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NVDA

Nvidia

$145.17

2.47 (1.73%)

08:33
01/11/19
01/11
08:33
01/11/19
08:33

Nvidia shares pricing in data center concerns, says Jefferies

Jefferies analyst Mark Lipacis believes Nvidia investors are concerned about the "risk of lumpy data center orders." However, he thinks the stock's recent underperformance discounts this concern. The analyst hosted management this week and found them confident in the likelihood that channel inventories would clear in one-to-two quarters, that the company's hardware and software platform provides a "unique competitive advantage" and that the data center business will positively surprise over the long term. Lipacis keeps a Buy rating on Nvidia with a $246 price target.

  • 25

    Feb

NVDA Nvidia
$145.17

2.47 (1.73%)

12/27/18
RBCM
12/27/18
NO CHANGE
Target $200
RBCM
Outperform
Nvidia, AMD estimates lowered at RBC Capital on more cautious gaming view
RBC Capital analyst Mitch Steves lowered his price target on Nvidia (NVDA) to $200 from $230 and also lowered his FY19 revenue forecast on Advanced Micro Devices (AMD) to $7.29B from $7.41B. The analyst says the revisions reflect his observation of a reduction in average selling prices for GPUs of both companies in the secondary market, particularly for Nvidia's GTX 1070 gaming chip. Steves warns that the company may not be able to discern whether the lower prices come as a result of reduced demand in gaming or cryptocurrency related activity, but states that his expectations for Gaming sector are "conservative". The analyst also expects both Nvidia and AMD stocks to remain range bound until the air-pocket in gaming has passed over the near term. Longer term, Steves keeps his Outperform rating on Nvidia amid the sales mix shift toward Data Center revenues, which is seeing traction with the expected annualized growth. For AMD, the analyst also maintains an Outperform rating stating that its long-term investment story remains unchanged. In Q1, Steves sees AMD catalysts in the form a new server product with competitive performance and price relative to the current Intel (INTC) offerings.
01/08/19
FBCO
01/08/19
NO CHANGE
Target $225
FBCO
Outperform
Nvidia's inventory overhang persists, says Credit Suisse
Credit Suisse analyst John Pitzer says that despite the January 15 intro of Nvidia's RTX 2060, checks suggest excess graphics inventory will likely persist into April quarter. While checks suggest progress on high-end GTX, 1060 inventory remains elevated due to slower demand, and pricing, he contends. With the intro of RTX 2060 at a compelling ASP and performance, Pitzer would expect 1060 ASPs declines and inventory digestion to accelerate. The analyst views April quarter as the likely gaming trough quarter over quarter and year over year, with quarter over quarter growth resuming in July quarter and year over year growth in January quarter of 2020. He continues to see a favorable risk/reward and reiterates an Outperform rating and $225 price target on the shares.
01/09/19
OPCO
01/09/19
NO CHANGE
Target $250
OPCO
Outperform
Oppenheimer keeps $250 price target on Nvidia after CES meeting
After sitting down with management at the Consumer Electronics Show, Oppenheimer analyst Rick Schafer maintains an Outperform rating on Nvidia with a $250 price target. The tone of the meeting was confident as management recapped the company's keynote announcement of its new RTX 2060 card, Schafer tells investors in a research note. The analyst views the current crypto-related channel inventory issue as transitory and believes Nvidia's long-term structural growth drivers remain intact. He views the company as a secular growth and margin expansion story, which he says is "increasingly rare in the semiconductor group."
01/09/19
BNCH
01/09/19
NO CHANGE
Target $240
BNCH
Buy
Nvidia inventory comments 'most important take-away' from CES, says Benchmark
After meeting with Nvidia CFO Colette Kress while attending CES, Benchmark analyst Gary Mobley said his "most important take-away" was that she said the excess mid-range Pascal inventory highlighted on the Q3 earnings call is on target to be cleared by the end of the April quarter. Clearing of inventory, along with the RTX 2k GPUs, should set up Nvidia for a major Turing product cycle, said Mobley, who reiterates his Buy rating and $240 price target on the stock.

TODAY'S FREE FLY STORIES

TCEHY

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PYPL

PayPal

$118.65

-1.22 (-1.02%)

, V

Visa

$179.18

-1.34 (-0.74%)

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PYPL

PayPal

$118.65

-1.22 (-1.02%)

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MasterCard

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USB

U.S. Bancorp

$54.98

-0.2 (-0.36%)

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Signature Bank

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1.07 (0.87%)

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KeyCorp, U.S. Bancorp better positioned for Fed rate cut, Barron's says »

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USB

U.S. Bancorp

$54.98

-0.2 (-0.36%)

SBNY

Signature Bank

$123.87

1.07 (0.87%)

KEY

KeyCorp

$17.45

0.15 (0.87%)

03/08/13
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CMG

Chipotle

$746.80

-17.43 (-2.28%)

08:24
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BYND

Beyond Meat

$176.65

6.28 (3.69%)

07:40
07/20/19
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07:40
Periodicals
Beyond Meat could spike after earnings, Barron's says »

After rising so…

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  • 29

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NFLX

Netflix

$315.10

-10.04 (-3.09%)

07:37
07/20/19
07/20
07:37
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07:37
Periodicals
Netflix's problems have only just begun, Barron's says »

Netflix has a problem and…

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  • 03

    Aug

AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

, TGT

Target

$88.02

-0.48 (-0.54%)

07:34
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Periodicals
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AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

TGT

Target

$88.02

-0.48 (-0.54%)

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AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

, FDX

FedEx

$167.08

1.69 (1.02%)

07:31
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07/20
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07:31
Periodicals
FedEx ups game amid e-commerce growth, Barron's says »

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AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

FDX

FedEx

$167.08

1.69 (1.02%)

03/08/13
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AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

, MSFT

Microsoft

$136.62

0.33 (0.24%)

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AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

MSFT

Microsoft

$136.62

0.33 (0.24%)

ORCL

Oracle

$57.55

-0.58 (-1.00%)

AZN

AstraZeneca

$40.11

-0.61 (-1.50%)

BMY

Bristol-Myers

$43.32

-0.72 (-1.63%)

LLY

Eli Lilly

$106.75

-1.57 (-1.45%)

GSK

GlaxoSmithKline

$40.97

-0.44 (-1.06%)

JNJ

Johnson & Johnson

$130.41

-1.62 (-1.23%)

MRK

Merck

$81.39

-1.28 (-1.55%)

NVS

Novartis

$93.58

-0.715 (-0.76%)

PFE

Pfizer

$42.78

-0.28 (-0.65%)

RHHBY

Roche

$0.00

(0.00%)

SNY

Sanofi

$41.94

-0.01 (-0.02%)

03/08/13
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03/06/13
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03/06/13
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BHVN

Biohaven Pharmaceutical

$44.16

-0.61 (-1.36%)

18:12
07/19/19
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Biohaven receives CRL from FDA for application seeking NURTEC approval »

Biohaven Pharmaceutical…

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  • 09

    Sep

CE

Celanese

$107.01

0.9 (0.85%)

18:01
07/19/19
07/19
18:01
07/19/19
18:01
Hot Stocks
Celanese announces acetyl intermediates price increases »

Celanese Corporation…

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  • 23

    Jul

F

Ford

$10.20

-0.06 (-0.58%)

17:48
07/19/19
07/19
17:48
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17:48
Periodicals
Ford plans to lay off 185 employees at Ontario plant, Reuters reports »

A union local said that…

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RTN

Raytheon

$178.55

2.45 (1.39%)

17:48
07/19/19
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17:48
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Hot Stocks
Raytheon awarded $191.01M Air Force contract modification »

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  • 25

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UTX

United Technologies

$132.37

1.08 (0.82%)

17:44
07/19/19
07/19
17:44
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17:44
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United Technologies awarded $253.71M Air Force contract »

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  • 23

    Jul

LMT

Lockheed Martin

$356.90

0.675 (0.19%)

17:40
07/19/19
07/19
17:40
07/19/19
17:40
Hot Stocks
Lockheed Martin awarded $1.47B Missile Defense Agency contract modification »

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  • 23

    Jul

ARES

Ares Management

$28.13

-0.305 (-1.07%)

17:33
07/19/19
07/19
17:33
07/19/19
17:33
Syndicate
Breaking Syndicate news story on Ares Management »

Ares Management files…

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  • 31

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HAFC

Hanmi Financial

$21.68

-0.105 (-0.48%)

17:33
07/19/19
07/19
17:33
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Hot Stocks
Hanmi Financial to delay release of Q2 results »

Hanmi Financial announced…

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  • 23

    Jul

PAYS

Paysign

$17.49

-0.48 (-2.67%)

17:32
07/19/19
07/19
17:32
07/19/19
17:32
Syndicate
Breaking Syndicate news story on Paysign »

Paysign files $150M mixed…

03/08/13
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MEOH

Methanex

$43.19

0.83 (1.96%)

17:28
07/19/19
07/19
17:28
07/19/19
17:28
Hot Stocks
Methanex reaches final investment decision on methanol plant in Geismar, LA »

Methanex Corporation…

03/08/13
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  • 01

    Aug

17:17
07/19/19
07/19
17:17
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17:17
Conference/Events
Credit Suisse biotech analysts to hold an analyst/industry conference call »

Biotech Analysts provide…

17:14
07/19/19
07/19
17:14
07/19/19
17:14
Conference/Events
UBS retail/hardlines analyst to hold an analyst/industry conference call »

Retail/Hardlines Analyst…

SHIP

Seanergy Marine

$0.64

-0.0425 (-6.25%)

17:05
07/19/19
07/19
17:05
07/19/19
17:05
Hot Stocks
Seanergy Maritime receives noncompliance notice from Nasdaq »

Seanergy Maritime…

03/08/13
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SONM

Sonim

$13.42

0.24 (1.82%)

16:41
07/19/19
07/19
16:41
07/19/19
16:41
Conference/Events
Sonim management to meet with Oppenheimer »

Meetings to be held on…

03/08/13
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KINS

Kingstone Companies

$8.81

0.09 (1.03%)

16:30
07/19/19
07/19
16:30
07/19/19
16:30
Hot Stocks
Kingstone names Barry Goldstein CEO »

Kingstone Companies…

03/08/13
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  • 07

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16:30
07/19/19
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16:30
07/19/19
16:30
Options
Preliminary option volume of 22.6M today »

Preliminary option volume…

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