NVIDIA Corporation

Company Details:

Company Symbol: NVDA
Sector: Semiconductors
Company Rating:
URL: http://www.nvidia.com

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  • 09/21/17 Morning Note B. Riley AM Note: AMAT, AVGO, KLAC, LRCX, NVDA, SWKS, TXN; Marine Industry
  • 09/12/17 Morning Note B. Riley AM Note: DCO, Semiconductors (AOSL, AVGO, INTC, MRVL, NVDA, SWKS)
  • 09/05/17 Update Semiconductor Silicon Valley Tech Tour Review: INTC, MCHP, MRVL, NVDA, and SWKS
  • 09/05/17 Morning Note B. Riley AM Note: BV, CDZI, NLS, NLST (discontinuation), XCRA (discontinuation); Semiconductors (INTC, MCHP, MRVL, NVDA, SWKS), Semi. Cap. Equipment (AMAT, KLAC)
  • 08/30/17 Morning Note B. Riley AM Note: GSM, SIMO, VERI, VSAT; Semiconductors (AMAT, INTC, KLAC, MCHP, MRVL, NVDA, SWKS)
  • 08/11/17 Update NVDA ($153.00, Buy; $200.00 PT): Beats And Raises On Gaming And OEM Platform Strength; Buy, PT Remains $200.00
  • 08/07/17 Update NVDA ($166.48, Buy; $200.00 PT): Expect Continued Quarterly Execution Strength As Volta Era Begins; PT To $200.00, Buy
  • 08/07/17 Morning Note B. Riley AM Note: AMC, AOSL, ARTX, AUXO, CNK, CYTX, DRAD, NLST, ON, NVDA, PRMW, RELY, VPG, VRS, VSAT; Internet (APPS, GDDY, TRUE)
  • 07/14/17 Morning Note B. Riley AM Note: AMAT, AVGO, COHU, CSGP, INTC, KLAC, LRCX, NVDA, SWKS; Optical Components (ACIA, FNSR, INFN, LITE, NPTN, OCLR)
  • 07/13/17 Morning Note B. Riley AM Note: AMAT, AOSL, FORM, FSNN, HCHC, INTC, KLIC, MCHP, MRVL, NVDA, ON, RGC, SANW, SMTC, SWKS
  • 06/12/17 Morning Note B. Riley AM Note: BRKS, CHKE, DCO, DHX.B, KTOS, MPAA, ON; Semi. Cap. Equipment & Semiconductors (ADI, AMAT, AVGO, BRKS, CAMT, INTC, KLAC, LRCX, MRVL, MCHP, NVDA, ON)
  • 06/12/17 Update Industry Update - Semiconductors And Semiconductor Capital Equipment: Further Profit Taking Could Follow Steep SOX Pull-Back, But Some Attractive Entry Opportunities Already Exist (ADI, AMAT, AVGO, BRKS, CAMT, INTC, KLAC, LRCX, MRVL, MCHP, NVDA, ON)
  • 05/11/17 Update NVDA ($121.29, Buy; $135.00 PT): Announces Next Gen Processor And Adds Tier-1 Car Partner; Buy, PT Remains $135.00
  • 05/11/17 Morning Note B. Riley AM Note: CFMS, CLRO, CROX, CSGP, DHX.B, EXAR, FNJN, FSNN, HCHC, JIVE, KEM, MZOR, NVDA, PFSW, RELY, SANW, TRUE, TRXC (downgrade), WWW
  • 05/10/17 Morning Note B. Riley AM Note: ACIA, ARTX, AUXO, CAMT, CVRS, CVU, CYTX, EKSO, FARM, HEAR, III, IVAC, JCP, MCHP, NAME, NMRX, NVDA, NVTR, PCTI, PRMW, REIS, TRUE, TST, VPG, XOXO, YELP; Boardsport (DECK, NKE, VFC)
  • 05/10/17 Update NVDA ($114.00, Buy; $135.00 PT): Beats And Raises On Data Center And Auto Platform Strength; Buy, PT Remains $135.00
  • 05/08/17 Update NVDA ($103.86, Buy; $135.00 PT): Expect In-Line Print And Guide, W/Robust C17&18 Catalysts; PT Remains $135.00
  • 05/08/17 Morning Note B. Riley AM Note: ACIA, AUXO, CAMT, DORM, FARM, FSNN, III, MBUU, MCHP, NCMI, NMRX, NPTN, NVDA, PCTI, PRMW, RELY, SRI, VPG; Footwear (COLM, CROX, DECK, RCKY, VFC, WEYS, WWW), Internet (NAME, P, TRUE, XOXO, YELP)
  • 03/27/17 Morning Note B. Riley AM Note: FINL, LGF.A, MCHP, NVDA, ON, SLAB, SMTC; EMS (BELFB, BHE, CLS, CTS, FLEX, IEC, JBL, KTCC, KE, PLXS, SANM, SPA), Exhibitors (AMC, CNK, IMAX, MCS, RDI, RGC), Optical Components (AXTI, CIEN, FN, FNSR, IIVI, IPHI, LITE, NPTN, OCLR)
  • 03/21/17 Update NVDA ($109.45, Buy; $135.00 PT): Meaningful Mid-Qtr Platform Group Developments; Retain Buy Rating And $135.00 PT
  • 03/21/17 Morning Note B. Riley AM Note: ABTL, IDSY, MPAA, NVDA
  • 03/16/17 Morning Note B. Riley AM Note: ACLS, ADI, AMAT, ARTX, CVRS, EVLV, FLWS, GES, LRCX, NVDA, PRMW; Media (AMC, CNK, IMAX, MCS, NCMI, RDI, RGC)
  • 03/14/17 Update NVDA ($101.85, Buy; $135.00 PT): Retains Autopilot Leadership Position Despite Industry Consolidation; PT Is $135.00
  • 03/14/17 Morning Note B. Riley AM Note: CVRS, INTC, IPAR, IVAC, NLS, NVDA, ON, PFSW, PRMW, RDI, RELY, TLYS, VVI
  • 03/08/17 Morning Note B. Riley AM Note: AOSL, AUXO (initiation), CVU, DKS, EKSO, LGF.A, NTRI, NVDA, NVTR, OOMA, RLH, SWKS, TRUE
  • 03/02/17 Morning Note B. Riley AM Note: AEO, AVGO, CROX, ELNK (discontinuation), NVDA, TREC, WMAR; Focus List Update (BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, PBH, PFSW, TRUE)
  • 02/10/17 Update NVDA ($114.00, Buy; $135.00 PT): Beats And Raises On Data Center And Gaming Platform Strength; PT Remains $135.00
  • 02/10/17 Morning Note B. Riley AM Note: APPS, BLKB, CARB, COLM, COTY, INFN, INTC, ITI, MAMS, MCFT, MCHP, MPAA, NVDA, P, RGC, SKX, SONS, TIVO, TYL, VSAT, WEB, YELP; Software (CSOD, GUID, TYPE)
  • 02/06/17 Update Industry Update: Semiconductors Week #4 Preview: MCHP, AOSL, NVDA, And ON, Plus INTC A-Day And TXN Cap Mgt
  • 02/06/17 Morning Note B. Riley AM Note: AVGO, CLX, IPHI, KIRK, SBH, SWKS, TUES, VSAT; Internet (AKAM, APPS, LLNW, P, WEB, YELP), Semiconductors (AOSL, INTC, MCHP, NVDA, ON, TXN), Semi. Cap. Equipment (CAMT, FORM)
  • 02/01/17 Morning Note B. Riley AM Note: AVGO, BOOT, CARB, EVLV, FLWS, INTC, NAME, NLST, NTCT, NVDA, OCLR, SWKS, TLYS, TNAV, TXN, UAA (downgrade), VIAV; Focus List Update (BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, PBH, PFSW, TRUE)
  • 01/06/17 Morning Note B. Riley AM Note: AEO, COHU, CTS, FC, IDCC, NVDA, SMTC, SQNS, TIVO, TREC; MedTech (ADMP, CFMS, CVRS, DXCM, EKSO, MZOR, NVRO, NVTR, PODD, SENS, TNDM, TRXC, VIVE, VLRX)
  • 11/17/16 Morning Note B. Riley AM Note: COHU, CSCO, NVDA, SIX; Recreational Marine (BC, HZO, MBUU, MCFT, MPX, WMAR)
  • 11/11/16 Morning Note B. Riley AM Note: BRKS, DKS, FNJN, HEAR, LOV (downgrade), MCFT, NVDA, PRGO, RDI, RELY, TRXC, TUBE (downgrade), VIVE, VLRX
  • 11/11/16 Update NVDA ($77.75, Buy; $100.00 PT): Powerful Beat And Raise, Yet Three Big Secular Drivers Still Ahead; PT Rises To $100.00
  • 11/07/16 Morning Note B. Riley AM Note: AVP, BRKS, COTY, CROX, EL, FTD, IDSY, KW, LIOX, NVDA, PODD, RELY, RNWK, SBH, UEIC (upgrade), VSAT
  • 11/07/16 Update NVDA ($67.57, Buy; $85.00 PT): Expecting Gaming And Data Center Platform F3Q/F4Q Upside; PT Remains $85.00
  • 10/27/16 Morning Note B. Riley AM Note: AXTI, BHE, BOOT, CSGP, DLB, EGHT, GRPN, INFN, KEM, LLNW, NTRI, NVDA, PCMI, PII, PLXS, SIX, SLAB, SONS, TYL, TRUE, TXN, TYPE
  • 10/25/16 Update NVDA ($70.71, Buy; $85.00 PT): Gaming, Tesla And Tegra Upside Appears To Be Forming; Increase PT From $73 To $85
  • 10/25/16 Morning Note B. Riley AM Note: ADI, AMC, BLKB, BOOT, CSGP, DORM, EGHT, FLEX, IPAR, ISIL, KMB, NTCT, NVDA, OOMA (initiation), PCMI, PLXS, PRGX, RCKY, VFC
  • 10/18/16 Morning Note B. Riley AM Note: BHE, CLS, COTY, DHX, EVLV (initiation), HDSN, IMAX, JAKK, MAT, NVDA, P, SPCB
  • 10/11/16 Morning Note B. Riley AM Note: AMC, CKEC, PRMW; Semiconductors & Semi. Cap. Equipment (ACLS, AMAT, FORM, KLAC, LRCX, MCHP, MRVL, NVDA, ON, SWKS)
  • 10/11/16 Update Industry Update: Semiconductors & Semi. Cap. Equipment - After A Positive Turn In 3Q16 Fundamentals, Classic Cyclical Indicators Could Help In 4Q16 (ACLS, AMAT, FORM, KLAC, LRCX, MCHP, MRVL, NVDA, ON, SWKS)
  • 09/13/16 Update NVDA ($60.75, Buy; $73.00 PT): Yet Another Intra-Quarter Sign Gaming Demand And Price/Mix Is Robust; Buy NVDA
  • 09/13/16 Morning Note B. Riley AM Note: ABTL, FARM, ISIL, JBL, KTOS, NVDA, OSIS, PII, PRGO; Semiconductors (AOSL, AVGO, INTC, ISIL,MRVL, NVDA, SWKS)
  • 09/13/16 Update Industry Update - Semiconductors: Solid August Taiwan Supply Chain Data A Healthy Backdrop For Semiconductor Sector (AOSL, AVGO, INTC, ISIL,MRVL, NVDA, SWKS)
  • 09/01/16 Morning Note B. Riley AM Note: AMRK, APPS, FLEX, LLNW, OXM, PBH, SMTC; Semiconductors and Capital Equipment (AMAT, INTC, ISIL, FORM, LRCX, MCHP, NVDA, SWKS), Focus List Update (ABTL, BV, DKS, JCP, KTOS, LITE, MEI, MRVL, PBH, ROVI, TACT, TNAV, VVI)
  • 09/01/16 Update Industry Update: Semiconductors And Capital Equipment - Takeaways From RILY’s Eighth Annual Tech Tour (AMAT, INTC, ISIL, FORM, MCHP, NVDA, SWKS)
  • 08/17/16 Morning Note B. Riley AM Note: COTY, DKS, INTC, MESG, NCMI, OSIS, UFAB; Platform Trade Show Highlights (CROX, DECK), Semiconductor Sector (AOSL, AVGO, INTC, ISIL, MRVL, ON, NVDA, SWKS)
  • 08/17/16 Update Semi Check In On Taiwan July Sales, New Gaming Products, And Recent Wireless Concerns
  • 08/12/16 Update NVDA ($61.10, Buy; $73.00 PT): F2Q/3Q17 Beat Soundly, And F2H’s Acceleration Exceeds Expectations. Three Big Drivers Wait In The Wings For F18. Increase Estimates And PT To $73.0, Retain Buy
  • 08/12/16 Morning Note B. Riley AM Note: DKS, FL (upgrade), FN, FNJN, HIBB, IPAR, MRVL, NVDA, OSIS, SYRX, VIAV, VVI
  • 08/05/16 Update NVDA ($57.23, Buy; $64.50 PT): Expect F2Q/3Q Beat And F2H Acceleration; Big Drivers Hit In F18; Retain Buy, PT $64.50
  • 08/05/16 Morning Note B. Riley AM Note: ABTL, CBR, CSOD, CVU, DCO, DMD, EMKR, FTD, HEAR, IDSY, IEC, III, IMMR, ITI, KE, KTOS, KW, LGF, LIOX, MRVL, MWW, NMRX, NVDA, PBH, PFSW, REIS, TACT, TREC, TROX, TRUE, UEIC; Internet (APPS, NAME, YELP), Optical Components (IPHI, LITE, NPTN)
  • 07/26/16 Update NVDA ($55.68, Buy; $64.50 PT): Titan X High End Hits Early, Improving F2H17 And F18 Sales Visibility; Buy PT To $64.5
  • 07/26/16 Morning Note B. Riley AM Note: AMC, CSGP, DMRC, DRAD, GPX, IPAR (upgrade), KEM, KMB, KTCC, NVDA, OUTR, RUBI, SANM, SIX, SONS, TRUE, TXN, YHOO; Software (NTCT, STMP, TYL, TYPE)
  • 07/13/16 Morning Note B. Riley AM Note: AMC, IMAX, NAME, RUBI; Semiconductors (AOSL, AVGO, INTC, ISIL, MRVL, NVDA, ON, SWKS), The Weiser Consumer (COTY, EL, IPAR, PBH, PG, WDFC)
  • 07/13/16 Update BIndustry Update: Semiconductors - Robust June Taiwan Networking And PC Hardware Sales A Semiconductor Plus (AOSL, AVGO, INTC, ISIL, MRVL, NVDA, ON, SWKS)
  • 07/12/16 Morning Note B. Riley AM Note: AOSL, INTC, ISIL, KTOS, MRVL, NVDA, ON, RELY, RLH, RTEC, SKX, SQNS; Boardsports (DECK, NKE, VFC), Footwear (COLM, CROX, DECK, VFC, WWW)
  • 07/11/16 Morning Note B. Riley AM Note: NVDA
  • 07/11/16 Update NVDA ($50.85, Buy; $58.00 PT): Mainstream GTX 1060 Launch Shows Big Gaming Product Cycle On Track; Buy, $58.0 PT
  • 06/27/16 Morning Note B. Riley AM Note: AMC, AMRK, CKEC, FINL, FORM, HEAR, KW, SIMO, VIAV; Internet (GDDY, GOOGL, NAME, WEB), Semiconductors (AVGO, MRVL, MXIM, NVDA, SWKS, TXN), The Weiser Consumer (AVP, CLX, COTY, EL, FLWS, FTD, NTRI, NWL, PBH, PG, PRGO, RDEN, WDFC)
  • 06/27/16 Update Industry Update - Semi’s And Cap Equipment: Beyond Brexit, Framing Trough And Recovery Parameters (AVGO, MRVL, MXIM, NVDA, SWKS, TXN)
  • 06/22/16 Morning Note B. Riley AM Note: FINL, IDCC, IMMR, INTC, LLNW, NIKE, NVDA, OSIS, UTEK
  • 06/17/16 Update NVDA ($47.55, Buy; $58.00 PT): Increasing Confidence In LT Growth Warrants PT Increase From $45.0 To $58.0; Buy
  • 06/17/16 Morning Note B. Riley AM Note: ASML, EXAR, FNSR, ITI, NVDA, RDEN, RUBI, SPCB; The Weiser Consumer (COTY, FLWS, JAKK, NTRI, PBH)
  • 06/07/16 Morning Note B. Riley AM Note: AFOP, DSW, EXAR, IMAX, NVDA, XCRA; Footwear (COLM, CROX, DECK, VFC, WEYS, WWW)
  • 05/13/16 Update NVDA ($38.30, Buy; $45.00 PT): High Quality F1Q/2Q Upside With Potential F2H Acceleration; Retain Buy, PT To $45.0
  • 05/13/16 Morning Note B. Riley AM Note: AOSL, AVGO, MAMS, INTC, ISIL, LOV, MRVL, NVDA, ON, PBH, PRGO, ROVI, SWKS, SYRX, UFAB; Focus List Update (ABTL, BV, CHKE, DKS, ISIL, KTOS, LITE, MCFT, NTRI, ROVI, TACT, TNAV, VVI)
  • 05/09/16 Update NVDA ($35.33, Buy; $44.00 PT): F1Q17 Preview – Expect At Least In-Line/In-Line; Retain Buy Rating And $44.0 PT
  • 05/09/16 Morning Note B. Riley AM Note: AMRK, APPS, ARTX, CLRO, CROX, DCO, MFLX, NLS, NVDA, RDEN, REIS, STMP, VPG, WYY, YELP; Exhibitors (AMC, CKEC, CNK, DWA, IMAX, LGF, MCS, NCMI, RGC), Internet (DMD, NAME), Optical Components (CIEN, FN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 04/06/16 Morning Note B. Riley AM Note: MRVL, NVDA, TRUE, WDFC
  • 04/06/16 Update NVDA ($35.75, Buy; $44.00 PT): A-DAY Growth Case More Compelling Than Expected, PT From $37.0 To $44.0
  • 03/30/16 Morning Note B. Riley AM Note: FC, FORM, NVDA, PG, RUBI, VNCE; Exhibitors (AMC, CKEC, CNK, MCS, RGC)
  • 03/30/16 Update NVDA ($35.39, Buy; $37.00 PT): A-DAY Offers Strong New Product Cycles, Emerging Secular Growth; Buy, PT $37.0
  • 03/24/16 Morning Note B. Riley AM Note: NVDA, OXM, RELY, SIMO; The Weiser Consumer (MAT, NTRI, NWL, PRGO)
  • 03/16/16 Update Industry Update: Semi Check-In - Inventory Benign; Taiwan Feb Sls Pos For Comms But Negative For PC’s (AOSL, ADI, AVGO, EXAR, INTC, ISIL, LLTC, MRVL, MXIM, MCHP, NVDA, ON, SNDK, SMTC, SLAB, SWKS, TXN)
  • 02/18/16 Morning Note B. Riley AM Note: ADI, CNK, COHU, DORM, DSW, ELNK, INTC, ISIL, KLIC, MRVL, NVDA, ON, SWKS, TIVO, TREC, TYL, XCRA; Footwear Survey (BOOT, COLM, DECK, RCKY, VFC, WWW), The Weiser Consumer (AVP, MAT, PBH)
  • 02/18/16 Update NVDA ($29.66, Buy; $37.00 PT): Solid Beat/Raise, Strong Growth In All Core Segments; PT Is $37.0; Retain Buy
  • 02/16/16 Morning Note B. Riley AM Note: AFOP, MAT, MCS, P, PRGO, VPG; EMS Transition (BHE, CLS, FLEX, IEC, JBL, KE, KTCC, MFLX, PLXS, SANM, SPA), Semiconductors & Semi. Cap. Equipment (ADI, AMAT, NVDA)
  • 02/16/16 Update Industry Update - Semi And Cap Equipment Large Cap Off-Cycle Results Preview (ADI, NVDA, AMAT)
  • 01/11/16 Update Industry Update - Semiconductors & Semi. Cap. Equipment: CES Takeaways, Our Take On Technologies And Estimate Revision Implications
  • 01/11/16 Morning Note B. Riley AM Note: AEO, HZO, MFLX, VSAT; Media & Entertainment (DLB, DTSI, RNWK, ROVI, TIVO), Retail Apparel (COLM, UA, VFC, WWW), Semiconductors & Semi. Cap. Equipment (ADI, BRCM, INTC, ISIL, LLTC, MXIM, MCHP, NVDA, ON, SNDK, SMTC, SLAB, SWKS, TXN)
  • 12/28/15 Update Industry Update: Semi And Cap Eqp - FCF Analysis Suggests Another Intense Year Of M&A In C16
  • 12/07/15 Update B. Riley & Co. Industry Update: Semiconductors & Semi. Cap. Equipment - Assessing C16 Estimates And EPS Revision Trends
  • 11/30/15 Morning Note B. Riley AM Note: RLD, TREC; Exhibitors (AMC, CKEC, CNK, DWA, IMAX, LGF, MCS, RGC), Semiconductors & Semi. Cap. Equipment (ACLS, ADI, COHU, INTC, ISIL, LRCX, MCHP, NVDA, ON, SMTC, SLAB, SWKS)
  • 11/30/15 Update Industry Update: Semis And Cap Equipment - Assessing Inventory Amidst The Holiday Selling Season
  • 11/16/15 Update Industry Update - Semiconductors & Semi Cap Equipment: Summarizing Changes In Stock Conviction
  • 11/06/15 Update NVDA ($30.40, Buy; $36.00 PT): Desktop Gaming Strength Carries Qtr/Outlook; Retain Buy, PT To $36.0
  • 11/06/15 Morning Note B. Riley AM Note: ABTL, AOSL, BRKS, CALD, CNK, COTY, CROX, CVU, DMD, DWA, EMKR, EXAR, FARM, GSM, KE, KTOS, KW, LITE, NVDA, PBH, PLXS, RELY, RNWK, STMP, SWKS, TACT, TROX, TRUE, UEIC; Internet (APPS, NAME)
  • 11/02/15 Update Industry Update - Semiconductor Week #4 Results Preview: AOSL, EXAR, MCHP, NVDA, And SWKS
  • 10/12/15 Morning Note B. Riley & Co. AM Note: ASML, DLB, DTSI, HEAR, IMAX, INTC, MRVL, NVDA, NWL; Consumer Products (FLWS, AVP, CLX, CL, COTY, RDEN, EL, FTD, IPAR, JAKK, KMB, MAT, NWL, NTRI, PRGO, PBH, PG, SBH, TUP, WDFC)
  • 10/07/15 Update Industry Update – Semiconductors And Capital Eqp (ADI, ACLS, BRCM, BRKS, CSCD, COHU, EXAR, FORM, INTC, ISIL, KLAC, KLIC, LRCX, LLTC, MRVL, MXIM, MCHP, NVDA, ON, RTEC, SNDK, SMTC, SLAB, SWKS, TXN, XCRA)
  • 10/07/15 Morning Note B. Riley & Co. AM Note: CKEC, SIMO, SWKS, SYRX; Semiconductors And Capital Eqp (ADI, ACLS, BRCM, BRKS, CSCD, COHU, EXAR, FORM, INTC, ISIL, KLAC, KLIC, LRCX, LLTC, MRVL, MXIM, MCHP, NVDA, ON, RTEC, SNDK, SMTC, SLAB, SWKS, TXN, XCRA)
  • 09/29/15 Update Semiconductors & Semi. Cap. Equipment: Scenario Analysis For 2016 As 3Q15 Ends On A Soft Note
  • 09/29/15 Morning Note B. Riley AM Note: CAMP, ELNK, MWW, NLS, RLD, ROVI; Internet (BCOV, DMD, GOOGL, LLNW, NAME, XOXO), Semiconductors (AOSL, ADI, BRCM, EXAR, INTC, ISIL, LLTC, MRVL, MXIM, MCHP, NVDA, ON, SNDK, SMTC, SLAB, SWKS, TXN), The Weiser Consumer (FLWS, FTD, PRGO)
  • 09/08/15 Update B. Riley Silicon Valley Tech Tour Review - Semiconductor and Capital Equipment
  • 08/31/15 Morning Note B. Riley AM Note: LGF; Semiconductors and Capital Equipment Industry Update
  • 08/31/15 Update Semiconductor & Capital Equipment Industry Update: Bellwether Bright Spots Ease Global Growth Fears – Focus On Milestones Ahead
  • 08/28/15 Morning Note B. Riley & Co. AM Note: AMSWA, BEBE, FLWS, GME, INTC, NLS, NVDA, ON, SNDK