2027 Q2 - tulosraportti
80 päivää sitten
‧59 min
0,25 USD/osake
Viimeisin osinko
0,30%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q3 - tulosraportti 17.11. | 3 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2027 Q2 - tulosraportti 26.8. | ||
Vuosittainen yhtiökokous 2026 24.6. | ||
2027 Q1 - tulosraportti 20.5. | ||
2026 Q4 - tulosraportti 25.2. | ||
2026 Q3 - tulosraportti 19.11.2025 |
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
·1 t sittenOne factor I believe plays a part is how the quarterly report of Nebius affected the stock. As I interpret it, several fundamental signals were significantly positive at the same time as the stock fell. This shows that good numbers alone are not enough. The question is what the market has already priced in, how durable the revenues are, and what it costs to achieve the growth. High revenue growth is not necessarily just as impressive if parts of it come from one-off revenues, or if investments increase even faster. Nebius's future growth builds on the capacity they have assumed actually being delivered and put into operation. Customer contracts are positive, but revenues still depend on data centers, power, cooling, networking, and GPUs. I therefore believe it is important to distinguish between weak demand and the inability to deliver. Both can hit revenues in the short term, but they say quite different things about the future. At the same time, delays at Nebius do not necessarily mean delivery problems at Nvidia. Nvidia may have delivered the hardware before Nebius gets it operational. Thus, the report can be positive for the demand for Nvidia's products, while the market is skeptical of Nebius's execution capability. But if the problems persist and customers postpone new purchases, it could eventually hit Nvidia as well. After all, not even Nebius's entire investment budget goes to Nvidia. I have invested in Nvidia myself and believe it is a gamble. My thesis builds on the stock establishing support, the results and guidance supporting further growth, and the company clearing up the uncertainty surrounding management. I look in particular at revenue, margins, delivery pace, and the customers' ability to finance further AI expansion. Contracts and high investment plans are one thing. Actual deliveries, payments, and profitability are what must follow. Nor is the decisive factor just whether Nvidia beats expectations for the past quarter. The market may be more concerned with the next quarter and whether the growth pace maintains itself. A strong report can still cause a price drop if the guidance disappoints, or if expectations are already too high. Therefore, I distinguish between belief in the company and belief in the price development this exact week. I believe a strong report and positive price reaction at Nvidia can strengthen confidence in the entire AI sector. At the same time, the sector also depends on interest rates, financing, and whether customers actually get enough value out of the AI investments to continue spending money. Nvidia can give the market a boost, but does not solve all those questions alone. Technically, I want to see that support actually holds during new tests, and that the upswing gains volume, momentum, and follow-through. One green day is not enough to conclude that the stock has turned. I also factor in that the price can jump right past the levels I am looking at when the report arrives. I have quite strong belief in a closing price around 177 dollars on Friday, November 20, 2026, with a possible bottom at 156 and top at 183 through the week. That is my main scenario, not an absolute truth or levels the stock must visit. The numbers are estimates; it is the reasoning behind them that determines whether I still believe in them. Weak guidance, pressure on margins, or a persistent break below support will weaken my thesis. Beyond that week, I do not have any clear forecast. This is my own reasoning, independent of the fund analysts' target prices.
·4 t sittenI am thinking of buying 3 shares, should I wait until before or after the report? Is it even worth it?
·4 t sittenJensen has been fired, and China announces new models - which are supposed to be just as good as NVIDIAS. So expect a big drop when China comes out with their own. Which are much cheaper.
They do not work so China probably has 10 car brands today that none of us have heard of. However, they will not get into our market that will apply to data chips as well thats why Europe is so off track. BMW would need to make data chips instead of cars you already have Mercedes Porsche Audi VW making quality cars in Germany that cost a fortune how long can we afford that?. If we do not rethink drastically then we in Europe will experience the Middle Ages again.
·5 t sittenIs it now one should buy?
The question is whether to buy before or after the quarterly report on the 17th? Probably before since nothing financial has happened in the company yet. The price drop is that the company and market will lose momentum, judge for yourself!
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2027 Q2 - tulosraportti
80 päivää sitten
‧59 min
0,25 USD/osake
Viimeisin osinko
0,30%Tuotto/v
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
- ·1 t sittenOne factor I believe plays a part is how the quarterly report of Nebius affected the stock. As I interpret it, several fundamental signals were significantly positive at the same time as the stock fell. This shows that good numbers alone are not enough. The question is what the market has already priced in, how durable the revenues are, and what it costs to achieve the growth. High revenue growth is not necessarily just as impressive if parts of it come from one-off revenues, or if investments increase even faster. Nebius's future growth builds on the capacity they have assumed actually being delivered and put into operation. Customer contracts are positive, but revenues still depend on data centers, power, cooling, networking, and GPUs. I therefore believe it is important to distinguish between weak demand and the inability to deliver. Both can hit revenues in the short term, but they say quite different things about the future. At the same time, delays at Nebius do not necessarily mean delivery problems at Nvidia. Nvidia may have delivered the hardware before Nebius gets it operational. Thus, the report can be positive for the demand for Nvidia's products, while the market is skeptical of Nebius's execution capability. But if the problems persist and customers postpone new purchases, it could eventually hit Nvidia as well. After all, not even Nebius's entire investment budget goes to Nvidia. I have invested in Nvidia myself and believe it is a gamble. My thesis builds on the stock establishing support, the results and guidance supporting further growth, and the company clearing up the uncertainty surrounding management. I look in particular at revenue, margins, delivery pace, and the customers' ability to finance further AI expansion. Contracts and high investment plans are one thing. Actual deliveries, payments, and profitability are what must follow. Nor is the decisive factor just whether Nvidia beats expectations for the past quarter. The market may be more concerned with the next quarter and whether the growth pace maintains itself. A strong report can still cause a price drop if the guidance disappoints, or if expectations are already too high. Therefore, I distinguish between belief in the company and belief in the price development this exact week. I believe a strong report and positive price reaction at Nvidia can strengthen confidence in the entire AI sector. At the same time, the sector also depends on interest rates, financing, and whether customers actually get enough value out of the AI investments to continue spending money. Nvidia can give the market a boost, but does not solve all those questions alone. Technically, I want to see that support actually holds during new tests, and that the upswing gains volume, momentum, and follow-through. One green day is not enough to conclude that the stock has turned. I also factor in that the price can jump right past the levels I am looking at when the report arrives. I have quite strong belief in a closing price around 177 dollars on Friday, November 20, 2026, with a possible bottom at 156 and top at 183 through the week. That is my main scenario, not an absolute truth or levels the stock must visit. The numbers are estimates; it is the reasoning behind them that determines whether I still believe in them. Weak guidance, pressure on margins, or a persistent break below support will weaken my thesis. Beyond that week, I do not have any clear forecast. This is my own reasoning, independent of the fund analysts' target prices.
- ·4 t sittenI am thinking of buying 3 shares, should I wait until before or after the report? Is it even worth it?
- ·4 t sittenJensen has been fired, and China announces new models - which are supposed to be just as good as NVIDIAS. So expect a big drop when China comes out with their own. Which are much cheaper.They do not work so China probably has 10 car brands today that none of us have heard of. However, they will not get into our market that will apply to data chips as well thats why Europe is so off track. BMW would need to make data chips instead of cars you already have Mercedes Porsche Audi VW making quality cars in Germany that cost a fortune how long can we afford that?. If we do not rethink drastically then we in Europe will experience the Middle Ages again.
- ·5 t sittenIs it now one should buy?The question is whether to buy before or after the quarterly report on the 17th? Probably before since nothing financial has happened in the company yet. The price drop is that the company and market will lose momentum, judge for yourself!
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 |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q3 - tulosraportti 17.11. | 3 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2027 Q2 - tulosraportti 26.8. | ||
Vuosittainen yhtiökokous 2026 24.6. | ||
2027 Q1 - tulosraportti 20.5. | ||
2026 Q4 - tulosraportti 25.2. | ||
2026 Q3 - tulosraportti 19.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2027 Q2 - tulosraportti
80 päivää sitten
‧59 min
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: Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q3 - tulosraportti 17.11. | 3 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2027 Q2 - tulosraportti 26.8. | ||
Vuosittainen yhtiökokous 2026 24.6. | ||
2027 Q1 - tulosraportti 20.5. | ||
2026 Q4 - tulosraportti 25.2. | ||
2026 Q3 - tulosraportti 19.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
0,25 USD/osake
Viimeisin osinko
0,30%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·1 t sittenOne factor I believe plays a part is how the quarterly report of Nebius affected the stock. As I interpret it, several fundamental signals were significantly positive at the same time as the stock fell. This shows that good numbers alone are not enough. The question is what the market has already priced in, how durable the revenues are, and what it costs to achieve the growth. High revenue growth is not necessarily just as impressive if parts of it come from one-off revenues, or if investments increase even faster. Nebius's future growth builds on the capacity they have assumed actually being delivered and put into operation. Customer contracts are positive, but revenues still depend on data centers, power, cooling, networking, and GPUs. I therefore believe it is important to distinguish between weak demand and the inability to deliver. Both can hit revenues in the short term, but they say quite different things about the future. At the same time, delays at Nebius do not necessarily mean delivery problems at Nvidia. Nvidia may have delivered the hardware before Nebius gets it operational. Thus, the report can be positive for the demand for Nvidia's products, while the market is skeptical of Nebius's execution capability. But if the problems persist and customers postpone new purchases, it could eventually hit Nvidia as well. After all, not even Nebius's entire investment budget goes to Nvidia. I have invested in Nvidia myself and believe it is a gamble. My thesis builds on the stock establishing support, the results and guidance supporting further growth, and the company clearing up the uncertainty surrounding management. I look in particular at revenue, margins, delivery pace, and the customers' ability to finance further AI expansion. Contracts and high investment plans are one thing. Actual deliveries, payments, and profitability are what must follow. Nor is the decisive factor just whether Nvidia beats expectations for the past quarter. The market may be more concerned with the next quarter and whether the growth pace maintains itself. A strong report can still cause a price drop if the guidance disappoints, or if expectations are already too high. Therefore, I distinguish between belief in the company and belief in the price development this exact week. I believe a strong report and positive price reaction at Nvidia can strengthen confidence in the entire AI sector. At the same time, the sector also depends on interest rates, financing, and whether customers actually get enough value out of the AI investments to continue spending money. Nvidia can give the market a boost, but does not solve all those questions alone. Technically, I want to see that support actually holds during new tests, and that the upswing gains volume, momentum, and follow-through. One green day is not enough to conclude that the stock has turned. I also factor in that the price can jump right past the levels I am looking at when the report arrives. I have quite strong belief in a closing price around 177 dollars on Friday, November 20, 2026, with a possible bottom at 156 and top at 183 through the week. That is my main scenario, not an absolute truth or levels the stock must visit. The numbers are estimates; it is the reasoning behind them that determines whether I still believe in them. Weak guidance, pressure on margins, or a persistent break below support will weaken my thesis. Beyond that week, I do not have any clear forecast. This is my own reasoning, independent of the fund analysts' target prices.
- ·4 t sittenI am thinking of buying 3 shares, should I wait until before or after the report? Is it even worth it?
- ·4 t sittenJensen has been fired, and China announces new models - which are supposed to be just as good as NVIDIAS. So expect a big drop when China comes out with their own. Which are much cheaper.They do not work so China probably has 10 car brands today that none of us have heard of. However, they will not get into our market that will apply to data chips as well thats why Europe is so off track. BMW would need to make data chips instead of cars you already have Mercedes Porsche Audi VW making quality cars in Germany that cost a fortune how long can we afford that?. If we do not rethink drastically then we in Europe will experience the Middle Ages again.
- ·5 t sittenIs it now one should buy?The question is whether to buy before or after the quarterly report on the 17th? Probably before since nothing financial has happened in the company yet. The price drop is that the company and market will lose momentum, judge for yourself!
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 |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt