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☆ Piper Sandler's Harsh Kumar on what to expect from Nvidia earnings
  + stars: | 2024-05-22 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPiper Sandler's Harsh Kumar on what to expect from Nvidia earningsHarsh Kumar, Piper Sandler senior research analyst, joins CNBC's 'Squawk on the Street' to discuss Nvidia before the company reports earnings after the closing bell.
Persons: Piper, Harsh Kumar, Piper Sandler Organizations: Nvidia
☆ AI darling Nvidia reports after the bell. What Wall Street is watching
  + stars: | 2024-05-22 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
Wall Street will be keeping close watch on what Nvidia says about demand for its artificial intelligence chips when the market-moving chipmaker reports quarterly results after the bell Wednesday. Nvidia is expected to surpass expectations again, with analysts polled by LSEG calling for earnings of $5.59 per share on $24.65 billion in revenue. "As long as it tops analyst expectations, NVIDIA is likely to remain a key tailwind for the overall U.S. stock market." NVDA 1Y mountain Shares over the last year For multiple quarters, Nvidia has shocked Wall Street with the robust demand for its tools. "We continue to expect a strong beat-and-raise quarter from NVIDIA as Hopper demand remains robust before the Blackwell transition," wrote Morgan Stanley's Joseph Moore.
Persons: they've, Wolfe, Chris Senyek, Hopper, Blackwell, Morgan Stanley's Joseph Moore, Piper Sandler's Harsh Kumar, Rosenblatt's Hans Mosesmann, Baird's Tristan Gerra, Tom O'Malley, Baird's Gerra, Nvidia's Blackwell, America's Vivek Arya, Arya, Timothy Arcuri, Rosenblatt's Mosesmann, O'Malley, Morgan Stanley's Moore Organizations: Nvidia, NVIDIA, Blackwell, Barclays, Bank, America's, UBS Locations: Nvidia's
☆ Nvidia’s earnings will be in focus next week as stocks try to sustain record levels
  + stars: | 2024-05-17 | by ( Sarah Min | ) www.cnbc.com   time to read: +7 min
The S & P 500 broke above 5,300, also for the first time. The S & P 500 has notched record close after record close in 2024. This quarter, the top-performing S & P 500 sector is utilities, higher by 9%, followed by communication services, up by 4%. The S & P 500 and Nasdaq Composite each closed out a fourth straight week of gains. Sustaining all-time highs Nvidia's earnings will also be a key catalyst at a time when technicians are watching to see whether stocks can sustain the record levels they reached this week.
Persons: what's, they're, Jay Woods, hadn't, Piper Sandler's Harsh Kumar, Kumar, Jensen Huang, Blackwell, Zachary Hill, Chris Zaccarelli, Zaccarelli, Woods, Katie Stockton, Stockton, TJX Cos, Raymond James Thursday, Ralph Lauren Friday, Nick Wells Organizations: Nvidia, Federal Reserve, Dow Jones, Freedom Capital, Dow, Nasdaq, Independent, Alto Networks, Devices, Target, Chicago, PMI, New, . Kansas City Fed, Intuit Locations: Stockton, . Kansas
☆ Thursday's analyst calls: Fast food stock to surge 40%, what to expect from Nvidia earnings
  + stars: | 2024-05-16 | by ( Pia Singh Fred Imbert | Pia Singh | Fred Imbert | ) www.cnbc.com   time to read: +8 min
A fast food stock and Nvidia were among the stocks being talked about by analysts on Wall Street. RBC assumed coverage of Jack in the Box with an outperform rating and a price target that implies more than 40% upside. Ransom's $10 price target implies about 37.6% potential upside for the stock, which has gained 8.5% this year. Mailk said he likes the buy-rated stock on "secular AI growth opportunities" and maintained his $1,030 price target. New Street Research maintained its buy rating and $1,100 price target ahead of the quarterly print.
Persons: Jack, Piper Sandler, GoodRx, Raymond James Raymond James, John Ransom, — Pia Singh, Tesla, Dell, Amit Daryanani, Daryanani, Wolfe, Chris Caso, Caso, INTC, Coupang, Jennifer Han, Han, that's, Nvidia's, Piper Sandler's Harsh Kumar, Kumar, Blackwell, Atif Malik, Mailk, Pierre Ferragu, Logan Reich, JACK YTD, Fred Imbert Organizations: CNBC, Nvidia, Wall, RBC, Citi, New, Research, Kroger, pharma, Dell, DELL, Wolfe Research, Intel, UBS, Blackwell, RBC Capital Markets Locations: Korea
☆ Expect Nvidia's revenue to continue to climb, says Piper Sandler's Harsh Kumar
  + stars: | 2024-02-22 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailExpect Nvidia's revenue to continue to climb, says Piper Sandler's Harsh KumarHarsh Kumar, Piper Sandler analyst, joins 'Squawk on the Street' to discuss Nvidia's quarterly earnings results, the company's AI enterprise, and much more.
Persons: Piper Sandler's Harsh Kumar Harsh Kumar, Piper Sandler
☆ This could be the next major bullish catalyst for AI darling Nvidia
  + stars: | 2023-10-08 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
A new chip from Nvidia could prove the next major catalyst for the artificial intelligence darling in 2024, according to Wall Street analysts. Even so, Wall Street remains bullish on the chipmaker, with about 85% of analysts holding a buy rating on the stock, and the average price target implying 43% upside from Friday's close. While the launch of the next-generation chip known as Blackwell isn't expected until 2024, Wall Street analysts are already bracing for the debut to drive significant growth at Nvidia, which already dominates the AI market. The chip is also slated to carry a higher average selling price and better performance than Nvidia's current H100 model. Piper Sandler's Harsh Kumar called the product the "next-gen compute GPU product" for AI and high performance computing.
Persons: Jensen, Blackwell isn't, Atif Malik, Piper Sandler's Harsh Kumar, John Vinh, Vinh, — CNBC's Michael Bloom Organizations: Nvidia, Wall Street, Citi, Taiwan Semiconductor, KeyBanc Locations: CoWoS, 2H24, 4Q24
☆ Piper Sandler's Harsh Kumar expects Nvidia to deliver on data center, which he says is the most important
  + stars: | 2023-08-23 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPiper Sandler's Harsh Kumar expects Nvidia to deliver on data center, which he says is the most importantCNBC’s Kristina Partsinevelos and Piper Sandler’s Harsh Kumar join 'Power Lunch' to discuss Nvidia ahead of the semiconductor giant's quarterly earnings report.
Persons: Piper, Harsh Kumar, Kristina Partsinevelos, Piper Sandler’s Harsh Kumar Organizations: Nvidia
☆ PREVIEW Nvidia earnings will be major test for AI demand, market rally
  + stars: | 2023-08-21 | by ( Chavi Mehta | Thomson Reuters | Chavi Reports On U.S. Technology Companies | ) www.reuters.com   time to read: +4 min
Nvidia shares have nearly tripled in value this year, adding more than $700 billion to the company's market valuation and making it the first trillion-dollar chip firm. If Nvidia shows weakness, we could be in for quite a substantial correction in the market." Nvidia has only forecast revenue below estimates once in the past two years. Citi analysts said last week they were only modeling a revenue forecast of around $12 billion, but buy-side expectations have gone up to $14 billion. AMD expects to start shipping the chip in the fourth quarter and could control roughly 10% of the AI chip market next year, analysts said.
Persons: Ann Wang, Inge Heydorn, Heydorn, Piper, Harsh Kumar, doesn't overcharge, Kumar, Chavi Mehta, Aditya Soni, Anil D'Silva Organizations: REUTERS, Nvidia, Big Tech, GP, AMD, Citi, Google, Reuters, Thomson Locations: Taipei, Taiwan, China, Bengaluru
☆ Analysts are going gaga over Nvidia before its earnings next week
  + stars: | 2023-08-16 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
Nearly three months after Nvidia shocked Wall Street with blowout earnings and forecast thanks to accelerating AI demand , analysts are still going crazy for the chipmaker. NVDA 3M mountain Nvidia shares over the last three months Curtis justified the run-up in shares this year, noting that more companies are allocating cloud capital expenditure budgets toward AI, and Nvidia shows no signs of a "clear competitor" in the field. Raymond James analyst Srini Pajjuri said that tight supply issues could limit the near-term upside for Nvidia but that the generative AI story remains intact. He also called the steep valuation justified given the Jensen Huang -led company's dominance in AI and machine learning. While Deutsche Bank's Ross Seymore anticipates another "stunning" report and more upside from AI, he retained his hold rating on Nvidia shares.
Persons: Blayne Curtis, Curtis, Piper, Harsh Kumar, Kumar, Raymond James, Srini Pajjuri, Jensen Huang, Pajjuri, Ross Seymore, — CNBC's Michael Bloom Organizations: Nvidia, Barclays, AMD, Deutsche Locations: China
☆ Watch CNBC's full interview with Jefferies' Brent Thill and Piper Sandler's Harsh Kumar
  + stars: | 2023-08-14 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Jefferies' Brent Thill and Piper Sandler's Harsh KumarBrent Thill, Jefferies equities research analyst, and Harsh Kumar, Piper Sandler analyst, join 'Squawk on the Street' to discuss the recent pullback in tech stocks, when investors focus on the fundamentals behind artificial intelligence and more.
Persons: Jefferies, Brent Thill, Piper Sandler's Harsh Kumar Brent Thill, Harsh Kumar, Piper Sandler Organizations: Jefferies
☆ The data center business is expected to accelerate through the year, says Piper Sandler's Harsh Kumar
  + stars: | 2023-02-23 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe data center business is expected to accelerate through the year, says Piper Sandler's Harsh KumarHarsh Kumar, Piper Sandler analyst, joins 'Squawk on the Street' to discuss his thoughts on Nvidia's earnings and why he believes the company gave 'perfect guide' for the quarter.
☆ Analysts praise Nvidia's results, call A.I. opportunities the next big growth vector for the chipmaker
  + stars: | 2023-02-23 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Strong overall results from Nvidia and more artificial intelligence developments outweigh the chip stock's gaming center miss in its recent quarterly print, analysts say. The chipmaker on Wednesday posted better-than-expected quarterly results , driven by growth in its data center business that includes AI chips. CEO Jensen Huang added during a call with analysts that AI is at an "inflection point," leading businesses to purchase its chips for machine learning software. And, while the company's gaming business is unlikely to rebound to its pandemic heights, it looks "largely derisked" going forward, wrote Morgan Stanley's Joseph Moore. He added that this segment could become a steady 10% growth business for the chip maker.
☆ Apple services have a trailing impact when foreign exchange and prices are adjusted, says Citi's Jim Suva
  + stars: | 2022-10-28 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple services have a trailing impact when foreign exchange and prices are adjusted, says Citi's Jim SuvaCiti's Jim Suva and Piper Sandler's Harsh Kumar join 'Squawk on the Street' to discuss Apple service prices increasing, FX headwinds the company faces and the strength of Apple's product ecosystem.
☆ Analysts view Apple as a 'safe haven' and 'bright spot' in tech following another strong quarter
  + stars: | 2022-10-28 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Apple 's quarterly results proved to analysts that the iPhone maker's stock is the place to hide when a recession hits. Wells Fargo's Aaron Rakers called Apple the "bright spot amid mega-cap carnage" in a note to clients Thursday as the company shared "better-than-feared" results even in this troublesome macro environment. Credit Suisse's Shannon Cross said the stock is a "safe haven" and "relatively safe port in the storm" in a note to clients Thursday. JPMorgan Chase's Samik Chatterjee said the results underscore Apple's resilience and should further entice investors to buy the stock. "Amid a sea of large-cap earnings debacles, Apple's results appear to be a relative victory," wrote Bernstein's Toni Sacconaghi.
☆ 'Safe port in the storm:' Why investors rewarded Apple but fled its Big Tech peers after earnings
  + stars: | 2022-10-28 | by ( Kif Leswing | ) www.cnbc.com   time to read: +5 min
Apple's earnings received a drastically different reaction from investors than its Big Tech peers Amazon, Google, Microsoft and Facebook. Shares of Apple were up about 7% Friday morning, the day after Apple reported earnings that showed 8% annual sales growth and despite misses on estimates for iPhone and services revenue. Apple looks like a "relatively safe port in the storm," as a note Friday from Credit Suisse analyst Shannon Cross says. Sacconaghi said some of Apple's Big Tech peers also seemed to have issues controlling costs, whereas Apple remains fairly lean and profitable. "Overall, our viewpoint remains consistent that Apple remains recession resilient given its products, services and wearables businesses," wrote Piper Sandler's Harsh Kumar.
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