- Nvidia’s fourth-quarter revenue reached $39.33 billion, surpassing the estimated $38.25 billion, marking a 78% year-over-year increase.
- Data center revenue increased by 93% year-over-year to $35.6 billion, exceeding the estimated $34.09 billion.
- Gaming revenue saw a decline of 14% year-over-year, totaling $2.5 billion, falling short of the estimated $3.02 billion.
- Professional Visualization revenue experienced a 10% increase year-over-year, amounting to $511 million, slightly higher than the estimate of $507.6 million.
- Automotive revenue surged to $570 million from $281 million year-over-year, significantly above the estimate of $460.7 million.
- The adjusted gross margin was reported at 73.5%, aligning with expectations but down from 76.7% year-over-year.
- Research and development expenses rose by 51% year-over-year to $3.71 billion, slightly below the estimated $3.75 billion.
- Adjusted operating expenses increased by 53% year-over-year to $3.38 billion, close to the estimate of $3.4 billion.
- Adjusted operating income rose by 73% year-over-year to $25.52 billion, exceeding the estimate of $24.69 billion.
- The adjusted earnings per share were 89 cents, above the estimated 84 cents.
- Free cash flow increased by 38% year-over-year to $15.52 billion.
- Analyst ratings showed 68 buys, 7 holds, and 1 sell.
NVIDIA Corp on Smartkarma
Analysts on Smartkarma have been closely monitoring NVIDIA Corp, providing valuable insights for investors. Nico Rosti‘s recent report delves into support and resistance levels for derivatives traders post-earnings, indicating tactical targets of buying below 125 and selling above 147. Vincent Fernando, CFA, highlights positive signals for continued strength in Cloud/AIOT industries ahead of NVIDIA’s upcoming results, with Lite On’s outlook remaining optimistic for 1Q25E. Additionally, Finimize Research emphasizes NVIDIA’s significance in the AI boom, detailing the company’s various high-margin segments and its true market value.
On the other hand, Alpha Exchange‘s report adopts a bearish stance, discussing the importance of risk management in light of market uncertainties, citing NVIDIA’s substantial single-day market cap loss. In contrast, The Delphi Podcast features insights by Jeffrey Emanuel on a short case for NVIDIA stock, raising concerns about competition, margin pressure, and market timing. These diverse perspectives offer investors a comprehensive view of the opportunities and risks associated with investing in NVIDIA Corp.
A look at NVIDIA Corp Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 5 | |
| Resilience | 4 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.2 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Analysts have assessed NVIDIA Corp‘s long-term outlook using Smartkarma’s Smart Scores which rate various aspects of the company’s performance. In terms of value and dividend, the company received a moderate score of 2, indicating room for improvement. However, the score of 5 for growth suggests a positive trajectory for the company’s future development. Pairing this with a resilience score of 4 signifies a robust ability to withstand challenges. Though momentum scored a 3, the high growth and resilience scores bode well for NVIDIA Corp‘s long-term prospects.
NVIDIA Corporation, known for designing and marketing 3D graphics processors and software, caters to the mainstream personal computer market by providing interactive 3D graphics. With a strong growth score of 5 and a respectable resilience score of 4, the company appears primed for continued success in the long run. While there is room to enhance value and dividend factors, NVIDIA Corp‘s positive growth and resilience outlook position it well for future profitability and sustainability.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Analytics and News
- ✓ Events & Webinars
