Entering text into the input field will update the search result below

Nvidia Stock Forecast: Will Evergrande Impact Its Business Outlook?

Oct. 01, 2021 9:30 AM ETNVIDIA Corporation (NVDA)TSM15 Comments


  • The Evergrande crisis hurts Chinese real estate developers and investors primarily, but other industries could also feel an impact.
  • Decelerating economic growth in China could impact tech companies like NVIDIA, Apple, etc.
  • Overall, Evergrande does not look like it will be a huge issue for NVIDIA, but investors should keep an eye on the situation.
  • Looking for a helping hand in the market? Members of Cash Flow Kingdom get exclusive ideas and guidance to navigate any climate. Learn More »
Nvidia World Headquarters
wellesenterprises/iStock Editorial via Getty Images

Article Thesis

The Evergrande (OTCPK:EGRNY) debt crisis has begun to impact a wide range of companies that are active in the region. NVIDIA (NASDAQ:NVDA) could feel some headwinds from potential Evergrande fallout as well, although the risks do

Is This an Income Stream Which Induces Fear?

image.pngThe primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent. Start your free two-week trial today!

This article was written by

Jonathan Weber profile picture

Jonathan Weber holds an engineering degree and has been active in the stock market and as a freelance analyst for many years. He has been sharing his research on Seeking Alpha since 2014. Jonathan’s primary focus is on value and income stocks but he covers growth occasionally.

He is a contributing author for the investing group Cash Flow Club where along with Darren McCammon, they focus on company cash flows and their access to capital. Core features include: access to the leader’s personal income portfolio targeting 6%+ yield, community chat, the “Best Opportunities” List, coverage of energy midstream, commercial mREITs, BDCs, and shipping sectors,, and transparency on performance. Learn More.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of FB, GOOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

Comments (15)

grxbstrd profile picture
There's a report out this morning NVDA has agreed to some concessions with the EU to get the ARM deal through. Not unexpected. I wonder when SA publishes something about it. . .
alchemist11 profile picture
I am glad someone is thinking about the broader implications of Evergrande and the China inevitable economic instability and contraction. And on top of that, they now want to strangle their energy consumption for climate concerns?!?!!? They never cared before. Weird timing.
I strongly believe that NVIDIA is the best stock in the market at this moment. In a year from now is going to be easily 30% up. Is in crypto,in AI , in gaming , in self drive cars ...
All these are tecnologies that will grow fast at least for another 3-5 years .
Jonathan Weber profile picture
@Malekkosg what will cause that price increase?
Buying FB or Google is buying Into Toxic Social Media & Censorship, and you win and win so long as your Allies in govt win, and then the worm turns. All dictators think they'll always be in power, every single one of them.
Jonathan Weber profile picture
@awstout1 Thanks for your perspective. What does that mean for NVDA?
alchemist11 profile picture
@awstout1 Agreed, but off the topic?
@Jonathan Weber NVDA is mostly agnostic vis a vis Cultural Exposure. I think it sells the tools of Tech Censorship, like an Arms Dealer, but I don't think the responsibility of how a tool is used rests with the dealer, be it guns or Technology. I'm not speaking hypothetically : rights violations of Freedom of Speech, Assembly, Movement, for example, all basic and enumerated rights, are one way or another under assault . Current Admin is activly suppressing or trying to suppress through the use of AI & Technologies, using willing accomplices in private companies as a proxy of their policy, eg, algos tuned to shadow ban or block content. Social credit systems, china style , are already on the menue. Travel freedom, currently billed as vaccine passports , already enacted. Even Churchill spoke to perverted Technologies endangering a world to a protracted dark age.

But the tools which oppress can also set us free. So long as NVDA remains a neutral arms Merchant in the social wars, I'll invest.
Hudson Investments profile picture
I certainly agree that NVDA is very richly priced, however, they are in an extremely unique position right now with the digital revolution. There is a backlog of quality chips to run cars, computers, date centers, video games and CPU’s.
If NVDA gets the green light to acquire ARM, all bets are off. If they do that then they will rule the roost of the CPU business.
I am long NVDA, and although the next few months will be “rocky” due to macro forces, like China’s Evergrande weakness, I believe they will grow into their 30X forward P/E from the present 50X one.

BTW, I believe that any infrastructure bill in the USA will be a positive for NVDA.
Jonathan Weber profile picture
@ArnieW thanks for sharing. What are the impacts of the infrastructure bill?
Hudson Investments profile picture
@Jonathan Weber I understand that digital upgrades to networks like Wi-Fi and cellular will be made to broaden coverage across rural areas and poor coverage areas.
Jonathan Weber profile picture
@ArnieW I think others will profit more from that than nvda
r Negoro profile picture
Nvidia depends on covid, crypto.
Jonathan Weber profile picture
@r Negoro Those play a role as well. Do you think NVDA is a buy here?
Disagree with this article? Submit your own. To report a factual error in this article, . Your feedback matters to us!

About NVDA

SymbolLast Price% Chg
Market Cap
Yield (TTM)
Rev Growth (YoY)
Short Interest
Prev. Close
Compare to Peers

More on NVDA

Related Stocks

SymbolLast Price% Chg
To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.