NVIDIA Corp
NVDA: XNAS (USA)
Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
---|---|---|---|
$382.00 | Jvpg | Qymgnlywp |
Nvidia Earnings: Raising Fair Value to $1,050 From $910 as AI Demand Still Exceeds Expectations
Wide-moat Nvidia once again reported stellar quarterly results and provided investors with even rosier expectations for the upcoming quarter, as the company remains the clear winner in the race to build out generative artificial intelligence capabilities. We’re encouraged by management’s commentary that demand for its upcoming Blackwell products should exceed supply into calendar 2025, and we see no signs of AI demand slowing either.