Nvidia, Target, Okta: Market Minute

Generado por agente de IATheodore Quinn
martes, 4 de marzo de 2025, 11:20 am ET2 min de lectura
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Nvidia, TargetTGT--, and OktaOKTA-- have recently reported their earnings, providing insights into their financial performance and market trends. This article will analyze their earnings reports, stock performances, and market minute trends to offer a comprehensive overview of these companies.



Nvidia (NVDA)

Nvidia reported strong earnings for the fourth quarter of fiscal 2025, with revenue of $39.3 billion, up 12% from the previous quarter and 78% from a year ago. GAAP earnings per diluted share were $0.89, up 14% from the previous quarter and 82% from a year ago. Non-GAAP earnings per diluted share were $0.89, up 10% from the previous quarter and 71% from a year ago. For fiscal 2025, revenue was $130.5 billion, up 114% from a year ago. GAAP earnings per diluted share were $2.94, up 147% from a year ago. Non-GAAP earnings per diluted share were $2.99, up 130% from a year ago.

Nvidia's strong performance was driven by the ramp-up of Blackwell AI supercomputers, which generated billions of dollars in sales in its first quarter. The company also benefited from the growth in data center revenue, which increased 93% from a year ago. Nvidia's data center revenue now represents 91% of the company's total sales, up from 83% a year ago and 60% in the same period of 2023.

Nvidia's stock price has been volatile in recent months, with a 52-week range of $112.28 - $175.00. Despite the company's strong earnings, the stock market's reaction to the DeepSeek development and other factors has led to volatility in Nvidia's stock price. Analysts have a mixed view on NvidiaNVDA--, with 17 out of 18 analysts issuing "buy" or equivalent ratings, and one hold. The consensus price target is approximately $175, suggesting a 26% upside from the stock price of $134.43 on February 20, 2025.

Target (TGT)

Target reported mixed earnings for the fourth quarter of fiscal 2024, with revenue of $31.4 billion, up 10.2% from a year ago. EPS was $3.67, up 11.4% from a year ago. The company's stock price increased by 1.5% in the after-hours trading following the earnings report. Target's earnings report resulted in a modest increase in its stock price, with a 52-week range of $133.15 - $185.55.

Analysts have a mixed view on Target, with 11 "buy" ratings, 10 "hold" ratings, and 2 "sell" ratings. The average price target is $165.50, suggesting a 12.5% upside from the stock price of $147.15 on February 20, 2025.

Okta (OKTA)

Okta reported strong earnings for the fourth quarter of fiscal 2024, with revenue of $1.1 billion, up 31% from a year ago. EPS was $0.34, up 100% from a year ago. The company's stock price increased by 1.8% in the after-hours trading following the earnings report. Okta's earnings report led to a slight increase in its stock price, with a 52-week range of $75.00 - $125.00.

Analysts have a positive view on Okta, with 17 "buy" ratings, 4 "hold" ratings, and 1 "sell" rating. The average price target is $115.00, suggesting a 27% upside from the stock price of $90.25 on February 20, 2025.



In conclusion, Nvidia's strong earnings performance was driven by the ramp-up of Blackwell AI supercomputers and the growth in data center revenue. Target's earnings report resulted in a modest increase in its stock price, while Okta's earnings report led to a slight increase in its stock price. The market minutes for these companies show mixed analyst sentiment, with Nvidia being the most favored among the three. Investors should consider the long-term investment potential of these companies, taking into account their earnings performance, market trends, and analyst sentiment.

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