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2022-05-23

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Financial report preview | Whether Nvidia can return as the king, the Q1 financial report is crucial!

英伟达计划于美东时间5月25日美股收盘后公布截至4月30日的2023财年Q1业绩。在上一季度财报中，英伟达预估本季度（2023财年Q1）营收为81.0亿美元（上下波动2%），高于预期72.2亿美元；预

Financial report preview | Whether Nvidia can return as the king, the Q1 financial report is crucial!

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":9026998898,"tweetId":"9026998898","gmtCreate":1653310202214,"gmtModify":1676535257544,"author":{"id":4090282032864880,"idStr":"4090282032864880","authorId":4090282032864880,"authorIdStr":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>👍👍👍</body></html>","htmlText":"<html><head></head><body>👍👍👍</body></html>","text":"👍👍👍","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/9026998898","repostId":2237286827,"repostType":4,"repost":{"id":"2237286827","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1653301787,"share":"https://ttm.financial/m/news/2237286827?lang=en_US&edition=fundamental","pubTime":"2022-05-23 18:29","market":"us","language":"zh","title":"Financial report preview | Whether Nvidia can return as the king, the Q1 financial report is crucial!","url":"https://stock-news.laohu8.com/highlight/detail?id=2237286827","media":"老虎资讯综合","summary":"英伟达计划于美东时间5月25日美股收盘后公布截至4月30日的2023财年Q1业绩。在上一季度财报中，英伟达预估本季度（2023财年Q1）营收为81.0亿美元（上下波动2%），高于预期72.2亿美元；预","content":"<html><head></head><body><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>It is planned to announce the Q1 results of fiscal year 2023 ending April 30 after the U.S. stock market closes on May 25, Eastern Time.<img src=\"https://static.tigerbbs.com/0bcf0217d1952bf8213351c45058c163\" tg-width=\"1800\" tg-height=\"1430\" width=\"100%\" height=\"auto\"/>In the last quarter's financial report,Nvidia estimates this quarter (Q1 FY 2023) Revenue of $8.10 billion (fluctuating 2% up and down), higher than expectations of $7.22 billion; It is estimated that the adjusted gross profit margin in the first quarter is 67.0% (fluctuating 0.5% up and down); Adjusted operating expenses are expected to be $1.60 billion, higher than the expected value of $1.46 billion.The current market consensus estimate is that the company's Q1 total revenue will be US $8.09 billion and earnings per share (EPS) will be US $1.29, compared with total revenue of US $5.66 billion and earnings per share of US $0.92 in the same period last year.Judging from historical data, Nvidia's total revenue and EPS have exceeded market expectations for 12 consecutive quarters.<img src=\"https://static.tigerbbs.com/72b8471534ea7cbf42bf3e0014e3a9ad\" tg-width=\"1524\" tg-height=\"593\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/b4501b7b3af70f7391780ecbb8d2a4be\" tg-width=\"1507\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/>The market value has been halved, can Nvidia \"buy the bottom\"?Nvidia hit an all-time high of $346.47 in November last year as strong demand and a global chip shortage sparked interest in the stock. Since then, concerns about a slowing economy and the outlook for rate hike have weighed on the stock, which is now down nearly 50% from its all-time high set late last year and 40% this year alone.<img src=\"https://static.tigerbbs.com/497d3d251c9e30cdcc2f07e12a9e32f4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>FromFrom the perspective of valuation, it is gradually reasonableIn terms of valuation, Nvidia still has a \"best-in-class\" premium to its relatively smaller competitors. From the perspective of expected P/E, Nvidia's value is still 30x, compared with its competitor AMD's 22x expected P/E, and other competitors' expectations for P/E are also relatively low.<a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>Is 19x,<a href=\"https://laohu8.com/S/INTC\">Intel</a>Is 12x,<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Is 10x,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Is 6x.At present, the 1-year valuation of Nvidia's stock has been significantly lower than the average level and is at the lowest level of the 1-year period. Some analysts believe that this shows that,If the latest results and guidance can match or even exceed market expectations, then this will be an excellent time for long-term investors to buy the company's stock at a reasonable valuation.<img src=\"https://static.tigerbbs.com/207b753f81610ea29fae2accce1ef43d\" tg-width=\"443\" tg-height=\"316\" referrerpolicy=\"no-referrer\"/>Wall Street is bullish, Q1 is stable?The market's expectations for Nvidia's first fiscal quarter are still high. Analysts expect revenue and profit to increase by more than 40% year-on-year. However, the global chip shortage may affect Nvidia. After all, Nvidia is an upstream Fab (chip designer) and is very dependent on foundry capacity. Last month, Nvidia noted that it was stepping up efforts to replenish its inventory of graphics processing products (GPU products), suggesting that the worst of the company's chip shortages may have passed.Some analysts pointed out that although this bodes well for sales growth, the average selling price (ASP) of the company's products may be reduced due to the decline in demand, and may damage the company's profit margin value that has continued to amaze the market in the past. Analysts generally said that,Will be watching closely for signals in the latest quarterly results report regarding any change in the balance of supply and demand for chips.Agency Oppenheimer said that due to strong demand, Nvidia's first-quarter earnings report may be better than expected, and its data center business is expected to grow 75% year-on-year.Oppenheimer analysts expect that,Fiscal first-quarter earnings per share and sales will beat Wall Street estimates of $1.30 and $8.1 billion, respectively.The company expects that,Fiscal second-quarter EPS and sales will beat consensus estimates of $1.36 and $8.4 billion, respectively.Oppenheimer said supply chain constraints should ease in the second half of the year, which is expected to drive results upside. \"Our long-term thesis remains unchanged as Nvidia's core leading gaming and AI strengths will remain poised for oversized structural growth,\" the analyst said. \"We remain long-term bullish on Nvidia.\"Oppenheimer lowered his price target on Nvidia to $300 from $350, while reiterating its Outperform rating. The new target price shows that,Nvidia's stock has a 77% upside.Of the 44 analysts surveyed by Seeking Alpha, 27 have a \"strong buy\" rating. Another 8 companies marked it as \"buy\". Meanwhile, only one analyst listed Nvidia as a \"sell,\" while another eight listed it as a \"hold.\"<img src=\"https://static.tigerbbs.com/7095d79d9ef83e42e91f4456852ad50b\" tg-width=\"827\" tg-height=\"214\" referrerpolicy=\"no-referrer\"/>At the end of the article, \"pouring cold water\" on investors who are optimistic about Nvidia,If the market risk appetite continues to decline, coupled with the latest earnings report disappointing the market, it may lead to the breaking of the stock's $165 support level and the possibility of falling further towards $150 or even further towards the May 2021 low.</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Financial report preview | Whether Nvidia can return as the king, the Q1 financial report is crucial!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFinancial report preview | Whether Nvidia can return as the king, the Q1 financial report is crucial!\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n老虎资讯综合 \n2022-05-23 18:29\n</div>\n</a>\n</h4>\n</header>\n<article>\n<html><head></head><body><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>It is planned to announce the Q1 results of fiscal year 2023 ending April 30 after the U.S. stock market closes on May 25, Eastern Time.<img src=\"https://static.tigerbbs.com/0bcf0217d1952bf8213351c45058c163\" tg-width=\"1800\" tg-height=\"1430\" width=\"100%\" height=\"auto\"/>In the last quarter's financial report,Nvidia estimates this quarter (Q1 FY 2023) Revenue of $8.10 billion (fluctuating 2% up and down), higher than expectations of $7.22 billion; It is estimated that the adjusted gross profit margin in the first quarter is 67.0% (fluctuating 0.5% up and down); Adjusted operating expenses are expected to be $1.60 billion, higher than the expected value of $1.46 billion.The current market consensus estimate is that the company's Q1 total revenue will be US $8.09 billion and earnings per share (EPS) will be US $1.29, compared with total revenue of US $5.66 billion and earnings per share of US $0.92 in the same period last year.Judging from historical data, Nvidia's total revenue and EPS have exceeded market expectations for 12 consecutive quarters.<img src=\"https://static.tigerbbs.com/72b8471534ea7cbf42bf3e0014e3a9ad\" tg-width=\"1524\" tg-height=\"593\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/b4501b7b3af70f7391780ecbb8d2a4be\" tg-width=\"1507\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/>The market value has been halved, can Nvidia \"buy the bottom\"?Nvidia hit an all-time high of $346.47 in November last year as strong demand and a global chip shortage sparked interest in the stock. Since then, concerns about a slowing economy and the outlook for rate hike have weighed on the stock, which is now down nearly 50% from its all-time high set late last year and 40% this year alone.<img src=\"https://static.tigerbbs.com/497d3d251c9e30cdcc2f07e12a9e32f4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>FromFrom the perspective of valuation, it is gradually reasonableIn terms of valuation, Nvidia still has a \"best-in-class\" premium to its relatively smaller competitors. From the perspective of expected P/E, Nvidia's value is still 30x, compared with its competitor AMD's 22x expected P/E, and other competitors' expectations for P/E are also relatively low.<a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>Is 19x,<a href=\"https://laohu8.com/S/INTC\">Intel</a>Is 12x,<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Is 10x,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Is 6x.At present, the 1-year valuation of Nvidia's stock has been significantly lower than the average level and is at the lowest level of the 1-year period. Some analysts believe that this shows that,If the latest results and guidance can match or even exceed market expectations, then this will be an excellent time for long-term investors to buy the company's stock at a reasonable valuation.<img src=\"https://static.tigerbbs.com/207b753f81610ea29fae2accce1ef43d\" tg-width=\"443\" tg-height=\"316\" referrerpolicy=\"no-referrer\"/>Wall Street is bullish, Q1 is stable?The market's expectations for Nvidia's first fiscal quarter are still high. Analysts expect revenue and profit to increase by more than 40% year-on-year. However, the global chip shortage may affect Nvidia. After all, Nvidia is an upstream Fab (chip designer) and is very dependent on foundry capacity. Last month, Nvidia noted that it was stepping up efforts to replenish its inventory of graphics processing products (GPU products), suggesting that the worst of the company's chip shortages may have passed.Some analysts pointed out that although this bodes well for sales growth, the average selling price (ASP) of the company's products may be reduced due to the decline in demand, and may damage the company's profit margin value that has continued to amaze the market in the past. Analysts generally said that,Will be watching closely for signals in the latest quarterly results report regarding any change in the balance of supply and demand for chips.Agency Oppenheimer said that due to strong demand, Nvidia's first-quarter earnings report may be better than expected, and its data center business is expected to grow 75% year-on-year.Oppenheimer analysts expect that,Fiscal first-quarter earnings per share and sales will beat Wall Street estimates of $1.30 and $8.1 billion, respectively.The company expects that,Fiscal second-quarter EPS and sales will beat consensus estimates of $1.36 and $8.4 billion, respectively.Oppenheimer said supply chain constraints should ease in the second half of the year, which is expected to drive results upside. \"Our long-term thesis remains unchanged as Nvidia's core leading gaming and AI strengths will remain poised for oversized structural growth,\" the analyst said. \"We remain long-term bullish on Nvidia.\"Oppenheimer lowered his price target on Nvidia to $300 from $350, while reiterating its Outperform rating. The new target price shows that,Nvidia's stock has a 77% upside.Of the 44 analysts surveyed by Seeking Alpha, 27 have a \"strong buy\" rating. Another 8 companies marked it as \"buy\". Meanwhile, only one analyst listed Nvidia as a \"sell,\" while another eight listed it as a \"hold.\"<img src=\"https://static.tigerbbs.com/7095d79d9ef83e42e91f4456852ad50b\" tg-width=\"827\" tg-height=\"214\" referrerpolicy=\"no-referrer\"/>At the end of the article, \"pouring cold water\" on investors who are optimistic about Nvidia,If the market risk appetite continues to decline, coupled with the latest earnings report disappointing the market, it may lead to the breaking of the stock's $165 support level and the possibility of falling further towards $150 or even further towards the May 2021 low.</body></html>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2237286827","content_text":"英伟达计划于美东时间5月25日美股收盘后公布截至4月30日的2023财年Q1业绩。在上一季度财报中，英伟达预估本季度（2023财年Q1）营收为81.0亿美元（上下波动2%），高于预期72.2亿美元；预估第一季度调整后的毛利率为67.0%（上下波动0.5%）；预计调整后的运营支出为16.0亿美元，高于预期值14.6亿美元。目前市场普遍预计，该公司Q1总营收为80.9亿美元，每股收益(EPS)为1.29美元，相比之下，上年同期总营收为56.6亿美元，每股收益为0.92美元。从历史数据来看，英伟达总营收与EPS已连续12个季度超出市场预期。市值腰斩，英伟达能“抄底”吗？英伟达去年11月曾触及346.47美元的历史高位，因需求旺盛和全球芯片短缺引发市场对该股的兴趣。自那以来，对经济放缓和加息前景的担忧一直令股价承压，与去年年底创下的历史高点相比，目前该股已下跌近50%，仅今年以来就下跌了40%。从估值看，逐渐合理估值方面，英伟达仍比规模相对其较小的竞争对手拥有“同类最佳”溢价。从预期市盈率来看，英伟达该项数值仍为30x，相比之下，其竞争对手AMD为22x预期市盈率，其他竞争对手预期市盈率同样相对较低，德州仪器为19x、英特尔为12x、高通为10x，美光科技为6x。目前，英伟达股票1年期估值已明显低于均值水平，处于1年期的最低水平区域。有分析人士认为，这表明，如果最新业绩和业绩指引能够持平甚至超过市场预期，那么这将是长期投资者以合理估值买入该公司股票的绝佳时机。华尔街看多，Q1稳了？市场对英伟达第一财季的预期仍然较高，分析师们预计营收和利润将同比增长40%以上，但是，全球芯片短缺可能将波及英伟达，毕竟英伟达属于上游Fab(芯片设计商)，非常依赖晶圆代工厂的产能。在上个月，英伟达曾指出，其正在加大力度补充图形处理产品(GPU产品)库存，暗示该公司芯片短缺最严重的时期可能已经过去。有分析师指出，虽然这是销售额增长的好兆头，但公司旗下产品的平均销售价格(ASP)可能因需求有所下滑而降低，并可能损害该公司过去持续令市场惊艳的利润率数值。分析师普遍表示，将密切关注最新季度业绩报告中有关任何芯片供需平衡发生变化的信号。机构奥本海默表示，由于需求强劲，英伟达第一季度财报可能好于预期，其数据中心业务预计同比增长75%。奥本海默分析师预计，第一财季每股收益和销售额将分别超过华尔街预期的1.30美元和81亿美元。该公司预计，第二财季每股收益和销售额将分别超过市场普遍预期的 1.36 美元和 84 亿美元。奥本海默表示，供应链限制应该会在今年下半年缓解，预计这将推动业绩上行。“我们的长期论点保持不变，因为英伟达的核心领先的游戏和 AI 优势仍将为超大的结构性增长做好准备，“分析师表示。” 我们仍长期看多英伟达。“奥本海默将英伟达的目标价从 350 美元下调至 300 美元，同时重申其表现优于大盘的评级。新的目标价显示，英伟达的股价有 77%的上行空间。在Seeking Alpha调查的44位分析师中，有27位给出了“强烈买入”的评级。另有8家公司将其标记为“购买”。与此同时，只有一名分析师将英伟达列为“卖出”，另有八名分析师将其列为“持有”。文末，在给看好英伟达的投资者“泼盆冷水”，如果市场风险偏好继续下行，加上最新财报令市场感到失望，可能导致该股165美元支撑水平被打破，并有可能进一步跌向150美元甚至有可能进一步滑向2021年5月低点附近。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":2308,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}