NVIDIA Corporation


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SKU: NVDA Category:


NVIDIA has had a phenomenal runup in the stock price over the past quarter with investors actually wondering if the company has any further steam left. The company’s financial performance in the quarter was rock solid with record revenues in both hyperscale cloud and industrial enterprise and a year-on-year growth of 68%. Their gaming revenue alone was $3.1 billion, up 11% sequentially, and up 85% compared to the previous year. Another major growth driver was the pro visualization business whose quarterly revenue of $519 million, up 40% sequentially and up 156% year-on-year. Desktop workstations led to this strong sequential revenue growth, driven by demand to outfit and design offices remotely, becoming the norm across industries. The management extended their leadership in supercomputing as they noticed momentum across regions driven by their robust technology with upgrades to high-speed products and new customer wins across cloud service providers, enterprise, and high-performance computing. Given the recent runup of the stock, we are adopting a conservative approach on NVIDIA and we give it a ‘Hold’ rating with a revised target price.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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