Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">NVIDIA: Color on Quarter (116.38)<ul><li>RBC Capital Mkts raises their NVDA tgt to $130 from $124. Nvidia reported another solid quarter despite increasingly high expectations due to Data Center growth, sustained Gaming trends and higher than expected gross margins. With the Data Center segment continuing to grow at triple digits, they think margins will also continue to benefit.</li><li>Needham notes NVIDIA delivered another stellar quarter and guide. Revenue for the qrt was $2.173B (up 55% Y/Y) stemming from strength in the Gaming and Data center. As they expect revenue growth to decelerate in Gaming to 11% Y/Y from 44% (FY2H17 benefited from 2x the number of product launches), they believe NVDA is aligned to massive revenue TAM opportunities in AI, autonomous vehicles and VR. Data Center is on a $1.2BN revenue-run rate and could accelerate as they see GPU deployments in the cloud, hyperscale and enterprise markets, all of which are benefiting from AI and machine learning.</li><li>Stifel raises tgt to $90 from $76. Nvidia turned in another solid quarter as its GPU platform revenue for gaming, workstations and data centers all grew q/q. Outlook for the 1QFY18 beat their and consensus estimates as the company's gaming business declines with seasonality, though from a higher revenue base. Also the final Intel payment will be recorded in March. Mgmt set expectations for a high teens increase in OpEx to support the many active GPU platforms currently in design. This increase in spending is more than offset by the increase in revenue. They are <strong>maintaining their Hold rating based on the shares' valuation</strong> with the income model de-levering and revenue growth slowing.</li><li>Mizuho raises tgt to $130 from $115. Firm notes NVDA noted strength in data center and gaming demand as parallel compute drives AI & deep learning and eSports continue to gain popularity. Automotive was up 1% q/q while data center was up 23% q/q and 205% y/y. They believe data center orders have expanded significantly versus the same time last year.</li><li><strong>NVDA +3.8% right near its all time high premarket after initially selling off on the print last night; peer AMD +3%.</strong></li></ul></td> </tr></table>"