NVDA PT increase and some numbers

Investment Analysis Clubs Saul’s Investing Discussions
1

Today NVDA had its price target increased by 2 analysts:

Jefferies analyst Mark Lipacis hiked his price target on Nvidia to 180 from 140.

Needham analyst Rajvindra Gill raised his price target to $200 from $130.

Here are some numbers:

	Revenue (in $M)				
Fiscal	Q1	Q2	Q3	Q4	Total					
2014	955	977	1054	1144	4130
2015	1103	1103	1225	1251	4682
2016	1151	1153	1305	1401	5010
2017	1305	1428	2004	2173	6910
2018	1937	1950(E)

	Adj EPS				
Fiscal	Q1	Q2	Q3	Q4	Total					
2014	0.18	0.23	0.26	0.32	0.99
2015	0.29	0.3	0.39	0.43	1.41
2016	0.33	0.34	0.46	0.52	1.65
2017	0.46	0.53	0.94	1.13	3.06
2018	0.85

Segment Revenue (in $M)					
	Gaming	Pro Vis	Datacenter	Auto	OEM & IP
2015	2058	795	317	        183	1329
2016	2818	750	339	        320	783
2017	4060	835	830	        487	698

Segment Revenue (in $M) Quarterly
       Gaming	Pro Vis	Datacenter	Auto	OEM & IP
Q1 17	687	189	143	        113	173
Q2 17	781	214	151	        119	163
Q3 17	1244	207	240	        127	186
Q4 17	1348	225	296	        128	176
Q1 18	1027	205	409	        140	156

Gaming, data center, and auto are growing very rapidly. Data center and auto are still small compared to gaming but these contributions will probably have an increasing effect on results each quarter going forward.

5 Likes
2

Thanks for posting those numbers in that format, easy to see the growth and makes me glad to have bought more NVDA a couple of months ago or so when in took a pause. Fast moving stock with what appears to be amazing growth ahead!! This is where letting your winners run plays out.