Nvidia Q4 results to be dominated by cloud, gaming analysts

5
1
Favorite

Nvidia Q4 results to be dominated by cloud, gaming analysts

seekingalpha2022-02-16

David Becker/Getty Images News Nvidia (NASDAQ:NVDA) is slated to report fourth-quarter results after the close of trading on Wednesday and analysts are expecting Jensen Huang-led company to focus on ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（1）

NPC69
·2022-02-16
K
Reply
1
Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2211665395?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2022-02-16 20:05","share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","id":"2211665395","market":"us","top_or_hot":-1,"title":"Nvidia Q4 results to be dominated by cloud, gaming analysts","media":"seekingalpha","content":"<div>\n<p>David Becker/Getty Images News  Nvidia (NASDAQ:NVDA) is slated to report fourth-quarter results after the close of trading on Wednesday and analysts are expecting Jensen Huang-led company to focus on ...</p>\n\n<a href=\"https://seekingalpha.com/news/3800131-nvidia-q4-results-to-be-dominated-by-cloud-gaming-analysts\">Source Link</a>\n\n</div>\n","source":"seekingalpha","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 Q4 results to be dominated by cloud, gaming analysts</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 Q4 results to be dominated by cloud, gaming analysts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-16 20:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3800131-nvidia-q4-results-to-be-dominated-by-cloud-gaming-analysts><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>David Becker/Getty Images News  Nvidia (NASDAQ:NVDA) is slated to report fourth-quarter results after the close of trading on Wednesday and analysts are expecting Jensen Huang-led company to focus on ...</p>\n\n<a href=\"https://seekingalpha.com/news/3800131-nvidia-q4-results-to-be-dominated-by-cloud-gaming-analysts\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4503","symbol_name":"景林资产持仓","start_time":0,"source_url":"https://seekingalpha.com/news/3800131-nvidia-q4-results-to-be-dominated-by-cloud-gaming-analysts","article_id":"2211665395","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2211665395","pubTimestamp":1645013100,"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"David Becker/Getty Images News  Nvidia (NASDAQ:NVDA) is slated to report fourth-quarter results afte","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4503":"景林资产持仓","BK4549":"软银资本持仓","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","NVDA":"英伟达","BK4534":"瑞士信贷持仓","BK4529":"IDC概念","BK4543":"AI","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4567":"ESG概念","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4141":"半导体产品"},"translate_title":"英伟达第四季度业绩将由云计算主导，游戏分析师","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1},"content_text":"David Becker/Getty Images News  Nvidia (NASDAQ:NVDA) is slated to report fourth-quarter results after the close of trading on Wednesday and analysts are expecting Jensen Huang-led company to focus on the cloud and gaming, as demand for its graphics chips continues to surge. KeyBanc Capital Markets analyst John Vinh, who rates Nvidia overweight with a $350 price target, pointed out that market and macroeconomic conditions could interfere with the firm's price target, but that fundamentals are still strong. \"...[W]e project higher results and guidance, benefiting from the continued robust demand in auto, industrials, data center, and gaming, with improved supply,\" Vinh wrote in a note to investors, describing results from Nvidia, Analog Devices (NASDAQ:ADI) and Lattice Semiconductor (NASDAQ:LSCC).  A consensus of Wall Street analysts expect Nvidia to earn $1.22 per share and generate $7.43 billion in revenue. Westpark Capital analyst Ruben Roy, who reiterated his buy rating and $365 price target, said that another strong earnings report and outlook from Nvidia would be driven by positive demand for the cloud data center and \"sustained demand for NVDA's high-end gaming GPU cards.\" \"Like last quarter, our checks indicate that overall GPU (data center and RTX gaming) supply has been improving and we believe that overall demand continues to outstrip supply,\" Roy wrote in a note to clients, while adding that the firm is raising its estimates for fiscal 2023. Wells Fargo analyst Aaron Rakers, who has an overweight rating and a $370 price target, said that he expects \"solid\" results from Nvidia, which competes in the graphics space with the likes of Advanced Micro Devices (NASDAQ:AMD). \"We think this has been market / geopolitical driven rather than a change in company-specific investor sentiment in NVDA as an upside momentum story,\" Rakers wrote. \"With that said, we see a positive risk-reward set-up in shares of NVIDIA as we expect the company to provide investors with another beat-and-raise quarter and further confidence in the company's continually deepening platform / growth narrative.\" The analyst added that data center momentum and the outlook for Nvidia's Ampere GeForce RTX 3xxx-Series will be the primary topics of mind for investors. Earlier this month, Nvidia said it would not go ahead with its planned acquisition of chip-design firm, Arm, citing regulatory scrutiny around the world.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9094090032,"gmtCreate":1645015526426,"gmtModify":1676533986326,"author":{"id":"3584779133668268","authorId":"3584779133668268","name":"NPC69","avatar":"https://static.tigerbbs.com/47e7ac55312ae8dd1c9e7cb92adad089","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3584779133668268","authorIdStr":"3584779133668268"},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094090032","repostId":2211665395,"repostType":2,"repost":{"id":"2211665395","pubTimestamp":1645013100,"share":"https://ttm.financial/m/news/2211665395?lang=&edition=fundamental","pubTime":"2022-02-16 20:05","market":"us","language":"en","title":"Nvidia Q4 results to be dominated by cloud, gaming analysts","url":"https://stock-news.laohu8.com/highlight/detail?id=2211665395","media":"seekingalpha","summary":"David Becker/Getty Images News  Nvidia (NASDAQ:NVDA) is slated to report fourth-quarter results afte","content":"<html><body><p><figure> <picture> <img height=\"1053px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/631041028/image_631041028.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/631041028/image_631041028.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/631041028/image_631041028.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/631041028/image_631041028.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/631041028/image_631041028.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/631041028/image_631041028.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/631041028/image_631041028.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/631041028/image_631041028.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/631041028/image_631041028.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture> <figcaption><p>David Becker/Getty Images News</p></figcaption> </figure></p> <p>Nvidia <span>(NASDAQ:NVDA)</span> is slated to report fourth-quarter results after the close of trading on Wednesday and analysts are expecting Jensen<span> Huang-led company to focus on the cloud and gaming, as demand for its graphics chips continues to surge.</span></p> <p>KeyBanc Capital Markets analyst John Vinh, who rates Nvidia overweight with a $350 price target, pointed out that market and macroeconomic conditions could interfere with the firm's price target, but that fundamentals are still strong.</p> <p>\"...[W]e project higher results and guidance, benefiting from the continued robust demand in auto, industrials, data center, and gaming, with improved supply,\" Vinh wrote in a note to investors, describing results from Nvidia, Analog Devices <span>(NASDAQ:ADI)</span> and Lattice Semiconductor <span>(NASDAQ:LSCC)</span>. </p> <p>A consensus of Wall Street analysts expect Nvidia to earn $1.22 per share and generate $7.43 billion in revenue.</p> <p>Westpark Capital analyst Ruben Roy, who reiterated his buy rating and $365 price target, said that another strong earnings report and outlook from Nvidia would be driven by positive demand for the cloud data center and \"sustained demand for NVDA's high-end gaming GPU cards.\"</p> <p>\"Like last quarter, our checks indicate that overall GPU (data center and RTX gaming) supply has been improving and we believe that overall demand continues to outstrip supply,\" Roy wrote in a note to clients, while adding that the firm is raising its estimates for fiscal 2023.</p> <p>Wells Fargo analyst Aaron Rakers, who has an overweight rating and a $370 price target, said that he expects \"solid\" results from Nvidia, which competes in the graphics space with the likes of Advanced Micro Devices <span>(NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>)</span>.</p> <p>\"We think this has been market / geopolitical driven rather than a change in company-specific investor sentiment in NVDA as an upside momentum story,\" Rakers wrote. \"With that said, we see a positive risk-reward set-up in shares of NVIDIA as we expect the company to provide investors with another beat-and-raise quarter and further confidence in the company's continually deepening platform / growth narrative.\"</p> <p>The analyst added that data center momentum and the outlook for Nvidia's Ampere GeForce RTX 3xxx-Series will be the primary topics of mind for investors.</p> <p>Earlier this month, Nvidia said it would not go ahead with its planned acquisition of chip-design firm, Arm, citing regulatory scrutiny around the world. </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 Q4 results to be dominated by cloud, gaming analysts</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 Q4 results to be dominated by cloud, gaming analysts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-16 20:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3800131-nvidia-q4-results-to-be-dominated-by-cloud-gaming-analysts><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>David Becker/Getty Images News  Nvidia (NASDAQ:NVDA) is slated to report fourth-quarter results after the close of trading on Wednesday and analysts are expecting Jensen Huang-led company to focus on ...</p>\n\n<a href=\"https://seekingalpha.com/news/3800131-nvidia-q4-results-to-be-dominated-by-cloud-gaming-analysts\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4543":"AI","BK4529":"IDC概念","BK4567":"ESG概念","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","NVDA":"英伟达","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4141":"半导体产品","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4549":"软银资本持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓"},"source_url":"https://seekingalpha.com/news/3800131-nvidia-q4-results-to-be-dominated-by-cloud-gaming-analysts","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2211665395","content_text":"David Becker/Getty Images News  Nvidia (NASDAQ:NVDA) is slated to report fourth-quarter results after the close of trading on Wednesday and analysts are expecting Jensen Huang-led company to focus on the cloud and gaming, as demand for its graphics chips continues to surge. KeyBanc Capital Markets analyst John Vinh, who rates Nvidia overweight with a $350 price target, pointed out that market and macroeconomic conditions could interfere with the firm's price target, but that fundamentals are still strong. \"...[W]e project higher results and guidance, benefiting from the continued robust demand in auto, industrials, data center, and gaming, with improved supply,\" Vinh wrote in a note to investors, describing results from Nvidia, Analog Devices (NASDAQ:ADI) and Lattice Semiconductor (NASDAQ:LSCC).  A consensus of Wall Street analysts expect Nvidia to earn $1.22 per share and generate $7.43 billion in revenue. Westpark Capital analyst Ruben Roy, who reiterated his buy rating and $365 price target, said that another strong earnings report and outlook from Nvidia would be driven by positive demand for the cloud data center and \"sustained demand for NVDA's high-end gaming GPU cards.\" \"Like last quarter, our checks indicate that overall GPU (data center and RTX gaming) supply has been improving and we believe that overall demand continues to outstrip supply,\" Roy wrote in a note to clients, while adding that the firm is raising its estimates for fiscal 2023. Wells Fargo analyst Aaron Rakers, who has an overweight rating and a $370 price target, said that he expects \"solid\" results from Nvidia, which competes in the graphics space with the likes of Advanced Micro Devices (NASDAQ:AMD). \"We think this has been market / geopolitical driven rather than a change in company-specific investor sentiment in NVDA as an upside momentum story,\" Rakers wrote. \"With that said, we see a positive risk-reward set-up in shares of NVIDIA as we expect the company to provide investors with another beat-and-raise quarter and further confidence in the company's continually deepening platform / growth narrative.\" The analyst added that data center momentum and the outlook for Nvidia's Ampere GeForce RTX 3xxx-Series will be the primary topics of mind for investors. Earlier this month, Nvidia said it would not go ahead with its planned acquisition of chip-design firm, Arm, citing regulatory scrutiny around the world.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":5,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}