- Nvidia reported impressive quarterly results, with revenues reaching $39 billion and a forecast of $43 billion for FQ1’26, significantly beating analyst estimates.
- Major tech companies plan substantial AI data center spending, boosting Nvidia’s growth prospects, yet the stock trades lower than tech peers like Apple and Broadcom.
- Nvidia’s gross margins are expected to normalize to around 75% with the Blackwell chip ramp-up significantly impacting EPS and reinforcing the bullish investment thesis.
- The stock is undervalued at 20x FY27 EPS targets despite strong AI chip growth and robust revenue forecasts, making it a compelling investment.
- I am Mark Holder (aka Stone Fox Capital), a CPA with degrees in Accounting and Finance. I lead the investing group Outfox The Street, where I attempt to uncover potential multibaggers while managing portfolio risk via diversification.
Nvidia, Inc. (NASDAQ:NVDA) (TSX:NVDA:CA) recently reported a blowout quarter, yet the stock has slumped towards the yearly low. The AI GPU company still expects massive growth in the years ahead, but the stock trades at levels. Stone Fox Capital (aka Mark Holder) is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 10 years as a portfolio manager. Mark leads the investing group Outfox the Street where he shares stock picks and deep research to help readers uncover potential multibaggers while managing portfolio risk via diversification. Features include various model portfolios, stock picks with identifiable catalysts, daily updates, real-time alerts, and access to community chat and direct chat with Mark for questions. Learn more.
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