4 Key Takeaways from NVIDIA (NVDA) Management Call by Mizuho Securities

Vijay Rakesh from Mizuho Securities provided a company commentary on NVIDIA Corporation (NASDAQ: NVDA) following their call hosted with the company’s CFO, Colette Kress, and IR team, Simona Jankowski and Stewart Stecker.

The analysts presented the following key takeaways from the call:

(1) The company continues to see strength, with NO seasonality in gaming demand, low channel inventories, and supply potentially better in H2/22,

(2) Omniverse is driving the next leg of >$100 billion data center TAM,

(3) New RTX 3070/3080 Ti and 3050 DT GPUs are launching,

(4) Strong Data Center spend growth could sustain in 2022.

The brokerage maintained its buy rating and $335 price target on the company’s shares

For an analyst ratings summary and ratings history on NVIDIA click here. For more ratings news on NVIDIA click here.

Shares of NVIDIA closed at $276.04 yesterday.

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