🤔 Nvidia, mai ieftina?: Diferență între versiuni

<p>Pe bursa americana, Nvidia [https://www.reuters.com/technology/nvidias-forward-pe-ratio-tumbles-lowest-eight-months-2023-08-28/ se tranzactioneaza] in prezent la 33x profitul net estimat de analisti pentru urmatoarele 12 luni, cel mai modest multiplu dupa decembrie anul trecut. Ca perspectiva: acelasi multiplu era 46x in urma cu o saptamana (si 60x [https://www.reuters.com/technology/nvidia-bets-25-bln-that-ai-boom-is-far-over-2023-08-24/#:~:text=Huang%27s%20move%20to%20buy%20back%20stock%20when%20it%20is%20more%20expensive%20than%20it%20has%20ever%20been%20tops%20the%20bets%20that%20even%20other%20large%20tech%20companies%20are%20making%20on%20AI%2C%20but%20comes%20as%20its%20price%2Dto%2Dearnings%20multiple%20fell%20to%20about%2043%20from%2060%20after%20analysts%20upgraded%20their%20earnings%20estimates%20in%20May. inaintea] ultimelor rezultate trimestriale anuntate pe 23 august).</p><p>Pentru trimestrul fiscal curent, Nvidia [https://www.cnbc.com/2023/08/23/nvidia-nvda-earnings-report-q2-2024.html estimeaza] venituri totale mai mari cu 170% (vs aceeasi perioada din 2022). Pentru anul fiscal curent (care se incheie in ianuarie 2024), analistii [https://www.reuters.com/technology/nvidias-forward-pe-ratio-tumbles-lowest-eight-months-2023-08-28/#:~:text=Following%20its%20report,the%20following%20year. estimeaza] venituri totale de 53 mld. USD, de aproape 2x mai mari fata de cele obtinute in anul fiscal precedent. Tot pentru anul fiscal curent, analistii [https://www.reuters.com/technology/nvidias-forward-pe-ratio-tumbles-lowest-eight-months-2023-08-28/#:~:text=Following%20its%20report,the%20following%20year. se asteapta] la un profit net de peste 22 mld. USD, de 5x mai mare fata de cel inregistrat in anul fiscal precedent, cifra fiind anticipata sa creasca la 35 mld. USD in urmatorul an fiscal.</p><p>Comparativ cu 23 august, cand Nvidia si-a anuntat ultimele rezultate trimestriale, actiunile companiei [https://www.reuters.com/technology/nvidias-forward-pe-ratio-tumbles-lowest-eight-months-2023-08-28/#:~:text=Nvidia%27s%20stock%20added%20nearly%202%25%20to%20%24468%20on%20Monday%2C%20leaving%20it%20down%20almost%201%25%20since%20last%20Wednesday%2C%20when%20the%20Santa%20Clara%2C%20California%20company%20far%20exceeded%20expectations%20with%20its%20quarterly%20revenue%20forecast%20as%20an%20artificial%2Dintelligence%20boom%20fueled%20demand%20for%20its%20chips. sunt] mai jos cu circa 1%. In acest an, totusi, actiunile s-au apreciat cu aproximativ 220%, valoarea de piata a companiei fiind de circa 1.18 tln. USD.</p><p>(US.NVDA)</p>