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NVDA
Nvidia Corporation - NASDAQ

7/9/2014, 8:31 PM ET
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  • Nvidia, Android, And Opportunity
    Sexton Equity Analysis Mon, Jun. 30 4 Comments

    Summary

    • Partnership with Android provides new channels to reach consumers.
    • Shifts in consumer electronics trends demand adaptation.
    • Up-and-coming GeForce launch later this year will bolster GPU sales.
  • Nvidia Refocuses Its Plan To Target Servers, Instead Of Promoting Its GPUs In ARM Servers
    Trefis Fri, Jun. 27 3 Comments

    Summary

    • Three years after officially launching its server Project Denver, Nvidia is downplaying its plan to develop its own 64-bit ARM-based CPU processor for servers.
    • ARM processors can help cut down on power consumption as they are known for their low power processors.
    • AMD believes that ARM CPUs have the potential to account for 20% of the server market by 2016 or 2017.
  • Why Nvidia's Stock Is A Long-Term Investment Opportunity
    Arie Goren Fri, Jun. 27 1 Comment

    Summary

    • Nvidia is expanding into end-markets such as the super, mobile and cloud computing markets.
    • Nvidia will benefit from the rising demand for personal computers, which is driven mostly by a strong demand for business PCs.
    • Nvidia is ranked second among all S&P 500 tech stocks yielding more than 1.8%, according to the "All-Stars: Zweig" powerful ranking system.
  • Is There More Upside Left In Nvidia?
    Ayush Singh Thu, Jun. 26 4 Comments

    Summary

    • Tegra and GPU should drive Nvidia forward.
    • Increased focus on in-car infotainment will supplement Nvidia's growth.
    • All these factors make Nvidia a good investment.
  • Bitcoin/Litecoin Miners Leave AMD And Nvidia In The Dust
    Alex Cho Tue, Jun. 24 110 Comments

    Summary

    • GPU demand is expected to decline significantly going into Q2 2014.
    • The development of custom semiconductor solutions for crypto-currency mining renders mass-market GPUs like the Radeon R9 series ineffective.
    • AMD will report weakening results; to what extent is the mystery as the company doesn’t break-down results.
    • Nvidia looks like a more compelling alternative as the company is better diversified, and has great product execution.
    • Mainstream PC demand is expected to peak; Nvidia can offset the decline in demand, and also has a better product mix when compared to AMD.
  • Nvidia's Tegra K1 Powers Google's Project Tango Tablet Kit
    Trefis Fri, Jun. 6

    Summary

    • Project Tango is a smartphone and tablet project by Google powered by Nvidia.
    • We believe that Tegra processors revenue will cross $1 billion over our review period.
    • Leveraging its Tegra processors to tap growth in mobile computing is a key long-term growth strategy for Nvidia.
  • Nvidia Is A Buy - The $240 Xiaomi Mi Pad Is A Strong Tailwind
    Alcaraz Research Sun, May. 25 9 Comments

    Summary

    • Xiaomi’s decision to use Nvidia’s K1 SoC for its $240 Mi Pad is perfect for China’s growing population of mobile gamers.
    • Nvidia’s Tegra revenue for 2014 will benefit from the millions of Mi Pad sales. Xiaomi, like Apple, has a cult following of very loyal customers.
    • Alpha Omega Mathematica only recommends a Hold for NVDA but my belief in Xiaomi’s proven marketing ability compels me to rate NVDA a Buy.
  • Beware, Nvidia Is A Risky Investment
    Amal Singh Thu, May. 22 9 Comments

    Summary

    • Nvidia's PC and server business are growth drivers that could lead to an improvement in the business.
    • However, a weak PC market could hurt Nvidia in the long run.
    • Although Nvidia is focusing on mobile, it is behind Qualcomm here and might not be able to succeed in the future.
  • Xiaomi Launches World's First Tablet Based On Nvidia's Tegra K1
    Trefis Tue, May. 20

    Summary

    • Nvidia believes that Tegra K1 will help the company set new mobile standards by supporting the latest PC-class gaming technologies on the mobile platform.
    • The Xiaomi MiPad will be available in China starting in June as an open beta.
    • Nvidia will benefit from Xiaomi's dominance in the Chinese smartphone market as well as its potential growth in the tablet market.
  • Intel And Nvidia Need To Partner To Conquer Mobile
    Alex Cho Thu, May. 15 45 Comments

    Summary

    • Intel and Nvidia need to work together in order to design a competing SOC that's competitive with Qualcomm.
    • For now, Qualcomm's Snapdragon 810 is likely to keep Intel at bay, for the remainder of 2014.
    • Nvidia and Intel are unlikely to catch Qualcomm in modem technologies. However, if the two partner, they may be able to get design wins due to superior graphics and processing.
  • Nvidia Is Fairly Valued As Investors Weigh PC Concerns Versus Early Success With GRID
    The Value Investor Wed, May. 14 5 Comments

    Summary

    • Investors worry about PC reliance and competition in gaming.
    • Nvidia has a rock-solid balance sheet, is still growing and is moving into new growth areas like GRID.
    • I believe shares are roughly fairly valued.
  • Professional Graphics, PC Gaming And Tegra Drive Nvidia's Growth During Its Latest Fiscal Quarter
    Trefis Fri, May. 9

    Summary

    • PC gaming (both desktops and notebooks) grew at a robust rate in the quarter as gamers continued to buy high-end GPUs to play the latest PC games.
    • Accounting for 80% of the market, Nvidia remains the dominant player in professional GPUs.
    • With IBM, Dell and HP now selling Nvidia GPUs in their high-volume servers, the company expects large-scale data centers to be a significant source of growth.
  • Why Nvidia Is Heading To $22
    Wall Street Playbook Fri, May. 9 19 Comments

    Summary

    • Following the recent retreat, the stock is worth a gamble here for the long term.
    • The risk-reward trade-off favors the upside.
    • If Nvidia can maintain revenue growth rate of 10% for the next couple of years, this company can become a legitimate competitor to Qualcomm and Broadcom.
  • Nvidia: Tegra's Fate May Lie In Android Game Consoles
    Alcaraz Research Sat, Apr. 26 3 Comments

    Summary

    • Nvidia’s Tegra 4i is unlikely to be inside the upcoming Xiaomi Mi3S Android smartphone.
    • The Nvidia Shield 2 will likely come with the new Tegra K1. Asus is working on a mini-gaming console powered by Tegra 4.
    • The ZTE-made FunBox is a $149 Android 4.3 gaming console. The $200 Mad Catz M.O.J.O. is also a Tegra-powered Android gaming and media box.
  • When Will The Tegra Opportunity Materialize? An Outlook On 2014 And Beyond
    Samuel Rech Wed, Apr. 16 14 Comments

    Summary

    • Nvidia's stable, "cash-cow" GPU business won't move the stock price, while its potentially high-growth System-on-a-Chip business (Tegra) might.
    • Tegra chips are technologically very competitive, but have so far failed to gain a significant commercial foothold in consumer electronics.
    • Based on announced smartphone and tablet releases, 2014 will be another disappointing year for Tegra implementation.
    • The Tegra opportunity is still real, but will take time to realize, requiring investors to be patient.
    • Based on today's price of $18.31, my target range for NVDA in 18 months is $20-$23, with a base case of $21.
  • Nvidia: Tegra Sales And Share Repurchases Could Drive Shares Higher
    Bottom Up Investing Fri, Apr. 11

    Summary

    • NVIDIA is fairly valued, but share repurchases could drive the share price higher.
    • Tegra sales should at worst be flat during fiscal 2015.
    • The technicals are bullish.
  • Nvidia Is A Strong Buy With Xiaomi Mi3S Deal
    Alcaraz Research Thu, Apr. 10 7 Comments

    Summary

    • The rumor that Xiaomi is dropping the Tegra K1 for SnapDragon 801 hurts Nvidia. The Xiaomi Mi3S could help Nvidia improve its struggling Tegra division.
    • Nvidia has other revenue streams that can make up for the loss over Xiaomi smartphone sales. However, I prefer that Tegra 4i is found inside the new Mi3s.
    • Nvidia has good fundamentals which should help it weather the loss of the Mi3S business from Xiaomi.
  • Why Nvidia's Partnership With VMware Is A Big Deal
    Jon Peddie Wed, Apr. 2 5 Comments

    Summary

    • Why Nvidia’s partnership with VMware is a big deal.
    • Nvidia now has access to VMware’s 76% market share.
    • GRID gaining growing acceptance (last year’s deal with Citrix, now VMware).
    • Virtual and remote graphics showing up in enterprise and social networks.
  • Nvidia: 4 Different Insiders Have Sold Shares This Month
    Markus Aarnio Thu, Mar. 27 4 Comments

    Summary

    • Four insiders sold Nvidia stock within one month.
    • The stock was not purchased by any insiders in the month of intensive selling.
    • Three of these four insiders decreased their holdings by more than 10%.
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Company Description

NVIDIA Corp is a visual computing company, connecting people through the powerful medium of computer graphics. The Company's reporting segments include GPU and Tegra Processor.