Nvidia shares rise over 6%, the company is set up for a 'significant beat and raise'
Nvidia shares rise over 6%, the company is set up for a 'significant beat and raise'
$NVIDIA(NVDA.US)$ shares are up over 6% to $257.76 in trading on Tuesday. The stock has lost 17% to date. Nvidia earlier this month abandoned its bid to acquire chip designer Arm due to regulatory opposition.
$NVIDIA(NVDA.US)$在周二的交易中，该公司股价上涨超过6%，至257.76美元。到目前为止，该股已下跌17%。由于监管机构的反对，NVIDIA本月早些时候放弃了收购芯片设计公司ARM的竞标。
The company could be a big winner this earnings season, with profits driven by solid performance in the chip maker's gaming and data center businesses, according to Piper Sandler.
派珀·桑德勒(Piper Sandler)表示，该公司可能成为本财报季的大赢家，利润来自于这家芯片制造商游戏和数据中心业务的稳健表现。
We are looking for a significant beat and raise when the company reports earnings on Wednesday after market close, as both gaming and data center continue to perform well."
- wrote analyst Harsh V. Kumar in a research note.
我们期待公司在周三收盘后公布财报时能有一个显著的节拍和涨幅，因为游戏和数据中心都继续表现良好。“
-分析师Harsh V.Kumar在一份研究报告中写道。
A new upgrade cycle in GPUs could drive growth in gaming, he said. Kumar projects a 4.3% quarter-over-quarter increase for the January quarter, which the company could beat, he added.
他表示，GPU的新升级周期可能会推动游戏行业的增长。他补充说，库马尔预计1月份这个季度环比增长4.3%，该公司可能会超过这一数字。
Although demand for gaming remains strong, and will continue to grow over the next few quarters, Kumar believes Nvidia's (ticker: NVDA) data center business will drive revenue this quarter. The analyst sees data center trends accelerating in 2022, and predicts 7.5% sequential growth this quarter. With trends re-accelerating, the data center business could even reach double-digit growth, he added.
尽管对游戏的需求依然强劲，并将在未来几个季度继续增长，但库马尔相信NVIDIA(股票代码：NVDA)的数据中心业务将推动本季度的收入增长。该分析师预计2022年数据中心趋势将加速，并预测本季度环比增长7.5%。他补充说，随着趋势的重新加速，数据中心业务甚至可能达到两位数的增长。
We believe the data center business will be responsible for much of the revenue performance, translating to both an EPS and revenue beat."
- he said.
我们相信，数据中心业务将为公司带来很大一部分营收表现，也就是每股收益和收入超出预期收益。“
“他说。
Kumar said that in his view Nvidia "is supply constrained at this point in time," affecting both the gaming and data center business. Regardless, the company is better positioned to get supply than competitors, he added. He expects the following quarter's guidance to be up sequentially, even if gaming sales have historically been flat during the April quarter.
库马尔说，在他看来，英伟达“目前供应受限”，影响了游戏和数据中心业务。他补充说，无论如何，该公司在获得供应方面比竞争对手处于更有利的地位。他预计，下个季度的业绩指引将出现环比上升，尽管4月份这个季度的游戏销售历史上一直持平。
The analyst reiterated an Outperform rating and a $350 price target on the stock. On Monday, Truist analysts also expressed an upbeat view for Nvidia's earnings. For the Truist team, Nvidia's investment in artificial intelligence should drive management and analysts alike to increase their earnings forecasts, pushing the share price higher.
这位分析师重申了该股的强于大盘的评级和350美元的目标价。周一，诚实的分析师也表达了对英伟达收益的乐观看法。对于实事求是的团队来说，英伟达对人工智能的投资应该会推动管理层和分析师上调盈利预期，从而推高股价。