The analysts' reactions and targets from the GTC mtg; I'll try to record them here | NVDA Message Board Posts


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Msg  40014 of 40036  at  9/21/2022 12:41:03 PM  by

delt1970


The analysts' reactions and targets from the GTC mtg; I'll try to record them here

Morgan Stanley:

"The anxiety about gaming has been replaced by anxiety about data center,
because we have more questions than answers about the supply chain issues
last quarter, and how persistent they might be. We generally see higher multiple
stocks coming under pressure with the 10 year north of 3.5%,and NVIDIA still
maintains the highest multiple in the group at 31xnext year (including stock
comp), or 25xnon GAAP, albeit on numbers which have already meaningfully
corrected.
To be clear, we would have a position here, and we view the stock as a core
holding particularly after the recent sell off, but given historical multiple
contraction during periods of data center uncertainty we would leave room to
add to those positions on any weakness in the next few months. We remain EW, target $182."


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Msg # Subject Author Recs Date Posted
40015 Re: The analysts' reactions and targets from the GTC mtg; I'll try to record them here delt1970 1 9/21/2022 12:55:42 PM




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