last 4 quarters , actual resul

last 4 quarters , actual result is always around 2 Billion more than forecast given. Latestquarter seems like revenue decelerating, growth of 12% QoQ compared to 17% of last quarter . Management gave forecast of 43B in coming quarter result and if trend of 2 Billion actual more than forecast. It means we are looking at 45B actual and will also translate to 15% QoQ growth, acceleration . Remember Blackwell is in full Production Ramp now.

Nvidia Stock Falls Again After Tech Stumble. What Analysts Are Saying

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Shenpwe
03-07
Shenpwe
Interesting forecast

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It means we are looking at 45B actual and will also translate to 15% QoQ growth,&nbsp;acceleration . Remember Blackwell is in full Production Ramp now.</p></body></html>","htmlText":"<html><head></head><body><p>last 4 quarters , actual result is always around 2 Billion more than forecast given. Latestquarter seems like revenue decelerating, growth of 12% QoQ compared to 17% of last quarter . Management gave forecast of 43B in coming quarter result and if trend of 2 Billion actual more than forecast. It means we are looking at 45B actual and will also translate to 15% QoQ growth,&nbsp;acceleration . Remember Blackwell is in full Production Ramp now.</p></body></html>","text":"last 4 quarters , actual result is always around 2 Billion more than forecast given. Latestquarter seems like revenue decelerating, growth of 12% QoQ compared to 17% of last quarter . Management gave forecast of 43B in coming quarter result and if trend of 2 Billion actual more than forecast. It means we are looking at 45B actual and will also translate to 15% QoQ growth, acceleration . Remember Blackwell is in full Production Ramp now.","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/408567535985128","repostId":2514756329,"repostType":4,"repost":{"id":"2514756329","kind":"highlight","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":1740750669,"share":"https://ttm.financial/m/news/2514756329?lang=en_US&edition=fundamental","pubTime":"2025-02-28 21:51","market":"us","language":"en","title":"Nvidia Stock Falls Again After Tech Stumble. What Analysts Are Saying","url":"https://stock-news.laohu8.com/highlight/detail?id=2514756329","media":"Dow Jones","summary":"Nvidia stock was falling again Friday after it and the broader tech sector took a hit Thursday as President Donald Trump confirmed tariffs on Canada and Mexico, and the latest earnings report from the","content":"<html><head></head><body><p>Nvidia stock was falling again Friday after it and the broader tech sector took a hit Thursday as President Donald Trump confirmed tariffs on Canada and Mexico, and the latest earnings report from the world&#39;s largest chip maker failed to reassure artificial-intelligence investors.</p><p>It could be a buying opportunity.</p><p>Nvidia stock fell 1.7% to $118 in premarket trading Friday while futures tracking the Nasdaq 100 were flat. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5b160b92ab76865c25571ad83115b55d\" tg-width=\"812\" tg-height=\"836\"/></p><p>The drop was largely driven by Trump announcing that neighboring countries Mexico and Canada would face tariffs of 25% from March. 4, and an additional 10% tariff on imports from China.</p><p>&#34;The proposed TARIFFS scheduled to go into effect on MARCH FOURTH will, indeed, go into effect, as scheduled. China will likewise be charged an additional 10% Tariff on that date,&#34; Trump wrote in a post on Truth Social, the social media platform operated by Trump Media.</p><p>It isn&#39;t all bad news for Nvidia though. Several analysts point to its future looking bright: the product ramp of its latest Blackwell chip appears strong throughout next year even if the company is currently experiencing near-term headwinds from the Blackwell transition, China restrictions and DeepSeek -- the AI model out of China said to have been produced for a fraction of the cost of leading Western models.</p><p>Bank of America analysts led by Vivek Arya reiterated Nvidia as their top pick on AI dominance with a target price of $200 following the chip maker&#39;s fourth-quarter earnings report late Wednesday.</p><p>&#34;We understand the desire to diversify portfolios away from AI/cloud, but we believe this underappreciates the solid (and global) pace of AI investments and NVDA&#39;s compelling valuation,&#34; Arya said.</p><p>Nvidia currently fetches a price to earnings ratio of 26 times forward earnings, below the average for Nasdaq-listed companies of 27.1.</p><p>UBS analyst Timothy Arcuri noted that while there were a couple of things to pick at in Nvidia&#39;s earnings report, the results were &#34;good enough to keep the debate moving in a positive direction -- especially ahead of GTC in a few weeks.&#34;</p><p>GTC is Nvidia&#39;s annual AI conference, set to take place in San Jose, California, on March 17-21. CEO Jensen Huang will deliver a keynote speech on March 18.</p><p>&#34;Nvidia&#39;s financials were solid, but the real story is its rapid cadence of innovation, said Sean Sun, portfolio manager at Thornburg Investment Management. &#34;With GTC around the corner, I expect further product announcements to build on today&#39;s momentum.&#34;</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 Stock Falls Again After Tech Stumble. 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What Analysts Are Saying\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\">2025-02-28 21:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia stock was falling again Friday after it and the broader tech sector took a hit Thursday as President Donald Trump confirmed tariffs on Canada and Mexico, and the latest earnings report from the world&#39;s largest chip maker failed to reassure artificial-intelligence investors.</p><p>It could be a buying opportunity.</p><p>Nvidia stock fell 1.7% to $118 in premarket trading Friday while futures tracking the Nasdaq 100 were flat. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5b160b92ab76865c25571ad83115b55d\" tg-width=\"812\" tg-height=\"836\"/></p><p>The drop was largely driven by Trump announcing that neighboring countries Mexico and Canada would face tariffs of 25% from March. 4, and an additional 10% tariff on imports from China.</p><p>&#34;The proposed TARIFFS scheduled to go into effect on MARCH FOURTH will, indeed, go into effect, as scheduled. China will likewise be charged an additional 10% Tariff on that date,&#34; Trump wrote in a post on Truth Social, the social media platform operated by Trump Media.</p><p>It isn&#39;t all bad news for Nvidia though. Several analysts point to its future looking bright: the product ramp of its latest Blackwell chip appears strong throughout next year even if the company is currently experiencing near-term headwinds from the Blackwell transition, China restrictions and DeepSeek -- the AI model out of China said to have been produced for a fraction of the cost of leading Western models.</p><p>Bank of America analysts led by Vivek Arya reiterated Nvidia as their top pick on AI dominance with a target price of $200 following the chip maker&#39;s fourth-quarter earnings report late Wednesday.</p><p>&#34;We understand the desire to diversify portfolios away from AI/cloud, but we believe this underappreciates the solid (and global) pace of AI investments and NVDA&#39;s compelling valuation,&#34; Arya said.</p><p>Nvidia currently fetches a price to earnings ratio of 26 times forward earnings, below the average for Nasdaq-listed companies of 27.1.</p><p>UBS analyst Timothy Arcuri noted that while there were a couple of things to pick at in Nvidia&#39;s earnings report, the results were &#34;good enough to keep the debate moving in a positive direction -- especially ahead of GTC in a few weeks.&#34;</p><p>GTC is Nvidia&#39;s annual AI conference, set to take place in San Jose, California, on March 17-21. CEO Jensen Huang will deliver a keynote speech on March 18.</p><p>&#34;Nvidia&#39;s financials were solid, but the real story is its rapid cadence of innovation, said Sean Sun, portfolio manager at Thornburg Investment Management. &#34;With GTC around the corner, I expect further product announcements to build on today&#39;s momentum.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4532":"文艺复兴科技持仓","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","BK4550":"红杉资本持仓","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4548":"巴美列捷福持仓","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","NVDA":"英伟达","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2514756329","content_text":"Nvidia stock was falling again Friday after it and the broader tech sector took a hit Thursday as President Donald Trump confirmed tariffs on Canada and Mexico, and the latest earnings report from the world's largest chip maker failed to reassure artificial-intelligence investors.It could be a buying opportunity.Nvidia stock fell 1.7% to $118 in premarket trading Friday while futures tracking the Nasdaq 100 were flat. The drop was largely driven by Trump announcing that neighboring countries Mexico and Canada would face tariffs of 25% from March. 4, and an additional 10% tariff on imports from China.\"The proposed TARIFFS scheduled to go into effect on MARCH FOURTH will, indeed, go into effect, as scheduled. China will likewise be charged an additional 10% Tariff on that date,\" Trump wrote in a post on Truth Social, the social media platform operated by Trump Media.It isn't all bad news for Nvidia though. Several analysts point to its future looking bright: the product ramp of its latest Blackwell chip appears strong throughout next year even if the company is currently experiencing near-term headwinds from the Blackwell transition, China restrictions and DeepSeek -- the AI model out of China said to have been produced for a fraction of the cost of leading Western models.Bank of America analysts led by Vivek Arya reiterated Nvidia as their top pick on AI dominance with a target price of $200 following the chip maker's fourth-quarter earnings report late Wednesday.\"We understand the desire to diversify portfolios away from AI/cloud, but we believe this underappreciates the solid (and global) pace of AI investments and NVDA's compelling valuation,\" Arya said.Nvidia currently fetches a price to earnings ratio of 26 times forward earnings, below the average for Nasdaq-listed companies of 27.1.UBS analyst Timothy Arcuri noted that while there were a couple of things to pick at in Nvidia's earnings report, the results were \"good enough to keep the debate moving in a positive direction -- especially ahead of GTC in a few weeks.\"GTC is Nvidia's annual AI conference, set to take place in San Jose, California, on March 17-21. CEO Jensen Huang will deliver a keynote speech on March 18.\"Nvidia's financials were solid, but the real story is its rapid cadence of innovation, said Sean Sun, portfolio manager at Thornburg Investment Management. \"With GTC around the corner, I expect further product announcements to build on today's momentum.\"","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1020,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":365,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":410953210204584,"commentId":"410953210204584","gmtCreate":1741330332311,"gmtModify":1741337515041,"authorId":3479274785278836,"author":{"id":3479274785278836,"idStr":"3479274785278836","authorId":3479274785278836,"name":"Shenpwe","avatar":"https://static.tigerbbs.com/4b51002b6d682b7196fce71fa3264623","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":408567535985128,"objectIdStr":"408567535985128","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Interesting forecast","text":"Interesting forecast","html":"Interesting forecast","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/408567535985128"}