대웅제약이 다이소 건기식 공급으로 늘어나는 이익 증분 vs 약사들 보이콧으로 잃는 이익 감소분 🤔
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Forwarded from 간절한 투자스터디카페
컨센을 비트할 것이라는 컨센이 하회할 것이라는 컨센을 비트할 것이라고 했지만 실리콘투를 보고 컨센 하회하겠구나 생각했지만 실제로 까보니 컨센 하회 대비 컨센 비트이자 원 컨센(네이버) 대비 부합인 브이티의 결말은?
#보유
#보유
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$NVDA | NVIDIA Q4'25 Earnings Highlights:
🔹 Adj. EPS: $0.89 (Est. $0.84) 🟢; UP +71% YoY
🔹 Revenue: $39.3B (Est. $38.3B) 🟢; UP +78% YoY
🔹 Oper. Income: $25.52B; UP +73% YoY
🔹 Gross Margin: 73.5% (Est. 73.5%) 🟡
Q1'26 Guidance:
🔹 Revenue: $43.0B ± 2% (Est. $42.3B) 🟢
🔹 Adj. Gross Margin: 71.0% ± 0.5% (Est. 72.1%) 🔴
🔹 Adj. Operating Expenses: $3.6B
Q4'25 Segment Performance:
🔹 Data Center Revenue: $35.6B (Est. $34.1B) 🟢; UP +93% YoY
🔹 Gaming Revenue: $2.5B (Est. $3.2B) 🔴; DOWN -11% YoY
🔹 Professional Visualization Revenue: $511M (Est. $486M) 🟢; UP +10% YoY
🔹 Automotive Revenue: $570M (Est. $449M) 🟢; UP +103% YoY
Announcements & Strategic Updates:
🔸 Quarterly Dividend: $0.01/share, payable April 2, 2025
🔸 Blackwell AI supercomputers achieved billions in sales in first quarter
🔸 Key partnerships with AWS, Google Cloud, Microsoft Azure, Toyota, and Hyundai for AI and automotive solutions
Management Commentary:
🔸 CEO Jensen Huang: "Demand for Blackwell is amazing as reasoning AI adds another scaling law — increasing compute for training makes models smarter and increasing compute for long thinking makes the answer smarter."
🔸 CEO Jensen Huang: "AI is advancing at light speed as agentic AI and physical AI set the stage for the next wave of AI to revolutionize the largest industries."
🔹 Adj. EPS: $0.89 (Est. $0.84) 🟢; UP +71% YoY
🔹 Revenue: $39.3B (Est. $38.3B) 🟢; UP +78% YoY
🔹 Oper. Income: $25.52B; UP +73% YoY
🔹 Gross Margin: 73.5% (Est. 73.5%) 🟡
Q1'26 Guidance:
🔹 Revenue: $43.0B ± 2% (Est. $42.3B) 🟢
🔹 Adj. Gross Margin: 71.0% ± 0.5% (Est. 72.1%) 🔴
🔹 Adj. Operating Expenses: $3.6B
Q4'25 Segment Performance:
🔹 Data Center Revenue: $35.6B (Est. $34.1B) 🟢; UP +93% YoY
🔹 Gaming Revenue: $2.5B (Est. $3.2B) 🔴; DOWN -11% YoY
🔹 Professional Visualization Revenue: $511M (Est. $486M) 🟢; UP +10% YoY
🔹 Automotive Revenue: $570M (Est. $449M) 🟢; UP +103% YoY
Announcements & Strategic Updates:
🔸 Quarterly Dividend: $0.01/share, payable April 2, 2025
🔸 Blackwell AI supercomputers achieved billions in sales in first quarter
🔸 Key partnerships with AWS, Google Cloud, Microsoft Azure, Toyota, and Hyundai for AI and automotive solutions
Management Commentary:
🔸 CEO Jensen Huang: "Demand for Blackwell is amazing as reasoning AI adds another scaling law — increasing compute for training makes models smarter and increasing compute for long thinking makes the answer smarter."
🔸 CEO Jensen Huang: "AI is advancing at light speed as agentic AI and physical AI set the stage for the next wave of AI to revolutionize the largest industries."
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After-Hours Stock Movers:
Biggest Gainers:
$ROOT (+14.4%) – Strong Q4 revenue beat.
$AMBA (+14.1%) – EPS and revenue exceed estimates.
$CORZ (+10.7%) – Positive market reaction to financials.
$NTNX (+10.6%) – Raised FY revenue outlook.
$SNOW (+9.6%) – AI expansion deal fuels rally.
$MQ (+8.6%) – Revenue beats expectations.
$UHS (+5.3%) – Net revenue exceeds forecasts.
$TREE (+5.0%) – Better-than-expected earnings.
$TALO (+4.4%) – Q4 results and operational update boost sentiment.
$MNKD (+4.4%) – Positive revenue report lifts shares.
Biggest Decliners:
$IBTA (-28.6%) – Q4 revenue reported at $98.4M.
$SG (-21.8%) – Disappointing outlook and sales.
$TNDM (-13.9%) – 2025 gross margin outlook at 54% (est. 52.5%).
$TDC (-13.2%) – 2025 revenue forecast of $2.47B-$2.58B misses expectations.
$PSTG (-13.2%) – Weak full-year financial results.
$EBAY (-7.4%) – Sales guidance disappoints.
$MGNI (-6.9%) – Weak Q4 results.
$AAOI (-5.9%) – Q4 revenue below expectations.
$NPCE (-5.0%) – Shares slide after financial report.
$CRM (-4.5%) – Tepid growth outlook.
Biggest Gainers:
$ROOT (+14.4%) – Strong Q4 revenue beat.
$AMBA (+14.1%) – EPS and revenue exceed estimates.
$CORZ (+10.7%) – Positive market reaction to financials.
$NTNX (+10.6%) – Raised FY revenue outlook.
$SNOW (+9.6%) – AI expansion deal fuels rally.
$MQ (+8.6%) – Revenue beats expectations.
$UHS (+5.3%) – Net revenue exceeds forecasts.
$TREE (+5.0%) – Better-than-expected earnings.
$TALO (+4.4%) – Q4 results and operational update boost sentiment.
$MNKD (+4.4%) – Positive revenue report lifts shares.
Biggest Decliners:
$IBTA (-28.6%) – Q4 revenue reported at $98.4M.
$SG (-21.8%) – Disappointing outlook and sales.
$TNDM (-13.9%) – 2025 gross margin outlook at 54% (est. 52.5%).
$TDC (-13.2%) – 2025 revenue forecast of $2.47B-$2.58B misses expectations.
$PSTG (-13.2%) – Weak full-year financial results.
$EBAY (-7.4%) – Sales guidance disappoints.
$MGNI (-6.9%) – Weak Q4 results.
$AAOI (-5.9%) – Q4 revenue below expectations.
$NPCE (-5.0%) – Shares slide after financial report.
$CRM (-4.5%) – Tepid growth outlook.