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.
$NVIDIA(NVDA.US)$在週二的交易中，該公司股價上漲超過6%，至257.76美元。到目前為止，該股已下跌17%。由於監管機構的反對，NVIDIA本月早些時候放棄了收購芯片設計公司ARM的競標。
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，該公司可能成為本財報季的大贏家，利潤來自於這家芯片製造商遊戲和數據中心業務的穩健表現。
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.
我們期待公司在週三收盤後公佈財報時能有一個顯著的節拍和漲幅，因為遊戲和數據中心都繼續表現良好。“
-分析師Harsh V.Kumar在一份研究報告中寫道。
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的新升級週期可能會推動遊戲行業的增長。他補充説，庫馬爾預計1月份這個季度環比增長4.3%，該公司可能會超過這一數字。
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.
儘管對遊戲的需求依然強勁，並將在未來幾個季度繼續增長，但庫馬爾相信NVIDIA(股票代碼：NVDA)的數據中心業務將推動本季度的收入增長。該分析師預計2022年數據中心趨勢將加速，並預測本季度環比增長7.5%。他補充説，隨着趨勢的重新加速，數據中心業務甚至可能達到兩位數的增長。
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.
我們相信，數據中心業務將為公司帶來很大一部分營收表現，也就是每股收益和收入超出預期收益。“
“他説。
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.
庫馬爾説，在他看來，英偉達“目前供應受限”，影響了遊戲和數據中心業務。他補充説，無論如何，該公司在獲得供應方面比競爭對手處於更有利的地位。他預計，下個季度的業績指引將出現環比上升，儘管4月份這個季度的遊戲銷售歷史上一直持平。
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.
這位分析師重申了該股的強於大盤的評級和350美元的目標價。週一，誠實的分析師也表達了對英偉達收益的樂觀看法。對於實事求是的團隊來説，英偉達對人工智能的投資應該會推動管理層和分析師上調盈利預期，從而推高股價。