Will Nvidia Deliver Again in Its Upcoming Quarterly Results?

Intel Corporation News

Will Nvidia Deliver Again in Its Upcoming Quarterly Results?
Microsoft CorporationNVIDIA CorporationAdvanced Micro Devices Inc
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) stock gained 163% in value to its shareholders. Despite the hefty market pullback on August 7th when Nvidia shares dropped to $98, the stock recovered and gained its mid-July range, now priced at $128 per share.

For the fiscal quarter ending July 2024, which is scheduled to be reported on August 28th, Zacks Investment Research places an EPS consensus of $0.59 based on 13 analyst forecast inputs. In the prior quarter, Nvidia gave an outlook of $28 billion in revenue from Q1’s $22.6 billion, which itself tracked a 427% year-over-year growth.

Suffice to say, investors expect a similar growth post-Blackwell, although it will be much subdued by Nvidia’s over-$1 trillion market weight. In early August, Microsoft packaging complexities will lead to Blackwell shipments delay until Q1 2025. To stay ahead in the data center AI business, AMD recently made an aggressive move by acquiring ZT Systems for $4.9 billion. When it comes to Intel, Blackwell’s delay should provide the emerging foundry giant with an opportunity to expand with its cost-effective Gaudi 3 chips.

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