NVDA's projected P/E is 8.50 Industry (Semiconductor - Specialized) average projected P/E 12.94 Implies a projected stock price of $11.65
NVDA's PEG is 0.62 NVDA's projected earnings growth rate is 13.71% Industry (Semiconductor - Specialized) average PEG is 1.24 Implies a projected stock price of $15.30
More analysis source, calculations, and other info:
The editors of All Star Investor explain, "This graphic chip manufacturer stumbled earlier this year, but we find a compelling a turnaround story."
"This is a difficult environment for short-term investors. When the Dow jumps up 200 points one day, and crashes 200 points the next, it's hard to tell where to turn. Calling bottoms is nearly impossible
"In this market, we have become value investors -- seeking an inexpensive compa
The editors of All Star Investor explain, "This graphic chip manufacturer stumbled earlier this year, but we find a compelling a turnaround story." Here's his review.
"This is a difficult environment for short-term investors. When the Dow jumps up 2
With concerns over recession, turmoil in the financial sector, fear of rising rates, high market volatility and a rising aversion to risk, many investors have been avoiding technology stocks.
Investors have feared that these economic headwinds will dampen both consumer spending for technology products and reduced capital expenditures for technology in the corporate sector.
Despite these concerns, some of the newsletter industry's leading advisors are looking beyond the
If you're looking for a quick, high risk bet, check out Nvidia (NVDA). They release earnings after the close today. I now own over 600 shares at a purchase price of around 11.10. Although both AMD and Intel are going after NVDA's turf, NVDA has no debt and its competitors have been trying to muscle into the high-end GPU business for years, without success.
In addition, Intel's Larabee won't be released till 2009, meaning NVDA needs to duke it out only with AMD/ATI for X-Mas laptop and desktop sales. Bottom line: from my vantage point, NVDA stock looks oversold at 11 dollars a share.
Despite having execution problems and ferocious competition (detailed in my last article), I still think NVIDIA Corp. (NVDA) will still be at least moderately profitable in the long-term, and the 30% drop in its stock price following one bad quarter is an over-reaction. NVDA has several factors in its favor.
NVDA is unlikely to lose market share, and might even gain some share. Both technological and market factors account for this. Technologically, GPU chips are second only to CPUs in complexity, meaning that competition from Asian fabs are unlikely, and the only competition is likely to r
Stock is oversold. Growth in US may be stagnant, but expect growing demand from other countries, especially since weak dollar makes NVDA chips attractive. Management is very competent, CEO was a chip designer himself. Main competitor AMD has hit a rough patch and is too busy bleeding cash to make ATI competetive. Not too mention, low stock price makes it attractive buyout target, especially given its market postition & technological expertise. Given stalling semiconductor market, M&A could be attractive growth strategy. At a $121B market cap, Intel could easily absorb NVDA's $6b (Keep in mi...
7/7 - "Product-related issues for NVIDIA (NVDA) such as the transition from the G80 to G92 series and the recently discovered failure of certain notebook products will pressure gross margins, which we believe will continue for few quarters. We therefore maintain a Hold rating on the shares."
"Shares of NVIDIA are currently trading at 11.3x our reduced fiscal 2009 EPS estimate of $1.11. We lower our estimates for the second quarter and full fiscal year 2009 and 2010. We also cut our six-month price target to $13.50, representing a multiple of 12.2 fiscal 2009 estimates."
NVIDIA faces risks associated with international operations as nearly 92% of fiscal 2008 revenue has been from businesses outside the U.S. This part was added on experimental basis to see the effect. This part was added on experimental basis to see the effect. This part was added on experimental basis to see the effect. This part was added on experimental basis to see the effect. This part was added on experimental basis to see the effect. This part was added on experimental basis to see the effect. This part was added on experimental basis to see the effect. This part was added on experime...
NVIDIA Corporation provides visual computing technologies designed to generate interactive graphics on consumer and professional computing devices in the United States and internationally. It operates in four segments: Graphic Processing Unit (GPU), Media and Communications Processor (MCP), Professional Solutions Business (PSB), and Consumer Products Business (CPB). The GPU segment compris
With a current P/E ratio of 16.74 I see NVDA as being undervalued. NVDA has an EPS of 1.39 and with the sector getting a p/e ratio of about 25 that gives NVDA a 34.75. With Nvidia being a HUGE part of the computer industry, gaming particularly, I think sales will be up and and would command a higher p/e ratio to drive the share price to 36 and greater. On a Technical view 22 a share looks like a decent support level with some resistances at 25 and 27 a share. The 50 day SMA is setting up to cross the 200 day SMA and if that happens the chart would become extremely bullish.
Nvidia is the market leader for graphics cards. The world of CPU's and GPU's are beginning to merge. There are only three significant players in the two markets. One of them, AMD, is taking a standing eight count. That pretty much leaves Nvidia to battle the goliath Intel. I like Nvidia. Graphics is Intel's achilles heal. Video is the name of the game today. Nvidia, like Intel, is entering the market for cell phone chips.
AMD - comeback in the making
- Great post by Arawak.
Mind you, this was BEFORE AMD's 16% hike today.
Cheers.
AMD - comeback in the making
Started 23 hours ago (By arawak)
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$20+ PEG only 0.71
- ...industry PEG is 7.47...NVDA is also undervalued wrt projected PE...here is the analysis:
http://www.freestockvalueranker.com/?method=peg_pe&gro
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