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The analysts' reactions and targets from the GTC mtg; I'll try to record them hereMorgan Stanley: "The anxiety about gaming has been replaced by anxiety about data center, because we have more questions than answers about the supply chain issues last quarter, and how persistent they might be.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 |