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NVDA Analysis & Videos »
NVDA: Bull or Bear?
Cramer on BloggingStocks: Investors are rethinking their snap judgments
NVDA
+5.25%
in
24 days
Filed under: Microsoft (MSFT), Apple Inc (AAPL), Cisco Systems (CSCO), Dell (DELL), Hewlett-Packard (HPQ), Intel (INTC), Home Depot (HD), Motorola (MOT), Market matters, International Business Machines (IBM), JPMorgan Chase (JPM), Goldman Sachs Group (GS), Lowe's Cos (LOW), Cypress Semiconductor (CY), Stocks to Buy, Cramer on BloggingStocks TheStreet.com's Jim Cramer says that as numerous stories are mulled over anew, the reasons for selling seem silly.
The lack of important d...
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NVIDA (NVDA): A 'graphic ' turnaround'
NVDA
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+18.51%
in
457 days
 "To play the classic semiconductor-cycle (buying on a down-cycle and selling after an up-cycle), go with NVIDIA Corp. (NASDAQ: NVDA)," say Ron Rowland and Brandon Clay.
The editors of All Star Investor explain, "This graphic chip manufacturer stumbled earlier this year, but we find a compelling a turnaround story." "This is a difficult environment for short-term investors. When the Dow jumps up 200 points one day, and crashes 200 points the next, it's hard to tell where to turn. Calling bottoms is nearly impossible <>"In this market, we have become value investors -- seeking an inexpensive...
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Bullish on Nvidia: No Debt and Low Expectations
NVDA
+24.93%
in
478 days
If you're looking for a quick, high risk bet, check out Nvidia (NVDA). They release earnings after the close today. I now own over 600 shares at a purchase price of around 11.10. Although both AMD and Intel are going after NVDA's turf, NVDA has no debt and its competitors have been trying to muscle into the high-end GPU business for years, without success.
In addition, Intel's Larabee won't be released till 2009, meaning NVDA needs to duke it out only with AMD/ATI for X-Mas laptop and desktop sales. Bottom line: from my vantage point, NVDA stock looks oversold at 11 dollars a share.
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NVIDIA's Long-Term Prospects Mean It's Currently Undervalued
NVDA
+19.64%
in
496 days
Despite having execution problems and ferocious competition (detailed in my last article), I still think NVIDIA Corp. (NVDA) will still be at least moderately profitable in the long-term, and the 30% drop in its stock price following one bad quarter is an over-reaction. NVDA has several factors in its favor. <>NVDA is unlikely to lose market share, and might even gain some share. Both technological and market factors account for this. Technologically, GPU chips are second only to CPUs in complexity, meaning that competition from Asian fabs are unlikely, and the only competition is likely to r...
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Bullish on NVDA ...
NVDA
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+25.10%
in
496 days
Stock is oversold. Growth in US may be stagnant, but expect growing demand from other countries, especially since weak dollar makes NVDA chips attractive. Management is very competent, CEO was a chip designer himself. Main competitor AMD has hit a rough patch and is too busy bleeding cash to make ATI competetive. Not too mention, low stock price makes it attractive buyout target, especially given its market postition & technological expertise. Given stalling semiconductor market, M&A could be attractive growth strategy. At a $121B market cap, Intel could easily absorb NVDA's $6b (Keep in mi...
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Expect Margin Pressure to Weigh on Nvidia Following Earnings Warning
NVDA
+15.25%
in
513 days
7/7 - "Product-related issues for NVIDIA (NVDA) such as the transition from the G80 to G92 series and the recently discovered failure of certain notebook products will pressure gross margins, which we believe will continue for few quarters. We therefore maintain a Hold rating on the shares."
"Shares of NVIDIA are currently trading at 11.3x our reduced fiscal 2009 EPS estimate of $1.11. We lower our estimates for the second quarter and full fiscal year 2009 and 2010. We also cut our six-month price target to $13.50, representing a multiple of 12.2 fiscal 2009 estimates."
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Expect Margin Pressure for NVIDIA
NVDA
+14.30%
in
514 days
NVIDIA faces risks associated with international operations as nearly 92% of fiscal 2008 revenue has been from businesses outside the U.S. This part was added on experimental basis to see the effect. This part was added on experimental basis to see the effect. This part was added on experimental basis to see the effect. This part was added on experimental basis to see the effect. This part was added on experimental basis to see the effect. This part was added on experimental basis to see the effect. This part was added on experimental basis to see the effect. This part was added on experime...
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NVIDIA Corp
NVDA
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+8.90%
in
517 days
Analysts'
Recommendation: | Buy | | 30 Days Ago: | Buy |
| | Analysts' Target: | $27 | <> <> | Analysts' Targets | | FTN Midwest | $19 | <> <> <> Sel<><><>< />< /><><><><><><><><><><><>< />< /><><><><><><><><><><><>< />< /><><><><><><><><><><><>< />< /><><><><><><><><><><><>< />< /><><><><><><><><><><><>< />< /><><><><><><><><><><><>< />< /><><><><><><><><><><><>< />< /><><><><><><><><><><><>< />< /><><><><><><><><><><><>< />< />< /><><><><><><>< /><><><><><><><><>< /><><><><>< />...
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Hold-Rated NVIDIA Gets Premium
NVDA
-39.47%
in
13 days
(closed on 07/07/08)
Product-related transitional issues have taken a toll on gross margins, and we continue to be cautious on the outlook for consumer spending.
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NVIDIA Corp
NVDA
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-41.56%
in
23 days
(closed on 07/04/08)
Company Description <> Contact Info 2701 San Tomas Expressway Santa Clara, CA 95050 United States Phone: 408-486-2000 Fax: 408-615-2800 www.nvidia.com <> <> NVIDIA Corporation provides visual computing technologies designed to generate interactive graphics on consumer and professional computing devices in the United States and internationally. It operates in four segments: Graphic Processing Unit (GPU), Media and Communications Processor (MCP), Professional Solutions Business (PSB), and Consumer Products Business (CPB). The GPU segment compris...
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Nvidia
NVDA
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-40.95%
in
560 days
With a current P/E ratio of 16.74 I see NVDA as being undervalued. NVDA has an EPS of 1.39 and with the sector getting a p/e ratio of about 25 that gives NVDA a 34.75. With Nvidia being a HUGE part of the computer industry, gaming particularly, I think sales will be up and and would command a higher p/e ratio to drive the share price to 36 and greater. On a Technical view 22 a share looks like a decent support level with some resistances at 25 and 27 a share. The 50 day SMA is setting up to cross the 200 day SMA and if that happens the chart would become extremely bullish.
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Hold-Rated NVIDIA Ests Lowered
NVDA
-12.32%
in
46 days
(closed on 06/24/08)
We maintain a Hold rating on NVIDIA shares as we expect spending on technology to remain muted.
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People Bullish on NVDA
People Bearish on NVDA
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| StreetInsider.com on NVDA |
Medical research,software,gaming
- JEDM, new to me and hopeful. Developer of gaming tech. Now making applications to a new exciting medical/patient path. For some patient populations
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AMD - comeback in the making
- Great post by Arawak.
Mind you, this was BEFORE AMD's 16% hike today.
Cheers.
AMD - comeback in the making
Started 23 hours ago (By arawak)
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$20+ PEG only 0.71
- ...industry PEG is 7.47...NVDA is also undervalued wrt projected PE...here is the analysis:
http://www.freestockvalueranker.com/?method=peg_pe&gro
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More Resources
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About NVIDIA Corp
- Answers.com
With concerns over recession, turmoil in the financial sector, fear of rising rates, high market volatility and a rising aversion to risk, many investors have been avoiding technology stocks. 
