Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

LiDAR Technology Leader with Proven Technology, Tier 1 Partners, and a Capital-Light Business Model

Equity Bottom-Up

<div><ul><li>Strong Nvidia beat reinforces strength in demand environment for AI. </li><li>Nvidia’s 3QFY26 results materially exceeded consensus expectations, with revenue of $57.0 billion (+22% Q/Q, +62% Y/Y) versus Street estimates of ~$54.9 billion and adjusted EPS of $1.30 versus Street estimates of $1.25.</li><li>Data center revenue of $51.2 billion handily surpassed consensus of ~$49.0 billion, accounting for 90% of total revenue and underscoring sustained enterprise AI adoption.</li></ul></div>

Strong Nvidia beat reinforces strength in demand environment for AI. Nvidia’s 3QFY26 results materially exceeded consensus expectations, with revenue of $57.0 billion (+22% Q/Q, +62% Y/Y) versus Street estimates of ~$54.9 billion and adjusted EPS of $1.30 versus Street estimates of $1.25.Data center revenue of $51.2 billion handily surpassed consensus of ~$49.0 billion, accounting for 90% of total revenue and underscoring sustained enterprise AI adoption.

Nvidia Earnings Read-Across; Now for Something (Very) Different!

Managing Partner, VRS (Valuation & Research Specialists)

VRS (Valuation & Research Specialists)

Managing Partner

Valuation & Research Specialists (VRS) is a boutique financial advisor with more than 17 years of experience in Corporate Valuation and Finance, and a diversified client base including some of the largest Companies in Greece.

Since 2002, VRS has completed more than 200 engagements in the areas of business valuation and financial analysis for more than 100 clients in a wide range of industries.

VRS has been honored to work with small and large private and publicly traded companies in Europe and overseas.

Boutique Financial Advisor

<ul><li>NVIDIA Corporation is a computing infrastructure company that provides graphics, computing, and networking solutions across the United States, Singapore, Taiwan, China, Hong Kong, and other in- ternational markets.</li><li>The Company's shares have been listed in the Nasdaq Composite stock market index since January 22, 1999, and are included among the companies with the highest market capitalization globally.</li><li>Additionally, Nvidia’s shares are included in several national indices, such as S&amp;P 500, Dow Jones, NASDAQ-100, and DJ Semiconductors. In May 2024, Nvidia Corporation announced a ten-for-one stock split.</li></ul>

NVIDIA Corporation is a computing infrastructure company that provides graphics, computing, and networking solutions across the United States, Singapore, Taiwan, China, Hong Kong, and other in- ternational markets.The Company's shares have been listed in the Nasdaq Composite stock market index since January 22, 1999, and are included among the companies with the highest market capitalization globally.Additionally, Nvidia’s shares are included in several national indices, such as S&amp;P 500, Dow Jones, NASDAQ-100, and DJ Semiconductors. In May 2024, Nvidia Corporation announced a ten-for-one stock split.

NVIDIA CORPORATION Common Stock - June 4, 2025

United States

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

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NVIDIA Corp (NVDA US)

LiDAR Technology Leader with Proven Technology, Tier 1 Partners, and a Capital-Light Business Model

KEY POINTS AEye is the global leader in adaptive, high-performance LiDAR solutions. Its software-driven LiDAR platform (4Sight Foundation), and...

Water Tower Research

Nvidia Earnings Read-Across; Now for Something (Very) Different!

Nvidia’s 3QFY26 results materially exceeded consensus expectations, with revenue of $57.0 billion (+22% Q/Q, +62% Y/Y) versus Street estimates of...

Water Tower Research

NVIDIA CORPORATION Common Stock - June 4, 2025

NVIDIA Corporation is a computing infrastructure company that provides graphics, computing, and networking solutions across the United States,...

VRS (Valuation & Research Specialists)

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