, even if revenues surge to $300 billion in FY28, EPS estimates hardly rise on lower margins. The key is how long can Nvidia maintain these gross margins that appear excessive while hardly spending on opex.</p><h3 id=\"id_3318921105\">DoJ Case</h3><p>Based on the stock falling over $11 and nearly 10% to start trading in September, the after-hours news of a DoJ subpoena was the likely culprit for the major dip. The regulators are apparently reviewing whether the chip company violated antitrust laws by making it harder for customers to switch to competitors.</p><p>From the outside, whether the DoJ has a case is difficult to tell. The major question is how Nvidia is allegedly preventing competitors from switching to other competitors which lack chip supply.</p><p>Unless AMD and the DoJ have a case where Nvidia has blocked the company from obtaining additional manufacturing supply, the DoJ wouldn&#39;t appear to have a case. AMD hasn&#39;t openly complained about such a scenario.</p><p>Nvidia apparently e-mailed <em>Bloomberg</em> the following statement, suggesting the company wins orders based on merit:</p><blockquote><p>Nvidia wins on merit, as reflected in our benchmark results and value to customers, who can choose whatever solution is best for them.</p></blockquote><p>Investors can&#39;t know the actual outcome of any DoJ case, but one can look to past cases involving tech giants. <strong>Alphabet Inc.</strong> (GOOG) (GOOGL) was found to violate antitrust law with their default placement on iPhones, yet analysts don&#39;t foresee a remedy for possibly years. Ironically, Google didn&#39;t lose the trial over search default deals until AI became a threat to the search business.</p><p>In essence, the DoJ would still have to bring a case against Nvidia and take the company to trial, which could take years to play out. Meanwhile, Alphabet recently hit an all-time high above $190 while the DoJ trial has been ongoing since 2020, along with cases against other tech giants.</p><p>Investors might get a chance to buy Nvidia near $100. The stock would only trade at 25x FY26 EPS targets, with growth rates still exceeding this multiple.</p><h2 id=\"id_1832331817\">Takeaway</h2><p>The key investor takeaway is that Nvidia is still firing on all cylinders. The stock dip, whether due to the DoJ subpoena or worries about guidance, is an opportunity to load back up on the AI GPU stock. Nvidia will eventually face a margin reckoning, but the company likely has another 1-2 years of strong margins before the competition catches up.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Margin Reckoning Is Years Away (Rating Upgrade)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Margin Reckoning Is Years Away (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-05 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4719050-nvidia-margin-reckoning-is-years-away-rating-upgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation's stock dip, possibly due to a DoJ subpoena, presents a buying opportunity as the company continues to deliver strong financial performance and guidance.Despite a slight margin dip,...</p>\n\n<a href=\"https://seekingalpha.com/article/4719050-nvidia-margin-reckoning-is-years-away-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4719050-nvidia-margin-reckoning-is-years-away-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2465550301","content_text":"Nvidia Corporation's stock dip, possibly due to a DoJ subpoena, presents a buying opportunity as the company continues to deliver strong financial performance and guidance.Despite a slight margin dip, Nvidia's revenue and operating income remain robust, with no significant competitive threats from AMD or Intel in the near term.Nvidia's future EPS growth may be limited by normalized margins, but the company still trades at a favorable valuation relative to its growth prospects.BING-JHEN HONGNVIDIA Corporation (NASDAQ:NVDA) had slipped since an extraordinarily strong quarter, with the market wanting more upside. The AI GPU company provided remarkably strong guidance despite issues with new chips. This raises whether the dip wasn't actually related to a subpoena from the DoJ and not supposedly disappointing guidance. My investment thesis is more Bullish on the chip company in the short term until the margin issue creeps up on Nvidia in the upcoming years.Source: FinvizBig BeatsNvidia just reported a quarter with revenues of $30.0 billion smashing consensus estimates by $1.3 billion, yet the markets sold off the stock. The AI GPU company even guided to FQ3 revenues of $32.5 billion, compared to $31.7 billion consensus estimates.The stock is down in part due to buy-side sales estimates up at $33 to $35 billion as highlighted by influential tech analyst Ming-Chi Kuo as follows:Source: Twitter/XEither way, the justification for selling off Nvidia doesn't add up. The stock ended September 3 down 16% over the 4 trading days since the earnings report back on August 28.Nvidia just guided October quarterly revenues ~$3.8 billion above the consensus estimates for the July quarter. Here again is where analysts and investors get caught focusing on the company beating targets and not the relative growth rates. The current consensus target for FQ3 amounting to nearly 82% growth, while the chip company consistently beats analyst estimates by $1+ billion.The below consensus targets highlight how the consensus revenue estimates for Nvidia have risen over time. Starting in 2023, analysts had FY27 revenues at only $50 billion, and the estimates are now up to $207 billion. The FY27 estimates are up ~32% over the last 6 months.Source: Seeking AlphaClearly, the revenue numbers for Nvidia remain strong.No Competitive ThreatA primary reason to turn more bullish on Nvidia in the short term is that Advanced Micro Devices, Inc. (AMD) has been unable to ramp up AI GPU sales and Intel Corporation (INTC) is talking about AI investments still years away from paying off. The former chip giant is in the midst of another restructuring that will distract the business from taking on Nvidia.AMD just reported Q2 GPU sales only topped $1 billion. Nvidia just added $3.7 billion in additional GPU data center revenue in the last quarter alone and the guidance suggests another $1.7 billion in additional revenues, while AMD is still just adding millions each quarter.Source: I/O FundAnalysts now have AMD reaching $5 billion in GPU sales this year, with New Street Research placing a goal of only $20 billion by 2027. Nvidia has already topped an annual rate of $100 billion, suggesting AMD is only grabbing scraps at this point and has no threat to impact margins for possibly years.Without any major threat, the Blackwell delay won't impact Nvidia to a great extent. On the FQ2 '25 earnings call, the company made the following statement regarding the expectations for the new Blackwell GPUs shipping several billion dollars in FQ4:Hopper demand is strong and Blackwell is widely sampling. We executed a change to the Blackwell GPU mass to improve production yields. Blackwell production ramp is scheduled to begin in the fourth quarter and continue into fiscal year '26.In Q4, we expect to ship several billion dollars in Blackwell revenue. Hopper shipments are expected to increase in the second half of fiscal 2025. Hopper supply and availability have improved. Demand for Blackwell platforms is well above supply, and we expect this to continue into next year.Nvidia reported margins actually dipped slightly in FQ2, with non-GAAP margins dipping 3.2 percentage points from FQ1 to 75.7%. The operating margins were still an extremely strong 66.4% with operating income jumping $1.9 billion sequentially due to a limited boost in operating expenses to only $2.8 billion.Gross margins only dipped due to inventory provisions for low-yielding Blackwell material. Naturally, Nvidia isn't seeing any pricing pressure, with AMD unable to achieve higher volumes to meet surging GPU demand.Nvidia only trades at 30x FY26 EPS targets. The consensus estimates have EPS growing at a 40% clip next fiscal year to reach nearly $4 per share.Nvidia should rally on these numbers. The big issue is the transition to more normalized margins in the future, where gross margins hardly top 60% and operating margins might fail to hold 40%.Based on the updated estimates for FY28 (2027), Nvidia could actually see EPS dip over the course of the next 3 years. The consensus estimates are for FY28 revenues of $227 billion, nearly doubling over the period, yet normalized gross margins of 60% with operating margins of 45% yield an EPS of only $3.46 versus the current EPS target of $3.96 for FY26.Source: Stone Fox CapitalEven the 45% operating margin is extremely elevated, but Nvidia is only operating at a nearly $11 billion annual opex rate. The chip company would have to ramp up spending to $34 billion to reach this target level.As the estimates highlight, even if revenues surge to $300 billion in FY28, EPS estimates hardly rise on lower margins. The key is how long can Nvidia maintain these gross margins that appear excessive while hardly spending on opex.DoJ CaseBased on the stock falling over $11 and nearly 10% to start trading in September, the after-hours news of a DoJ subpoena was the likely culprit for the major dip. The regulators are apparently reviewing whether the chip company violated antitrust laws by making it harder for customers to switch to competitors.From the outside, whether the DoJ has a case is difficult to tell. The major question is how Nvidia is allegedly preventing competitors from switching to other competitors which lack chip supply.Unless AMD and the DoJ have a case where Nvidia has blocked the company from obtaining additional manufacturing supply, the DoJ wouldn't appear to have a case. AMD hasn't openly complained about such a scenario.Nvidia apparently e-mailed Bloomberg the following statement, suggesting the company wins orders based on merit:Nvidia wins on merit, as reflected in our benchmark results and value to customers, who can choose whatever solution is best for them.Investors can't know the actual outcome of any DoJ case, but one can look to past cases involving tech giants. Alphabet Inc. (GOOG) (GOOGL) was found to violate antitrust law with their default placement on iPhones, yet analysts don't foresee a remedy for possibly years. Ironically, Google didn't lose the trial over search default deals until AI became a threat to the search business.In essence, the DoJ would still have to bring a case against Nvidia and take the company to trial, which could take years to play out. Meanwhile, Alphabet recently hit an all-time high above $190 while the DoJ trial has been ongoing since 2020, along with cases against other tech giants.Investors might get a chance to buy Nvidia near $100. The stock would only trade at 25x FY26 EPS targets, with growth rates still exceeding this multiple.TakeawayThe key investor takeaway is that Nvidia is still firing on all cylinders. The stock dip, whether due to the DoJ subpoena or worries about guidance, is an opportunity to load back up on the AI GPU stock. Nvidia will eventually face a margin reckoning, but the company likely has another 1-2 years of strong margins before the competition catches up.","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343871113781520,"gmtCreate":1724993390536,"gmtModify":1724993393923,"author":{"id":"4095866673656650","authorId":"4095866673656650","name":"Ramlacs","avatar":"https://static.tigerbbs.com/6114e5ad0acd023e3e84fc15fc415255","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095866673656650","idStr":"4095866673656650"},"themes":[],"htmlText":"Why its talking about about year 2025? This year still 2024","listText":"Why its talking about about year 2025? This year still 2024","text":"Why its talking about about year 2025? This year still 2024","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343871113781520","repostId":"2463508652","repostType":2,"repost":{"id":"2463508652","pubTimestamp":1724985018,"share":"https://ttm.financial/m/news/2463508652?lang=&edition=fundamental","pubTime":"2024-08-30 10:30","market":"hk","language":"en","title":"Nvidia Q2: Why I Am Not Giving Up A Single Share (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2463508652","media":"seekingalpha","summary":"Nvidia Corporation's Q2 '25 earnings beat expectations with $30B in revenue and $0.68 in EPS, driven by resilient Data Center GPU demand.Nvidia announced a $50B stock buyback, doubling last year's aut","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation&#39;s Q2 &#39;25 earnings beat expectations with $30B in revenue and $0.68 in EPS, driven by resilient Data Center GPU demand.</p></li><li><p>Nvidia announced a $50B stock buyback, doubling last year&#39;s authorization, signaling confidence in future growth and enhancing shareholder value.</p></li><li><p>Nvidia&#39;s free cash flow surged 123% YoY to $13.5B, with stable margins, indicating strong business fundamentals.</p></li><li><p>Despite a 7% post-earnings drop, Nvidia&#39;s resilient demand, strong financials, and potential EPS estimate revisions make it a strong buy.</p></li><li><p>In my opinion, the Nvidia stock sell-off makes very little sense and I believe investors should consider buying the pullback.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7f4cfc5054ab8b57658d123a00107ebc\" tg-width=\"750\" tg-height=\"563\"/></p><p>David Tran</p><p></p><p>Shares of <strong>Nvidia Corporation</strong> (NASDAQ:NVDA) fell 7% after the chipmaker reported another quarter of strong financial results, driven by red-hot demand for its graphics processing units for the Data Center market. Nvidia generated both a top and bottom-line beat, and, most importantly, issued a decent guidance for the third fiscal quarter. Further, Nvidia announced a massive $50B stock buyback, which could push shares of Nvidia into a new up leg… and which indicates accelerating capital return potential.</p><p>The market had been overly cautious ahead of the earnings release. It did not respond well to Nvidia&#39;s actual results amid uncertainty about the Blackwell delivery time-line, but I believe Nvidia management has made clear that the Data Center business continues to benefit from surging GPU demand. With shares dipping after the Q2 ’25 earnings release, I am buying more Nvidia and upgrading my rating.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/478c29bbfd5e7ab1d488944064cebd49\" tg-width=\"635\" tg-height=\"424\"/></p><p>Data by YCharts</p><p></p><h2 id=\"id_1341597603\">Previous rating</h2><p>I rated shares of Nvidia a buy in August, chiefly because large tech enterprises did not appear to scale back their AI investment spending at all: “The AI Fatigue Myth.” Nvidia continued to see strong revenue growth in its Data Center business in Q2 &#39;25 and the Blackwell product launch, although delayed, could potentially drive a revenue acceleration for Nvidia’s core business. With the company also announcing a massive $50B stock buyback, double of what was in place before, I am upgrading Nvidia to strong buy.</p><h2 id=\"id_2428410431\">Top and bottom-line beat</h2><p>Nvidia reported better than expected earnings for its second fiscal quarter, resulting in both top and bottom-line beat. Nvidia reported adjusted earnings of $0.68 per share, which beat the consensus by $0.04 per-share. Revenue came in at $30.0B, $1.3B better than expected.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d71b74e4e668fe036deef18eece55902\" tg-width=\"640\" tg-height=\"264\"/></p><p>Seeking Alpha</p><p></p><h2 id=\"id_3655683084\">The Data Center business has never looked better, Blackwell update</h2><p>Nvidia generated $30.0B in revenue for the second fiscal quarter, 88% of which came from its Data Center operations. The chipmaker’s total revenues also came in ahead of the company’s own guidance, as well as my expectation of $28.8B.</p><p>The driving force behind Nvidia’s strong financial results, once again, has been strong execution in the company’s Data Center segment which generated 16% Q/Q as well as 155% Y/Y growth. Data Centers generated $26.3B in revenue in Q2 &#39;25 due to strong demand for Data Center GPUs, especially the H100. Nvidia also gave an update about its Blackwell product, the next-gen AI-focused GPU for which the company is seeing high levels of anticipation. Nvidia acknowledged manufacturing delays regarding Blackwell, but expects to ship billions worth of revenue in the fourth-quarter. The start of Blackwell shipments in Q4 would be a major catalyst for Nvidia and indicate the potential for the company to accelerate its top line and free cash flow growth.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9e3bccf47d87af2d5a29c44b3fdbf876\" tg-width=\"640\" tg-height=\"345\"/></p><p>Nvidia</p><p></p><p>Turning to free cash flow and Nvidia’s future use of it.</p><p>Nvidia once again generated impressive growth in its most important financial metric: in the second fiscal quarter, Nvidia generated $13.5B in free cash flow and FCF margins of 45%. On a year-over-year basis, Nvidia’s free cash flows therefore surged 123% compared to a top-line growth rate of 122%.</p><p>Stable free cash flow margins indicate that Nvidia is experiencing no deterioration in business fundamentals, especially in the Data Center market which is where the company dominates the sector with a more than 90% market share.</p><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p><strong>in $M</strong></p></td><td style=\"text-align:left;\"><p>FQ2&#39;24</p></td><td style=\"text-align:left;\"><p>FQ3&#39;24</p></td><td style=\"text-align:left;\"><p>FQ4&#39;24</p></td><td style=\"text-align:left;\"><p>FQ1&#39;25</p></td><td style=\"text-align:left;\"><p>FQ2&#39;25</p></td><td style=\"text-align:left;\"><p>Growth Y/Y</p></td></tr><tr><td style=\"text-align:left;\"><p>Net Revenue</p></td><td style=\"text-align:left;\"><p>$13,507</p></td><td style=\"text-align:left;\"><p>$18,120</p></td><td style=\"text-align:left;\"><p>$22,103</p></td><td style=\"text-align:left;\"><p>$26,044</p></td><td style=\"text-align:left;\"><p>$30,040</p></td><td style=\"text-align:left;\"><p>122%</p></td></tr><tr><td style=\"text-align:left;\"><p>Operating Cash Flow</p></td><td style=\"text-align:left;\"><p>$6,348</p></td><td style=\"text-align:left;\"><p>$7,333</p></td><td style=\"text-align:left;\"><p>$11,499</p></td><td style=\"text-align:left;\"><p>$15,345</p></td><td style=\"text-align:left;\"><p>$14,489</p></td><td style=\"text-align:left;\"><p>128%</p></td></tr><tr><td style=\"text-align:left;\"><p>Capital Expenditures</p></td><td style=\"text-align:left;\"><p>($300)</p></td><td style=\"text-align:left;\"><p>($291)</p></td><td style=\"text-align:left;\"><p>($282)</p></td><td style=\"text-align:left;\"><p>($409)</p></td><td style=\"text-align:left;\"><p>($1,006)</p></td><td style=\"text-align:left;\"><p>235%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Free Cash Flow</strong></p></td><td style=\"text-align:left;\"><p><strong>$6,048</strong></p></td><td style=\"text-align:left;\"><p><strong>$7,042</strong></p></td><td style=\"text-align:left;\"><p><strong>$11,217</strong></p></td><td style=\"text-align:left;\"><p><strong>$14,936</strong></p></td><td style=\"text-align:left;\"><p><strong>$13,483</strong></p></td><td style=\"text-align:left;\"><p>123%</p></td></tr><tr><td style=\"text-align:left;\"><p>FCF Margin</p></td><td style=\"text-align:left;\"><p>45%</p></td><td style=\"text-align:left;\"><p>39%</p></td><td style=\"text-align:left;\"><p>51%</p></td><td style=\"text-align:left;\"><p>57%</p></td><td style=\"text-align:left;\"><p>45%</p></td><td style=\"text-align:left;\"><p>-</p></td></tr></tbody></table><p>Click to enlarge</p><p>(Source: Author.)</p><p>This free cash flow has in the past been used for investments in the company&#39;s AI products, to finance a dividend, and otherwise has accumulated on Nvidia&#39;s balance sheet.</p><p>The company’s large free cash flows will now be returned to investors at accelerating rates as well: Nvidia’s board of directors just authorized a $50B stock buyback which allows the company, at a current price of $117, to buy back 427M shares, or approximately 2% of its outstanding shares. Nvidia spent $7.2B on stock buybacks in Q2 &#39;25 and has been ramping up its buybacks in the last year consistently as its free cash flow surged. With the latest $50B share repurchase plan, the chipmaker is doubling its buybacks from last year&#39;s authorization of $25B. The doubling in the stock buyback authorization is the main reason why I am upgrading shares of Nvidia to strong buy.</p><h2 id=\"id_116252319\">Guidance for Q3 ’25</h2><p>Nvidia submitted a decent guidance for its current third fiscal quarter as it expects total revenues of $32.5B +/- 2%. The revenue guidance implies a quarter-over-quarter revenue growth rate, at the mid-point, of 8%. The analyst consensus for third-quarter revenue was $31.7B which Nvidia beat.</p><h2 id=\"id_1357656351\">Nvidia’s valuation and EPS estimate revision potential</h2><p>Plenty of investors have argued recently that Nvidia’s shares are priced for perfection, given a 170% increase in the company’s market cap in the last year.</p><p>However, Nvidia’s earnings and free cash flows are growing just as rapidly, indicating that Nvidia’s stock price surge does, in fact, have fundamental support. Further, analysts are likely to revisit their earnings estimates in the coming days, which could lead to a new round of EPS estimate upside revisions as well as new stock price targets for Nvidia&#39;s shares. Currently, the EPS estimate trend is very bullish, and I expect more upside revisions following Nvidia&#39;s better than expected Q2 &#39;25 report.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e42bd33dedee855b2e38edff4f202950\" tg-width=\"640\" tg-height=\"257\"/></p><p>Seeking Alpha</p><p></p><p>Currently, shares of Nvidia are trading at a P/E ratio (based off FY 2025 earnings) of 32.7X. This compares to a longer-term average price-to-earnings ratio of 26.1X. Advanced Micro Devices (AMD), by comparison, is priced at a 27.1X P/E ratio. The chipmaker has considerable potential to grow its revenue and free cash flows in the second half of the year, as AMD is ramping up deliveries of its MI300X chips for the Data Center market. This expected ramp in free cash flow is why I upgraded shares of AMD to buy at the beginning of the month: “The AI Boom Is Just Getting Started For AMD.”</p><p>Intel (INTC) is the cheapest chipmaker, but the company is more of a turnaround play now that Intel announced a new restructuring, including major lay-offs: “Disaster Strikes, What Now?”</p><p>In my last work on Nvidia, I calculated a fair value of at least $144 per-share. This was based on my expectation that Nvidia could grow its EPS at least 50% next year. Given the upcoming Q4 &#39;25 Blackwell launch, I still believe this EPS assumption is very reasonable.</p><p>Consensus estimates for this year stand at $2.81/share. Assuming a 50% growth rate in FY 2026, Nvidia could be on track to earn $4.22/share. Applying a 35X earnings multiplier yields a fair value of $148/share (+$4/share compared to my previous estimate). In my opinion, a 35X fair value forward P/E ratio can be justified given Nvidia&#39;s strong GPU market position in the Data Center market, high (FCF) margins as well as a strong catalyst event related to the Blackwell launch.</p><p>Although some investors may see Nvidia&#39;s Q3 guidance as weak, investors need to realize that the Blackwell product will launch only in Q4, which is set to lead to a potential revenue acceleration. Therefore, I am not concerned about Nvidia&#39;s post-earnings drop, as I believe the chipmaker&#39;s product pipeline as well as the financials are still looking really solid here.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f1cf4ddf4690c57ef582d3c1c6693ec7\" tg-width=\"635\" tg-height=\"456\"/></p><p>Data by YCharts</p><p></p><h2 id=\"id_2727528424\">Risks with Nvidia</h2><p>Nvidia has generated such strong results over the course of the last year that investors are having increasingly high expectations… that are harder and harder to surpass. This creates a risk for Nvidia&#39;s shareholders, as shares could slide even in case the chipmaker reports top results.</p><p>What would change my mind about Nvidia is if the company were to see a deterioration in its free cash flow margins. This is a key indicator that I am watching and that would be negatively affected if Nvidia were to see pricing weakness in its GPU Data Center segment. Further, a delayed Blackwell launch would likely be a highly negative short-term catalyst event.</p><h2 id=\"id_3879772201\">Final thoughts</h2><p>Nvidia Corporation submitted a strong earnings sheet for its second fiscal quarter that proved to investors that the AI hype is indeed not fizzling out. However, shares dropped after-hours, by 7%, indicating that it is getting harder to impress investors. I believe the price drop represents a new engagement opportunity and I would recommend investors to buy the pullback.</p><p>Nvidia’s guidance for the third-quarter shows that Nvidia continues to expect resilient demand for its Data Center GPU products, and the company is in its best financial shape ever. With the upcoming Blackwell launch in Q4, Nvidia also has a strong catalyst.</p><p>Being flush with cash, Nvidia now announced a $50B stock buyback, which, I believe, is a game changer for Nvidia. The chipmaker is set up for accelerating capital returns. In my opinion, Nvidia is going to see a significant amount of EPS estimate upside revisions in the coming days and week. As a result, I am not giving up a single share and will continue to add to positions on any persistent share price weakness.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Q2: Why I Am Not Giving Up A Single Share (Rating Upgrade)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Q2: Why I Am Not Giving Up A Single Share (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-30 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4717889-nvidia-q2-why-i-am-not-giving-up-a-single-share-rating-upgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation's Q2 '25 earnings beat expectations with $30B in revenue and $0.68 in EPS, driven by resilient Data Center GPU demand.Nvidia announced a $50B stock buyback, doubling last year's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4717889-nvidia-q2-why-i-am-not-giving-up-a-single-share-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4717889-nvidia-q2-why-i-am-not-giving-up-a-single-share-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2463508652","content_text":"Nvidia Corporation's Q2 '25 earnings beat expectations with $30B in revenue and $0.68 in EPS, driven by resilient Data Center GPU demand.Nvidia announced a $50B stock buyback, doubling last year's authorization, signaling confidence in future growth and enhancing shareholder value.Nvidia's free cash flow surged 123% YoY to $13.5B, with stable margins, indicating strong business fundamentals.Despite a 7% post-earnings drop, Nvidia's resilient demand, strong financials, and potential EPS estimate revisions make it a strong buy.In my opinion, the Nvidia stock sell-off makes very little sense and I believe investors should consider buying the pullback.David TranShares of Nvidia Corporation (NASDAQ:NVDA) fell 7% after the chipmaker reported another quarter of strong financial results, driven by red-hot demand for its graphics processing units for the Data Center market. Nvidia generated both a top and bottom-line beat, and, most importantly, issued a decent guidance for the third fiscal quarter. Further, Nvidia announced a massive $50B stock buyback, which could push shares of Nvidia into a new up leg… and which indicates accelerating capital return potential.The market had been overly cautious ahead of the earnings release. It did not respond well to Nvidia's actual results amid uncertainty about the Blackwell delivery time-line, but I believe Nvidia management has made clear that the Data Center business continues to benefit from surging GPU demand. With shares dipping after the Q2 ’25 earnings release, I am buying more Nvidia and upgrading my rating.Data by YChartsPrevious ratingI rated shares of Nvidia a buy in August, chiefly because large tech enterprises did not appear to scale back their AI investment spending at all: “The AI Fatigue Myth.” Nvidia continued to see strong revenue growth in its Data Center business in Q2 '25 and the Blackwell product launch, although delayed, could potentially drive a revenue acceleration for Nvidia’s core business. With the company also announcing a massive $50B stock buyback, double of what was in place before, I am upgrading Nvidia to strong buy.Top and bottom-line beatNvidia reported better than expected earnings for its second fiscal quarter, resulting in both top and bottom-line beat. Nvidia reported adjusted earnings of $0.68 per share, which beat the consensus by $0.04 per-share. Revenue came in at $30.0B, $1.3B better than expected.Seeking AlphaThe Data Center business has never looked better, Blackwell updateNvidia generated $30.0B in revenue for the second fiscal quarter, 88% of which came from its Data Center operations. The chipmaker’s total revenues also came in ahead of the company’s own guidance, as well as my expectation of $28.8B.The driving force behind Nvidia’s strong financial results, once again, has been strong execution in the company’s Data Center segment which generated 16% Q/Q as well as 155% Y/Y growth. Data Centers generated $26.3B in revenue in Q2 '25 due to strong demand for Data Center GPUs, especially the H100. Nvidia also gave an update about its Blackwell product, the next-gen AI-focused GPU for which the company is seeing high levels of anticipation. Nvidia acknowledged manufacturing delays regarding Blackwell, but expects to ship billions worth of revenue in the fourth-quarter. The start of Blackwell shipments in Q4 would be a major catalyst for Nvidia and indicate the potential for the company to accelerate its top line and free cash flow growth.NvidiaTurning to free cash flow and Nvidia’s future use of it.Nvidia once again generated impressive growth in its most important financial metric: in the second fiscal quarter, Nvidia generated $13.5B in free cash flow and FCF margins of 45%. On a year-over-year basis, Nvidia’s free cash flows therefore surged 123% compared to a top-line growth rate of 122%.Stable free cash flow margins indicate that Nvidia is experiencing no deterioration in business fundamentals, especially in the Data Center market which is where the company dominates the sector with a more than 90% market share.in $MFQ2'24FQ3'24FQ4'24FQ1'25FQ2'25Growth Y/YNet Revenue$13,507$18,120$22,103$26,044$30,040122%Operating Cash Flow$6,348$7,333$11,499$15,345$14,489128%Capital Expenditures($300)($291)($282)($409)($1,006)235%Free Cash Flow$6,048$7,042$11,217$14,936$13,483123%FCF Margin45%39%51%57%45%-Click to enlarge(Source: Author.)This free cash flow has in the past been used for investments in the company's AI products, to finance a dividend, and otherwise has accumulated on Nvidia's balance sheet.The company’s large free cash flows will now be returned to investors at accelerating rates as well: Nvidia’s board of directors just authorized a $50B stock buyback which allows the company, at a current price of $117, to buy back 427M shares, or approximately 2% of its outstanding shares. Nvidia spent $7.2B on stock buybacks in Q2 '25 and has been ramping up its buybacks in the last year consistently as its free cash flow surged. With the latest $50B share repurchase plan, the chipmaker is doubling its buybacks from last year's authorization of $25B. The doubling in the stock buyback authorization is the main reason why I am upgrading shares of Nvidia to strong buy.Guidance for Q3 ’25Nvidia submitted a decent guidance for its current third fiscal quarter as it expects total revenues of $32.5B +/- 2%. The revenue guidance implies a quarter-over-quarter revenue growth rate, at the mid-point, of 8%. The analyst consensus for third-quarter revenue was $31.7B which Nvidia beat.Nvidia’s valuation and EPS estimate revision potentialPlenty of investors have argued recently that Nvidia’s shares are priced for perfection, given a 170% increase in the company’s market cap in the last year.However, Nvidia’s earnings and free cash flows are growing just as rapidly, indicating that Nvidia’s stock price surge does, in fact, have fundamental support. Further, analysts are likely to revisit their earnings estimates in the coming days, which could lead to a new round of EPS estimate upside revisions as well as new stock price targets for Nvidia's shares. Currently, the EPS estimate trend is very bullish, and I expect more upside revisions following Nvidia's better than expected Q2 '25 report.Seeking AlphaCurrently, shares of Nvidia are trading at a P/E ratio (based off FY 2025 earnings) of 32.7X. This compares to a longer-term average price-to-earnings ratio of 26.1X. Advanced Micro Devices (AMD), by comparison, is priced at a 27.1X P/E ratio. The chipmaker has considerable potential to grow its revenue and free cash flows in the second half of the year, as AMD is ramping up deliveries of its MI300X chips for the Data Center market. This expected ramp in free cash flow is why I upgraded shares of AMD to buy at the beginning of the month: “The AI Boom Is Just Getting Started For AMD.”Intel (INTC) is the cheapest chipmaker, but the company is more of a turnaround play now that Intel announced a new restructuring, including major lay-offs: “Disaster Strikes, What Now?”In my last work on Nvidia, I calculated a fair value of at least $144 per-share. This was based on my expectation that Nvidia could grow its EPS at least 50% next year. Given the upcoming Q4 '25 Blackwell launch, I still believe this EPS assumption is very reasonable.Consensus estimates for this year stand at $2.81/share. Assuming a 50% growth rate in FY 2026, Nvidia could be on track to earn $4.22/share. Applying a 35X earnings multiplier yields a fair value of $148/share (+$4/share compared to my previous estimate). In my opinion, a 35X fair value forward P/E ratio can be justified given Nvidia's strong GPU market position in the Data Center market, high (FCF) margins as well as a strong catalyst event related to the Blackwell launch.Although some investors may see Nvidia's Q3 guidance as weak, investors need to realize that the Blackwell product will launch only in Q4, which is set to lead to a potential revenue acceleration. Therefore, I am not concerned about Nvidia's post-earnings drop, as I believe the chipmaker's product pipeline as well as the financials are still looking really solid here.Data by YChartsRisks with NvidiaNvidia has generated such strong results over the course of the last year that investors are having increasingly high expectations… that are harder and harder to surpass. This creates a risk for Nvidia's shareholders, as shares could slide even in case the chipmaker reports top results.What would change my mind about Nvidia is if the company were to see a deterioration in its free cash flow margins. This is a key indicator that I am watching and that would be negatively affected if Nvidia were to see pricing weakness in its GPU Data Center segment. Further, a delayed Blackwell launch would likely be a highly negative short-term catalyst event.Final thoughtsNvidia Corporation submitted a strong earnings sheet for its second fiscal quarter that proved to investors that the AI hype is indeed not fizzling out. However, shares dropped after-hours, by 7%, indicating that it is getting harder to impress investors. I believe the price drop represents a new engagement opportunity and I would recommend investors to buy the pullback.Nvidia’s guidance for the third-quarter shows that Nvidia continues to expect resilient demand for its Data Center GPU products, and the company is in its best financial shape ever. With the upcoming Blackwell launch in Q4, Nvidia also has a strong catalyst.Being flush with cash, Nvidia now announced a $50B stock buyback, which, I believe, is a game changer for Nvidia. The chipmaker is set up for accelerating capital returns. In my opinion, Nvidia is going to see a significant amount of EPS estimate upside revisions in the coming days and week. As a result, I am not giving up a single share and will continue to add to positions on any persistent share price weakness.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343462491893880,"gmtCreate":1724882738040,"gmtModify":1724882742015,"author":{"id":"4095866673656650","authorId":"4095866673656650","name":"Ramlacs","avatar":"https://static.tigerbbs.com/6114e5ad0acd023e3e84fc15fc415255","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095866673656650","idStr":"4095866673656650"},"themes":[],"htmlText":"Let's see how the next quarter,,,","listText":"Let's see how the next quarter,,,","text":"Let's see how the next quarter,,,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343462491893880","repostId":"2463419910","repostType":2,"repost":{"id":"2463419910","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1724876757,"share":"https://ttm.financial/m/news/2463419910?lang=&edition=fundamental","pubTime":"2024-08-29 04:25","market":"us","language":"en","title":"Nvidia Shares Tumbled As Outlook Fails to Impress Growth-Hungry Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2463419910","media":"Reuters","summary":"Aug 28 (Reuters) - Nvidia    forecast third-quarter revenue above Wall Street estimates on Wednesday, betting on sky-high demand for its chips as more companies seek to build our their artificial-inte","content":"<html><head></head><body><p>[<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221808137401998442%22,%22type%22:1%7D\" title=\"Live Playback: Nvidia FY2025Q2 Earnings Conference Call]\" target=\"_blank\" class=\"\">Live Playback: Nvidia FY2025Q2 Earnings Conference Call]</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0f383903e745612d43a340270c872ec7\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>Nvidia forecast third-quarter gross margin on Wednesday that could miss market estimates and revenue that was largely in line, failing to impress investors who have driven a dizzying rally in its shares as they bet billions on the future of AI.</p><p>In a sign the market wants more from a company that has trounced even the most aggressive expectations over the past few quarters, Nvidia shares fell 6.8% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8884e08a7b5350dda6ad75ebd650e92c\" tg-width=\"782\" tg-height=\"843\"/></p><p>The soft forecast overshadowed a beat on second-quarter revenue and adjusted earnings as well as the unveiling of a $50 billion share buyback.</p><p>Nvidia&#39;s stock has risen more than 150% so far this year. Its tepid forecast may weaken the artificial-intelligence rally that has lifted shares of chipmakers and tech firms over the past year.</p><p>&#34;Here&#39;s the issue, the size of the beat this time was much smaller than we&#39;ve been seeing,&#34; said Ryan Detrick, chief market strategist at the Carson Group.</p><p>&#34;Even future guidance was raised, but again not by the tune from previous quarters. This is a great company that is still growing revenue at 122%, but it appears the bar was just set a tad too high this earnings season.&#34;</p><p>Nvidia expects adjusted gross margin of 75%, plus or minus 50 basis points, in the third quarter. Analysts on average forecast gross margin to be 75.5%, according to LSEG data. It reported a 75.7% gross margin in the second quarter versus an average estimate of 75.8%.</p><p>Investors had lofty expectations of the chipmaker, following a more than sevenfold surge in Nvidia&#39;s shares over the last two years - making it one of the biggest beneficiaries of the rally in AI-linked shares.</p><p>The company&#39;s capacity to surpass estimates faces increasingly greater challenges as each success prompts Wall Street to raise its targets even higher.</p><p>The company forecast revenue of $32.5 billion, plus or minus 2%, for the third quarter, compared with analysts&#39; average estimate of $31.77 billion, according to LSEG data.</p><p>Second-quarter revenue was $30.04 billion, beating estimates of $28.70 billion.</p><p>Sales in Nvidia&#39;s data center segment grew 154% to $26.3 billion in the second quarter ended July 28, above estimates of $25.15 billion. From the first quarter, it increased 16%.</p><p>The company said it expects several billion dollars in revenue from its latest Blackwell chips in the fourth quarter, addressing widespread concerns of reported production delays hampering growth.</p><p>&#34;Blackwell samples are shipping to our partners and customers,&#34; CEO Jensen Huang said in a statement.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Shares Tumbled As Outlook Fails to Impress Growth-Hungry Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Shares Tumbled As Outlook Fails to Impress Growth-Hungry Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-08-29 04:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>[<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221808137401998442%22,%22type%22:1%7D\" title=\"Live Playback: Nvidia FY2025Q2 Earnings Conference Call]\" target=\"_blank\" class=\"\">Live Playback: Nvidia FY2025Q2 Earnings Conference Call]</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0f383903e745612d43a340270c872ec7\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>Nvidia forecast third-quarter gross margin on Wednesday that could miss market estimates and revenue that was largely in line, failing to impress investors who have driven a dizzying rally in its shares as they bet billions on the future of AI.</p><p>In a sign the market wants more from a company that has trounced even the most aggressive expectations over the past few quarters, Nvidia shares fell 6.8% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8884e08a7b5350dda6ad75ebd650e92c\" tg-width=\"782\" tg-height=\"843\"/></p><p>The soft forecast overshadowed a beat on second-quarter revenue and adjusted earnings as well as the unveiling of a $50 billion share buyback.</p><p>Nvidia&#39;s stock has risen more than 150% so far this year. Its tepid forecast may weaken the artificial-intelligence rally that has lifted shares of chipmakers and tech firms over the past year.</p><p>&#34;Here&#39;s the issue, the size of the beat this time was much smaller than we&#39;ve been seeing,&#34; said Ryan Detrick, chief market strategist at the Carson Group.</p><p>&#34;Even future guidance was raised, but again not by the tune from previous quarters. This is a great company that is still growing revenue at 122%, but it appears the bar was just set a tad too high this earnings season.&#34;</p><p>Nvidia expects adjusted gross margin of 75%, plus or minus 50 basis points, in the third quarter. Analysts on average forecast gross margin to be 75.5%, according to LSEG data. It reported a 75.7% gross margin in the second quarter versus an average estimate of 75.8%.</p><p>Investors had lofty expectations of the chipmaker, following a more than sevenfold surge in Nvidia&#39;s shares over the last two years - making it one of the biggest beneficiaries of the rally in AI-linked shares.</p><p>The company&#39;s capacity to surpass estimates faces increasingly greater challenges as each success prompts Wall Street to raise its targets even higher.</p><p>The company forecast revenue of $32.5 billion, plus or minus 2%, for the third quarter, compared with analysts&#39; average estimate of $31.77 billion, according to LSEG data.</p><p>Second-quarter revenue was $30.04 billion, beating estimates of $28.70 billion.</p><p>Sales in Nvidia&#39;s data center segment grew 154% to $26.3 billion in the second quarter ended July 28, above estimates of $25.15 billion. From the first quarter, it increased 16%.</p><p>The company said it expects several billion dollars in revenue from its latest Blackwell chips in the fourth quarter, addressing widespread concerns of reported production delays hampering growth.</p><p>&#34;Blackwell samples are shipping to our partners and customers,&#34; CEO Jensen Huang said in a statement.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2463419910","content_text":"[Live Playback: Nvidia FY2025Q2 Earnings Conference Call]Nvidia forecast third-quarter gross margin on Wednesday that could miss market estimates and revenue that was largely in line, failing to impress investors who have driven a dizzying rally in its shares as they bet billions on the future of AI.In a sign the market wants more from a company that has trounced even the most aggressive expectations over the past few quarters, Nvidia shares fell 6.8% in overnight trading.The soft forecast overshadowed a beat on second-quarter revenue and adjusted earnings as well as the unveiling of a $50 billion share buyback.Nvidia's stock has risen more than 150% so far this year. Its tepid forecast may weaken the artificial-intelligence rally that has lifted shares of chipmakers and tech firms over the past year.\"Here's the issue, the size of the beat this time was much smaller than we've been seeing,\" said Ryan Detrick, chief market strategist at the Carson Group.\"Even future guidance was raised, but again not by the tune from previous quarters. This is a great company that is still growing revenue at 122%, but it appears the bar was just set a tad too high this earnings season.\"Nvidia expects adjusted gross margin of 75%, plus or minus 50 basis points, in the third quarter. Analysts on average forecast gross margin to be 75.5%, according to LSEG data. It reported a 75.7% gross margin in the second quarter versus an average estimate of 75.8%.Investors had lofty expectations of the chipmaker, following a more than sevenfold surge in Nvidia's shares over the last two years - making it one of the biggest beneficiaries of the rally in AI-linked shares.The company's capacity to surpass estimates faces increasingly greater challenges as each success prompts Wall Street to raise its targets even higher.The company forecast revenue of $32.5 billion, plus or minus 2%, for the third quarter, compared with analysts' average estimate of $31.77 billion, according to LSEG data.Second-quarter revenue was $30.04 billion, beating estimates of $28.70 billion.Sales in Nvidia's data center segment grew 154% to $26.3 billion in the second quarter ended July 28, above estimates of $25.15 billion. From the first quarter, it increased 16%.The company said it expects several billion dollars in revenue from its latest Blackwell chips in the fourth quarter, addressing widespread concerns of reported production delays hampering growth.\"Blackwell samples are shipping to our partners and customers,\" CEO Jensen Huang said in a statement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":336853663396120,"gmtCreate":1723275851810,"gmtModify":1723275855333,"author":{"id":"4095866673656650","authorId":"4095866673656650","name":"Ramlacs","avatar":"https://static.tigerbbs.com/6114e5ad0acd023e3e84fc15fc415255","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095866673656650","idStr":"4095866673656650"},"themes":[],"htmlText":"will see on Aug 28,,,","listText":"will see on Aug 28,,,","text":"will see on Aug 28,,,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/336853663396120","repostId":"1145866243","repostType":2,"repost":{"id":"1145866243","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1723217500,"share":"https://ttm.financial/m/news/1145866243?lang=&edition=fundamental","pubTime":"2024-08-09 23:31","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Amazon, Chipotle, Uber, Eli Lilly, SoundHound, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1145866243","media":"Tiger Newspress","summary":"Here are Friday’s biggest calls on Wall Street:Mizuho reiterates Nvidia as buyMizuho raised its price target on the stock to $132 per share from $127.50.“We would note upcoming NVDA earnings on Aug 28","content":"<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h2 id=\"id_3219890212\" style=\"text-align: start;\">Mizuho reiterates Nvidia as buy</h2><p>Mizuho raised its price target on the stock to $132 per share from $127.50.</p><p>“We would note upcoming <u>NVDA</u> earnings on Aug 28th. Adjusting NVDA ests, raising NVDA PT to $132.”</p><h2 id=\"id_794153201\" style=\"text-align: start;\">Needham upgrades Doximity to buy from hold</h2><p>Needham upgraded the online networking medical professionals company following earnings.</p><p>“We are upgrading <u>DOCS</u> from Hold to Buy as momentum with large customers, particularly pharma, helped drive Q1 upside and an FY25 outlook raise.”</p><h2 id=\"id_1561843329\" style=\"text-align: start;\">Morgan Stanley upgrades General Dynamics to overweight from equal weight</h2><p>Morgan Stanley said in its upgrade of the company that “defense is defensive.”</p><p>“We upgrade <u>General Dynamics</u> (GD) to Overweight and downgrade L3Harris (LHX) to Equal-weight as we restack Prime ratings post-earnings.”</p><h2 id=\"id_1491317155\" style=\"text-align: start;\">Wells Fargo upgrades Paramount to equal weight from underweight</h2><p>Wells Fargo upgraded the media company as it waits for the pending merger with Skydance to close.</p><p>“<u>PARA</u> is heading into the Skydance merger with a 1H′25 close. It incl. a $15/sh offer for up to 50% of shares, which limits fundamental upside/downside. We move to Equal Weight during this holding period.”</p><h2 id=\"id_2640891629\" style=\"text-align: start;\">Morgan Stanley names Eli Lilly a top pick</h2><p>Morgan Stanley named the stock a top pick following earnings on Thursday.</p><p>“We continue to see upside to cons GLP-1 est and the margin story is playing out as we previewed. We reiterate our OW rating and move <u>LLY</u> to our Top Pick.”</p><h2 id=\"id_3400800680\" style=\"text-align: start;\">Bank of America adds Uber and Chipotle to the US 1 list</h2><p>Bank of America added both stocks to its top picks list.</p><p>“We are adding <u>Chipotle Mexican Grill</u> (CMG), NVR Inc (NVR), RenaissanceRe (RNR), Northrop Grumman (NOC), RTX Corp (RTX), and <u>Uber Technologies</u> (UBER) to the US 1 List.”</p><h2 id=\"id_2342578563\" style=\"text-align: start;\">Baird downgrades Five9 to neutral from outperform</h2><p>Baird said it has “growth concerns and reduced visibility” for the software company.</p><p>“Yesterday afternoon <u>FIVN</u> reported solid Q2 results, though provided weaker initial Q3 guidance and lowered its full-year guidance.”</p><h2 id=\"id_1922670694\" style=\"text-align: start;\">Cantor Fitzgerald upgrades SoundHound to overweight from neutral</h2><p>Cantor said the turnaround is happening for the artificial intelligence voice recognition company.</p><p>“We believe this could be a transformative acquisition for <u>SOUN,</u> as it brings 1) a very high profile customer base (think too big to fail banks and other Fortune 500 companies); 2) a big stream of recurring revenue, as SOUN expects this deal to deliver $45m of ARR [annual recurring revenue] for 2025E.”</p><h2 id=\"id_3660660293\" style=\"text-align: start;\">Oppenheimer reiterates Sweetgreen as top pick</h2><p>Oppenheimer said the salad company remains a top pick following earnings on Thursday.</p><p>“We continue to believe <u>SG</u> is in the midst of a powerful revision cycle and reiterate it as one of our top picks. We raise estimates and increase our price target to $36, from $34.”</p><h2 id=\"id_2016809462\" style=\"text-align: start;\">Goldman Sachs upgrades SQM to buy from neutral</h2><p>Goldman Sachs upgraded the Chilean chemicals company due to a lithium rebound.</p><p>“While investors’ interest on the lithium market remains muted due to an expectation of a prolonged bear market, we now think risk-reward is skewed to the upside, with our price target implying a ~30% upside to current share price and with <u>SQM</u> being well positioned for a lithium supply/demand improvement by 2027.”</p><h2 id=\"id_507479969\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>The firm said it is sticking with its buy rating on the e-commerce giant following a report that TikTok and Pinterest will enable in-app shopping for <u>Amazon.</u></p><p>“The Information reported that TikTok has agreed to a partnership with Amazon whereby users would be able to link their Amazon profile to their TikTok account, and purchase items via Amazon in ads without leaving the TikTok app.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Nvidia, Amazon, Chipotle, Uber, Eli Lilly, SoundHound, and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Nvidia, Amazon, Chipotle, Uber, Eli Lilly, SoundHound, and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-08-09 23:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h2 id=\"id_3219890212\" style=\"text-align: start;\">Mizuho reiterates Nvidia as buy</h2><p>Mizuho raised its price target on the stock to $132 per share from $127.50.</p><p>“We would note upcoming <u>NVDA</u> earnings on Aug 28th. Adjusting NVDA ests, raising NVDA PT to $132.”</p><h2 id=\"id_794153201\" style=\"text-align: start;\">Needham upgrades Doximity to buy from hold</h2><p>Needham upgraded the online networking medical professionals company following earnings.</p><p>“We are upgrading <u>DOCS</u> from Hold to Buy as momentum with large customers, particularly pharma, helped drive Q1 upside and an FY25 outlook raise.”</p><h2 id=\"id_1561843329\" style=\"text-align: start;\">Morgan Stanley upgrades General Dynamics to overweight from equal weight</h2><p>Morgan Stanley said in its upgrade of the company that “defense is defensive.”</p><p>“We upgrade <u>General Dynamics</u> (GD) to Overweight and downgrade L3Harris (LHX) to Equal-weight as we restack Prime ratings post-earnings.”</p><h2 id=\"id_1491317155\" style=\"text-align: start;\">Wells Fargo upgrades Paramount to equal weight from underweight</h2><p>Wells Fargo upgraded the media company as it waits for the pending merger with Skydance to close.</p><p>“<u>PARA</u> is heading into the Skydance merger with a 1H′25 close. It incl. a $15/sh offer for up to 50% of shares, which limits fundamental upside/downside. We move to Equal Weight during this holding period.”</p><h2 id=\"id_2640891629\" style=\"text-align: start;\">Morgan Stanley names Eli Lilly a top pick</h2><p>Morgan Stanley named the stock a top pick following earnings on Thursday.</p><p>“We continue to see upside to cons GLP-1 est and the margin story is playing out as we previewed. We reiterate our OW rating and move <u>LLY</u> to our Top Pick.”</p><h2 id=\"id_3400800680\" style=\"text-align: start;\">Bank of America adds Uber and Chipotle to the US 1 list</h2><p>Bank of America added both stocks to its top picks list.</p><p>“We are adding <u>Chipotle Mexican Grill</u> (CMG), NVR Inc (NVR), RenaissanceRe (RNR), Northrop Grumman (NOC), RTX Corp (RTX), and <u>Uber Technologies</u> (UBER) to the US 1 List.”</p><h2 id=\"id_2342578563\" style=\"text-align: start;\">Baird downgrades Five9 to neutral from outperform</h2><p>Baird said it has “growth concerns and reduced visibility” for the software company.</p><p>“Yesterday afternoon <u>FIVN</u> reported solid Q2 results, though provided weaker initial Q3 guidance and lowered its full-year guidance.”</p><h2 id=\"id_1922670694\" style=\"text-align: start;\">Cantor Fitzgerald upgrades SoundHound to overweight from neutral</h2><p>Cantor said the turnaround is happening for the artificial intelligence voice recognition company.</p><p>“We believe this could be a transformative acquisition for <u>SOUN,</u> as it brings 1) a very high profile customer base (think too big to fail banks and other Fortune 500 companies); 2) a big stream of recurring revenue, as SOUN expects this deal to deliver $45m of ARR [annual recurring revenue] for 2025E.”</p><h2 id=\"id_3660660293\" style=\"text-align: start;\">Oppenheimer reiterates Sweetgreen as top pick</h2><p>Oppenheimer said the salad company remains a top pick following earnings on Thursday.</p><p>“We continue to believe <u>SG</u> is in the midst of a powerful revision cycle and reiterate it as one of our top picks. We raise estimates and increase our price target to $36, from $34.”</p><h2 id=\"id_2016809462\" style=\"text-align: start;\">Goldman Sachs upgrades SQM to buy from neutral</h2><p>Goldman Sachs upgraded the Chilean chemicals company due to a lithium rebound.</p><p>“While investors’ interest on the lithium market remains muted due to an expectation of a prolonged bear market, we now think risk-reward is skewed to the upside, with our price target implying a ~30% upside to current share price and with <u>SQM</u> being well positioned for a lithium supply/demand improvement by 2027.”</p><h2 id=\"id_507479969\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>The firm said it is sticking with its buy rating on the e-commerce giant following a report that TikTok and Pinterest will enable in-app shopping for <u>Amazon.</u></p><p>“The Information reported that TikTok has agreed to a partnership with Amazon whereby users would be able to link their Amazon profile to their TikTok account, and purchase items via Amazon in ads without leaving the TikTok app.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GD":"通用动力","DOCS":"Doximity, Inc.","NVDA":"英伟达","FIVN":"Five9 Inc","PARA":"Paramount Global","SQM":"智利矿业化工","LLY":"礼来","UBER":"优步","SOUN":"SoundHound AI Inc","AMZN":"亚马逊","SG":"Sweetgreen, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145866243","content_text":"Here are Friday’s biggest calls on Wall Street:Mizuho reiterates Nvidia as buyMizuho raised its price target on the stock to $132 per share from $127.50.“We would note upcoming NVDA earnings on Aug 28th. Adjusting NVDA ests, raising NVDA PT to $132.”Needham upgrades Doximity to buy from holdNeedham upgraded the online networking medical professionals company following earnings.“We are upgrading DOCS from Hold to Buy as momentum with large customers, particularly pharma, helped drive Q1 upside and an FY25 outlook raise.”Morgan Stanley upgrades General Dynamics to overweight from equal weightMorgan Stanley said in its upgrade of the company that “defense is defensive.”“We upgrade General Dynamics (GD) to Overweight and downgrade L3Harris (LHX) to Equal-weight as we restack Prime ratings post-earnings.”Wells Fargo upgrades Paramount to equal weight from underweightWells Fargo upgraded the media company as it waits for the pending merger with Skydance to close.“PARA is heading into the Skydance merger with a 1H′25 close. It incl. a $15/sh offer for up to 50% of shares, which limits fundamental upside/downside. We move to Equal Weight during this holding period.”Morgan Stanley names Eli Lilly a top pickMorgan Stanley named the stock a top pick following earnings on Thursday.“We continue to see upside to cons GLP-1 est and the margin story is playing out as we previewed. We reiterate our OW rating and move LLY to our Top Pick.”Bank of America adds Uber and Chipotle to the US 1 listBank of America added both stocks to its top picks list.“We are adding Chipotle Mexican Grill (CMG), NVR Inc (NVR), RenaissanceRe (RNR), Northrop Grumman (NOC), RTX Corp (RTX), and Uber Technologies (UBER) to the US 1 List.”Baird downgrades Five9 to neutral from outperformBaird said it has “growth concerns and reduced visibility” for the software company.“Yesterday afternoon FIVN reported solid Q2 results, though provided weaker initial Q3 guidance and lowered its full-year guidance.”Cantor Fitzgerald upgrades SoundHound to overweight from neutralCantor said the turnaround is happening for the artificial intelligence voice recognition company.“We believe this could be a transformative acquisition for SOUN, as it brings 1) a very high profile customer base (think too big to fail banks and other Fortune 500 companies); 2) a big stream of recurring revenue, as SOUN expects this deal to deliver $45m of ARR [annual recurring revenue] for 2025E.”Oppenheimer reiterates Sweetgreen as top pickOppenheimer said the salad company remains a top pick following earnings on Thursday.“We continue to believe SG is in the midst of a powerful revision cycle and reiterate it as one of our top picks. We raise estimates and increase our price target to $36, from $34.”Goldman Sachs upgrades SQM to buy from neutralGoldman Sachs upgraded the Chilean chemicals company due to a lithium rebound.“While investors’ interest on the lithium market remains muted due to an expectation of a prolonged bear market, we now think risk-reward is skewed to the upside, with our price target implying a ~30% upside to current share price and with SQM being well positioned for a lithium supply/demand improvement by 2027.”Bank of America reiterates Amazon as buyThe firm said it is sticking with its buy rating on the e-commerce giant following a report that TikTok and Pinterest will enable in-app shopping for Amazon.“The Information reported that TikTok has agreed to a partnership with Amazon whereby users would be able to link their Amazon profile to their TikTok account, and purchase items via Amazon in ads without leaving the TikTok app.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330352397217840,"gmtCreate":1721658059051,"gmtModify":1721658072542,"author":{"id":"4095866673656650","authorId":"4095866673656650","name":"Ramlacs","avatar":"https://static.tigerbbs.com/6114e5ad0acd023e3e84fc15fc415255","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095866673656650","idStr":"4095866673656650"},"themes":[],"htmlText":"all in","listText":"all in","text":"all in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330352397217840","repostId":"2453226917","repostType":2,"repost":{"id":"2453226917","pubTimestamp":1721656693,"share":"https://ttm.financial/m/news/2453226917?lang=&edition=fundamental","pubTime":"2024-07-22 21:58","market":"us","language":"en","title":"Is Nvidia Heading to $200 in the 2nd Half?","url":"https://stock-news.laohu8.com/highlight/detail?id=2453226917","media":"Motley Fool","summary":"It's important to take a long-term view.","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia shares have climbed in the triple digits in recent times -- and investors are wondering whether they’re now ripe for a slowdown.</p></li><li><p>Still, the company continues to report solid earnings growth and even has a big catalyst ahead.</p></li></ul><p>Nvidia stock soared more than 500% over the past three years, prompting investors to wonder if it would be ripe for a slowdown 2024. But enthusiasm about this artificial intelligence (AI) chip leader continued, and the stock surged nearly 150% in the first half. This is as the company reported triple-digit gains in earnings and prepared for the launch of a whole new architecture, known as Blackwell, later this year.</p><p>Meanwhile, to make this high-flying stock more accessible to a broader range of investors, Nvidia completed a 10-for-1 stock split a few weeks ago. This brought the per-share price down from more than $1,000 to about $120. Now, as the second half of the year starts to unfold, investors are wondering if the stock performance slowdown some anticipated will happen -- or if this top stock will continue to roar higher and even reach $200. Is Nvidia heading to $200 in the second half? Let&#39;s find out.</p><h2 id=\"id_1312479877\">Why Nvidia has skyrocketed</h2><p>First, a quick bit about why Nvidia stock has skyrocketed in recent years -- after all, there are plenty of chipmakers out there. Nvidia&#39;s success is due to the top performance of its graphics processing units (GPUs), or chips used to power AI tasks. They are recognized as the fastest around, and on top of this, the company has developed an entire ecosystem of products and services, meaning customers can rely on Nvidia for all of their AI needs.</p><p>Nvidia&#39;s AI portfolio is available through the major cloud companies, making it easy to find and access these top products and services.</p><p>All of this has helped Nvidia&#39;s revenue to soar to records quarter after quarter. In the most recent three-month period, Nvidia reported $26 billion in total revenue, driven by AI demand. This is more than double the company&#39;s full year revenue as recently as in the 2020 fiscal year. So the AI boom has driven enormous growth at Nvidia, and that&#39;s why investors have piled into the stock.</p><p>Now, let&#39;s consider the company&#39;s share price, about $121 as of this writing. Wall Street&#39;s average estimate calls for a 10% gain within the coming 12 months, but at least one of the most bullish analysts predicts the stock will advance 65% to $200 within that time period. Hans Mosesmann, a Rosenblatt analyst, recently raised his price target to that level from $140 -- that would bring Nvidia to almost a $5 trillion valuation from $2.9 trillion right now. Today, the market&#39;s most valuable company is Microsoft, with a market cap of more than $3.2 trillion.</p><h2 id=\"id_2391527228\">Nvidia&#39;s triple-digit growth</h2><p>Though this may seem like a big potential jump, especially if we look at market value, it&#39;s important to remember that Nvidia continues to grow in the triple digits. The company predicts revenue of about $28 billion in the second quarter, which would represent an increase of more than 100% from the year-earlier period. And Nvidia has a huge catalyst ahead, the release of its Blackwell architecture and chip -- demand already has exceeded supply and Nvidia expects this trend to continue into next year.</p><p>All of this means it&#39;s very possible Nvidia could reach $200 a year from now. What about in the second half of this year though? Nvidia is likely to gain, maybe even in the double digits, buoyed by optimism about the Blackwell release and ongoing growth. But I wouldn&#39;t expect the stock to reach $200 so quickly. Some investors may wait to monitor the Blackwell release and see how it translates into earnings growth.</p><p>What does all of this mean for you as an investor? It actually doesn&#39;t matter whether Nvidia reaches $200 this year, next year, or a bit later. What&#39;s most important is Nvidia&#39;s ability to maintain its AI leadership and generate earnings growth over time -- if the company can do this, there&#39;s reason to be optimistic about long-term stock performance. And, right now, considering Nvidia&#39;s solid AI platform and plans for annual innovation, there&#39;s reason to be optimistic about this top AI stock over the long run.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Nvidia Heading to $200 in the 2nd Half?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Nvidia Heading to $200 in the 2nd Half?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-22 21:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/07/21/is-nvidia-heading-to-200-in-the-second-half/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia shares have climbed in the triple digits in recent times -- and investors are wondering whether they’re now ripe for a slowdown.Still, the company continues to report solid earnings growth and ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/07/21/is-nvidia-heading-to-200-in-the-second-half/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2024/07/21/is-nvidia-heading-to-200-in-the-second-half/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2453226917","content_text":"Nvidia shares have climbed in the triple digits in recent times -- and investors are wondering whether they’re now ripe for a slowdown.Still, the company continues to report solid earnings growth and even has a big catalyst ahead.Nvidia stock soared more than 500% over the past three years, prompting investors to wonder if it would be ripe for a slowdown 2024. But enthusiasm about this artificial intelligence (AI) chip leader continued, and the stock surged nearly 150% in the first half. This is as the company reported triple-digit gains in earnings and prepared for the launch of a whole new architecture, known as Blackwell, later this year.Meanwhile, to make this high-flying stock more accessible to a broader range of investors, Nvidia completed a 10-for-1 stock split a few weeks ago. This brought the per-share price down from more than $1,000 to about $120. Now, as the second half of the year starts to unfold, investors are wondering if the stock performance slowdown some anticipated will happen -- or if this top stock will continue to roar higher and even reach $200. Is Nvidia heading to $200 in the second half? Let's find out.Why Nvidia has skyrocketedFirst, a quick bit about why Nvidia stock has skyrocketed in recent years -- after all, there are plenty of chipmakers out there. Nvidia's success is due to the top performance of its graphics processing units (GPUs), or chips used to power AI tasks. They are recognized as the fastest around, and on top of this, the company has developed an entire ecosystem of products and services, meaning customers can rely on Nvidia for all of their AI needs.Nvidia's AI portfolio is available through the major cloud companies, making it easy to find and access these top products and services.All of this has helped Nvidia's revenue to soar to records quarter after quarter. In the most recent three-month period, Nvidia reported $26 billion in total revenue, driven by AI demand. This is more than double the company's full year revenue as recently as in the 2020 fiscal year. So the AI boom has driven enormous growth at Nvidia, and that's why investors have piled into the stock.Now, let's consider the company's share price, about $121 as of this writing. Wall Street's average estimate calls for a 10% gain within the coming 12 months, but at least one of the most bullish analysts predicts the stock will advance 65% to $200 within that time period. Hans Mosesmann, a Rosenblatt analyst, recently raised his price target to that level from $140 -- that would bring Nvidia to almost a $5 trillion valuation from $2.9 trillion right now. Today, the market's most valuable company is Microsoft, with a market cap of more than $3.2 trillion.Nvidia's triple-digit growthThough this may seem like a big potential jump, especially if we look at market value, it's important to remember that Nvidia continues to grow in the triple digits. The company predicts revenue of about $28 billion in the second quarter, which would represent an increase of more than 100% from the year-earlier period. And Nvidia has a huge catalyst ahead, the release of its Blackwell architecture and chip -- demand already has exceeded supply and Nvidia expects this trend to continue into next year.All of this means it's very possible Nvidia could reach $200 a year from now. What about in the second half of this year though? Nvidia is likely to gain, maybe even in the double digits, buoyed by optimism about the Blackwell release and ongoing growth. But I wouldn't expect the stock to reach $200 so quickly. Some investors may wait to monitor the Blackwell release and see how it translates into earnings growth.What does all of this mean for you as an investor? It actually doesn't matter whether Nvidia reaches $200 this year, next year, or a bit later. What's most important is Nvidia's ability to maintain its AI leadership and generate earnings growth over time -- if the company can do this, there's reason to be optimistic about long-term stock performance. And, right now, considering Nvidia's solid AI platform and plans for annual innovation, there's reason to be optimistic about this top AI stock over the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917446557,"gmtCreate":1665575610480,"gmtModify":1676537629896,"author":{"id":"4095866673656650","authorId":"4095866673656650","name":"Ramlacs","avatar":"https://static.tigerbbs.com/6114e5ad0acd023e3e84fc15fc415255","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095866673656650","idStr":"4095866673656650"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917446557","repostId":"2274583523","repostType":2,"repost":{"id":"2274583523","pubTimestamp":1665588301,"share":"https://ttm.financial/m/news/2274583523?lang=&edition=fundamental","pubTime":"2022-10-12 23:25","market":"us","language":"en","title":"2 Stocks to Buy in October That Could Soar 87% to 114%, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2274583523","media":"Motley Fool","summary":"Wall Street analysts are bullish on these growth stocks in spite of the bear market.","content":"<html><head></head><body><p>It has been a tough year for investors. The <b>S&amp;P 500</b> last peaked in early January, and the broad-based index has since lost 24% of its value, putting it in a bear market. But some Wall Street analysts view that downturn as a buying opportunity. For instance, <b>Alphabet</b> and <b>Okta</b> both have a consensus rating of buy among analysts right now.</p><p>Better yet, Tigress Financial analyst Ivan Feinseth has a price target of $186 per share on Alphabet, which implies an 87% upside. And Oppenheimer analyst Ittai Kidron has a price target of $115 per share on Okta, which implies a 114% upside.</p><p>Here&#39;s why these growth stocks are worth buying today.</p><h2>Alphabet: A powerbroker in the advertising industry</h2><p>Alphabet is the parent company of search giant Google, a business that commands so much loyalty that it can reasonably be called the gateway to the internet. In fact, Google currently holds more than 90% market share among search engines. But Google also owns the wildly popular online video platform YouTube, which is currently tied with <b>Netflix</b> as the top streaming service as measured by viewing time, according to <b>Nielsen</b>.</p><p>Google has used those highly engaging web properties to position itself as a powerbroker in the advertising industry. It collected a stunning 27.5% of global digital ad spend in 2020, and despite tough competition from tech companies like <b>Amazon</b> and <b>Alibaba</b>, Google will still hold 27.5% market share by 2023, according to eMarketer.</p><p>Meanwhile, Google is also gaining share in cloud computing. Google Cloud captured 8% of cloud infrastructure spending in the second quarter of 2022, up from 5% in the second quarter of 2019, according to Canalys. One of the drivers behind that success is its leadership in the data cloud market, which itself stems from expertise in analytics and artificial intelligence.</p><p>Not surprisingly, Alphabet has delivered stellar financial results like clockwork. Revenue climbed 26% to $278.1 billion in the past year, and free cash flow jumped 11% to $65.2 billion. But investors have good reason to believe that momentum will carry into the coming years.</p><p>Looking ahead, eMarketer says global digital ad spend will grow at nearly 10% per year to reach $876 billion by 2026, and Grand View Research estimates cloud computing spend will grow at nearly 16% per year to reach $1.6 trillion by 2030. That puts Alphabet in front of a massive market opportunity, and with shares trading at a reasonable 4.9 times sales -- a discount to the three-year average of 6.8 times sales -- now is a great time to buy this growth stock.</p><h2>Okta: The most comprehensive identity platform</h2><p>Okta specializes in identity and access management (IAM), a branch of cybersecurity that seeks to ensure only the right people can access applications and resources at the appropriate time. Its platform allows administrators to enforce contextual access policies based on factors like identity, device, and location, and it leans on artificial intelligence to measure risk and authenticate users.</p><p>Okta offers the most comprehensive IAM solution on the market, according to management. Its platform features over 7,000 prebuilt integrations that simplify adoption, making it easy for businesses to integrate identity into workforce applications like <b>Microsoft</b> 365 and <b>Salesforce</b>. Its platform also features developer tools -- acquired from Auth0 last year -- that allow businesses to embed identity into customer applications.</p><p>Unfortunately, the Auth0 integration has weighed on Okta&#39;s financial performance. Revenue climbed 57% to $1.6 billion over the past year, but free cash flow fell 81% to $23 million. Management recently addressed that issue by restructuring its product portfolio to simplify its go-to-market strategy. Investors should keep an eye on the situation, paying close attention to management&#39;s commentary regarding adoption of its customer identity cloud in the coming quarters.</p><p>On the other side of its business, Okta recently bolstered its workforce identity cloud with the launch of an identity governance and administration (IGA) product, Okta Identity Governance. That IGA solution simplifies auditing and compliance for customers, and it streamlines identity workflows with automation. Okta Identity Governance is now live in North America, and the global launch is slated for later this year. Also noteworthy, Okta has a privileged access management (PAM) product set to launch a few quarters down the road, further expanding its workforce identity cloud. PAM solutions are focused on securing superuser accounts and other highly privileged accounts.</p><p>Collectively, Okta&#39;s acquisition of Auth0 and its introduction of IGA and PAM solutions brings its total addressable market to $80 billion, leaving a long runway for growth. And with shares trading at 5.2 times sales -- a steep discount to the three-year average of 28.2 times sales -- now is a great time to buy this stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Stocks to Buy in October That Could Soar 87% to 114%, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Stocks to Buy in October That Could Soar 87% to 114%, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-12 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/11/2-stocks-to-buy-that-could-soar-115-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It has been a tough year for investors. The S&P 500 last peaked in early January, and the broad-based index has since lost 24% of its value, putting it in a bear market. But some Wall Street analysts ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/11/2-stocks-to-buy-that-could-soar-115-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","OKTA":"Okta Inc.","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2022/10/11/2-stocks-to-buy-that-could-soar-115-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274583523","content_text":"It has been a tough year for investors. The S&P 500 last peaked in early January, and the broad-based index has since lost 24% of its value, putting it in a bear market. But some Wall Street analysts view that downturn as a buying opportunity. For instance, Alphabet and Okta both have a consensus rating of buy among analysts right now.Better yet, Tigress Financial analyst Ivan Feinseth has a price target of $186 per share on Alphabet, which implies an 87% upside. And Oppenheimer analyst Ittai Kidron has a price target of $115 per share on Okta, which implies a 114% upside.Here's why these growth stocks are worth buying today.Alphabet: A powerbroker in the advertising industryAlphabet is the parent company of search giant Google, a business that commands so much loyalty that it can reasonably be called the gateway to the internet. In fact, Google currently holds more than 90% market share among search engines. But Google also owns the wildly popular online video platform YouTube, which is currently tied with Netflix as the top streaming service as measured by viewing time, according to Nielsen.Google has used those highly engaging web properties to position itself as a powerbroker in the advertising industry. It collected a stunning 27.5% of global digital ad spend in 2020, and despite tough competition from tech companies like Amazon and Alibaba, Google will still hold 27.5% market share by 2023, according to eMarketer.Meanwhile, Google is also gaining share in cloud computing. Google Cloud captured 8% of cloud infrastructure spending in the second quarter of 2022, up from 5% in the second quarter of 2019, according to Canalys. One of the drivers behind that success is its leadership in the data cloud market, which itself stems from expertise in analytics and artificial intelligence.Not surprisingly, Alphabet has delivered stellar financial results like clockwork. Revenue climbed 26% to $278.1 billion in the past year, and free cash flow jumped 11% to $65.2 billion. But investors have good reason to believe that momentum will carry into the coming years.Looking ahead, eMarketer says global digital ad spend will grow at nearly 10% per year to reach $876 billion by 2026, and Grand View Research estimates cloud computing spend will grow at nearly 16% per year to reach $1.6 trillion by 2030. That puts Alphabet in front of a massive market opportunity, and with shares trading at a reasonable 4.9 times sales -- a discount to the three-year average of 6.8 times sales -- now is a great time to buy this growth stock.Okta: The most comprehensive identity platformOkta specializes in identity and access management (IAM), a branch of cybersecurity that seeks to ensure only the right people can access applications and resources at the appropriate time. Its platform allows administrators to enforce contextual access policies based on factors like identity, device, and location, and it leans on artificial intelligence to measure risk and authenticate users.Okta offers the most comprehensive IAM solution on the market, according to management. Its platform features over 7,000 prebuilt integrations that simplify adoption, making it easy for businesses to integrate identity into workforce applications like Microsoft 365 and Salesforce. Its platform also features developer tools -- acquired from Auth0 last year -- that allow businesses to embed identity into customer applications.Unfortunately, the Auth0 integration has weighed on Okta's financial performance. Revenue climbed 57% to $1.6 billion over the past year, but free cash flow fell 81% to $23 million. Management recently addressed that issue by restructuring its product portfolio to simplify its go-to-market strategy. Investors should keep an eye on the situation, paying close attention to management's commentary regarding adoption of its customer identity cloud in the coming quarters.On the other side of its business, Okta recently bolstered its workforce identity cloud with the launch of an identity governance and administration (IGA) product, Okta Identity Governance. That IGA solution simplifies auditing and compliance for customers, and it streamlines identity workflows with automation. Okta Identity Governance is now live in North America, and the global launch is slated for later this year. Also noteworthy, Okta has a privileged access management (PAM) product set to launch a few quarters down the road, further expanding its workforce identity cloud. PAM solutions are focused on securing superuser accounts and other highly privileged accounts.Collectively, Okta's acquisition of Auth0 and its introduction of IGA and PAM solutions brings its total addressable market to $80 billion, leaving a long runway for growth. And with shares trading at 5.2 times sales -- a steep discount to the three-year average of 28.2 times sales -- now is a great time to buy this stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917998671,"gmtCreate":1665406508494,"gmtModify":1676537600501,"author":{"id":"4095866673656650","authorId":"4095866673656650","name":"Ramlacs","avatar":"https://static.tigerbbs.com/6114e5ad0acd023e3e84fc15fc415255","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095866673656650","idStr":"4095866673656650"},"themes":[],"htmlText":"Drop more so that I can buy more😊😁","listText":"Drop more so that I can buy more😊😁","text":"Drop more so that I can buy more😊😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917998671","repostId":"1190283706","repostType":2,"repost":{"id":"1190283706","pubTimestamp":1665405919,"share":"https://ttm.financial/m/news/1190283706?lang=&edition=fundamental","pubTime":"2022-10-10 20:45","market":"us","language":"en","title":"Could Rivian Stock Recover Amid Recalls, Macro Pressures?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190283706","media":"TipRanks","summary":"Story HighlightsRivian’s product recall and macro challenges could continue to drag down the stock o","content":"<div>\n<p>Story HighlightsRivian’s product recall and macro challenges could continue to drag down the stock over the near-term even as the company is witnessing strong demand for its electric vehicles.Shares ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/could-rivian-nasdaqrivn-stock-recover-amid-recalls-macro-pressures\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Could Rivian Stock Recover Amid Recalls, Macro Pressures?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCould Rivian Stock Recover Amid Recalls, Macro Pressures?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-10 20:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/could-rivian-nasdaqrivn-stock-recover-amid-recalls-macro-pressures><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsRivian’s product recall and macro challenges could continue to drag down the stock over the near-term even as the company is witnessing strong demand for its electric vehicles.Shares ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/could-rivian-nasdaqrivn-stock-recover-amid-recalls-macro-pressures\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.tipranks.com/news/article/could-rivian-nasdaqrivn-stock-recover-amid-recalls-macro-pressures","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190283706","content_text":"Story HighlightsRivian’s product recall and macro challenges could continue to drag down the stock over the near-term even as the company is witnessing strong demand for its electric vehicles.Shares of electric vehicle maker Rivian Automotive (NASDAQ:RIVN) have been under pressure this year due to macro challenges and supply chain bottlenecks. Furthermore, RIVN stock was trending lower in Monday’s pre-market trading following the news that the company is voluntarily recalling almost all the vehicles (13,000 as per Reuters) it has delivered to customers due to a loose fastener. Rivian stated that the fastener connecting the steering knuckle and front upper control arm might not have been “sufficiently torqued.”Amid a tough business environment, the news of the recall is definitely a setback for the company. For now, Wall Street analysts are cautiously optimistic about the stock due to near-term headwinds even as the company’s long-term growth prospects look bright.Rivian stock was down 8% in Monday’s pre-market trading and has plunged 67.3% so far this year.On Track to Meet Full-Year Production TargetPrior to the news of the recall, Rivian announced its Q3 delivery and production update last week. The company produced 7,363 vehicles, up 67% from the second quarter. It delivered 6,584 vehicles in Q3, reflecting over a 47% increase compared to the preceding quarter. Rivian mainly pleased investors by reaffirming its full-year production guidance of 25,000 vehicles despite component shortages and supply chain issues.The U.S.-based EV maker currently manufactures the R1T pickup trucks, R1S SUVs, and electric delivery vans for Amazon (AMZN) at its Normal, Illinois factory.  Note that Amazon, which is also a major shareholder, placed an initial order of 100,000 electric delivery vans to be delivered by 2030. Rivian is ramping up the Normal Facility to its full installed capacity of 150,000 units to meet the robust demand for its vehicles. Rivian is also building its second factory in Georgia and is optimistic about launching its R2 vehicles at this facility in 2025.However, higher input costs amid an inflationary environment and growth investments are weighing on the company’s bottom line.Is Rivian a Buy?Following the Q3 update, Truist analyst Jordan Levy noted that while the Q3 production figure lagged estimates, the fact that the company reaffirmed its full-year target is the more vital news to focus on. Levy opines that Rivian’s production outlook reaffirmation provides “incremental comfort” in the company’s ability to sail through persistent supply chain woes. In line with his optimism, Levy reiterated a Buy rating for Rivian stock with a price target of $65 (91.5% upside potential).On TipRanks, Rivian scores a Moderate Buy consensus rating based on nine Buys, four Holds, and two Sells. The average Rivian stock price prediction of $49.14 implies a 44.7% upside potential from current levels.Conclusion – Near-Term Headwinds Could Continue to Weigh on RivianA tough macro backdrop, high costs, and an impending recession could continue to drag down Rivian stock. However, the company’s long-term prospects look strong given the robust demand for EVs and favorable policies in many countries to boost EV adoption.","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914653472,"gmtCreate":1665278156597,"gmtModify":1676537580391,"author":{"id":"4095866673656650","authorId":"4095866673656650","name":"Ramlacs","avatar":"https://static.tigerbbs.com/6114e5ad0acd023e3e84fc15fc415255","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095866673656650","idStr":"4095866673656650"},"themes":[],"htmlText":"Drop some more and buy again","listText":"Drop some more and buy again","text":"Drop some more and buy again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914653472","repostId":"2273842318","repostType":4,"repost":{"id":"2273842318","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1665188829,"share":"https://ttm.financial/m/news/2273842318?lang=&edition=fundamental","pubTime":"2022-10-08 08:27","market":"us","language":"en","title":"Rivian Is Recalling Nearly All of Its Vehicles","url":"https://stock-news.laohu8.com/highlight/detail?id=2273842318","media":"Dow Jones","summary":"Rivian Automotive Inc. is recalling nearly all of its vehicles to repair a potential problem that could cause customers to lose steering control, the company said Friday.The electric truck and SUV maker said the recall was made after it discovered a fastener connecting the upper control arm and steering knuckle may have been improperly installed, the company said. In rare cases, the problem could lead to a loss of steering control, the company said.","content":"<html><head></head><body><p>Rivian Automotive Inc. is recalling nearly all of its vehicles to repair a potential problem that could cause customers to lose steering control, the company said Friday.</p><p>The electric truck and SUV maker said the recall was made after it discovered a fastener connecting the upper control arm and steering knuckle may have been improperly installed, the company said. In rare cases, the problem could lead to a loss of steering control, the company said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rivian Is Recalling Nearly All of Its Vehicles</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRivian Is Recalling Nearly All of Its Vehicles\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-10-08 08:27</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Rivian Automotive Inc. is recalling nearly all of its vehicles to repair a potential problem that could cause customers to lose steering control, the company said Friday.</p><p>The electric truck and SUV maker said the recall was made after it discovered a fastener connecting the upper control arm and steering knuckle may have been improperly installed, the company said. In rare cases, the problem could lead to a loss of steering control, the company said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","BK4099":"汽车制造商","BK4555":"新能源车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273842318","content_text":"Rivian Automotive Inc. is recalling nearly all of its vehicles to repair a potential problem that could cause customers to lose steering control, the company said Friday.The electric truck and SUV maker said the recall was made after it discovered a fastener connecting the upper control arm and steering knuckle may have been improperly installed, the company said. In rare cases, the problem could lead to a loss of steering control, the company said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9914653472,"gmtCreate":1665278156597,"gmtModify":1676537580391,"author":{"id":"4095866673656650","authorId":"4095866673656650","name":"Ramlacs","avatar":"https://static.tigerbbs.com/6114e5ad0acd023e3e84fc15fc415255","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095866673656650","idStr":"4095866673656650"},"themes":[],"htmlText":"Drop some more and buy again","listText":"Drop some more and buy again","text":"Drop some more and buy again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914653472","repostId":"2273842318","repostType":4,"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343462491893880,"gmtCreate":1724882738040,"gmtModify":1724882742015,"author":{"id":"4095866673656650","authorId":"4095866673656650","name":"Ramlacs","avatar":"https://static.tigerbbs.com/6114e5ad0acd023e3e84fc15fc415255","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095866673656650","idStr":"4095866673656650"},"themes":[],"htmlText":"Let's see how the next quarter,,,","listText":"Let's see how the next quarter,,,","text":"Let's see how the next quarter,,,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343462491893880","repostId":"2463419910","repostType":2,"repost":{"id":"2463419910","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1724876757,"share":"https://ttm.financial/m/news/2463419910?lang=&edition=fundamental","pubTime":"2024-08-29 04:25","market":"us","language":"en","title":"Nvidia Shares Tumbled As Outlook Fails to Impress Growth-Hungry Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2463419910","media":"Reuters","summary":"Aug 28 (Reuters) - Nvidia    forecast third-quarter revenue above Wall Street estimates on Wednesday, betting on sky-high demand for its chips as more companies seek to build our their artificial-inte","content":"<html><head></head><body><p>[<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221808137401998442%22,%22type%22:1%7D\" title=\"Live Playback: Nvidia FY2025Q2 Earnings Conference Call]\" target=\"_blank\" class=\"\">Live Playback: Nvidia FY2025Q2 Earnings Conference Call]</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0f383903e745612d43a340270c872ec7\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>Nvidia forecast third-quarter gross margin on Wednesday that could miss market estimates and revenue that was largely in line, failing to impress investors who have driven a dizzying rally in its shares as they bet billions on the future of AI.</p><p>In a sign the market wants more from a company that has trounced even the most aggressive expectations over the past few quarters, Nvidia shares fell 6.8% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8884e08a7b5350dda6ad75ebd650e92c\" tg-width=\"782\" tg-height=\"843\"/></p><p>The soft forecast overshadowed a beat on second-quarter revenue and adjusted earnings as well as the unveiling of a $50 billion share buyback.</p><p>Nvidia&#39;s stock has risen more than 150% so far this year. Its tepid forecast may weaken the artificial-intelligence rally that has lifted shares of chipmakers and tech firms over the past year.</p><p>&#34;Here&#39;s the issue, the size of the beat this time was much smaller than we&#39;ve been seeing,&#34; said Ryan Detrick, chief market strategist at the Carson Group.</p><p>&#34;Even future guidance was raised, but again not by the tune from previous quarters. This is a great company that is still growing revenue at 122%, but it appears the bar was just set a tad too high this earnings season.&#34;</p><p>Nvidia expects adjusted gross margin of 75%, plus or minus 50 basis points, in the third quarter. Analysts on average forecast gross margin to be 75.5%, according to LSEG data. It reported a 75.7% gross margin in the second quarter versus an average estimate of 75.8%.</p><p>Investors had lofty expectations of the chipmaker, following a more than sevenfold surge in Nvidia&#39;s shares over the last two years - making it one of the biggest beneficiaries of the rally in AI-linked shares.</p><p>The company&#39;s capacity to surpass estimates faces increasingly greater challenges as each success prompts Wall Street to raise its targets even higher.</p><p>The company forecast revenue of $32.5 billion, plus or minus 2%, for the third quarter, compared with analysts&#39; average estimate of $31.77 billion, according to LSEG data.</p><p>Second-quarter revenue was $30.04 billion, beating estimates of $28.70 billion.</p><p>Sales in Nvidia&#39;s data center segment grew 154% to $26.3 billion in the second quarter ended July 28, above estimates of $25.15 billion. From the first quarter, it increased 16%.</p><p>The company said it expects several billion dollars in revenue from its latest Blackwell chips in the fourth quarter, addressing widespread concerns of reported production delays hampering growth.</p><p>&#34;Blackwell samples are shipping to our partners and customers,&#34; CEO Jensen Huang said in a statement.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Shares Tumbled As Outlook Fails to Impress Growth-Hungry Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Shares Tumbled As Outlook Fails to Impress Growth-Hungry Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-08-29 04:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>[<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221808137401998442%22,%22type%22:1%7D\" title=\"Live Playback: Nvidia FY2025Q2 Earnings Conference Call]\" target=\"_blank\" class=\"\">Live Playback: Nvidia FY2025Q2 Earnings Conference Call]</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0f383903e745612d43a340270c872ec7\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>Nvidia forecast third-quarter gross margin on Wednesday that could miss market estimates and revenue that was largely in line, failing to impress investors who have driven a dizzying rally in its shares as they bet billions on the future of AI.</p><p>In a sign the market wants more from a company that has trounced even the most aggressive expectations over the past few quarters, Nvidia shares fell 6.8% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8884e08a7b5350dda6ad75ebd650e92c\" tg-width=\"782\" tg-height=\"843\"/></p><p>The soft forecast overshadowed a beat on second-quarter revenue and adjusted earnings as well as the unveiling of a $50 billion share buyback.</p><p>Nvidia&#39;s stock has risen more than 150% so far this year. Its tepid forecast may weaken the artificial-intelligence rally that has lifted shares of chipmakers and tech firms over the past year.</p><p>&#34;Here&#39;s the issue, the size of the beat this time was much smaller than we&#39;ve been seeing,&#34; said Ryan Detrick, chief market strategist at the Carson Group.</p><p>&#34;Even future guidance was raised, but again not by the tune from previous quarters. This is a great company that is still growing revenue at 122%, but it appears the bar was just set a tad too high this earnings season.&#34;</p><p>Nvidia expects adjusted gross margin of 75%, plus or minus 50 basis points, in the third quarter. Analysts on average forecast gross margin to be 75.5%, according to LSEG data. It reported a 75.7% gross margin in the second quarter versus an average estimate of 75.8%.</p><p>Investors had lofty expectations of the chipmaker, following a more than sevenfold surge in Nvidia&#39;s shares over the last two years - making it one of the biggest beneficiaries of the rally in AI-linked shares.</p><p>The company&#39;s capacity to surpass estimates faces increasingly greater challenges as each success prompts Wall Street to raise its targets even higher.</p><p>The company forecast revenue of $32.5 billion, plus or minus 2%, for the third quarter, compared with analysts&#39; average estimate of $31.77 billion, according to LSEG data.</p><p>Second-quarter revenue was $30.04 billion, beating estimates of $28.70 billion.</p><p>Sales in Nvidia&#39;s data center segment grew 154% to $26.3 billion in the second quarter ended July 28, above estimates of $25.15 billion. From the first quarter, it increased 16%.</p><p>The company said it expects several billion dollars in revenue from its latest Blackwell chips in the fourth quarter, addressing widespread concerns of reported production delays hampering growth.</p><p>&#34;Blackwell samples are shipping to our partners and customers,&#34; CEO Jensen Huang said in a statement.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2463419910","content_text":"[Live Playback: Nvidia FY2025Q2 Earnings Conference Call]Nvidia forecast third-quarter gross margin on Wednesday that could miss market estimates and revenue that was largely in line, failing to impress investors who have driven a dizzying rally in its shares as they bet billions on the future of AI.In a sign the market wants more from a company that has trounced even the most aggressive expectations over the past few quarters, Nvidia shares fell 6.8% in overnight trading.The soft forecast overshadowed a beat on second-quarter revenue and adjusted earnings as well as the unveiling of a $50 billion share buyback.Nvidia's stock has risen more than 150% so far this year. Its tepid forecast may weaken the artificial-intelligence rally that has lifted shares of chipmakers and tech firms over the past year.\"Here's the issue, the size of the beat this time was much smaller than we've been seeing,\" said Ryan Detrick, chief market strategist at the Carson Group.\"Even future guidance was raised, but again not by the tune from previous quarters. This is a great company that is still growing revenue at 122%, but it appears the bar was just set a tad too high this earnings season.\"Nvidia expects adjusted gross margin of 75%, plus or minus 50 basis points, in the third quarter. Analysts on average forecast gross margin to be 75.5%, according to LSEG data. It reported a 75.7% gross margin in the second quarter versus an average estimate of 75.8%.Investors had lofty expectations of the chipmaker, following a more than sevenfold surge in Nvidia's shares over the last two years - making it one of the biggest beneficiaries of the rally in AI-linked shares.The company's capacity to surpass estimates faces increasingly greater challenges as each success prompts Wall Street to raise its targets even higher.The company forecast revenue of $32.5 billion, plus or minus 2%, for the third quarter, compared with analysts' average estimate of $31.77 billion, according to LSEG data.Second-quarter revenue was $30.04 billion, beating estimates of $28.70 billion.Sales in Nvidia's data center segment grew 154% to $26.3 billion in the second quarter ended July 28, above estimates of $25.15 billion. From the first quarter, it increased 16%.The company said it expects several billion dollars in revenue from its latest Blackwell chips in the fourth quarter, addressing widespread concerns of reported production delays hampering growth.\"Blackwell samples are shipping to our partners and customers,\" CEO Jensen Huang said in a statement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917446557,"gmtCreate":1665575610480,"gmtModify":1676537629896,"author":{"id":"4095866673656650","authorId":"4095866673656650","name":"Ramlacs","avatar":"https://static.tigerbbs.com/6114e5ad0acd023e3e84fc15fc415255","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095866673656650","idStr":"4095866673656650"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917446557","repostId":"2274583523","repostType":2,"repost":{"id":"2274583523","pubTimestamp":1665588301,"share":"https://ttm.financial/m/news/2274583523?lang=&edition=fundamental","pubTime":"2022-10-12 23:25","market":"us","language":"en","title":"2 Stocks to Buy in October That Could Soar 87% to 114%, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2274583523","media":"Motley Fool","summary":"Wall Street analysts are bullish on these growth stocks in spite of the bear market.","content":"<html><head></head><body><p>It has been a tough year for investors. The <b>S&amp;P 500</b> last peaked in early January, and the broad-based index has since lost 24% of its value, putting it in a bear market. But some Wall Street analysts view that downturn as a buying opportunity. For instance, <b>Alphabet</b> and <b>Okta</b> both have a consensus rating of buy among analysts right now.</p><p>Better yet, Tigress Financial analyst Ivan Feinseth has a price target of $186 per share on Alphabet, which implies an 87% upside. And Oppenheimer analyst Ittai Kidron has a price target of $115 per share on Okta, which implies a 114% upside.</p><p>Here&#39;s why these growth stocks are worth buying today.</p><h2>Alphabet: A powerbroker in the advertising industry</h2><p>Alphabet is the parent company of search giant Google, a business that commands so much loyalty that it can reasonably be called the gateway to the internet. In fact, Google currently holds more than 90% market share among search engines. But Google also owns the wildly popular online video platform YouTube, which is currently tied with <b>Netflix</b> as the top streaming service as measured by viewing time, according to <b>Nielsen</b>.</p><p>Google has used those highly engaging web properties to position itself as a powerbroker in the advertising industry. It collected a stunning 27.5% of global digital ad spend in 2020, and despite tough competition from tech companies like <b>Amazon</b> and <b>Alibaba</b>, Google will still hold 27.5% market share by 2023, according to eMarketer.</p><p>Meanwhile, Google is also gaining share in cloud computing. Google Cloud captured 8% of cloud infrastructure spending in the second quarter of 2022, up from 5% in the second quarter of 2019, according to Canalys. One of the drivers behind that success is its leadership in the data cloud market, which itself stems from expertise in analytics and artificial intelligence.</p><p>Not surprisingly, Alphabet has delivered stellar financial results like clockwork. Revenue climbed 26% to $278.1 billion in the past year, and free cash flow jumped 11% to $65.2 billion. But investors have good reason to believe that momentum will carry into the coming years.</p><p>Looking ahead, eMarketer says global digital ad spend will grow at nearly 10% per year to reach $876 billion by 2026, and Grand View Research estimates cloud computing spend will grow at nearly 16% per year to reach $1.6 trillion by 2030. That puts Alphabet in front of a massive market opportunity, and with shares trading at a reasonable 4.9 times sales -- a discount to the three-year average of 6.8 times sales -- now is a great time to buy this growth stock.</p><h2>Okta: The most comprehensive identity platform</h2><p>Okta specializes in identity and access management (IAM), a branch of cybersecurity that seeks to ensure only the right people can access applications and resources at the appropriate time. Its platform allows administrators to enforce contextual access policies based on factors like identity, device, and location, and it leans on artificial intelligence to measure risk and authenticate users.</p><p>Okta offers the most comprehensive IAM solution on the market, according to management. Its platform features over 7,000 prebuilt integrations that simplify adoption, making it easy for businesses to integrate identity into workforce applications like <b>Microsoft</b> 365 and <b>Salesforce</b>. Its platform also features developer tools -- acquired from Auth0 last year -- that allow businesses to embed identity into customer applications.</p><p>Unfortunately, the Auth0 integration has weighed on Okta&#39;s financial performance. Revenue climbed 57% to $1.6 billion over the past year, but free cash flow fell 81% to $23 million. Management recently addressed that issue by restructuring its product portfolio to simplify its go-to-market strategy. Investors should keep an eye on the situation, paying close attention to management&#39;s commentary regarding adoption of its customer identity cloud in the coming quarters.</p><p>On the other side of its business, Okta recently bolstered its workforce identity cloud with the launch of an identity governance and administration (IGA) product, Okta Identity Governance. That IGA solution simplifies auditing and compliance for customers, and it streamlines identity workflows with automation. Okta Identity Governance is now live in North America, and the global launch is slated for later this year. Also noteworthy, Okta has a privileged access management (PAM) product set to launch a few quarters down the road, further expanding its workforce identity cloud. PAM solutions are focused on securing superuser accounts and other highly privileged accounts.</p><p>Collectively, Okta&#39;s acquisition of Auth0 and its introduction of IGA and PAM solutions brings its total addressable market to $80 billion, leaving a long runway for growth. And with shares trading at 5.2 times sales -- a steep discount to the three-year average of 28.2 times sales -- now is a great time to buy this stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Stocks to Buy in October That Could Soar 87% to 114%, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Stocks to Buy in October That Could Soar 87% to 114%, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-12 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/11/2-stocks-to-buy-that-could-soar-115-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It has been a tough year for investors. The S&P 500 last peaked in early January, and the broad-based index has since lost 24% of its value, putting it in a bear market. But some Wall Street analysts ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/11/2-stocks-to-buy-that-could-soar-115-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","OKTA":"Okta Inc.","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2022/10/11/2-stocks-to-buy-that-could-soar-115-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274583523","content_text":"It has been a tough year for investors. The S&P 500 last peaked in early January, and the broad-based index has since lost 24% of its value, putting it in a bear market. But some Wall Street analysts view that downturn as a buying opportunity. For instance, Alphabet and Okta both have a consensus rating of buy among analysts right now.Better yet, Tigress Financial analyst Ivan Feinseth has a price target of $186 per share on Alphabet, which implies an 87% upside. And Oppenheimer analyst Ittai Kidron has a price target of $115 per share on Okta, which implies a 114% upside.Here's why these growth stocks are worth buying today.Alphabet: A powerbroker in the advertising industryAlphabet is the parent company of search giant Google, a business that commands so much loyalty that it can reasonably be called the gateway to the internet. In fact, Google currently holds more than 90% market share among search engines. But Google also owns the wildly popular online video platform YouTube, which is currently tied with Netflix as the top streaming service as measured by viewing time, according to Nielsen.Google has used those highly engaging web properties to position itself as a powerbroker in the advertising industry. It collected a stunning 27.5% of global digital ad spend in 2020, and despite tough competition from tech companies like Amazon and Alibaba, Google will still hold 27.5% market share by 2023, according to eMarketer.Meanwhile, Google is also gaining share in cloud computing. Google Cloud captured 8% of cloud infrastructure spending in the second quarter of 2022, up from 5% in the second quarter of 2019, according to Canalys. One of the drivers behind that success is its leadership in the data cloud market, which itself stems from expertise in analytics and artificial intelligence.Not surprisingly, Alphabet has delivered stellar financial results like clockwork. Revenue climbed 26% to $278.1 billion in the past year, and free cash flow jumped 11% to $65.2 billion. But investors have good reason to believe that momentum will carry into the coming years.Looking ahead, eMarketer says global digital ad spend will grow at nearly 10% per year to reach $876 billion by 2026, and Grand View Research estimates cloud computing spend will grow at nearly 16% per year to reach $1.6 trillion by 2030. That puts Alphabet in front of a massive market opportunity, and with shares trading at a reasonable 4.9 times sales -- a discount to the three-year average of 6.8 times sales -- now is a great time to buy this growth stock.Okta: The most comprehensive identity platformOkta specializes in identity and access management (IAM), a branch of cybersecurity that seeks to ensure only the right people can access applications and resources at the appropriate time. Its platform allows administrators to enforce contextual access policies based on factors like identity, device, and location, and it leans on artificial intelligence to measure risk and authenticate users.Okta offers the most comprehensive IAM solution on the market, according to management. Its platform features over 7,000 prebuilt integrations that simplify adoption, making it easy for businesses to integrate identity into workforce applications like Microsoft 365 and Salesforce. Its platform also features developer tools -- acquired from Auth0 last year -- that allow businesses to embed identity into customer applications.Unfortunately, the Auth0 integration has weighed on Okta's financial performance. Revenue climbed 57% to $1.6 billion over the past year, but free cash flow fell 81% to $23 million. Management recently addressed that issue by restructuring its product portfolio to simplify its go-to-market strategy. Investors should keep an eye on the situation, paying close attention to management's commentary regarding adoption of its customer identity cloud in the coming quarters.On the other side of its business, Okta recently bolstered its workforce identity cloud with the launch of an identity governance and administration (IGA) product, Okta Identity Governance. That IGA solution simplifies auditing and compliance for customers, and it streamlines identity workflows with automation. Okta Identity Governance is now live in North America, and the global launch is slated for later this year. Also noteworthy, Okta has a privileged access management (PAM) product set to launch a few quarters down the road, further expanding its workforce identity cloud. PAM solutions are focused on securing superuser accounts and other highly privileged accounts.Collectively, Okta's acquisition of Auth0 and its introduction of IGA and PAM solutions brings its total addressable market to $80 billion, leaving a long runway for growth. And with shares trading at 5.2 times sales -- a steep discount to the three-year average of 28.2 times sales -- now is a great time to buy this stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346277156532512,"gmtCreate":1725577585905,"gmtModify":1725577590297,"author":{"id":"4095866673656650","authorId":"4095866673656650","name":"Ramlacs","avatar":"https://static.tigerbbs.com/6114e5ad0acd023e3e84fc15fc415255","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095866673656650","idStr":"4095866673656650"},"themes":[],"htmlText":"They created the news so that the price will drop and they can buy again!!!!","listText":"They created the news so that the price will drop and they can buy again!!!!","text":"They created the news so that the price will drop and they can buy again!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346277156532512","repostId":"2465550301","repostType":2,"repost":{"id":"2465550301","pubTimestamp":1725549910,"share":"https://ttm.financial/m/news/2465550301?lang=&edition=fundamental","pubTime":"2024-09-05 23:25","market":"sh","language":"en","title":"Nvidia: Margin Reckoning Is Years Away (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2465550301","media":"seekingalpha","summary":"Nvidia Corporation's stock dip, possibly due to a DoJ subpoena, presents a buying opportunity as the company continues to deliver strong financial performance and guidance.Despite a slight margin dip,","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation&#39;s stock dip, possibly due to a DoJ subpoena, presents a buying opportunity as the company continues to deliver strong financial performance and guidance.</p></li><li><p>Despite a slight margin dip, Nvidia&#39;s revenue and operating income remain robust, with no significant competitive threats from AMD or Intel in the near term.</p></li><li><p>Nvidia&#39;s future EPS growth may be limited by normalized margins, but the company still trades at a favorable valuation relative to its growth prospects.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6144f6f01bec9d39bca22c82ac595a7e\" tg-width=\"750\" tg-height=\"500\"/></p><p>BING-JHEN HONG</p><p></p><p><strong>NVIDIA</strong> <strong>Corporation</strong> (NASDAQ:NVDA) had slipped since an extraordinarily strong quarter, with the market wanting more upside. The AI GPU company provided remarkably strong guidance despite issues with new chips. This raises whether the dip wasn&#39;t actually related to a subpoena from the DoJ and not supposedly disappointing guidance. My investment thesis is more Bullish on the chip company in the short term until the margin issue creeps up on Nvidia in the upcoming years.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3dfa44878b4cfc55d436e39dedc047a9\" tg-width=\"1280\" tg-height=\"440\"/></p><p>Source: Finviz</p><p></p><h2 id=\"id_2974629315\">Big Beats</h2><p>Nvidia just reported a quarter with revenues of $30.0 billion smashing consensus estimates by $1.3 billion, yet the markets sold off the stock. The AI GPU company even guided to FQ3 revenues of $32.5 billion, compared to $31.7 billion consensus estimates.</p><p>The stock is down in part due to buy-side sales estimates up at $33 to $35 billion as highlighted by influential tech analyst Ming-Chi Kuo as follows:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f37a4533f801542c20c991c2a1518bfd\" tg-width=\"640\" tg-height=\"651\"/></p><p>Source: Twitter/X</p><p></p><p>Either way, the justification for selling off Nvidia doesn&#39;t add up. The stock ended September 3 down 16% over the 4 trading days since the earnings report back on August 28.</p><p>Nvidia just guided October quarterly revenues ~$3.8 billion above the consensus estimates for the July quarter. Here again is where analysts and investors get caught focusing on the company beating targets and not the relative growth rates. The current consensus target for FQ3 amounting to nearly 82% growth, while the chip company consistently beats analyst estimates by $1+ billion.</p><p>The below consensus targets highlight how the consensus revenue estimates for Nvidia have risen over time. Starting in 2023, analysts had FY27 revenues at only $50 billion, and the estimates are now up to $207 billion. The FY27 estimates are up ~32% over the last 6 months.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69d6cf7eaa1add49d04984989048c3bf\" tg-width=\"640\" tg-height=\"465\"/></p><p>Source: Seeking Alpha</p><p></p><p>Clearly, the revenue numbers for Nvidia remain strong.</p><h3 id=\"id_3184166848\">No Competitive Threat</h3><p>A primary reason to turn more bullish on Nvidia in the short term is that <strong>Advanced Micro Devices, Inc.</strong> (AMD) has been unable to ramp up AI GPU sales and <strong>Intel Corporation</strong> (INTC) is talking about AI investments still years away from paying off. The former chip giant is in the midst of another restructuring that will distract the business from taking on Nvidia.</p><p>AMD just reported Q2 GPU sales only topped $1 billion. Nvidia just added $3.7 billion in additional GPU data center revenue in the last quarter alone and the guidance suggests another $1.7 billion in additional revenues, while AMD is still just adding millions each quarter.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/751595672293a25616076012784d92e0\" tg-width=\"959\" tg-height=\"591\"/></p><p>Source: I/O Fund</p><p></p><p>Analysts now have AMD reaching $5 billion in GPU sales this year, with New Street Research placing a goal of only $20 billion by 2027. Nvidia has already topped an annual rate of $100 billion, suggesting AMD is only grabbing scraps at this point and has no threat to impact margins for possibly years.</p><p>Without any major threat, the Blackwell delay won&#39;t impact Nvidia to a great extent. On the FQ2 &#39;25 earnings call, the company made the following statement regarding the expectations for the new Blackwell GPUs shipping several billion dollars in FQ4:</p><blockquote><p>Hopper demand is strong and Blackwell is widely sampling. We executed a change to the Blackwell GPU mass to improve production yields. Blackwell production ramp is scheduled to begin in the fourth quarter and continue into fiscal year &#39;26.</p><p>In Q4, we expect to ship several billion dollars in Blackwell revenue. Hopper shipments are expected to increase in the second half of fiscal 2025. Hopper supply and availability have improved. Demand for Blackwell platforms is well above supply, and we expect this to continue into next year.</p></blockquote><p>Nvidia reported margins actually dipped slightly in FQ2, with non-GAAP margins dipping 3.2 percentage points from FQ1 to 75.7%. The operating margins were still an extremely strong 66.4% with operating income jumping $1.9 billion sequentially due to a limited boost in operating expenses to only $2.8 billion.</p><p>Gross margins only dipped due to inventory provisions for low-yielding Blackwell material. Naturally, Nvidia isn&#39;t seeing any pricing pressure, with AMD unable to achieve higher volumes to meet surging GPU demand.</p><p>Nvidia only trades at 30x FY26 EPS targets. The consensus estimates have EPS growing at a 40% clip next fiscal year to reach nearly $4 per share.</p><p>Nvidia should rally on these numbers. The big issue is the transition to more normalized margins in the future, where gross margins hardly top 60% and operating margins might fail to hold 40%.</p><p>Based on the updated estimates for FY28 (2027), Nvidia could actually see EPS dip over the course of the next 3 years. The consensus estimates are for FY28 revenues of $227 billion, nearly doubling over the period, yet normalized gross margins of 60% with operating margins of 45% yield an EPS of only $3.46 versus the current EPS target of $3.96 for FY26.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/874e837231d8ec0e72c8e60d88aa204d\" tg-width=\"640\" tg-height=\"249\"/></p><p>Source: Stone Fox Capital</p><p></p><p>Even the 45% operating margin is extremely elevated, but Nvidia is only operating at a nearly $11 billion annual opex rate. The chip company would have to ramp up spending to $34 billion to reach this target level.</p><p>As the estimates highlight, even if revenues surge to $300 billion in FY28, EPS estimates hardly rise on lower margins. The key is how long can Nvidia maintain these gross margins that appear excessive while hardly spending on opex.</p><h3 id=\"id_3318921105\">DoJ Case</h3><p>Based on the stock falling over $11 and nearly 10% to start trading in September, the after-hours news of a DoJ subpoena was the likely culprit for the major dip. The regulators are apparently reviewing whether the chip company violated antitrust laws by making it harder for customers to switch to competitors.</p><p>From the outside, whether the DoJ has a case is difficult to tell. The major question is how Nvidia is allegedly preventing competitors from switching to other competitors which lack chip supply.</p><p>Unless AMD and the DoJ have a case where Nvidia has blocked the company from obtaining additional manufacturing supply, the DoJ wouldn&#39;t appear to have a case. AMD hasn&#39;t openly complained about such a scenario.</p><p>Nvidia apparently e-mailed <em>Bloomberg</em> the following statement, suggesting the company wins orders based on merit:</p><blockquote><p>Nvidia wins on merit, as reflected in our benchmark results and value to customers, who can choose whatever solution is best for them.</p></blockquote><p>Investors can&#39;t know the actual outcome of any DoJ case, but one can look to past cases involving tech giants. <strong>Alphabet Inc.</strong> (GOOG) (GOOGL) was found to violate antitrust law with their default placement on iPhones, yet analysts don&#39;t foresee a remedy for possibly years. Ironically, Google didn&#39;t lose the trial over search default deals until AI became a threat to the search business.</p><p>In essence, the DoJ would still have to bring a case against Nvidia and take the company to trial, which could take years to play out. Meanwhile, Alphabet recently hit an all-time high above $190 while the DoJ trial has been ongoing since 2020, along with cases against other tech giants.</p><p>Investors might get a chance to buy Nvidia near $100. The stock would only trade at 25x FY26 EPS targets, with growth rates still exceeding this multiple.</p><h2 id=\"id_1832331817\">Takeaway</h2><p>The key investor takeaway is that Nvidia is still firing on all cylinders. The stock dip, whether due to the DoJ subpoena or worries about guidance, is an opportunity to load back up on the AI GPU stock. Nvidia will eventually face a margin reckoning, but the company likely has another 1-2 years of strong margins before the competition catches up.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Margin Reckoning Is Years Away (Rating Upgrade)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Margin Reckoning Is Years Away (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-05 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4719050-nvidia-margin-reckoning-is-years-away-rating-upgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation's stock dip, possibly due to a DoJ subpoena, presents a buying opportunity as the company continues to deliver strong financial performance and guidance.Despite a slight margin dip,...</p>\n\n<a href=\"https://seekingalpha.com/article/4719050-nvidia-margin-reckoning-is-years-away-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4719050-nvidia-margin-reckoning-is-years-away-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2465550301","content_text":"Nvidia Corporation's stock dip, possibly due to a DoJ subpoena, presents a buying opportunity as the company continues to deliver strong financial performance and guidance.Despite a slight margin dip, Nvidia's revenue and operating income remain robust, with no significant competitive threats from AMD or Intel in the near term.Nvidia's future EPS growth may be limited by normalized margins, but the company still trades at a favorable valuation relative to its growth prospects.BING-JHEN HONGNVIDIA Corporation (NASDAQ:NVDA) had slipped since an extraordinarily strong quarter, with the market wanting more upside. The AI GPU company provided remarkably strong guidance despite issues with new chips. This raises whether the dip wasn't actually related to a subpoena from the DoJ and not supposedly disappointing guidance. My investment thesis is more Bullish on the chip company in the short term until the margin issue creeps up on Nvidia in the upcoming years.Source: FinvizBig BeatsNvidia just reported a quarter with revenues of $30.0 billion smashing consensus estimates by $1.3 billion, yet the markets sold off the stock. The AI GPU company even guided to FQ3 revenues of $32.5 billion, compared to $31.7 billion consensus estimates.The stock is down in part due to buy-side sales estimates up at $33 to $35 billion as highlighted by influential tech analyst Ming-Chi Kuo as follows:Source: Twitter/XEither way, the justification for selling off Nvidia doesn't add up. The stock ended September 3 down 16% over the 4 trading days since the earnings report back on August 28.Nvidia just guided October quarterly revenues ~$3.8 billion above the consensus estimates for the July quarter. Here again is where analysts and investors get caught focusing on the company beating targets and not the relative growth rates. The current consensus target for FQ3 amounting to nearly 82% growth, while the chip company consistently beats analyst estimates by $1+ billion.The below consensus targets highlight how the consensus revenue estimates for Nvidia have risen over time. Starting in 2023, analysts had FY27 revenues at only $50 billion, and the estimates are now up to $207 billion. The FY27 estimates are up ~32% over the last 6 months.Source: Seeking AlphaClearly, the revenue numbers for Nvidia remain strong.No Competitive ThreatA primary reason to turn more bullish on Nvidia in the short term is that Advanced Micro Devices, Inc. (AMD) has been unable to ramp up AI GPU sales and Intel Corporation (INTC) is talking about AI investments still years away from paying off. The former chip giant is in the midst of another restructuring that will distract the business from taking on Nvidia.AMD just reported Q2 GPU sales only topped $1 billion. Nvidia just added $3.7 billion in additional GPU data center revenue in the last quarter alone and the guidance suggests another $1.7 billion in additional revenues, while AMD is still just adding millions each quarter.Source: I/O FundAnalysts now have AMD reaching $5 billion in GPU sales this year, with New Street Research placing a goal of only $20 billion by 2027. Nvidia has already topped an annual rate of $100 billion, suggesting AMD is only grabbing scraps at this point and has no threat to impact margins for possibly years.Without any major threat, the Blackwell delay won't impact Nvidia to a great extent. On the FQ2 '25 earnings call, the company made the following statement regarding the expectations for the new Blackwell GPUs shipping several billion dollars in FQ4:Hopper demand is strong and Blackwell is widely sampling. We executed a change to the Blackwell GPU mass to improve production yields. Blackwell production ramp is scheduled to begin in the fourth quarter and continue into fiscal year '26.In Q4, we expect to ship several billion dollars in Blackwell revenue. Hopper shipments are expected to increase in the second half of fiscal 2025. Hopper supply and availability have improved. Demand for Blackwell platforms is well above supply, and we expect this to continue into next year.Nvidia reported margins actually dipped slightly in FQ2, with non-GAAP margins dipping 3.2 percentage points from FQ1 to 75.7%. The operating margins were still an extremely strong 66.4% with operating income jumping $1.9 billion sequentially due to a limited boost in operating expenses to only $2.8 billion.Gross margins only dipped due to inventory provisions for low-yielding Blackwell material. Naturally, Nvidia isn't seeing any pricing pressure, with AMD unable to achieve higher volumes to meet surging GPU demand.Nvidia only trades at 30x FY26 EPS targets. The consensus estimates have EPS growing at a 40% clip next fiscal year to reach nearly $4 per share.Nvidia should rally on these numbers. The big issue is the transition to more normalized margins in the future, where gross margins hardly top 60% and operating margins might fail to hold 40%.Based on the updated estimates for FY28 (2027), Nvidia could actually see EPS dip over the course of the next 3 years. The consensus estimates are for FY28 revenues of $227 billion, nearly doubling over the period, yet normalized gross margins of 60% with operating margins of 45% yield an EPS of only $3.46 versus the current EPS target of $3.96 for FY26.Source: Stone Fox CapitalEven the 45% operating margin is extremely elevated, but Nvidia is only operating at a nearly $11 billion annual opex rate. The chip company would have to ramp up spending to $34 billion to reach this target level.As the estimates highlight, even if revenues surge to $300 billion in FY28, EPS estimates hardly rise on lower margins. The key is how long can Nvidia maintain these gross margins that appear excessive while hardly spending on opex.DoJ CaseBased on the stock falling over $11 and nearly 10% to start trading in September, the after-hours news of a DoJ subpoena was the likely culprit for the major dip. The regulators are apparently reviewing whether the chip company violated antitrust laws by making it harder for customers to switch to competitors.From the outside, whether the DoJ has a case is difficult to tell. The major question is how Nvidia is allegedly preventing competitors from switching to other competitors which lack chip supply.Unless AMD and the DoJ have a case where Nvidia has blocked the company from obtaining additional manufacturing supply, the DoJ wouldn't appear to have a case. AMD hasn't openly complained about such a scenario.Nvidia apparently e-mailed Bloomberg the following statement, suggesting the company wins orders based on merit:Nvidia wins on merit, as reflected in our benchmark results and value to customers, who can choose whatever solution is best for them.Investors can't know the actual outcome of any DoJ case, but one can look to past cases involving tech giants. Alphabet Inc. (GOOG) (GOOGL) was found to violate antitrust law with their default placement on iPhones, yet analysts don't foresee a remedy for possibly years. Ironically, Google didn't lose the trial over search default deals until AI became a threat to the search business.In essence, the DoJ would still have to bring a case against Nvidia and take the company to trial, which could take years to play out. Meanwhile, Alphabet recently hit an all-time high above $190 while the DoJ trial has been ongoing since 2020, along with cases against other tech giants.Investors might get a chance to buy Nvidia near $100. The stock would only trade at 25x FY26 EPS targets, with growth rates still exceeding this multiple.TakeawayThe key investor takeaway is that Nvidia is still firing on all cylinders. The stock dip, whether due to the DoJ subpoena or worries about guidance, is an opportunity to load back up on the AI GPU stock. Nvidia will eventually face a margin reckoning, but the company likely has another 1-2 years of strong margins before the competition catches up.","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":336853663396120,"gmtCreate":1723275851810,"gmtModify":1723275855333,"author":{"id":"4095866673656650","authorId":"4095866673656650","name":"Ramlacs","avatar":"https://static.tigerbbs.com/6114e5ad0acd023e3e84fc15fc415255","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095866673656650","idStr":"4095866673656650"},"themes":[],"htmlText":"will see on Aug 28,,,","listText":"will see on Aug 28,,,","text":"will see on Aug 28,,,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/336853663396120","repostId":"1145866243","repostType":2,"repost":{"id":"1145866243","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1723217500,"share":"https://ttm.financial/m/news/1145866243?lang=&edition=fundamental","pubTime":"2024-08-09 23:31","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Amazon, Chipotle, Uber, Eli Lilly, SoundHound, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1145866243","media":"Tiger Newspress","summary":"Here are Friday’s biggest calls on Wall Street:Mizuho reiterates Nvidia as buyMizuho raised its price target on the stock to $132 per share from $127.50.“We would note upcoming NVDA earnings on Aug 28","content":"<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h2 id=\"id_3219890212\" style=\"text-align: start;\">Mizuho reiterates Nvidia as buy</h2><p>Mizuho raised its price target on the stock to $132 per share from $127.50.</p><p>“We would note upcoming <u>NVDA</u> earnings on Aug 28th. Adjusting NVDA ests, raising NVDA PT to $132.”</p><h2 id=\"id_794153201\" style=\"text-align: start;\">Needham upgrades Doximity to buy from hold</h2><p>Needham upgraded the online networking medical professionals company following earnings.</p><p>“We are upgrading <u>DOCS</u> from Hold to Buy as momentum with large customers, particularly pharma, helped drive Q1 upside and an FY25 outlook raise.”</p><h2 id=\"id_1561843329\" style=\"text-align: start;\">Morgan Stanley upgrades General Dynamics to overweight from equal weight</h2><p>Morgan Stanley said in its upgrade of the company that “defense is defensive.”</p><p>“We upgrade <u>General Dynamics</u> (GD) to Overweight and downgrade L3Harris (LHX) to Equal-weight as we restack Prime ratings post-earnings.”</p><h2 id=\"id_1491317155\" style=\"text-align: start;\">Wells Fargo upgrades Paramount to equal weight from underweight</h2><p>Wells Fargo upgraded the media company as it waits for the pending merger with Skydance to close.</p><p>“<u>PARA</u> is heading into the Skydance merger with a 1H′25 close. It incl. a $15/sh offer for up to 50% of shares, which limits fundamental upside/downside. We move to Equal Weight during this holding period.”</p><h2 id=\"id_2640891629\" style=\"text-align: start;\">Morgan Stanley names Eli Lilly a top pick</h2><p>Morgan Stanley named the stock a top pick following earnings on Thursday.</p><p>“We continue to see upside to cons GLP-1 est and the margin story is playing out as we previewed. We reiterate our OW rating and move <u>LLY</u> to our Top Pick.”</p><h2 id=\"id_3400800680\" style=\"text-align: start;\">Bank of America adds Uber and Chipotle to the US 1 list</h2><p>Bank of America added both stocks to its top picks list.</p><p>“We are adding <u>Chipotle Mexican Grill</u> (CMG), NVR Inc (NVR), RenaissanceRe (RNR), Northrop Grumman (NOC), RTX Corp (RTX), and <u>Uber Technologies</u> (UBER) to the US 1 List.”</p><h2 id=\"id_2342578563\" style=\"text-align: start;\">Baird downgrades Five9 to neutral from outperform</h2><p>Baird said it has “growth concerns and reduced visibility” for the software company.</p><p>“Yesterday afternoon <u>FIVN</u> reported solid Q2 results, though provided weaker initial Q3 guidance and lowered its full-year guidance.”</p><h2 id=\"id_1922670694\" style=\"text-align: start;\">Cantor Fitzgerald upgrades SoundHound to overweight from neutral</h2><p>Cantor said the turnaround is happening for the artificial intelligence voice recognition company.</p><p>“We believe this could be a transformative acquisition for <u>SOUN,</u> as it brings 1) a very high profile customer base (think too big to fail banks and other Fortune 500 companies); 2) a big stream of recurring revenue, as SOUN expects this deal to deliver $45m of ARR [annual recurring revenue] for 2025E.”</p><h2 id=\"id_3660660293\" style=\"text-align: start;\">Oppenheimer reiterates Sweetgreen as top pick</h2><p>Oppenheimer said the salad company remains a top pick following earnings on Thursday.</p><p>“We continue to believe <u>SG</u> is in the midst of a powerful revision cycle and reiterate it as one of our top picks. We raise estimates and increase our price target to $36, from $34.”</p><h2 id=\"id_2016809462\" style=\"text-align: start;\">Goldman Sachs upgrades SQM to buy from neutral</h2><p>Goldman Sachs upgraded the Chilean chemicals company due to a lithium rebound.</p><p>“While investors’ interest on the lithium market remains muted due to an expectation of a prolonged bear market, we now think risk-reward is skewed to the upside, with our price target implying a ~30% upside to current share price and with <u>SQM</u> being well positioned for a lithium supply/demand improvement by 2027.”</p><h2 id=\"id_507479969\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>The firm said it is sticking with its buy rating on the e-commerce giant following a report that TikTok and Pinterest will enable in-app shopping for <u>Amazon.</u></p><p>“The Information reported that TikTok has agreed to a partnership with Amazon whereby users would be able to link their Amazon profile to their TikTok account, and purchase items via Amazon in ads without leaving the TikTok app.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Nvidia, Amazon, Chipotle, Uber, Eli Lilly, SoundHound, and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Nvidia, Amazon, Chipotle, Uber, Eli Lilly, SoundHound, and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-08-09 23:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h2 id=\"id_3219890212\" style=\"text-align: start;\">Mizuho reiterates Nvidia as buy</h2><p>Mizuho raised its price target on the stock to $132 per share from $127.50.</p><p>“We would note upcoming <u>NVDA</u> earnings on Aug 28th. Adjusting NVDA ests, raising NVDA PT to $132.”</p><h2 id=\"id_794153201\" style=\"text-align: start;\">Needham upgrades Doximity to buy from hold</h2><p>Needham upgraded the online networking medical professionals company following earnings.</p><p>“We are upgrading <u>DOCS</u> from Hold to Buy as momentum with large customers, particularly pharma, helped drive Q1 upside and an FY25 outlook raise.”</p><h2 id=\"id_1561843329\" style=\"text-align: start;\">Morgan Stanley upgrades General Dynamics to overweight from equal weight</h2><p>Morgan Stanley said in its upgrade of the company that “defense is defensive.”</p><p>“We upgrade <u>General Dynamics</u> (GD) to Overweight and downgrade L3Harris (LHX) to Equal-weight as we restack Prime ratings post-earnings.”</p><h2 id=\"id_1491317155\" style=\"text-align: start;\">Wells Fargo upgrades Paramount to equal weight from underweight</h2><p>Wells Fargo upgraded the media company as it waits for the pending merger with Skydance to close.</p><p>“<u>PARA</u> is heading into the Skydance merger with a 1H′25 close. It incl. a $15/sh offer for up to 50% of shares, which limits fundamental upside/downside. We move to Equal Weight during this holding period.”</p><h2 id=\"id_2640891629\" style=\"text-align: start;\">Morgan Stanley names Eli Lilly a top pick</h2><p>Morgan Stanley named the stock a top pick following earnings on Thursday.</p><p>“We continue to see upside to cons GLP-1 est and the margin story is playing out as we previewed. We reiterate our OW rating and move <u>LLY</u> to our Top Pick.”</p><h2 id=\"id_3400800680\" style=\"text-align: start;\">Bank of America adds Uber and Chipotle to the US 1 list</h2><p>Bank of America added both stocks to its top picks list.</p><p>“We are adding <u>Chipotle Mexican Grill</u> (CMG), NVR Inc (NVR), RenaissanceRe (RNR), Northrop Grumman (NOC), RTX Corp (RTX), and <u>Uber Technologies</u> (UBER) to the US 1 List.”</p><h2 id=\"id_2342578563\" style=\"text-align: start;\">Baird downgrades Five9 to neutral from outperform</h2><p>Baird said it has “growth concerns and reduced visibility” for the software company.</p><p>“Yesterday afternoon <u>FIVN</u> reported solid Q2 results, though provided weaker initial Q3 guidance and lowered its full-year guidance.”</p><h2 id=\"id_1922670694\" style=\"text-align: start;\">Cantor Fitzgerald upgrades SoundHound to overweight from neutral</h2><p>Cantor said the turnaround is happening for the artificial intelligence voice recognition company.</p><p>“We believe this could be a transformative acquisition for <u>SOUN,</u> as it brings 1) a very high profile customer base (think too big to fail banks and other Fortune 500 companies); 2) a big stream of recurring revenue, as SOUN expects this deal to deliver $45m of ARR [annual recurring revenue] for 2025E.”</p><h2 id=\"id_3660660293\" style=\"text-align: start;\">Oppenheimer reiterates Sweetgreen as top pick</h2><p>Oppenheimer said the salad company remains a top pick following earnings on Thursday.</p><p>“We continue to believe <u>SG</u> is in the midst of a powerful revision cycle and reiterate it as one of our top picks. We raise estimates and increase our price target to $36, from $34.”</p><h2 id=\"id_2016809462\" style=\"text-align: start;\">Goldman Sachs upgrades SQM to buy from neutral</h2><p>Goldman Sachs upgraded the Chilean chemicals company due to a lithium rebound.</p><p>“While investors’ interest on the lithium market remains muted due to an expectation of a prolonged bear market, we now think risk-reward is skewed to the upside, with our price target implying a ~30% upside to current share price and with <u>SQM</u> being well positioned for a lithium supply/demand improvement by 2027.”</p><h2 id=\"id_507479969\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>The firm said it is sticking with its buy rating on the e-commerce giant following a report that TikTok and Pinterest will enable in-app shopping for <u>Amazon.</u></p><p>“The Information reported that TikTok has agreed to a partnership with Amazon whereby users would be able to link their Amazon profile to their TikTok account, and purchase items via Amazon in ads without leaving the TikTok app.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GD":"通用动力","DOCS":"Doximity, Inc.","NVDA":"英伟达","FIVN":"Five9 Inc","PARA":"Paramount Global","SQM":"智利矿业化工","LLY":"礼来","UBER":"优步","SOUN":"SoundHound AI Inc","AMZN":"亚马逊","SG":"Sweetgreen, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145866243","content_text":"Here are Friday’s biggest calls on Wall Street:Mizuho reiterates Nvidia as buyMizuho raised its price target on the stock to $132 per share from $127.50.“We would note upcoming NVDA earnings on Aug 28th. Adjusting NVDA ests, raising NVDA PT to $132.”Needham upgrades Doximity to buy from holdNeedham upgraded the online networking medical professionals company following earnings.“We are upgrading DOCS from Hold to Buy as momentum with large customers, particularly pharma, helped drive Q1 upside and an FY25 outlook raise.”Morgan Stanley upgrades General Dynamics to overweight from equal weightMorgan Stanley said in its upgrade of the company that “defense is defensive.”“We upgrade General Dynamics (GD) to Overweight and downgrade L3Harris (LHX) to Equal-weight as we restack Prime ratings post-earnings.”Wells Fargo upgrades Paramount to equal weight from underweightWells Fargo upgraded the media company as it waits for the pending merger with Skydance to close.“PARA is heading into the Skydance merger with a 1H′25 close. It incl. a $15/sh offer for up to 50% of shares, which limits fundamental upside/downside. We move to Equal Weight during this holding period.”Morgan Stanley names Eli Lilly a top pickMorgan Stanley named the stock a top pick following earnings on Thursday.“We continue to see upside to cons GLP-1 est and the margin story is playing out as we previewed. We reiterate our OW rating and move LLY to our Top Pick.”Bank of America adds Uber and Chipotle to the US 1 listBank of America added both stocks to its top picks list.“We are adding Chipotle Mexican Grill (CMG), NVR Inc (NVR), RenaissanceRe (RNR), Northrop Grumman (NOC), RTX Corp (RTX), and Uber Technologies (UBER) to the US 1 List.”Baird downgrades Five9 to neutral from outperformBaird said it has “growth concerns and reduced visibility” for the software company.“Yesterday afternoon FIVN reported solid Q2 results, though provided weaker initial Q3 guidance and lowered its full-year guidance.”Cantor Fitzgerald upgrades SoundHound to overweight from neutralCantor said the turnaround is happening for the artificial intelligence voice recognition company.“We believe this could be a transformative acquisition for SOUN, as it brings 1) a very high profile customer base (think too big to fail banks and other Fortune 500 companies); 2) a big stream of recurring revenue, as SOUN expects this deal to deliver $45m of ARR [annual recurring revenue] for 2025E.”Oppenheimer reiterates Sweetgreen as top pickOppenheimer said the salad company remains a top pick following earnings on Thursday.“We continue to believe SG is in the midst of a powerful revision cycle and reiterate it as one of our top picks. We raise estimates and increase our price target to $36, from $34.”Goldman Sachs upgrades SQM to buy from neutralGoldman Sachs upgraded the Chilean chemicals company due to a lithium rebound.“While investors’ interest on the lithium market remains muted due to an expectation of a prolonged bear market, we now think risk-reward is skewed to the upside, with our price target implying a ~30% upside to current share price and with SQM being well positioned for a lithium supply/demand improvement by 2027.”Bank of America reiterates Amazon as buyThe firm said it is sticking with its buy rating on the e-commerce giant following a report that TikTok and Pinterest will enable in-app shopping for Amazon.“The Information reported that TikTok has agreed to a partnership with Amazon whereby users would be able to link their Amazon profile to their TikTok account, and purchase items via Amazon in ads without leaving the TikTok app.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330352397217840,"gmtCreate":1721658059051,"gmtModify":1721658072542,"author":{"id":"4095866673656650","authorId":"4095866673656650","name":"Ramlacs","avatar":"https://static.tigerbbs.com/6114e5ad0acd023e3e84fc15fc415255","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095866673656650","idStr":"4095866673656650"},"themes":[],"htmlText":"all in","listText":"all in","text":"all in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330352397217840","repostId":"2453226917","repostType":2,"repost":{"id":"2453226917","pubTimestamp":1721656693,"share":"https://ttm.financial/m/news/2453226917?lang=&edition=fundamental","pubTime":"2024-07-22 21:58","market":"us","language":"en","title":"Is Nvidia Heading to $200 in the 2nd Half?","url":"https://stock-news.laohu8.com/highlight/detail?id=2453226917","media":"Motley Fool","summary":"It's important to take a long-term view.","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia shares have climbed in the triple digits in recent times -- and investors are wondering whether they’re now ripe for a slowdown.</p></li><li><p>Still, the company continues to report solid earnings growth and even has a big catalyst ahead.</p></li></ul><p>Nvidia stock soared more than 500% over the past three years, prompting investors to wonder if it would be ripe for a slowdown 2024. But enthusiasm about this artificial intelligence (AI) chip leader continued, and the stock surged nearly 150% in the first half. This is as the company reported triple-digit gains in earnings and prepared for the launch of a whole new architecture, known as Blackwell, later this year.</p><p>Meanwhile, to make this high-flying stock more accessible to a broader range of investors, Nvidia completed a 10-for-1 stock split a few weeks ago. This brought the per-share price down from more than $1,000 to about $120. Now, as the second half of the year starts to unfold, investors are wondering if the stock performance slowdown some anticipated will happen -- or if this top stock will continue to roar higher and even reach $200. Is Nvidia heading to $200 in the second half? Let&#39;s find out.</p><h2 id=\"id_1312479877\">Why Nvidia has skyrocketed</h2><p>First, a quick bit about why Nvidia stock has skyrocketed in recent years -- after all, there are plenty of chipmakers out there. Nvidia&#39;s success is due to the top performance of its graphics processing units (GPUs), or chips used to power AI tasks. They are recognized as the fastest around, and on top of this, the company has developed an entire ecosystem of products and services, meaning customers can rely on Nvidia for all of their AI needs.</p><p>Nvidia&#39;s AI portfolio is available through the major cloud companies, making it easy to find and access these top products and services.</p><p>All of this has helped Nvidia&#39;s revenue to soar to records quarter after quarter. In the most recent three-month period, Nvidia reported $26 billion in total revenue, driven by AI demand. This is more than double the company&#39;s full year revenue as recently as in the 2020 fiscal year. So the AI boom has driven enormous growth at Nvidia, and that&#39;s why investors have piled into the stock.</p><p>Now, let&#39;s consider the company&#39;s share price, about $121 as of this writing. Wall Street&#39;s average estimate calls for a 10% gain within the coming 12 months, but at least one of the most bullish analysts predicts the stock will advance 65% to $200 within that time period. Hans Mosesmann, a Rosenblatt analyst, recently raised his price target to that level from $140 -- that would bring Nvidia to almost a $5 trillion valuation from $2.9 trillion right now. Today, the market&#39;s most valuable company is Microsoft, with a market cap of more than $3.2 trillion.</p><h2 id=\"id_2391527228\">Nvidia&#39;s triple-digit growth</h2><p>Though this may seem like a big potential jump, especially if we look at market value, it&#39;s important to remember that Nvidia continues to grow in the triple digits. The company predicts revenue of about $28 billion in the second quarter, which would represent an increase of more than 100% from the year-earlier period. And Nvidia has a huge catalyst ahead, the release of its Blackwell architecture and chip -- demand already has exceeded supply and Nvidia expects this trend to continue into next year.</p><p>All of this means it&#39;s very possible Nvidia could reach $200 a year from now. What about in the second half of this year though? Nvidia is likely to gain, maybe even in the double digits, buoyed by optimism about the Blackwell release and ongoing growth. But I wouldn&#39;t expect the stock to reach $200 so quickly. Some investors may wait to monitor the Blackwell release and see how it translates into earnings growth.</p><p>What does all of this mean for you as an investor? It actually doesn&#39;t matter whether Nvidia reaches $200 this year, next year, or a bit later. What&#39;s most important is Nvidia&#39;s ability to maintain its AI leadership and generate earnings growth over time -- if the company can do this, there&#39;s reason to be optimistic about long-term stock performance. And, right now, considering Nvidia&#39;s solid AI platform and plans for annual innovation, there&#39;s reason to be optimistic about this top AI stock over the long run.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Nvidia Heading to $200 in the 2nd Half?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Nvidia Heading to $200 in the 2nd Half?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-22 21:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/07/21/is-nvidia-heading-to-200-in-the-second-half/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia shares have climbed in the triple digits in recent times -- and investors are wondering whether they’re now ripe for a slowdown.Still, the company continues to report solid earnings growth and ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/07/21/is-nvidia-heading-to-200-in-the-second-half/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2024/07/21/is-nvidia-heading-to-200-in-the-second-half/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2453226917","content_text":"Nvidia shares have climbed in the triple digits in recent times -- and investors are wondering whether they’re now ripe for a slowdown.Still, the company continues to report solid earnings growth and even has a big catalyst ahead.Nvidia stock soared more than 500% over the past three years, prompting investors to wonder if it would be ripe for a slowdown 2024. But enthusiasm about this artificial intelligence (AI) chip leader continued, and the stock surged nearly 150% in the first half. This is as the company reported triple-digit gains in earnings and prepared for the launch of a whole new architecture, known as Blackwell, later this year.Meanwhile, to make this high-flying stock more accessible to a broader range of investors, Nvidia completed a 10-for-1 stock split a few weeks ago. This brought the per-share price down from more than $1,000 to about $120. Now, as the second half of the year starts to unfold, investors are wondering if the stock performance slowdown some anticipated will happen -- or if this top stock will continue to roar higher and even reach $200. Is Nvidia heading to $200 in the second half? Let's find out.Why Nvidia has skyrocketedFirst, a quick bit about why Nvidia stock has skyrocketed in recent years -- after all, there are plenty of chipmakers out there. Nvidia's success is due to the top performance of its graphics processing units (GPUs), or chips used to power AI tasks. They are recognized as the fastest around, and on top of this, the company has developed an entire ecosystem of products and services, meaning customers can rely on Nvidia for all of their AI needs.Nvidia's AI portfolio is available through the major cloud companies, making it easy to find and access these top products and services.All of this has helped Nvidia's revenue to soar to records quarter after quarter. In the most recent three-month period, Nvidia reported $26 billion in total revenue, driven by AI demand. This is more than double the company's full year revenue as recently as in the 2020 fiscal year. So the AI boom has driven enormous growth at Nvidia, and that's why investors have piled into the stock.Now, let's consider the company's share price, about $121 as of this writing. Wall Street's average estimate calls for a 10% gain within the coming 12 months, but at least one of the most bullish analysts predicts the stock will advance 65% to $200 within that time period. Hans Mosesmann, a Rosenblatt analyst, recently raised his price target to that level from $140 -- that would bring Nvidia to almost a $5 trillion valuation from $2.9 trillion right now. Today, the market's most valuable company is Microsoft, with a market cap of more than $3.2 trillion.Nvidia's triple-digit growthThough this may seem like a big potential jump, especially if we look at market value, it's important to remember that Nvidia continues to grow in the triple digits. The company predicts revenue of about $28 billion in the second quarter, which would represent an increase of more than 100% from the year-earlier period. And Nvidia has a huge catalyst ahead, the release of its Blackwell architecture and chip -- demand already has exceeded supply and Nvidia expects this trend to continue into next year.All of this means it's very possible Nvidia could reach $200 a year from now. What about in the second half of this year though? Nvidia is likely to gain, maybe even in the double digits, buoyed by optimism about the Blackwell release and ongoing growth. But I wouldn't expect the stock to reach $200 so quickly. Some investors may wait to monitor the Blackwell release and see how it translates into earnings growth.What does all of this mean for you as an investor? It actually doesn't matter whether Nvidia reaches $200 this year, next year, or a bit later. What's most important is Nvidia's ability to maintain its AI leadership and generate earnings growth over time -- if the company can do this, there's reason to be optimistic about long-term stock performance. And, right now, considering Nvidia's solid AI platform and plans for annual innovation, there's reason to be optimistic about this top AI stock over the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343871113781520,"gmtCreate":1724993390536,"gmtModify":1724993393923,"author":{"id":"4095866673656650","authorId":"4095866673656650","name":"Ramlacs","avatar":"https://static.tigerbbs.com/6114e5ad0acd023e3e84fc15fc415255","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095866673656650","idStr":"4095866673656650"},"themes":[],"htmlText":"Why its talking about about year 2025? This year still 2024","listText":"Why its talking about about year 2025? This year still 2024","text":"Why its talking about about year 2025? This year still 2024","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343871113781520","repostId":"2463508652","repostType":2,"repost":{"id":"2463508652","pubTimestamp":1724985018,"share":"https://ttm.financial/m/news/2463508652?lang=&edition=fundamental","pubTime":"2024-08-30 10:30","market":"hk","language":"en","title":"Nvidia Q2: Why I Am Not Giving Up A Single Share (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2463508652","media":"seekingalpha","summary":"Nvidia Corporation's Q2 '25 earnings beat expectations with $30B in revenue and $0.68 in EPS, driven by resilient Data Center GPU demand.Nvidia announced a $50B stock buyback, doubling last year's aut","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation&#39;s Q2 &#39;25 earnings beat expectations with $30B in revenue and $0.68 in EPS, driven by resilient Data Center GPU demand.</p></li><li><p>Nvidia announced a $50B stock buyback, doubling last year&#39;s authorization, signaling confidence in future growth and enhancing shareholder value.</p></li><li><p>Nvidia&#39;s free cash flow surged 123% YoY to $13.5B, with stable margins, indicating strong business fundamentals.</p></li><li><p>Despite a 7% post-earnings drop, Nvidia&#39;s resilient demand, strong financials, and potential EPS estimate revisions make it a strong buy.</p></li><li><p>In my opinion, the Nvidia stock sell-off makes very little sense and I believe investors should consider buying the pullback.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7f4cfc5054ab8b57658d123a00107ebc\" tg-width=\"750\" tg-height=\"563\"/></p><p>David Tran</p><p></p><p>Shares of <strong>Nvidia Corporation</strong> (NASDAQ:NVDA) fell 7% after the chipmaker reported another quarter of strong financial results, driven by red-hot demand for its graphics processing units for the Data Center market. Nvidia generated both a top and bottom-line beat, and, most importantly, issued a decent guidance for the third fiscal quarter. Further, Nvidia announced a massive $50B stock buyback, which could push shares of Nvidia into a new up leg… and which indicates accelerating capital return potential.</p><p>The market had been overly cautious ahead of the earnings release. It did not respond well to Nvidia&#39;s actual results amid uncertainty about the Blackwell delivery time-line, but I believe Nvidia management has made clear that the Data Center business continues to benefit from surging GPU demand. With shares dipping after the Q2 ’25 earnings release, I am buying more Nvidia and upgrading my rating.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/478c29bbfd5e7ab1d488944064cebd49\" tg-width=\"635\" tg-height=\"424\"/></p><p>Data by YCharts</p><p></p><h2 id=\"id_1341597603\">Previous rating</h2><p>I rated shares of Nvidia a buy in August, chiefly because large tech enterprises did not appear to scale back their AI investment spending at all: “The AI Fatigue Myth.” Nvidia continued to see strong revenue growth in its Data Center business in Q2 &#39;25 and the Blackwell product launch, although delayed, could potentially drive a revenue acceleration for Nvidia’s core business. With the company also announcing a massive $50B stock buyback, double of what was in place before, I am upgrading Nvidia to strong buy.</p><h2 id=\"id_2428410431\">Top and bottom-line beat</h2><p>Nvidia reported better than expected earnings for its second fiscal quarter, resulting in both top and bottom-line beat. Nvidia reported adjusted earnings of $0.68 per share, which beat the consensus by $0.04 per-share. Revenue came in at $30.0B, $1.3B better than expected.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d71b74e4e668fe036deef18eece55902\" tg-width=\"640\" tg-height=\"264\"/></p><p>Seeking Alpha</p><p></p><h2 id=\"id_3655683084\">The Data Center business has never looked better, Blackwell update</h2><p>Nvidia generated $30.0B in revenue for the second fiscal quarter, 88% of which came from its Data Center operations. The chipmaker’s total revenues also came in ahead of the company’s own guidance, as well as my expectation of $28.8B.</p><p>The driving force behind Nvidia’s strong financial results, once again, has been strong execution in the company’s Data Center segment which generated 16% Q/Q as well as 155% Y/Y growth. Data Centers generated $26.3B in revenue in Q2 &#39;25 due to strong demand for Data Center GPUs, especially the H100. Nvidia also gave an update about its Blackwell product, the next-gen AI-focused GPU for which the company is seeing high levels of anticipation. Nvidia acknowledged manufacturing delays regarding Blackwell, but expects to ship billions worth of revenue in the fourth-quarter. The start of Blackwell shipments in Q4 would be a major catalyst for Nvidia and indicate the potential for the company to accelerate its top line and free cash flow growth.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9e3bccf47d87af2d5a29c44b3fdbf876\" tg-width=\"640\" tg-height=\"345\"/></p><p>Nvidia</p><p></p><p>Turning to free cash flow and Nvidia’s future use of it.</p><p>Nvidia once again generated impressive growth in its most important financial metric: in the second fiscal quarter, Nvidia generated $13.5B in free cash flow and FCF margins of 45%. On a year-over-year basis, Nvidia’s free cash flows therefore surged 123% compared to a top-line growth rate of 122%.</p><p>Stable free cash flow margins indicate that Nvidia is experiencing no deterioration in business fundamentals, especially in the Data Center market which is where the company dominates the sector with a more than 90% market share.</p><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p><strong>in $M</strong></p></td><td style=\"text-align:left;\"><p>FQ2&#39;24</p></td><td style=\"text-align:left;\"><p>FQ3&#39;24</p></td><td style=\"text-align:left;\"><p>FQ4&#39;24</p></td><td style=\"text-align:left;\"><p>FQ1&#39;25</p></td><td style=\"text-align:left;\"><p>FQ2&#39;25</p></td><td style=\"text-align:left;\"><p>Growth Y/Y</p></td></tr><tr><td style=\"text-align:left;\"><p>Net Revenue</p></td><td style=\"text-align:left;\"><p>$13,507</p></td><td style=\"text-align:left;\"><p>$18,120</p></td><td style=\"text-align:left;\"><p>$22,103</p></td><td style=\"text-align:left;\"><p>$26,044</p></td><td style=\"text-align:left;\"><p>$30,040</p></td><td style=\"text-align:left;\"><p>122%</p></td></tr><tr><td style=\"text-align:left;\"><p>Operating Cash Flow</p></td><td style=\"text-align:left;\"><p>$6,348</p></td><td style=\"text-align:left;\"><p>$7,333</p></td><td style=\"text-align:left;\"><p>$11,499</p></td><td style=\"text-align:left;\"><p>$15,345</p></td><td style=\"text-align:left;\"><p>$14,489</p></td><td style=\"text-align:left;\"><p>128%</p></td></tr><tr><td style=\"text-align:left;\"><p>Capital Expenditures</p></td><td style=\"text-align:left;\"><p>($300)</p></td><td style=\"text-align:left;\"><p>($291)</p></td><td style=\"text-align:left;\"><p>($282)</p></td><td style=\"text-align:left;\"><p>($409)</p></td><td style=\"text-align:left;\"><p>($1,006)</p></td><td style=\"text-align:left;\"><p>235%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Free Cash Flow</strong></p></td><td style=\"text-align:left;\"><p><strong>$6,048</strong></p></td><td style=\"text-align:left;\"><p><strong>$7,042</strong></p></td><td style=\"text-align:left;\"><p><strong>$11,217</strong></p></td><td style=\"text-align:left;\"><p><strong>$14,936</strong></p></td><td style=\"text-align:left;\"><p><strong>$13,483</strong></p></td><td style=\"text-align:left;\"><p>123%</p></td></tr><tr><td style=\"text-align:left;\"><p>FCF Margin</p></td><td style=\"text-align:left;\"><p>45%</p></td><td style=\"text-align:left;\"><p>39%</p></td><td style=\"text-align:left;\"><p>51%</p></td><td style=\"text-align:left;\"><p>57%</p></td><td style=\"text-align:left;\"><p>45%</p></td><td style=\"text-align:left;\"><p>-</p></td></tr></tbody></table><p>Click to enlarge</p><p>(Source: Author.)</p><p>This free cash flow has in the past been used for investments in the company&#39;s AI products, to finance a dividend, and otherwise has accumulated on Nvidia&#39;s balance sheet.</p><p>The company’s large free cash flows will now be returned to investors at accelerating rates as well: Nvidia’s board of directors just authorized a $50B stock buyback which allows the company, at a current price of $117, to buy back 427M shares, or approximately 2% of its outstanding shares. Nvidia spent $7.2B on stock buybacks in Q2 &#39;25 and has been ramping up its buybacks in the last year consistently as its free cash flow surged. With the latest $50B share repurchase plan, the chipmaker is doubling its buybacks from last year&#39;s authorization of $25B. The doubling in the stock buyback authorization is the main reason why I am upgrading shares of Nvidia to strong buy.</p><h2 id=\"id_116252319\">Guidance for Q3 ’25</h2><p>Nvidia submitted a decent guidance for its current third fiscal quarter as it expects total revenues of $32.5B +/- 2%. The revenue guidance implies a quarter-over-quarter revenue growth rate, at the mid-point, of 8%. The analyst consensus for third-quarter revenue was $31.7B which Nvidia beat.</p><h2 id=\"id_1357656351\">Nvidia’s valuation and EPS estimate revision potential</h2><p>Plenty of investors have argued recently that Nvidia’s shares are priced for perfection, given a 170% increase in the company’s market cap in the last year.</p><p>However, Nvidia’s earnings and free cash flows are growing just as rapidly, indicating that Nvidia’s stock price surge does, in fact, have fundamental support. Further, analysts are likely to revisit their earnings estimates in the coming days, which could lead to a new round of EPS estimate upside revisions as well as new stock price targets for Nvidia&#39;s shares. Currently, the EPS estimate trend is very bullish, and I expect more upside revisions following Nvidia&#39;s better than expected Q2 &#39;25 report.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e42bd33dedee855b2e38edff4f202950\" tg-width=\"640\" tg-height=\"257\"/></p><p>Seeking Alpha</p><p></p><p>Currently, shares of Nvidia are trading at a P/E ratio (based off FY 2025 earnings) of 32.7X. This compares to a longer-term average price-to-earnings ratio of 26.1X. Advanced Micro Devices (AMD), by comparison, is priced at a 27.1X P/E ratio. The chipmaker has considerable potential to grow its revenue and free cash flows in the second half of the year, as AMD is ramping up deliveries of its MI300X chips for the Data Center market. This expected ramp in free cash flow is why I upgraded shares of AMD to buy at the beginning of the month: “The AI Boom Is Just Getting Started For AMD.”</p><p>Intel (INTC) is the cheapest chipmaker, but the company is more of a turnaround play now that Intel announced a new restructuring, including major lay-offs: “Disaster Strikes, What Now?”</p><p>In my last work on Nvidia, I calculated a fair value of at least $144 per-share. This was based on my expectation that Nvidia could grow its EPS at least 50% next year. Given the upcoming Q4 &#39;25 Blackwell launch, I still believe this EPS assumption is very reasonable.</p><p>Consensus estimates for this year stand at $2.81/share. Assuming a 50% growth rate in FY 2026, Nvidia could be on track to earn $4.22/share. Applying a 35X earnings multiplier yields a fair value of $148/share (+$4/share compared to my previous estimate). In my opinion, a 35X fair value forward P/E ratio can be justified given Nvidia&#39;s strong GPU market position in the Data Center market, high (FCF) margins as well as a strong catalyst event related to the Blackwell launch.</p><p>Although some investors may see Nvidia&#39;s Q3 guidance as weak, investors need to realize that the Blackwell product will launch only in Q4, which is set to lead to a potential revenue acceleration. Therefore, I am not concerned about Nvidia&#39;s post-earnings drop, as I believe the chipmaker&#39;s product pipeline as well as the financials are still looking really solid here.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f1cf4ddf4690c57ef582d3c1c6693ec7\" tg-width=\"635\" tg-height=\"456\"/></p><p>Data by YCharts</p><p></p><h2 id=\"id_2727528424\">Risks with Nvidia</h2><p>Nvidia has generated such strong results over the course of the last year that investors are having increasingly high expectations… that are harder and harder to surpass. This creates a risk for Nvidia&#39;s shareholders, as shares could slide even in case the chipmaker reports top results.</p><p>What would change my mind about Nvidia is if the company were to see a deterioration in its free cash flow margins. This is a key indicator that I am watching and that would be negatively affected if Nvidia were to see pricing weakness in its GPU Data Center segment. Further, a delayed Blackwell launch would likely be a highly negative short-term catalyst event.</p><h2 id=\"id_3879772201\">Final thoughts</h2><p>Nvidia Corporation submitted a strong earnings sheet for its second fiscal quarter that proved to investors that the AI hype is indeed not fizzling out. However, shares dropped after-hours, by 7%, indicating that it is getting harder to impress investors. I believe the price drop represents a new engagement opportunity and I would recommend investors to buy the pullback.</p><p>Nvidia’s guidance for the third-quarter shows that Nvidia continues to expect resilient demand for its Data Center GPU products, and the company is in its best financial shape ever. With the upcoming Blackwell launch in Q4, Nvidia also has a strong catalyst.</p><p>Being flush with cash, Nvidia now announced a $50B stock buyback, which, I believe, is a game changer for Nvidia. The chipmaker is set up for accelerating capital returns. In my opinion, Nvidia is going to see a significant amount of EPS estimate upside revisions in the coming days and week. As a result, I am not giving up a single share and will continue to add to positions on any persistent share price weakness.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Q2: Why I Am Not Giving Up A Single Share (Rating Upgrade)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Q2: Why I Am Not Giving Up A Single Share (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-30 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4717889-nvidia-q2-why-i-am-not-giving-up-a-single-share-rating-upgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation's Q2 '25 earnings beat expectations with $30B in revenue and $0.68 in EPS, driven by resilient Data Center GPU demand.Nvidia announced a $50B stock buyback, doubling last year's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4717889-nvidia-q2-why-i-am-not-giving-up-a-single-share-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4717889-nvidia-q2-why-i-am-not-giving-up-a-single-share-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2463508652","content_text":"Nvidia Corporation's Q2 '25 earnings beat expectations with $30B in revenue and $0.68 in EPS, driven by resilient Data Center GPU demand.Nvidia announced a $50B stock buyback, doubling last year's authorization, signaling confidence in future growth and enhancing shareholder value.Nvidia's free cash flow surged 123% YoY to $13.5B, with stable margins, indicating strong business fundamentals.Despite a 7% post-earnings drop, Nvidia's resilient demand, strong financials, and potential EPS estimate revisions make it a strong buy.In my opinion, the Nvidia stock sell-off makes very little sense and I believe investors should consider buying the pullback.David TranShares of Nvidia Corporation (NASDAQ:NVDA) fell 7% after the chipmaker reported another quarter of strong financial results, driven by red-hot demand for its graphics processing units for the Data Center market. Nvidia generated both a top and bottom-line beat, and, most importantly, issued a decent guidance for the third fiscal quarter. Further, Nvidia announced a massive $50B stock buyback, which could push shares of Nvidia into a new up leg… and which indicates accelerating capital return potential.The market had been overly cautious ahead of the earnings release. It did not respond well to Nvidia's actual results amid uncertainty about the Blackwell delivery time-line, but I believe Nvidia management has made clear that the Data Center business continues to benefit from surging GPU demand. With shares dipping after the Q2 ’25 earnings release, I am buying more Nvidia and upgrading my rating.Data by YChartsPrevious ratingI rated shares of Nvidia a buy in August, chiefly because large tech enterprises did not appear to scale back their AI investment spending at all: “The AI Fatigue Myth.” Nvidia continued to see strong revenue growth in its Data Center business in Q2 '25 and the Blackwell product launch, although delayed, could potentially drive a revenue acceleration for Nvidia’s core business. With the company also announcing a massive $50B stock buyback, double of what was in place before, I am upgrading Nvidia to strong buy.Top and bottom-line beatNvidia reported better than expected earnings for its second fiscal quarter, resulting in both top and bottom-line beat. Nvidia reported adjusted earnings of $0.68 per share, which beat the consensus by $0.04 per-share. Revenue came in at $30.0B, $1.3B better than expected.Seeking AlphaThe Data Center business has never looked better, Blackwell updateNvidia generated $30.0B in revenue for the second fiscal quarter, 88% of which came from its Data Center operations. The chipmaker’s total revenues also came in ahead of the company’s own guidance, as well as my expectation of $28.8B.The driving force behind Nvidia’s strong financial results, once again, has been strong execution in the company’s Data Center segment which generated 16% Q/Q as well as 155% Y/Y growth. Data Centers generated $26.3B in revenue in Q2 '25 due to strong demand for Data Center GPUs, especially the H100. Nvidia also gave an update about its Blackwell product, the next-gen AI-focused GPU for which the company is seeing high levels of anticipation. Nvidia acknowledged manufacturing delays regarding Blackwell, but expects to ship billions worth of revenue in the fourth-quarter. The start of Blackwell shipments in Q4 would be a major catalyst for Nvidia and indicate the potential for the company to accelerate its top line and free cash flow growth.NvidiaTurning to free cash flow and Nvidia’s future use of it.Nvidia once again generated impressive growth in its most important financial metric: in the second fiscal quarter, Nvidia generated $13.5B in free cash flow and FCF margins of 45%. On a year-over-year basis, Nvidia’s free cash flows therefore surged 123% compared to a top-line growth rate of 122%.Stable free cash flow margins indicate that Nvidia is experiencing no deterioration in business fundamentals, especially in the Data Center market which is where the company dominates the sector with a more than 90% market share.in $MFQ2'24FQ3'24FQ4'24FQ1'25FQ2'25Growth Y/YNet Revenue$13,507$18,120$22,103$26,044$30,040122%Operating Cash Flow$6,348$7,333$11,499$15,345$14,489128%Capital Expenditures($300)($291)($282)($409)($1,006)235%Free Cash Flow$6,048$7,042$11,217$14,936$13,483123%FCF Margin45%39%51%57%45%-Click to enlarge(Source: Author.)This free cash flow has in the past been used for investments in the company's AI products, to finance a dividend, and otherwise has accumulated on Nvidia's balance sheet.The company’s large free cash flows will now be returned to investors at accelerating rates as well: Nvidia’s board of directors just authorized a $50B stock buyback which allows the company, at a current price of $117, to buy back 427M shares, or approximately 2% of its outstanding shares. Nvidia spent $7.2B on stock buybacks in Q2 '25 and has been ramping up its buybacks in the last year consistently as its free cash flow surged. With the latest $50B share repurchase plan, the chipmaker is doubling its buybacks from last year's authorization of $25B. The doubling in the stock buyback authorization is the main reason why I am upgrading shares of Nvidia to strong buy.Guidance for Q3 ’25Nvidia submitted a decent guidance for its current third fiscal quarter as it expects total revenues of $32.5B +/- 2%. The revenue guidance implies a quarter-over-quarter revenue growth rate, at the mid-point, of 8%. The analyst consensus for third-quarter revenue was $31.7B which Nvidia beat.Nvidia’s valuation and EPS estimate revision potentialPlenty of investors have argued recently that Nvidia’s shares are priced for perfection, given a 170% increase in the company’s market cap in the last year.However, Nvidia’s earnings and free cash flows are growing just as rapidly, indicating that Nvidia’s stock price surge does, in fact, have fundamental support. Further, analysts are likely to revisit their earnings estimates in the coming days, which could lead to a new round of EPS estimate upside revisions as well as new stock price targets for Nvidia's shares. Currently, the EPS estimate trend is very bullish, and I expect more upside revisions following Nvidia's better than expected Q2 '25 report.Seeking AlphaCurrently, shares of Nvidia are trading at a P/E ratio (based off FY 2025 earnings) of 32.7X. This compares to a longer-term average price-to-earnings ratio of 26.1X. Advanced Micro Devices (AMD), by comparison, is priced at a 27.1X P/E ratio. The chipmaker has considerable potential to grow its revenue and free cash flows in the second half of the year, as AMD is ramping up deliveries of its MI300X chips for the Data Center market. This expected ramp in free cash flow is why I upgraded shares of AMD to buy at the beginning of the month: “The AI Boom Is Just Getting Started For AMD.”Intel (INTC) is the cheapest chipmaker, but the company is more of a turnaround play now that Intel announced a new restructuring, including major lay-offs: “Disaster Strikes, What Now?”In my last work on Nvidia, I calculated a fair value of at least $144 per-share. This was based on my expectation that Nvidia could grow its EPS at least 50% next year. Given the upcoming Q4 '25 Blackwell launch, I still believe this EPS assumption is very reasonable.Consensus estimates for this year stand at $2.81/share. Assuming a 50% growth rate in FY 2026, Nvidia could be on track to earn $4.22/share. Applying a 35X earnings multiplier yields a fair value of $148/share (+$4/share compared to my previous estimate). In my opinion, a 35X fair value forward P/E ratio can be justified given Nvidia's strong GPU market position in the Data Center market, high (FCF) margins as well as a strong catalyst event related to the Blackwell launch.Although some investors may see Nvidia's Q3 guidance as weak, investors need to realize that the Blackwell product will launch only in Q4, which is set to lead to a potential revenue acceleration. Therefore, I am not concerned about Nvidia's post-earnings drop, as I believe the chipmaker's product pipeline as well as the financials are still looking really solid here.Data by YChartsRisks with NvidiaNvidia has generated such strong results over the course of the last year that investors are having increasingly high expectations… that are harder and harder to surpass. This creates a risk for Nvidia's shareholders, as shares could slide even in case the chipmaker reports top results.What would change my mind about Nvidia is if the company were to see a deterioration in its free cash flow margins. This is a key indicator that I am watching and that would be negatively affected if Nvidia were to see pricing weakness in its GPU Data Center segment. Further, a delayed Blackwell launch would likely be a highly negative short-term catalyst event.Final thoughtsNvidia Corporation submitted a strong earnings sheet for its second fiscal quarter that proved to investors that the AI hype is indeed not fizzling out. However, shares dropped after-hours, by 7%, indicating that it is getting harder to impress investors. I believe the price drop represents a new engagement opportunity and I would recommend investors to buy the pullback.Nvidia’s guidance for the third-quarter shows that Nvidia continues to expect resilient demand for its Data Center GPU products, and the company is in its best financial shape ever. With the upcoming Blackwell launch in Q4, Nvidia also has a strong catalyst.Being flush with cash, Nvidia now announced a $50B stock buyback, which, I believe, is a game changer for Nvidia. The chipmaker is set up for accelerating capital returns. In my opinion, Nvidia is going to see a significant amount of EPS estimate upside revisions in the coming days and week. As a result, I am not giving up a single share and will continue to add to positions on any persistent share price weakness.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917998671,"gmtCreate":1665406508494,"gmtModify":1676537600501,"author":{"id":"4095866673656650","authorId":"4095866673656650","name":"Ramlacs","avatar":"https://static.tigerbbs.com/6114e5ad0acd023e3e84fc15fc415255","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095866673656650","idStr":"4095866673656650"},"themes":[],"htmlText":"Drop more so that I can buy more😊😁","listText":"Drop more so that I can buy more😊😁","text":"Drop more so that I can buy more😊😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917998671","repostId":"1190283706","repostType":2,"repost":{"id":"1190283706","pubTimestamp":1665405919,"share":"https://ttm.financial/m/news/1190283706?lang=&edition=fundamental","pubTime":"2022-10-10 20:45","market":"us","language":"en","title":"Could Rivian Stock Recover Amid Recalls, Macro Pressures?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190283706","media":"TipRanks","summary":"Story HighlightsRivian’s product recall and macro challenges could continue to drag down the stock o","content":"<div>\n<p>Story HighlightsRivian’s product recall and macro challenges could continue to drag down the stock over the near-term even as the company is witnessing strong demand for its electric vehicles.Shares ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/could-rivian-nasdaqrivn-stock-recover-amid-recalls-macro-pressures\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Could Rivian Stock Recover Amid Recalls, Macro Pressures?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCould Rivian Stock Recover Amid Recalls, Macro Pressures?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-10 20:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/could-rivian-nasdaqrivn-stock-recover-amid-recalls-macro-pressures><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsRivian’s product recall and macro challenges could continue to drag down the stock over the near-term even as the company is witnessing strong demand for its electric vehicles.Shares ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/could-rivian-nasdaqrivn-stock-recover-amid-recalls-macro-pressures\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.tipranks.com/news/article/could-rivian-nasdaqrivn-stock-recover-amid-recalls-macro-pressures","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190283706","content_text":"Story HighlightsRivian’s product recall and macro challenges could continue to drag down the stock over the near-term even as the company is witnessing strong demand for its electric vehicles.Shares of electric vehicle maker Rivian Automotive (NASDAQ:RIVN) have been under pressure this year due to macro challenges and supply chain bottlenecks. Furthermore, RIVN stock was trending lower in Monday’s pre-market trading following the news that the company is voluntarily recalling almost all the vehicles (13,000 as per Reuters) it has delivered to customers due to a loose fastener. Rivian stated that the fastener connecting the steering knuckle and front upper control arm might not have been “sufficiently torqued.”Amid a tough business environment, the news of the recall is definitely a setback for the company. For now, Wall Street analysts are cautiously optimistic about the stock due to near-term headwinds even as the company’s long-term growth prospects look bright.Rivian stock was down 8% in Monday’s pre-market trading and has plunged 67.3% so far this year.On Track to Meet Full-Year Production TargetPrior to the news of the recall, Rivian announced its Q3 delivery and production update last week. The company produced 7,363 vehicles, up 67% from the second quarter. It delivered 6,584 vehicles in Q3, reflecting over a 47% increase compared to the preceding quarter. Rivian mainly pleased investors by reaffirming its full-year production guidance of 25,000 vehicles despite component shortages and supply chain issues.The U.S.-based EV maker currently manufactures the R1T pickup trucks, R1S SUVs, and electric delivery vans for Amazon (AMZN) at its Normal, Illinois factory.  Note that Amazon, which is also a major shareholder, placed an initial order of 100,000 electric delivery vans to be delivered by 2030. Rivian is ramping up the Normal Facility to its full installed capacity of 150,000 units to meet the robust demand for its vehicles. Rivian is also building its second factory in Georgia and is optimistic about launching its R2 vehicles at this facility in 2025.However, higher input costs amid an inflationary environment and growth investments are weighing on the company’s bottom line.Is Rivian a Buy?Following the Q3 update, Truist analyst Jordan Levy noted that while the Q3 production figure lagged estimates, the fact that the company reaffirmed its full-year target is the more vital news to focus on. Levy opines that Rivian’s production outlook reaffirmation provides “incremental comfort” in the company’s ability to sail through persistent supply chain woes. In line with his optimism, Levy reiterated a Buy rating for Rivian stock with a price target of $65 (91.5% upside potential).On TipRanks, Rivian scores a Moderate Buy consensus rating based on nine Buys, four Holds, and two Sells. The average Rivian stock price prediction of $49.14 implies a 44.7% upside potential from current levels.Conclusion – Near-Term Headwinds Could Continue to Weigh on RivianA tough macro backdrop, high costs, and an impending recession could continue to drag down Rivian stock. However, the company’s long-term prospects look strong given the robust demand for EVs and favorable policies in many countries to boost EV adoption.","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}