2027 Q1 -tulosraportti
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| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2027 Q1 -tulosraportti 20.5. | ||
2026 Q4 -tulosraportti 25.2. | ||
2026 Q3 -tulosraportti 19.11.2025 | ||
2026 Q2 -tulosraportti 27.8.2025 | ||
Vuosittainen yhtiökokous 2025 25.6.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·2 t sittenWhere do I follow and access Nvidia's report today?
·28 min sittenI personally use an app called Quartr. You can open the PDF when the financial report has been released and listen live to the call, which is also available in the app afterwards. You also get a notification when it starts and when it's ready afterwards.
·2 t sittenInteresting if the world economy collapses today 👍
·2 t sittenNvidia is reporting earnings today, all the other chip stocks are up by 5-9 %, nvidia 0,5% :D
·3 t sittenMoney machine Nvidia: – Not priced extremely high Portfolio manager believes Nvidia's growth is completely unique. This is what you need to follow during the company's earnings release. When Nvidia presents its quarterly results on Wednesday evening, it's about much more than one company's results. After a year and a half of explosive AI euphoria, the chip giant has become the very barometer of how long tech companies' enormous AI investments can continue. – I'm guessing Nvidia will have very good figures. The company's stock has risen a lot recently, so it bakes in expectations that they will perform well, says analyst Joachim Bernhardsen at Nordea to E24. The market expects Nvidia to deliver revenues of around 78.9 billion dollars in the quarter, up around 80 percent from the same period last year. – That is very, very strong. It wasn't that long ago that one envisioned 2026 would be a year where growth would start to normalize for Nvidia. But now they are still on track for around 80 percent growth, says Bernhardsen. At the same time, expectations for the company have been sharply raised over the past year. – Since May last year, the estimate for Wednesday's quarter has been lifted by over 40 percent, says Bernhardsen. Thus, the threshold for impressing the market has become steadily higher. – The reaction to Nvidia's results in recent quarters has actually been that the company delivers better than expected, but the stock still falls back a bit. It has almost become a kind of pattern, he says. Still a growth case Nvidia is today the world's most valuable company, with a market value of 5.380 billion dollars. At the same time, Bernhardsen believes that the company must still be considered a growth case. – With a revenue growth rate of around 80 percent, it's hard to say that it's not a growth case, he says. Nevertheless, he points out that the company has matured significantly in recent years. – Nvidia is no longer priced extremely high. Just one year ago, the company was at around 35 times earnings. Now it's closer to 23 times, says Bernhardsen. He believes this illustrates how the market gradually expects growth to eventually slow down. – Nvidia still has very high growth, but as the company matures, competition increases, and AI investments normalize, the growth rate will naturally decrease, says Bernhardsen. – Completely unique Bernt Berg-Nielsen, portfolio manager at Stolt Explorer, overflows with praise for the company's development. – It's absolutely fascinating. For a company of this magnitude, this is completely unique. Berg-Nielsen points out that the growth seen is more reminiscent of a startup, rather than a company that has been around for 30 years. He believes the main reason the company can have such enormous growth is that they do not produce the chips themselves, but only develop them. – That provides enormous scalability. The manager will look closely at what the company says about future growth. The market expects 85-87 billion in revenue for the next quarter. The question then is whether the company guides the same. In addition, news about the Blackwell chip will be interesting. The chip is crucial for the company's continued growth, and the question is whether the production company TSMC can meet demand. He believes it's only a matter of time before Nvidia breaks the 6000 billion-mark. It could happen tomorrow, or next quarter, but it will happen. The company's unconventional fiscal year also means we will get fresh April figures. – This means that any developments related to the war in the Middle East are captured, says Berg-Nielsen. The AI boom rests on Nvidia In recent years, Nvidia has become the largest recipient of the tech giants' enormous AI investments. Microsoft, Meta, Amazon, and Alphabet are now investing hundreds of billions of dollars in data centers, AI infrastructure, and data chips. Much of the money ends up with Nvidia. – Nvidia thrives on other companies still being willing to invest in artificial intelligence. And when they invest in AI, it's very much about buying Nvidia's products, says Bernhardsen. According to the analyst, the large "hyperscaler companies" are now set to invest around 750 billion dollars this year. – That number has just been adjusted up and up and up. As investments increase, expectations for Nvidia have also been raised, he says. At the same time, Bernhardsen acknowledges that the AI race rests on the tech giants actually managing to create profitable products from their investments. Currently, revenues from AI are relatively small compared to the investments being made. This means that "the potential downside is even greater," according to Bernhardsen. – We must, in a way, trust these companies. They have been extremely good at creating returns on new technology over the past 10–15 years. Margins will be crucial Although the market will closely follow revenue growth, Bernhardsen believes that margins could be at least as important in the report.
2 t sitten2 t sittenNiin, mielenkiintoista analyysia. Valtavat investoinnit tosiaan on ongelma, jonka tuloksista saamme vielä odottaa. Kaikki on tavallaan vielä alussa. Tätä aikaa voi verrata 1800-luvun teollistumisen räjähdykseen. Nyt on myös räjähdys menossa. Mitään kuplaa ei tule, koska jatkuva tekoälyn ympärille kehittyvä laskenta ym. palvelut monipuolistuvat koko ajan. Tarvitaan monelaisia yksiköitä luomaan uusia polkuja. Hyvä esimerkki Venäjän hyökkäyssota Ukrainaan. Jos ajatellaan että sota vielä jatkuisi esim. neljä vuotta. Sodan uhrien määrä tulee vähenemään rintamasodassa. Koska ilma ja maadroonit käyvät taistelun. Sen johdosta venäjä panostaa kaupungien pommitukseen ja siviiliuhrien lisäämiseen. Typerä Venäjä häviää kuitenkin kokoajan lisää. Venäjällä ei ole kohta mitään muuta kuin ydinasepelote kädessä. Tällä hetkellä on harjoitukset menossa. Toivotaan ettei hulluus iske venäjän johtoon. Tämä on vain yksi esimerkki teknologian tämän päivän kehityksestä. Toivottavasti teknologinen kehitys keksii keinon rauhaan...
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
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Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2027 Q1 -tulosraportti
Äänite tulossa
Tänään
0,01 USD/osake
Viimeisin osinko
0,02%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 t sittenWhere do I follow and access Nvidia's report today?·28 min sittenI personally use an app called Quartr. You can open the PDF when the financial report has been released and listen live to the call, which is also available in the app afterwards. You also get a notification when it starts and when it's ready afterwards.
- ·2 t sittenInteresting if the world economy collapses today 👍
- ·2 t sittenNvidia is reporting earnings today, all the other chip stocks are up by 5-9 %, nvidia 0,5% :D
- ·3 t sittenMoney machine Nvidia: – Not priced extremely high Portfolio manager believes Nvidia's growth is completely unique. This is what you need to follow during the company's earnings release. When Nvidia presents its quarterly results on Wednesday evening, it's about much more than one company's results. After a year and a half of explosive AI euphoria, the chip giant has become the very barometer of how long tech companies' enormous AI investments can continue. – I'm guessing Nvidia will have very good figures. The company's stock has risen a lot recently, so it bakes in expectations that they will perform well, says analyst Joachim Bernhardsen at Nordea to E24. The market expects Nvidia to deliver revenues of around 78.9 billion dollars in the quarter, up around 80 percent from the same period last year. – That is very, very strong. It wasn't that long ago that one envisioned 2026 would be a year where growth would start to normalize for Nvidia. But now they are still on track for around 80 percent growth, says Bernhardsen. At the same time, expectations for the company have been sharply raised over the past year. – Since May last year, the estimate for Wednesday's quarter has been lifted by over 40 percent, says Bernhardsen. Thus, the threshold for impressing the market has become steadily higher. – The reaction to Nvidia's results in recent quarters has actually been that the company delivers better than expected, but the stock still falls back a bit. It has almost become a kind of pattern, he says. Still a growth case Nvidia is today the world's most valuable company, with a market value of 5.380 billion dollars. At the same time, Bernhardsen believes that the company must still be considered a growth case. – With a revenue growth rate of around 80 percent, it's hard to say that it's not a growth case, he says. Nevertheless, he points out that the company has matured significantly in recent years. – Nvidia is no longer priced extremely high. Just one year ago, the company was at around 35 times earnings. Now it's closer to 23 times, says Bernhardsen. He believes this illustrates how the market gradually expects growth to eventually slow down. – Nvidia still has very high growth, but as the company matures, competition increases, and AI investments normalize, the growth rate will naturally decrease, says Bernhardsen. – Completely unique Bernt Berg-Nielsen, portfolio manager at Stolt Explorer, overflows with praise for the company's development. – It's absolutely fascinating. For a company of this magnitude, this is completely unique. Berg-Nielsen points out that the growth seen is more reminiscent of a startup, rather than a company that has been around for 30 years. He believes the main reason the company can have such enormous growth is that they do not produce the chips themselves, but only develop them. – That provides enormous scalability. The manager will look closely at what the company says about future growth. The market expects 85-87 billion in revenue for the next quarter. The question then is whether the company guides the same. In addition, news about the Blackwell chip will be interesting. The chip is crucial for the company's continued growth, and the question is whether the production company TSMC can meet demand. He believes it's only a matter of time before Nvidia breaks the 6000 billion-mark. It could happen tomorrow, or next quarter, but it will happen. The company's unconventional fiscal year also means we will get fresh April figures. – This means that any developments related to the war in the Middle East are captured, says Berg-Nielsen. The AI boom rests on Nvidia In recent years, Nvidia has become the largest recipient of the tech giants' enormous AI investments. Microsoft, Meta, Amazon, and Alphabet are now investing hundreds of billions of dollars in data centers, AI infrastructure, and data chips. Much of the money ends up with Nvidia. – Nvidia thrives on other companies still being willing to invest in artificial intelligence. And when they invest in AI, it's very much about buying Nvidia's products, says Bernhardsen. According to the analyst, the large "hyperscaler companies" are now set to invest around 750 billion dollars this year. – That number has just been adjusted up and up and up. As investments increase, expectations for Nvidia have also been raised, he says. At the same time, Bernhardsen acknowledges that the AI race rests on the tech giants actually managing to create profitable products from their investments. Currently, revenues from AI are relatively small compared to the investments being made. This means that "the potential downside is even greater," according to Bernhardsen. – We must, in a way, trust these companies. They have been extremely good at creating returns on new technology over the past 10–15 years. Margins will be crucial Although the market will closely follow revenue growth, Bernhardsen believes that margins could be at least as important in the report.2 t sitten2 t sittenNiin, mielenkiintoista analyysia. Valtavat investoinnit tosiaan on ongelma, jonka tuloksista saamme vielä odottaa. Kaikki on tavallaan vielä alussa. Tätä aikaa voi verrata 1800-luvun teollistumisen räjähdykseen. Nyt on myös räjähdys menossa. Mitään kuplaa ei tule, koska jatkuva tekoälyn ympärille kehittyvä laskenta ym. palvelut monipuolistuvat koko ajan. Tarvitaan monelaisia yksiköitä luomaan uusia polkuja. Hyvä esimerkki Venäjän hyökkäyssota Ukrainaan. Jos ajatellaan että sota vielä jatkuisi esim. neljä vuotta. Sodan uhrien määrä tulee vähenemään rintamasodassa. Koska ilma ja maadroonit käyvät taistelun. Sen johdosta venäjä panostaa kaupungien pommitukseen ja siviiliuhrien lisäämiseen. Typerä Venäjä häviää kuitenkin kokoajan lisää. Venäjällä ei ole kohta mitään muuta kuin ydinasepelote kädessä. Tällä hetkellä on harjoitukset menossa. Toivotaan ettei hulluus iske venäjän johtoon. Tämä on vain yksi esimerkki teknologian tämän päivän kehityksestä. Toivottavasti teknologinen kehitys keksii keinon rauhaan...
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2027 Q1 -tulosraportti 20.5. | ||
2026 Q4 -tulosraportti 25.2. | ||
2026 Q3 -tulosraportti 19.11.2025 | ||
2026 Q2 -tulosraportti 27.8.2025 | ||
Vuosittainen yhtiökokous 2025 25.6.2025 |
2027 Q1 -tulosraportti
Äänite tulossa
Tänään
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2027 Q1 -tulosraportti 20.5. | ||
2026 Q4 -tulosraportti 25.2. | ||
2026 Q3 -tulosraportti 19.11.2025 | ||
2026 Q2 -tulosraportti 27.8.2025 | ||
Vuosittainen yhtiökokous 2025 25.6.2025 |
0,01 USD/osake
Viimeisin osinko
0,02%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 t sittenWhere do I follow and access Nvidia's report today?·28 min sittenI personally use an app called Quartr. You can open the PDF when the financial report has been released and listen live to the call, which is also available in the app afterwards. You also get a notification when it starts and when it's ready afterwards.
- ·2 t sittenInteresting if the world economy collapses today 👍
- ·2 t sittenNvidia is reporting earnings today, all the other chip stocks are up by 5-9 %, nvidia 0,5% :D
- ·3 t sittenMoney machine Nvidia: – Not priced extremely high Portfolio manager believes Nvidia's growth is completely unique. This is what you need to follow during the company's earnings release. When Nvidia presents its quarterly results on Wednesday evening, it's about much more than one company's results. After a year and a half of explosive AI euphoria, the chip giant has become the very barometer of how long tech companies' enormous AI investments can continue. – I'm guessing Nvidia will have very good figures. The company's stock has risen a lot recently, so it bakes in expectations that they will perform well, says analyst Joachim Bernhardsen at Nordea to E24. The market expects Nvidia to deliver revenues of around 78.9 billion dollars in the quarter, up around 80 percent from the same period last year. – That is very, very strong. It wasn't that long ago that one envisioned 2026 would be a year where growth would start to normalize for Nvidia. But now they are still on track for around 80 percent growth, says Bernhardsen. At the same time, expectations for the company have been sharply raised over the past year. – Since May last year, the estimate for Wednesday's quarter has been lifted by over 40 percent, says Bernhardsen. Thus, the threshold for impressing the market has become steadily higher. – The reaction to Nvidia's results in recent quarters has actually been that the company delivers better than expected, but the stock still falls back a bit. It has almost become a kind of pattern, he says. Still a growth case Nvidia is today the world's most valuable company, with a market value of 5.380 billion dollars. At the same time, Bernhardsen believes that the company must still be considered a growth case. – With a revenue growth rate of around 80 percent, it's hard to say that it's not a growth case, he says. Nevertheless, he points out that the company has matured significantly in recent years. – Nvidia is no longer priced extremely high. Just one year ago, the company was at around 35 times earnings. Now it's closer to 23 times, says Bernhardsen. He believes this illustrates how the market gradually expects growth to eventually slow down. – Nvidia still has very high growth, but as the company matures, competition increases, and AI investments normalize, the growth rate will naturally decrease, says Bernhardsen. – Completely unique Bernt Berg-Nielsen, portfolio manager at Stolt Explorer, overflows with praise for the company's development. – It's absolutely fascinating. For a company of this magnitude, this is completely unique. Berg-Nielsen points out that the growth seen is more reminiscent of a startup, rather than a company that has been around for 30 years. He believes the main reason the company can have such enormous growth is that they do not produce the chips themselves, but only develop them. – That provides enormous scalability. The manager will look closely at what the company says about future growth. The market expects 85-87 billion in revenue for the next quarter. The question then is whether the company guides the same. In addition, news about the Blackwell chip will be interesting. The chip is crucial for the company's continued growth, and the question is whether the production company TSMC can meet demand. He believes it's only a matter of time before Nvidia breaks the 6000 billion-mark. It could happen tomorrow, or next quarter, but it will happen. The company's unconventional fiscal year also means we will get fresh April figures. – This means that any developments related to the war in the Middle East are captured, says Berg-Nielsen. The AI boom rests on Nvidia In recent years, Nvidia has become the largest recipient of the tech giants' enormous AI investments. Microsoft, Meta, Amazon, and Alphabet are now investing hundreds of billions of dollars in data centers, AI infrastructure, and data chips. Much of the money ends up with Nvidia. – Nvidia thrives on other companies still being willing to invest in artificial intelligence. And when they invest in AI, it's very much about buying Nvidia's products, says Bernhardsen. According to the analyst, the large "hyperscaler companies" are now set to invest around 750 billion dollars this year. – That number has just been adjusted up and up and up. As investments increase, expectations for Nvidia have also been raised, he says. At the same time, Bernhardsen acknowledges that the AI race rests on the tech giants actually managing to create profitable products from their investments. Currently, revenues from AI are relatively small compared to the investments being made. This means that "the potential downside is even greater," according to Bernhardsen. – We must, in a way, trust these companies. They have been extremely good at creating returns on new technology over the past 10–15 years. Margins will be crucial Although the market will closely follow revenue growth, Bernhardsen believes that margins could be at least as important in the report.2 t sitten2 t sittenNiin, mielenkiintoista analyysia. Valtavat investoinnit tosiaan on ongelma, jonka tuloksista saamme vielä odottaa. Kaikki on tavallaan vielä alussa. Tätä aikaa voi verrata 1800-luvun teollistumisen räjähdykseen. Nyt on myös räjähdys menossa. Mitään kuplaa ei tule, koska jatkuva tekoälyn ympärille kehittyvä laskenta ym. palvelut monipuolistuvat koko ajan. Tarvitaan monelaisia yksiköitä luomaan uusia polkuja. Hyvä esimerkki Venäjän hyökkäyssota Ukrainaan. Jos ajatellaan että sota vielä jatkuisi esim. neljä vuotta. Sodan uhrien määrä tulee vähenemään rintamasodassa. Koska ilma ja maadroonit käyvät taistelun. Sen johdosta venäjä panostaa kaupungien pommitukseen ja siviiliuhrien lisäämiseen. Typerä Venäjä häviää kuitenkin kokoajan lisää. Venäjällä ei ole kohta mitään muuta kuin ydinasepelote kädessä. Tällä hetkellä on harjoitukset menossa. Toivotaan ettei hulluus iske venäjän johtoon. Tämä on vain yksi esimerkki teknologian tämän päivän kehityksestä. Toivottavasti teknologinen kehitys keksii keinon rauhaan...
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt