Finally, Nvidia has presented its eagerly anticipated quarterly results. Yesterday, strong figures were announced which will certainly be an invitation for some investors. However, they will experience a surprise in the first hours of this day. The Nvidia share price fell by about 1.5%. It is worth taking a closer look.

Nvidia: China Problem Not Yet Overcome? In the initial statements I have studied, attention is drawn above all to the fact that Nvidia’s business in China could be affected. Background: It was revealed a few weeks ago that, in accordance with US regulations, Nvidia should not be able to supply chips to China. Only shortly afterwards it became clear that this only applies to chips that can be used militarily.

Other chips may still be supplied by Nvidia and similar companies to China. In fact, Nvidia has designed an alternative line, so I consider the problem to be manageable. However, the analysts or commentators reacted somewhat more soberly in the initial statements.

Whatever the case, the figures that Nvidia has presented and, above all, the projection of the future, are at least good. Analysts who give course forecasts have so far been satisfied. The company is expensive – but apparently not expensive enough, according to the analysts‘ current assessments.

Nvidia: It remains positive! The current facts: The revenue in the reported quarter is about 18 billion dollars. That’s not only good, but – in my opinion – outstanding. Compared to the same quarter last year, sales rose by a factor of 3. Even analysts must be quite satisfied. It had been noted in consensus that revenue was expected to be about $2 billion less. This means that Nvidia exceeded the estimates by about 12% to 13%.

The profit rose from 680 million dollars in the previous year to now 9.2 billion dollars. These are growth rates that most companies can only dream of. In addition, a gross margin of more than 50% is calculated. It is hardly possible to be more profitable at a high level.

The future is at least short-term (currently hardly anyone can make serious AI estimates in the long term) good. The company expects revenue of around 20 billion dollars. That’s also 2 billion more than analysts had discussed earlier. One more comment for you to conclude: Analysts currently see an average target price of around $640, almost 30% above the current prices. As I said: The share is expensive (P/E ratio over 40). But isn’t it still quite cheap? Anyone who bets on the AI boom will consider Nvidia to be cheap.

Nvidia: Figures better than expected again – WKN: 918422 – ISIN: US67066G1040 Source: https://fundamental.aktienscreener.com/US67066G1040/EI/nvidia-corp/data

Finally, Nvidia has presented its eagerly anticipated quarterly results. Yesterday, strong figures were announced which will certainly be an invitation for some investors. However, they will experience a surprise in the first hours of this day, as the Nvidia share price fell by about 1.5%. It is worth taking a closer look.

Nvidia: China Problem Not Yet Overcome? In the initial statements I have studied, attention is drawn above all to the fact that Nvidia’s business in China could be affected due to US regulations, which prohibit the supply of chips that can be used militarily to China. However, other chips may still be supplied by Nvidia and similar companies to China, and Nvidia has designed an alternative line, so the problem is manageable.

Whatever the case, the figures that Nvidia has presented and, above all, the projection of the future, are at least good. Analysts who give course forecasts have so far been satisfied, although the company is expensive – but apparently not expensive enough – according to the analysts‘ current assessments.

The revenue in the reported quarter is about 18 billion dollars, compared to the same quarter last year, sales rose by a factor of 3 and the profit rose from 680 million dollars in the previous year to now 9.2 billion dollars, with a gross margin of more than 50%. The company expects revenue of around 20 billion dollars. Analysts currently see an average target price of around $640, almost 30% above the current prices, and a P/E ratio over 40.

Nvidia: Figures better than expected again – WKN: 918422 – ISIN: US67066G1040 Source: https://fundamental.aktienscreener.com/US67066G1040/EI/nvidia-corp/data