NVIDIA Corp

NVDA: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$653.00	Jmtnm	Dlcpbnjfbz

Nvidia Earnings: Raising Fair Value to $1,050 From $910 as AI Demand Still Exceeds Expectations

Brian Colello

May 23, 2024

Wide-moat Nvidia once again reported stellar quarterly results and provided investors with even rosier expectations for the upcoming quarter, as the company remains the clear winner in the race to build out generative artificial intelligence capabilities. We’re encouraged by management’s commentary that demand for its upcoming Blackwell products should exceed supply into calendar 2025, and we see no signs of AI demand slowing either.

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