[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-seaport-reiterates-sell-rating-nvidia-data-center-infrastructure-bottlenecks-IT":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":187,"relatedPosts":193,"suggestedPosts":269},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},144843,"Seaport ribadisce la valutazione di vendita sul titolo Nvidia a causa dei colli di bottiglia nell'infrastruttura dei data center","2026-10-26T12:01:00","2026-10-26T07:02:17","\u003Cp>Seaport mantiene la sua valutazione Sell e il target di $180 su Nvidia, citando $250 miliardi di nuovi impegni e rischi finanziari. Ecco cosa significa per le azioni di Nvidia.\u003C\u002Fp>","\u003Ch2 id=\"h-k-ey-stats-for-nvidia-stock\" class=\"wp-block-heading\">Statistiche \u003Cstrong>Chiave\u003C\u002Fstrong> per l'\u003Cstrong>Azione\u003C\u002Fstrong> Nvidia\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Variazione del prezzo dell'azione Nvidia negli ultimi 6 mesi:\u003C\u002Fstrong> 1%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Prezzo dell'azione $NVDA al 23 ottobre:\u003C\u002Fstrong> $211\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Massimo a 52 settimane:\u003C\u002Fstrong> $243\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Prezzo Target per l'azione $NVDA: \u003C\u002Fstrong>$329\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">Ora Live: Scopri quanto upside potrebbero avere le tue azioni preferite usando il nuovo Modello di Valutazione di TIKR (È gratuito)\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">>>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-happened\" class=\"wp-block-heading\">Cosa è successo?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Ffinance.yahoo.com\u002Fmarkets\u002Fstocks\u002Farticles\u002Fseaport-research-issues-stark-nvidia-190258077.html\">Seaport Research ha mantenuto la sua raccomandazione Sell su Nvidia\u003C\u002Fa> (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=32307&tid=2635154&ref=49x9sy\">NVDA\u003C\u002Fa>) e il suo prezzo target di $180. L'analista Jay Goldberg ha affermato che Nvidia affronta una crescente pressione da parte dei rivali e un rischio finanziario in aumento a causa dei suoi impegni di investimento.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Goldberg afferma che Nvidia ha aggiunto circa $250 miliardi di impegni lo scorso trimestre, destinati a garantire componenti e sostenere la costruzione di data center.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Ciò lega l'azienda più strettamente allo sviluppo dell'IA.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Ha anche indicato un piano di finanziamento separato. Nvidia, sei società di private equity e banche stanno lavorando a una piattaforma che potrebbe fornire circa $500 miliardi di finanziamenti. Potrebbe raggiungere $1 trilione.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Nvidia non si assumerebbe l'intero obbligo, ma Goldberg vede il suo ruolo come centrale.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">La sua preoccupazione è semplice. Questi accordi sono costruiti per accelerare la crescita, ma potrebbero ampliare le perdite se la domanda di potenza di calcolo si indebolisce.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Le aziende che fanno affidamento sul supporto di Nvidia potrebbero avere difficoltà in una fase di recessione, aggiungendo pressione proprio mentre le vendite e il cash flow di Nvidia stessa rallentano.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Goldberg si è anche chiesto se aiutare i clienti e bloccare le forniture potrebbero competere per lo stesso denaro.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">L'ultimo trimestre mostra l'altro lato della storia. \u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Nvidia ha riportato ricavi per $96 miliardi, più del doppio rispetto all'anno scorso. \u003C\u002Fli>\n\n\n\n\u003Cli>I ricavi del data center hanno raggiunto $89 miliardi. \u003C\u002Fli>\n\n\n\n\u003Cli>Il management ha fornito previsioni per $108 miliardi di ricavi per il Q3. \u003C\u002Fli>\n\n\n\n\u003Cli>Si aspetta inoltre che i ricavi crescano di circa il 70% nell'anno fiscale 2028.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792824176\u002Fimages\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823.webp?_i=AA\" alt=\"\" class=\"wp-post-144843 wp-image-144861\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792824176\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792824176\u002Fimages\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823.webp?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1024,c_scale\u002Ff_webp,q_auto\u002Fv1792824176\u002Fimages\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_512,c_scale\u002Ff_webp,q_auto\u002Fv1792824176\u002Fimages\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823.webp?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1365,c_scale\u002Ff_webp,q_auto\u002Fv1792824176\u002Fimages\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792824176\u002Fimages\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792824176\u002Fimages\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792824176\u002Fimages\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792824176\u002Fimages\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823\u002FTIKR.com_NVDA-NVIDIA-Corporation-8_14486116823.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Stime di Ricavi, EBIT e Free Cash Flow per l'azione NVDA in Miliardi di USD (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Il management sa che gli investitori si stanno interrogando sui suoi accordi e ha detto che alcuni li chiameranno finanziamento circolare, ma li vede in modo diverso. Afferma che il suo rischio è limitato perché i suoi chip possono essere ridistribuiti ad altri clienti.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Nvidia si aspetta che il margine lordo scenda al 74% nel Q3 e tocchi il minimo al 71%-72% nel Q4, poiché il management ha attribuito la colpa ai costi crescenti della memoria.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Ca style=\"font-weight: bold; font-style: italic;\" href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Vedi le previsioni di crescita e i prezzi target degli analisti per l'azione Nvidia (È gratuito) >>>\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-the-market-is-telling-us-about-nvidia-stock\" class=\"wp-block-heading\">Cosa ci dice il mercato sull'azione Nvidia\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Il dibattito sull'azione Nvidia non riguarda più la domanda. Il management afferma che il suo limite è l'offerta, e la domanda è quanti rischi Nvidia si assume per mantenere quella crescita.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">La chiamata di Seaport è cauta, poiché afferma che la rete di finanziamenti intorno all'azione Nvidia potrebbe causare problemi se il ciclo dell'IA si raffredda.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3486\" height=\"3975\" data-public-id=\"images\u002FNVDA_valuation_model-9_14486245be2\u002FNVDA_valuation_model-9_14486245be2.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3486,h_3975,c_scale\u002Ff_webp,q_auto\u002Fv1792824207\u002Fimages\u002FNVDA_valuation_model-9_14486245be2\u002FNVDA_valuation_model-9_14486245be2.webp?_i=AA\" alt=\"\" class=\"wp-post-144843 wp-image-144862\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792824207\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792824207\u002Fimages\u002FNVDA_valuation_model-9_14486245be2\u002FNVDA_valuation_model-9_14486245be2.webp?_i=AA 3486w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_767,h_875,c_scale\u002Ff_webp,q_auto\u002Fv1792824207\u002Fimages\u002FNVDA_valuation_model-9_14486245be2\u002FNVDA_valuation_model-9_14486245be2.webp?_i=AA 767w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1347,h_1536,c_scale\u002Ff_webp,q_auto\u002Fv1792824207\u002Fimages\u002FNVDA_valuation_model-9_14486245be2\u002FNVDA_valuation_model-9_14486245be2.webp?_i=AA 1347w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1796,h_2048,c_scale\u002Ff_webp,q_auto\u002Fv1792824207\u002Fimages\u002FNVDA_valuation_model-9_14486245be2\u002FNVDA_valuation_model-9_14486245be2.webp?_i=AA 1796w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_1368,c_scale\u002Ff_webp,q_auto\u002Fv1792824207\u002Fimages\u002FNVDA_valuation_model-9_14486245be2\u002FNVDA_valuation_model-9_14486245be2.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1596,c_scale\u002Ff_webp,q_auto\u002Fv1792824207\u002Fimages\u002FNVDA_valuation_model-9_14486245be2\u002FNVDA_valuation_model-9_14486245be2.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_342,c_scale\u002Ff_webp,q_auto\u002Fv1792824207\u002Fimages\u002FNVDA_valuation_model-9_14486245be2\u002FNVDA_valuation_model-9_14486245be2.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3486px) 100vw, 3486px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Modello di Valutazione dell'azione NVDA (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Per ora, l'azienda ha numeri forti e un libro ordini lungo. \u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Seaport chiede agli investitori di considerare cosa succede se la situazione cambia. Chiunque segua l'azione Nvidia dovrebbe osservare come questi impegni crescono da qui in poi.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">Stima il fair value di un'azienda all'istante (Gratuito con TIKR) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-nvidia-stock-actually-worth\" class=\"wp-block-heading\">Quindi, quanto vale realmente l'azione Nvidia?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\" id=\"h-so-what-is-apple-stock-actually-worth-tikr-lets-you-forecast-the-future-price-of-any-stock-in-less-than-a-minute-just-enter-a-few-assumptions-into-tikr-s-valuation-model-and-see-what-o-stock-could-be-worth-start-from-wall-street-consensus-estimates-or-adjust-the-inputs-to-reflect-your-own-view-of-the-business-it-s-free-to-use\">TIKR ti permette di prevedere il prezzo futuro di qualsiasi azione in meno di un minuto. Basta inserire alcune ipotesi nel modello di valutazione di TIKR e vedere quanto potrebbe valere l'azione NVDA. Inizia dalle stime di consenso di Wall Street, o modifica gli input per riflettere la tua visione del business. È gratuito.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\" id=\"h-\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Valuta Nvidia gratuitamente\u003Cstrong>\u003Cem>→\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>Disclaimer:\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>Si prega di notare che gli articoli su TIKR non intendono servire come consigli di investimento o finanziari da parte di TIKR o del nostro team di contenuti, né sono raccomandazioni per acquistare o vendere azioni. Creiamo i nostri contenuti sulla base dei dati di investimento del Terminal TIKR e delle stime degli analisti. La nostra analisi potrebbe non includere notizie aziendali recenti o aggiornamenti importanti. TIKR non ha posizioni in alcuna azione menzionata. Grazie per la lettura e buoni investimenti!\u003C\u002Fem>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003C\u002Fp>",616,"it","\u002Fblog\u002Fseaport-reiterates-sell-rating-nvidia-data-center-infrastructure-bottlenecks","seaport-reiterates-sell-rating-nvidia-data-center-infrastructure-bottlenecks","images\u002FNVDA-stock-@Kittipong-Jirasukhanont-from-PhonlamaiPhotos-Images-via-Canva-@jamesteohArt-via-Canva-11\u002FNVDA-stock-@Kittipong-Jirasukhanont-from-PhonlamaiPhotos-Images-via-Canva-@jamesteohArt-via-Canva-11","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792823880\u002Fimages\u002FNVDA-stock-@Kittipong-Jirasukhanont-from-PhonlamaiPhotos-Images-via-Canva-@jamesteohArt-via-Canva-11\u002FNVDA-stock-@Kittipong-Jirasukhanont-from-PhonlamaiPhotos-Images-via-Canva-@jamesteohArt-via-Canva-11.png?_i=AA",{"altText":165,"imageCredit":166},"Seaport Reiterates Sell Rating On Nvidia Stock Over Data Center Infrastructure Bottlenecks","@Kmeel_com from pixabay via Canva, @3DSculptor from Getty Images via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Aditya Raghunath","adityatikr","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"David Hanson","davidtikr","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"Investimenti generali","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"Seaport keeps its Sell rating and $180 target on Nvidia, citing $250B in new commitments and financing risks. Here’s what it means for Nvidia stock.",{"title":165,"description":186,"twitterTitle":165,"twitterDescription":186,"author":168,"articlePublisher":188,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":189,"twitterData1":190,"ogTitle":165,"ogDescription":186,"ogUrl":160,"ogImage":163,"ogImageWidth":191,"ogImageHeight":192,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"TIKR.com","Tempo di lettura stimato","5 minutes",1200,630,[194,211,226,241,255],{"id":183,"title":195,"date":196,"excerpt":197,"wordCount":198,"uri":199,"slug":200,"cloudinaryAssetId":201,"featuredImageOriginalUrl":202,"featuredImageMetadata":203,"author":204,"categories":208,"relatedPosts":210},"La strategia ha perso il 13% in un mese. È il momento di vendere o di caricare?","2026-10-26 10:30:00","Bitcoin era solo parte del problema",967,"\u002Fblog\u002Fstrategy-just-dropped-13-in-a-month-is-it-time-to-sell-or-load-up","strategy-just-dropped-13-in-a-month-is-it-time-to-sell-or-load-up","images\u002Fthoughtful-woman-falling-chart-and-trading-screens\u002Fthoughtful-woman-falling-chart-and-trading-screens","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792795484\u002Fimages\u002Fthoughtful-woman-falling-chart-and-trading-screens\u002Fthoughtful-woman-falling-chart-and-trading-screens.png?_i=AA",{"altText":195},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":207},"Gian Estrada","giantikr",[],[209],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":212,"date":213,"excerpt":214,"wordCount":215,"uri":216,"slug":217,"cloudinaryAssetId":218,"featuredImageOriginalUrl":219,"featuredImageMetadata":220,"author":221,"categories":223,"relatedPosts":225},"Nu Holdings Crolla del 22% dopo la Vittoria di Lula: \"Il Mercato Era Completamente Impreparato\"","2026-10-26 09:45:18","A circa $11,77, Nu negozia vicino al suo P\u002FE minimo di 12,21x, ben al di sotto della sua media di 21,52x. I tassi brasiliani decideranno cosa succederà dopo.",575,"\u002Fblog\u002Fnu-holdings-sinks-22-on-lulas-win-the-market-was-completely-unprepared","nu-holdings-sinks-22-on-lulas-win-the-market-was-completely-unprepared","images\u002FFEATURED-IMAGE-MAKER-1899\u002FFEATURED-IMAGE-MAKER-1899","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793007209\u002Fimages\u002FFEATURED-IMAGE-MAKER-1899\u002FFEATURED-IMAGE-MAKER-1899.png?_i=AA",{"altText":212},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":222},[],[224],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":227,"date":228,"excerpt":229,"wordCount":230,"uri":231,"slug":232,"cloudinaryAssetId":233,"featuredImageOriginalUrl":234,"featuredImageMetadata":235,"author":236,"categories":238,"relatedPosts":240},"Nebius ha Perso il 33% in un Mese. Bank of America Intravede un Potenziale Rialzo del 95% Da Qui","2026-10-26 09:00:00","Paura presa in prestito, e una scadenza molto reale nel 2027",1109,"\u002Fblog\u002Fnebius-lost-33-in-a-month-bank-of-america-sees-95-upside-from-here","nebius-lost-33-in-a-month-bank-of-america-sees-95-upside-from-here","images\u002Fpondering-man-falling-red-bars\u002Fpondering-man-falling-red-bars","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792795474\u002Fimages\u002Fpondering-man-falling-red-bars\u002Fpondering-man-falling-red-bars.png?_i=AA",{"altText":227},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":237},[],[239],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":242,"date":228,"excerpt":243,"wordCount":244,"uri":245,"slug":246,"cloudinaryAssetId":247,"featuredImageOriginalUrl":248,"featuredImageMetadata":249,"author":250,"categories":252,"relatedPosts":254},"\"Durabilità e Prevedibilità\": Micron è salita del 200% nel 2026. Realizzare i Profitti, o Comprare di Più?","A meno di 5 volte gli utili, il mercato sta già scommettendo su un crollo.",939,"\u002Fblog\u002Fdurability-and-predictability-micron-is-up-200-in-2026-take-profits-or-buy-more","durability-and-predictability-micron-is-up-200-in-2026-take-profits-or-buy-more","images\u002Fgrinning-bearded-man-rising-green-chart\u002Fgrinning-bearded-man-rising-green-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792795504\u002Fimages\u002Fgrinning-bearded-man-rising-green-chart\u002Fgrinning-bearded-man-rising-green-chart.png?_i=AA",{"altText":242},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":251},[],[253],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":256,"date":228,"excerpt":257,"wordCount":258,"uri":259,"slug":260,"cloudinaryAssetId":261,"featuredImageOriginalUrl":262,"featuredImageMetadata":263,"author":264,"categories":266,"relatedPosts":268},"L'azione di Bloom Energy è salita del 91% nell'ultimo anno. Ecco il dato da monitorare ora.","Le azioni di Bloom Energy sono salite del 91% in un anno, ma un calo dell'11% dopo un trimestre record le ha lasciate a un multiplo di 40 volte gli utili. Ecco cosa si aspetta ancora la piazza finanziaria.",1276,"\u002Fblog\u002Fbloom-energy-stock-is-up-91-over-the-past-year-heres-the-number-to-watch-next","bloom-energy-stock-is-up-91-over-the-past-year-heres-the-number-to-watch-next","images\u002Fsmiling-man-in-a-tie-rising-green-bars\u002Fsmiling-man-in-a-tie-rising-green-bars","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792780118\u002Fimages\u002Fsmiling-man-in-a-tie-rising-green-bars\u002Fsmiling-man-in-a-tie-rising-green-bars.png?_i=AA",{"altText":256},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":265},[],[267],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[270,290,305,320,335],{"id":183,"title":271,"date":272,"excerpt":273,"wordCount":274,"uri":275,"slug":276,"cloudinaryAssetId":277,"featuredImageOriginalUrl":278,"featuredImageMetadata":279,"author":280,"categories":284,"relatedPosts":289},"Il titolo ExxonMobil ha chiuso a un massimo storico mentre il Brent superava i 116 dollari. Ecco dove potrebbe arrivare il titolo entro il 2030","2026-10-26 07:55:00","ExxonMobil ha chiuso a un record di $183,21 il 23 ottobre mentre il Brent superava i $116, e ora si scambia al di sopra del target medio degli analisti. Il suo CFO afferma che le sinergie con Pioneer sono raddoppiate e Exxon punta a raddoppiare il recupero nel Permiano con meno pozzi, un fattore di costo che l'azienda controlla.",791,"\u002Fblog\u002Fexxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","exxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","images\u002F13-10\u002F13-10","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976181\u002Fimages\u002F13-10\u002F13-10.png?_i=AA",{"altText":271},{"name":281,"slug":282,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":283},"Wiltone Asuncion","wiltonetikr",[],[285],{"name":286,"slug":287,"uri":288,"description":171,"postsCount":183},"Recensioni delle azioni","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":183,"title":291,"date":292,"excerpt":293,"wordCount":294,"uri":295,"slug":296,"cloudinaryAssetId":297,"featuredImageOriginalUrl":298,"featuredImageMetadata":299,"author":300,"categories":302,"relatedPosts":304},"Rivian ha toccato un minimo annuale il giorno dopo l'acquisto di una startup di simulazione AI. Ecco cosa mostra il 29 ottobre","2026-10-26 07:50:00","Rivian ha toccato un minimo annuale il giorno dopo l'acquisizione di una startup di simulazione AI, prolungando un calo del 19% iniziato settimane prima. Il rapporto del 29 ottobre ora deve dimostrare che la linea dei costi può sostenere le spese per l'autonomia.",925,"\u002Fblog\u002Frivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","rivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","images\u002F12-10_145310df477\u002F12-10_145310df477","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976166\u002Fimages\u002F12-10_145310df477\u002F12-10_145310df477.png?_i=AA",{"altText":291},{"name":281,"slug":282,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":301},[],[303],{"name":286,"slug":287,"uri":288,"description":171,"postsCount":183},[],{"id":183,"title":306,"date":307,"excerpt":308,"wordCount":309,"uri":310,"slug":311,"cloudinaryAssetId":312,"featuredImageOriginalUrl":313,"featuredImageMetadata":314,"author":315,"categories":317,"relatedPosts":319},"Il titolo Robinhood è sceso del 15% a ottobre prima del suo rapporto sul terzo trimestre. Ecco dove potrebbe arrivare entro il 2030","2026-10-26 07:45:00","Robinhood è sceso del 6,73% in due sedute, in linea con Coinbase, prima del suo report del 27 ottobre. Due sviluppi del 22 ottobre indicano un'attività crypto che potrebbe non riflettersi nella sua linea di ricavi crypto: contratti sul prezzo del bitcoin e i primi mercati di prestito di Morpho per i suoi token azionari.",854,"\u002Fblog\u002Frobinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","robinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","images\u002F11-11_145309e717b\u002F11-11_145309e717b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976143\u002Fimages\u002F11-11_145309e717b\u002F11-11_145309e717b.png?_i=AA",{"altText":306},{"name":281,"slug":282,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":316},[],[318],{"name":286,"slug":287,"uri":288,"description":171,"postsCount":183},[],{"id":183,"title":321,"date":322,"excerpt":323,"wordCount":324,"uri":325,"slug":326,"cloudinaryAssetId":327,"featuredImageOriginalUrl":328,"featuredImageMetadata":329,"author":330,"categories":332,"relatedPosts":334},"Le Azioni di Walmart Sono Salite del 15% a Ottobre Senza Previsioni di Utili Più Alte. Ecco Dove Potrebbero Andare Entro il 2031","2026-10-26 07:40:00","Walmart è salito del 15,4% dal 30 settembre al 23 ottobre, ma la stima degli analisti per l'EPS dei prossimi 12 mesi è rimasta a 3,00 dollari per azione. Quasi tutto il guadagno è derivato da un multiplo più elevato, in vista di un rapporto del 19 novembre che prevede una crescita dell'EPS compresa tra lo 0% e il 3%.",832,"\u002Fblog\u002Fwalmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","walmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","images\u002F10-14_145308a5c00\u002F10-14_145308a5c00","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976123\u002Fimages\u002F10-14_145308a5c00\u002F10-14_145308a5c00.png?_i=AA",{"altText":321},{"name":281,"slug":282,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":331},[],[333],{"name":286,"slug":287,"uri":288,"description":171,"postsCount":183},[],{"id":183,"title":336,"date":337,"excerpt":338,"wordCount":339,"uri":340,"slug":341,"cloudinaryAssetId":342,"featuredImageOriginalUrl":343,"featuredImageMetadata":344,"author":345,"categories":347,"relatedPosts":349},"Apple ha brevemente superato Nvidia mentre il calo di Nvidia raggiungeva il 12%. Ecco dove potrebbe arrivare il titolo Apple entro il 2030","2026-10-26 07:35:00","Apple ha brevemente superato Nvidia come azienda più preziosa al mondo il 23 ottobre, toccando un record di $351,73. La sua strategia di IA richiede poco capex, ma a 38 volte gli utili, il dato sui margini del 2 novembre sostiene il multiplo.",845,"\u002Fblog\u002Fapple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","apple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","images\u002F9-15_1453077213e\u002F9-15_1453077213e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976106\u002Fimages\u002F9-15_1453077213e\u002F9-15_1453077213e.png?_i=AA",{"altText":336},{"name":281,"slug":282,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":346},[],[348],{"name":286,"slug":287,"uri":288,"description":171,"postsCount":183},[]]