No matter how bullish investors are of its long-term prospects, Nvidia’s Price/Sales ratio is 3 times more expensive than its 5-year average. Interesting perspective from this Seeking Alpha writer, although his SA bio describes him as specializing in deep value investing, here’s his perspective re: NVDA P/S. Saul, are you willing to comment re: the P/S of NVDA, and if it had an impact on your decision to reduce your position size last month? Let’s see if this translates into a reaccelerating of revenue growth… If we see NVDA match AMD then that will be an improvement.Īt GTC in January, NVDA announced A LOT of new products. NVDA’s y/y revenue growth had slowed to 32% and 34% the past few quarters. On 4/25/18 AMD reported a really solid quarter with revenue up 40% y/y and up 23% sequentially. We will see if this translates into faster sales growth for that segment.Īuto probably won’t really kick in for another 2 years. Professional visualization may get reignited with the announcement of the real-time rendering technology that NVDA unveiled in January. Next week we will see how much more data center GPUs they bought… Someone on the board reported that the cloud titans have increased their CapEx spending by a lot in Q1 2018 over last year. Gaming is the main driver because is it almost 3x as large as the next largest segment (data center).ĭata center revenue growth has been slowing but it’s still very high. Who knows how the stock will react to NVDA. Many companies are reporting excellent results but perhaps the “market” is expecting a lot more. The stock price responses have been interesting this quarter.

Last week we heard from SHOP, SQ, and ANET.Īmong my companies (AYX, TWLO, NKTR, NVDA) that report next week we have NVDA.

Nvda stock price earnings date