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08-11

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Earning Preview: NEBIUS Q2 revenue is expected to increase by 466%, and institutional views are mostly bullish

01-27

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Earning Preview: Enphase Energy Q4 revenue is expected to decrease by 10.13%, and institutional views are cautious

2024-11-25

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2024-11-25

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2024-11-25

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2024-05-23

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Nvidia Announces a 10-for-1 Stock Split. Here's What Investors Need to Know

2024-05-23

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Nvidia Announces a 10-for-1 Stock Split. Here's What Investors Need to Know

2024-01-03

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Preview: NEBIUS Q2 revenue is expected to increase by 466%, and institutional views are mostly bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1172114159","media":"Earnings Agent","summary":"Abstract Nebius Group N.V. will release its quarterly results on August 12, 2026 Pre-MKt; this preview summarizes expected revenue, profitability and EPS, reviews the prior quarter, and highlights...","content":"<p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\">Abstract</h2><p style=\"text-align: left;\"> Nebius Group N.V. will release its quarterly results on August 12, 2026 Pre-MKt; this preview summarizes expected revenue, profitability and EPS, reviews the prior quarter, and highlights the key operating drivers and majority institutional views for the upcoming print and commentary.</p><h2 style=\"text-align: left;\">Market Forecast</h2><p style=\"text-align: left;\"> Based on the company’s latest forecast dataset, Nebius Group N.V. is expected to post revenue of 572.7 million US dollars this quarter, up 465.97% year over year; EPS is projected at $-0.679, implying a -45.59% YoY change, and EBIT at -314.08 million US dollars with a -152.40% YoY change. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/01c1ad9d25f4d86b1a4c19e63bdbf642\" data-align=\"center\" tg-width=\"561\" tg-height=\"306\"><span></span></p><p style=\"text-align: left;\">The company’s core cloud and compute services remain the volume engine, supported by capacity additions and product updates that aim to convert signed and expanding customer commitments into deployed workload revenue. The most promising area is managed AI inference and software-enhanced services; last quarter, the core operating segment generated 535.70 million US dollars while company-level revenue rose 621.55% YoY, underscoring the expansion runway of software-led monetization layered on top of compute.</p><h2 style=\"text-align: left;\">Last Quarter Review</h2><p style=\"text-align: left;\"> Nebius Group N.V. reported revenue of 399.00 million US dollars (+621.55% YoY), a gross profit margin of 73.98%, GAAP net profit attributable to shareholders of 621.00 million US dollars for a 155.69% net profit margin, and adjusted EPS of -0.32 (0.00% YoY). Quarter-on-quarter, net profit increased by 331.10%, while EBIT registered -117.80 million US dollars (YoY change -5.37%), reflecting the effect of scale-up alongside continuing investment and buildout. The core operating segment delivered 535.70 million US dollars with -5.90 million US dollars of intersegment eliminations, and company-level revenue advanced 621.55% YoY as deployments and customer activation expanded.</p><h2 style=\"text-align: left;\">Current Quarter Outlook</h2><h3 style=\"text-align: left;\">Core cloud and compute services</h3><p style=\"text-align: left;\"> The topline estimate of 581.08 million US dollars implies a substantial step-up from the prior quarter, signaling that deployments and utilization in core cloud and compute services continue to ramp. This outlook is consistent with the company’s build program: Nebius secured about 775.00 million US dollars in an initial senior debt facility maturing in late 2030, earmarked to accelerate its global AI cloud expansion. That financing, backed by active computing hardware and guaranteed payments from a highly rated client, enhances the pace at which ready-to-serve capacity can be added and monetized. Product velocity appears supportive of throughput and conversion. The release of AI Cloud 3.6 introduced control and orchestration enhancements such as Echo, aimed at simplifying infrastructure operations for complex AI workloads. These updates typically shorten time-to-value for customers, improve automation, and can stabilize unit economics by improving utilization rates and reducing idle capacity. The company’s move to an asset-light expansion model in some regions also suggests a more flexible capital envelope for scaling footprint with demand. Commercial traction has been visible in recent months. Nebius has been reported to have arranged sizable compute sales, including a transaction exceeding 1.00 billion US dollars of capacity with a third-party AI customer, and has broadened its enterprise pipeline alongside strategic relationships. This commercial progress supports the revenue estimate trajectory for the quarter and places focus on the conversion of backlog into recognized revenue, the mix of committed versus on-demand usage, and any commentary on churn or expansion rates within existing accounts. Investors will likely parse whether the sequential uplift in revenue is accompanied by stable or improving cash cost per unit of compute served, as that will influence the gross profit trajectory into the second half of the year.</p><h3 style=\"text-align: left;\">Managed inference and AI software</h3><p style=\"text-align: left;\"> The company’s most promising business layer is managed inference and the software stack that improves model execution efficiency and developer productivity. Nebius has described a software-led pathway to increase the tokens-per-GPU output while safeguarding quality; the Token Factory and related inference optimization initiatives are designed to increase effective throughput and revenue per GPU deployed. When customers can achieve higher tokens at similar or lower total cost, adoption tends to scale, and Nebius captures incremental monetization without linear hardware additions. Recent steps strengthen this software layer. The AI Agent toolset and orchestration capabilities, together with acquisition-led enhancements, broaden what customers can build on Nebius beyond raw compute. This shift up the value stack allows the company to package compute, optimization and workflows in a single managed experience. If adopted at scale, the software layer can contribute to margin defensibility by amortizing fixed R&amp;D over a growing revenue base and by elevating switching costs for enterprise workloads. It also introduces new pricing levers, including usage-based features and premium support tiers, that can diversify revenue from a historically hardware-weighted mix. For this quarter’s print, the key questions are the pace at which software features translate into contracted and recognized revenue, and whether there is evidence of uplift in average revenue per active GPU due to optimization. The last quarter’s gross profit margin of 73.98% sets a high bar; even without a formal gross margin forecast, commentary on the attach rate of managed inference, the penetration of software feature bundles, and the utilization impact from optimization will be front of mind. Given that the current-quarter EPS and EBIT estimates imply continued net investment, the path from software adoption to operating leverage will be a central theme for the remainder of the year.</p><h3 style=\"text-align: left;\">Quarterly stock drivers</h3><p style=\"text-align: left;\"> Three factors are likely to drive the stock around the release. First, the scale of revenue conversion relative to the 581.08 million US dollars estimate will serve as the most direct validation of deployment progress and customer activation, especially given the sequential acceleration implied by the estimate. Any update on contract wins, backlog, or committed capacity will provide context for sustainability into the next quarter. Second, profitability signals will matter: the prior quarter produced a 73.98% gross margin and a 155.69% net margin due to one-off effects, while adjusted EPS was -0.32; this quarter’s adjusted EPS estimate of -0.694 and EBIT estimate of -314.08 million US dollars suggest continued opex and COGS pressure to support the buildout. The market will weigh whether scale efficiencies and software attach are beginning to balance the near-term investment load. Third, capital and ecosystem visibility can amplify sentiment. The recent addition of a significant equity holder from within the AI supply chain, along with strategic financing and product releases, has anchored confidence in Nebius’s capacity rollout plan. Investors will gauge updates on hardware delivery timelines, power and real-estate readiness for new sites, and the pace of “asset-light” deployments. Given the stock’s sensitivity to forward indicators, any qualitative color on order intake trends, customer expansion behavior, and the mix of committed versus on-demand workloads may overshadow the historical print. A reaffirmation or tightening of full-year trajectories for revenue, buildout milestones, and cash investment cadence could therefore be pivotal for the post-print reaction.</p><h2 style=\"text-align: left;\">Analyst Opinions</h2><p style=\"text-align: left;\"> Across research published within the last six months through August 05, 2026, the balance of views is bullish: approximately 71% of tracked notes are positive versus 29% neutral/hold. The majority view emphasizes that Nebius is well placed to convert rapid demand for AI workloads into revenue scale and to layer software economics on top of expanding compute capacity, even as near-term EBIT remains in investment mode. On the bullish side, Baird initiated coverage at Outperform with a 250.00 US dollars price objective, calling Nebius best positioned within its domain to capture workload growth and scale the platform. Northland Securities reiterated a Buy with a 232.00 US dollars target, citing accelerating demand, platform breadth and execution progress as its core pillars. Several other institutions have highlighted an overweight stance and an average target near the high-200s, pointing to continued upside potential as deployments and software attach increase. President Capital also initiated at Buy, noting the company’s unique approach to scaling compute with optimization software and its expanding commercial channels. Supportive analysts converge on a few operational themes they expect to see borne out in the numbers and commentary. They look for sequential revenue uplift consistent with the 581.08 million US dollars estimate and for evidence that new and existing customers are ramping workloads. They stress the importance of maintaining high gross margins through utilization gains and software-led efficiency, even if adjusted EPS and EBIT remain negative as the company funds capacity and R&amp;D. They also point to the company’s expanded financing capacity and recent ecosystem developments as indicators that supply, deployment tempo and customer activation are aligning into the second half of the year. In their majority view, the debate for this quarter is less about the existence of demand and more about the cadence of conversion to revenue and the timing of operating leverage. Bullish analysts will look for management to quantify the mix of committed versus on-demand usage, highlight key customer expansions, and frame how software-driven throughput improvements are influencing revenue per GPU and gross profitability. They underscore that consistent disclosure around backlog, build milestones and cohort expansion could help narrow the gap between rapid top-line growth and negative adjusted EPS by increasing confidence in the monetization curve. If the company’s update demonstrates progress on these vectors—particularly a strong conversion of capacity into revenue and clear signals of software attach—bulls expect the market to credit Nebius with a more durable growth profile despite near-term EBIT headwinds.</p><p style=\"text-align: left;\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earning Preview: NEBIUS Q2 revenue is expected to increase by 466%, and institutional views are mostly bullish</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarning Preview: NEBIUS Q2 revenue is expected to increase by 466%, and institutional views are mostly bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2026-08-05 09:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\">Abstract</h2><p style=\"text-align: left;\"> Nebius Group N.V. will release its quarterly results on August 12, 2026 Pre-MKt; this preview summarizes expected revenue, profitability and EPS, reviews the prior quarter, and highlights the key operating drivers and majority institutional views for the upcoming print and commentary.</p><h2 style=\"text-align: left;\">Market Forecast</h2><p style=\"text-align: left;\"> Based on the company’s latest forecast dataset, Nebius Group N.V. is expected to post revenue of 572.7 million US dollars this quarter, up 465.97% year over year; EPS is projected at $-0.679, implying a -45.59% YoY change, and EBIT at -314.08 million US dollars with a -152.40% YoY change. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/01c1ad9d25f4d86b1a4c19e63bdbf642\" data-align=\"center\" tg-width=\"561\" tg-height=\"306\"><span></span></p><p style=\"text-align: left;\">The company’s core cloud and compute services remain the volume engine, supported by capacity additions and product updates that aim to convert signed and expanding customer commitments into deployed workload revenue. The most promising area is managed AI inference and software-enhanced services; last quarter, the core operating segment generated 535.70 million US dollars while company-level revenue rose 621.55% YoY, underscoring the expansion runway of software-led monetization layered on top of compute.</p><h2 style=\"text-align: left;\">Last Quarter Review</h2><p style=\"text-align: left;\"> Nebius Group N.V. reported revenue of 399.00 million US dollars (+621.55% YoY), a gross profit margin of 73.98%, GAAP net profit attributable to shareholders of 621.00 million US dollars for a 155.69% net profit margin, and adjusted EPS of -0.32 (0.00% YoY). Quarter-on-quarter, net profit increased by 331.10%, while EBIT registered -117.80 million US dollars (YoY change -5.37%), reflecting the effect of scale-up alongside continuing investment and buildout. The core operating segment delivered 535.70 million US dollars with -5.90 million US dollars of intersegment eliminations, and company-level revenue advanced 621.55% YoY as deployments and customer activation expanded.</p><h2 style=\"text-align: left;\">Current Quarter Outlook</h2><h3 style=\"text-align: left;\">Core cloud and compute services</h3><p style=\"text-align: left;\"> The topline estimate of 581.08 million US dollars implies a substantial step-up from the prior quarter, signaling that deployments and utilization in core cloud and compute services continue to ramp. This outlook is consistent with the company’s build program: Nebius secured about 775.00 million US dollars in an initial senior debt facility maturing in late 2030, earmarked to accelerate its global AI cloud expansion. That financing, backed by active computing hardware and guaranteed payments from a highly rated client, enhances the pace at which ready-to-serve capacity can be added and monetized. Product velocity appears supportive of throughput and conversion. The release of AI Cloud 3.6 introduced control and orchestration enhancements such as Echo, aimed at simplifying infrastructure operations for complex AI workloads. These updates typically shorten time-to-value for customers, improve automation, and can stabilize unit economics by improving utilization rates and reducing idle capacity. The company’s move to an asset-light expansion model in some regions also suggests a more flexible capital envelope for scaling footprint with demand. Commercial traction has been visible in recent months. Nebius has been reported to have arranged sizable compute sales, including a transaction exceeding 1.00 billion US dollars of capacity with a third-party AI customer, and has broadened its enterprise pipeline alongside strategic relationships. This commercial progress supports the revenue estimate trajectory for the quarter and places focus on the conversion of backlog into recognized revenue, the mix of committed versus on-demand usage, and any commentary on churn or expansion rates within existing accounts. Investors will likely parse whether the sequential uplift in revenue is accompanied by stable or improving cash cost per unit of compute served, as that will influence the gross profit trajectory into the second half of the year.</p><h3 style=\"text-align: left;\">Managed inference and AI software</h3><p style=\"text-align: left;\"> The company’s most promising business layer is managed inference and the software stack that improves model execution efficiency and developer productivity. Nebius has described a software-led pathway to increase the tokens-per-GPU output while safeguarding quality; the Token Factory and related inference optimization initiatives are designed to increase effective throughput and revenue per GPU deployed. When customers can achieve higher tokens at similar or lower total cost, adoption tends to scale, and Nebius captures incremental monetization without linear hardware additions. Recent steps strengthen this software layer. The AI Agent toolset and orchestration capabilities, together with acquisition-led enhancements, broaden what customers can build on Nebius beyond raw compute. This shift up the value stack allows the company to package compute, optimization and workflows in a single managed experience. If adopted at scale, the software layer can contribute to margin defensibility by amortizing fixed R&amp;D over a growing revenue base and by elevating switching costs for enterprise workloads. It also introduces new pricing levers, including usage-based features and premium support tiers, that can diversify revenue from a historically hardware-weighted mix. For this quarter’s print, the key questions are the pace at which software features translate into contracted and recognized revenue, and whether there is evidence of uplift in average revenue per active GPU due to optimization. The last quarter’s gross profit margin of 73.98% sets a high bar; even without a formal gross margin forecast, commentary on the attach rate of managed inference, the penetration of software feature bundles, and the utilization impact from optimization will be front of mind. Given that the current-quarter EPS and EBIT estimates imply continued net investment, the path from software adoption to operating leverage will be a central theme for the remainder of the year.</p><h3 style=\"text-align: left;\">Quarterly stock drivers</h3><p style=\"text-align: left;\"> Three factors are likely to drive the stock around the release. First, the scale of revenue conversion relative to the 581.08 million US dollars estimate will serve as the most direct validation of deployment progress and customer activation, especially given the sequential acceleration implied by the estimate. Any update on contract wins, backlog, or committed capacity will provide context for sustainability into the next quarter. Second, profitability signals will matter: the prior quarter produced a 73.98% gross margin and a 155.69% net margin due to one-off effects, while adjusted EPS was -0.32; this quarter’s adjusted EPS estimate of -0.694 and EBIT estimate of -314.08 million US dollars suggest continued opex and COGS pressure to support the buildout. The market will weigh whether scale efficiencies and software attach are beginning to balance the near-term investment load. Third, capital and ecosystem visibility can amplify sentiment. The recent addition of a significant equity holder from within the AI supply chain, along with strategic financing and product releases, has anchored confidence in Nebius’s capacity rollout plan. Investors will gauge updates on hardware delivery timelines, power and real-estate readiness for new sites, and the pace of “asset-light” deployments. Given the stock’s sensitivity to forward indicators, any qualitative color on order intake trends, customer expansion behavior, and the mix of committed versus on-demand workloads may overshadow the historical print. A reaffirmation or tightening of full-year trajectories for revenue, buildout milestones, and cash investment cadence could therefore be pivotal for the post-print reaction.</p><h2 style=\"text-align: left;\">Analyst Opinions</h2><p style=\"text-align: left;\"> Across research published within the last six months through August 05, 2026, the balance of views is bullish: approximately 71% of tracked notes are positive versus 29% neutral/hold. The majority view emphasizes that Nebius is well placed to convert rapid demand for AI workloads into revenue scale and to layer software economics on top of expanding compute capacity, even as near-term EBIT remains in investment mode. On the bullish side, Baird initiated coverage at Outperform with a 250.00 US dollars price objective, calling Nebius best positioned within its domain to capture workload growth and scale the platform. Northland Securities reiterated a Buy with a 232.00 US dollars target, citing accelerating demand, platform breadth and execution progress as its core pillars. Several other institutions have highlighted an overweight stance and an average target near the high-200s, pointing to continued upside potential as deployments and software attach increase. President Capital also initiated at Buy, noting the company’s unique approach to scaling compute with optimization software and its expanding commercial channels. Supportive analysts converge on a few operational themes they expect to see borne out in the numbers and commentary. They look for sequential revenue uplift consistent with the 581.08 million US dollars estimate and for evidence that new and existing customers are ramping workloads. They stress the importance of maintaining high gross margins through utilization gains and software-led efficiency, even if adjusted EPS and EBIT remain negative as the company funds capacity and R&amp;D. They also point to the company’s expanded financing capacity and recent ecosystem developments as indicators that supply, deployment tempo and customer activation are aligning into the second half of the year. In their majority view, the debate for this quarter is less about the existence of demand and more about the cadence of conversion to revenue and the timing of operating leverage. Bullish analysts will look for management to quantify the mix of committed versus on-demand usage, highlight key customer expansions, and frame how software-driven throughput improvements are influencing revenue per GPU and gross profitability. They underscore that consistent disclosure around backlog, build milestones and cohort expansion could help narrow the gap between rapid top-line growth and negative adjusted EPS by increasing confidence in the monetization curve. If the company’s update demonstrates progress on these vectors—particularly a strong conversion of capacity into revenue and clear signals of software attach—bulls expect the market to credit Nebius with a more durable growth profile despite near-term EBIT headwinds.</p><p style=\"text-align: left;\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NBIS":"NEBIUS"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172114159","content_text":"Abstract Nebius Group N.V. will release its quarterly results on August 12, 2026 Pre-MKt; this preview summarizes expected revenue, profitability and EPS, reviews the prior quarter, and highlights the key operating drivers and majority institutional views for the upcoming print and commentary.Market Forecast Based on the company’s latest forecast dataset, Nebius Group N.V. is expected to post revenue of 572.7 million US dollars this quarter, up 465.97% year over year; EPS is projected at $-0.679, implying a -45.59% YoY change, and EBIT at -314.08 million US dollars with a -152.40% YoY change. The company’s core cloud and compute services remain the volume engine, supported by capacity additions and product updates that aim to convert signed and expanding customer commitments into deployed workload revenue. The most promising area is managed AI inference and software-enhanced services; last quarter, the core operating segment generated 535.70 million US dollars while company-level revenue rose 621.55% YoY, underscoring the expansion runway of software-led monetization layered on top of compute.Last Quarter Review Nebius Group N.V. reported revenue of 399.00 million US dollars (+621.55% YoY), a gross profit margin of 73.98%, GAAP net profit attributable to shareholders of 621.00 million US dollars for a 155.69% net profit margin, and adjusted EPS of -0.32 (0.00% YoY). Quarter-on-quarter, net profit increased by 331.10%, while EBIT registered -117.80 million US dollars (YoY change -5.37%), reflecting the effect of scale-up alongside continuing investment and buildout. The core operating segment delivered 535.70 million US dollars with -5.90 million US dollars of intersegment eliminations, and company-level revenue advanced 621.55% YoY as deployments and customer activation expanded.Current Quarter OutlookCore cloud and compute services The topline estimate of 581.08 million US dollars implies a substantial step-up from the prior quarter, signaling that deployments and utilization in core cloud and compute services continue to ramp. This outlook is consistent with the company’s build program: Nebius secured about 775.00 million US dollars in an initial senior debt facility maturing in late 2030, earmarked to accelerate its global AI cloud expansion. That financing, backed by active computing hardware and guaranteed payments from a highly rated client, enhances the pace at which ready-to-serve capacity can be added and monetized. Product velocity appears supportive of throughput and conversion. The release of AI Cloud 3.6 introduced control and orchestration enhancements such as Echo, aimed at simplifying infrastructure operations for complex AI workloads. These updates typically shorten time-to-value for customers, improve automation, and can stabilize unit economics by improving utilization rates and reducing idle capacity. The company’s move to an asset-light expansion model in some regions also suggests a more flexible capital envelope for scaling footprint with demand. Commercial traction has been visible in recent months. Nebius has been reported to have arranged sizable compute sales, including a transaction exceeding 1.00 billion US dollars of capacity with a third-party AI customer, and has broadened its enterprise pipeline alongside strategic relationships. This commercial progress supports the revenue estimate trajectory for the quarter and places focus on the conversion of backlog into recognized revenue, the mix of committed versus on-demand usage, and any commentary on churn or expansion rates within existing accounts. Investors will likely parse whether the sequential uplift in revenue is accompanied by stable or improving cash cost per unit of compute served, as that will influence the gross profit trajectory into the second half of the year.Managed inference and AI software The company’s most promising business layer is managed inference and the software stack that improves model execution efficiency and developer productivity. Nebius has described a software-led pathway to increase the tokens-per-GPU output while safeguarding quality; the Token Factory and related inference optimization initiatives are designed to increase effective throughput and revenue per GPU deployed. When customers can achieve higher tokens at similar or lower total cost, adoption tends to scale, and Nebius captures incremental monetization without linear hardware additions. Recent steps strengthen this software layer. The AI Agent toolset and orchestration capabilities, together with acquisition-led enhancements, broaden what customers can build on Nebius beyond raw compute. This shift up the value stack allows the company to package compute, optimization and workflows in a single managed experience. If adopted at scale, the software layer can contribute to margin defensibility by amortizing fixed R&D over a growing revenue base and by elevating switching costs for enterprise workloads. It also introduces new pricing levers, including usage-based features and premium support tiers, that can diversify revenue from a historically hardware-weighted mix. For this quarter’s print, the key questions are the pace at which software features translate into contracted and recognized revenue, and whether there is evidence of uplift in average revenue per active GPU due to optimization. The last quarter’s gross profit margin of 73.98% sets a high bar; even without a formal gross margin forecast, commentary on the attach rate of managed inference, the penetration of software feature bundles, and the utilization impact from optimization will be front of mind. Given that the current-quarter EPS and EBIT estimates imply continued net investment, the path from software adoption to operating leverage will be a central theme for the remainder of the year.Quarterly stock drivers Three factors are likely to drive the stock around the release. First, the scale of revenue conversion relative to the 581.08 million US dollars estimate will serve as the most direct validation of deployment progress and customer activation, especially given the sequential acceleration implied by the estimate. Any update on contract wins, backlog, or committed capacity will provide context for sustainability into the next quarter. Second, profitability signals will matter: the prior quarter produced a 73.98% gross margin and a 155.69% net margin due to one-off effects, while adjusted EPS was -0.32; this quarter’s adjusted EPS estimate of -0.694 and EBIT estimate of -314.08 million US dollars suggest continued opex and COGS pressure to support the buildout. The market will weigh whether scale efficiencies and software attach are beginning to balance the near-term investment load. Third, capital and ecosystem visibility can amplify sentiment. The recent addition of a significant equity holder from within the AI supply chain, along with strategic financing and product releases, has anchored confidence in Nebius’s capacity rollout plan. Investors will gauge updates on hardware delivery timelines, power and real-estate readiness for new sites, and the pace of “asset-light” deployments. Given the stock’s sensitivity to forward indicators, any qualitative color on order intake trends, customer expansion behavior, and the mix of committed versus on-demand workloads may overshadow the historical print. A reaffirmation or tightening of full-year trajectories for revenue, buildout milestones, and cash investment cadence could therefore be pivotal for the post-print reaction.Analyst Opinions Across research published within the last six months through August 05, 2026, the balance of views is bullish: approximately 71% of tracked notes are positive versus 29% neutral/hold. The majority view emphasizes that Nebius is well placed to convert rapid demand for AI workloads into revenue scale and to layer software economics on top of expanding compute capacity, even as near-term EBIT remains in investment mode. On the bullish side, Baird initiated coverage at Outperform with a 250.00 US dollars price objective, calling Nebius best positioned within its domain to capture workload growth and scale the platform. Northland Securities reiterated a Buy with a 232.00 US dollars target, citing accelerating demand, platform breadth and execution progress as its core pillars. Several other institutions have highlighted an overweight stance and an average target near the high-200s, pointing to continued upside potential as deployments and software attach increase. President Capital also initiated at Buy, noting the company’s unique approach to scaling compute with optimization software and its expanding commercial channels. Supportive analysts converge on a few operational themes they expect to see borne out in the numbers and commentary. They look for sequential revenue uplift consistent with the 581.08 million US dollars estimate and for evidence that new and existing customers are ramping workloads. They stress the importance of maintaining high gross margins through utilization gains and software-led efficiency, even if adjusted EPS and EBIT remain negative as the company funds capacity and R&D. They also point to the company’s expanded financing capacity and recent ecosystem developments as indicators that supply, deployment tempo and customer activation are aligning into the second half of the year. In their majority view, the debate for this quarter is less about the existence of demand and more about the cadence of conversion to revenue and the timing of operating leverage. Bullish analysts will look for management to quantify the mix of committed versus on-demand usage, highlight key customer expansions, and frame how software-driven throughput improvements are influencing revenue per GPU and gross profitability. They underscore that consistent disclosure around backlog, build milestones and cohort expansion could help narrow the gap between rapid top-line growth and negative adjusted EPS by increasing confidence in the monetization curve. If the company’s update demonstrates progress on these vectors—particularly a strong conversion of capacity into revenue and clear signals of software attach—bulls expect the market to credit Nebius with a more durable growth profile despite near-term EBIT headwinds.","news_type":1,"symbols_score_info":{"NBIS":1}},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526278813024960,"gmtCreate":1769521540195,"gmtModify":1769521545137,"author":{"id":"3562146478646903","authorId":"3562146478646903","name":"Cheow ts","avatar":"https://community-static.tradeup.com/news/319259cc0069bbc7cc8e923c8f964d21","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562146478646903","idStr":"3562146478646903"},"themes":[],"title":"","htmlText":"Translate to mandarin&nbsp;","listText":"Translate to mandarin&nbsp;","text":"Translate to mandarin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526278813024960","repostId":"1103901230","repostType":2,"repost":{"id":"1103901230","kind":"news","weMediaInfo":{"introduction":"Focus on earnings forecast and in-depth analysis","home_visible":1,"media_name":"Earnings Agent","id":"1025659746","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1769486349,"share":"https://ttm.financial/m/news/1103901230?lang=en_US&edition=fundamental","pubTime":"2026-01-27 11:59","market":"us","language":"en","title":"Earning Preview: Enphase Energy Q4 revenue is expected to decrease by 10.13%, and institutional views are cautious","url":"https://stock-news.laohu8.com/highlight/detail?id=1103901230","media":"Earnings Agent","summary":"Abstract Enphase Energy will report its fourth-quarter results on February 03, 2026, Post Market, with consensus pointing to softer revenue and earnings, and investor attention on margins and U.S....","content":"<p><h2><b>Abstract</b></h2>\nEnphase Energy will report its fourth-quarter results on February 03, 2026, Post Market, with consensus pointing to softer revenue and earnings, and investor attention on margins and U.S. residential solar demand stabilization.</p>\n<p><h2><b>Market Forecast</b></h2>\nThe market’s consolidated expectations for the current quarter indicate total revenue of USD 339.37 million, with a forecast year-over-year decrease of 10.13%, along with estimated EBIT of USD 75.23 million (year-over-year decrease of 25.06%) and EPS of USD 0.58 (year-over-year decrease of 20.51%). No explicit gross profit margin or net profit margin guidance was provided in the forecast dataset; however, the market will focus on potential margin normalization as pricing and mix evolve.</p>\n<p>The main business is expected to remain anchored by currently delivered products in microinverters and storage with cautious outlook tied to residential solar demand in the U.S. and inventory digestion trends. The most promising segment remains currently delivered products, supported by resilient distributed energy adoption, though the forecast implies subdued growth given the revenue decline of 10.13%.</p>\n<p><h2><b>Last Quarter Review</b></h2>\nEnphase Energy’s previous quarter delivered revenue of USD 410.43 million, a gross profit margin of 31.34%, GAAP net profit attributable to the parent company of USD 66.64 million, a net profit margin of 16.24%, and adjusted EPS of USD 0.90, with revenue up 7.76% year-over-year.</p>\n<p>A key highlight was adjusted EPS of USD 0.90 surpassing market estimates, reflected in EBIT of USD 123.40 million beating prior forecasts. Main business highlights included currently delivered products revenue of USD 383.00 million and revenue from previously delivered products and services of USD 27.43 million, underpinning the quarter’s performance mix.</p>\n<p><h2><b>Current Quarter Outlook</b></h2>\n<h3><b>Main Business: Currently Delivered Products (Microinverters and Storage)</b></h3>\nCurrently delivered products represent the core revenue engine, contributing USD 383.00 million last quarter. The forecast for this quarter suggests total revenue of USD 339.37 million, implying sequential pressure as channel inventory optimization and demand normalization continue. Pricing discipline and product mix will matter for gross margins, particularly as the company balances volume with profitability. The last quarter’s gross profit margin of 31.34% provides a reference point; investors will evaluate whether cost actions, manufacturing efficiency, and component cost tailwinds can offset any pricing headwinds. With net profit margin at 16.24% last quarter, maintaining margin resilience against a forecast revenue decline will be a central theme for this quarter’s results.</p>\n<p><h3><b>Most Promising Business: Distributed Residential Solar Attach Rates and Storage</b></h3>\nThe most promising growth vector lies in the attach rate of storage with microinverter deployments and the broader distributed energy adoption trend. Although the quarter’s revenue forecast implies a year-over-year decline of 10.13%, the strategic opportunity remains intact for stabilization and re-acceleration as interest rate dynamics and installer inventory levels normalize. The mix of storage revenue, while not separately quantified in the dataset, tends to enhance margin profile when product availability and demand align, and when regional markets like California, Europe, and Australia contribute consistently. Management’s focus on operational execution, channel health, and product innovation should frame the path for improved EBIT, with the current forecast at USD 75.23 million signaling near-term caution while keeping medium-term optionality.</p>\n<p><h3><b>Stock Price Drivers: Margins, Demand Normalization, and Guidance</b></h3>\nThis quarter’s stock performance is likely to be shaped by how gross and net margins track against the prior quarter’s 31.34% and 16.24% respectively. While explicit margin guidance was not provided in the forecast dataset, investors will look for signals of stabilization through cost controls, manufacturing scale efficiencies, and product mix. Demand normalization remains pivotal; a revenue forecast of USD 339.37 million and an EPS estimate of USD 0.58 indicate cautious expectations, and any positive surprises on backlog, regional demand recovery, or improved sell-through could re-rate expectations. Guidance will be decisive for sentiment—clarity on first-half demand trends, channel inventories, and the pace of attach rate recovery in storage could influence how the market extrapolates the earnings trajectory for the next few quarters.</p>\n<p><h2><b>Analyst Opinions</b></h2>\nCautious views currently form the majority stance, reflecting the forecast year-over-year revenue decline of 10.13%, EPS decline of 20.51%, and EBIT decline of 25.06%. Institutions emphasize near-term headwinds in residential solar demand and the need for further proof of margin durability as inventory dynamics and pricing trends evolve. Analysts aligned with the cautious outlook expect management to underscore operational discipline and a measured approach to guidance, seeking clearer evidence of demand stabilization before revising estimates upward. As a result, the prevailing opinion anticipates conservative commentary around the quarter’s revenue, margins, and EPS, consistent with the consolidated estimates landscape.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earning Preview: Enphase Energy Q4 revenue is expected to decrease by 10.13%, and institutional views are cautious</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarning Preview: Enphase Energy Q4 revenue is expected to decrease by 10.13%, and institutional views are cautious\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2026-01-27 11:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><h2><b>Abstract</b></h2>\nEnphase Energy will report its fourth-quarter results on February 03, 2026, Post Market, with consensus pointing to softer revenue and earnings, and investor attention on margins and U.S. residential solar demand stabilization.</p>\n<p><h2><b>Market Forecast</b></h2>\nThe market’s consolidated expectations for the current quarter indicate total revenue of USD 339.37 million, with a forecast year-over-year decrease of 10.13%, along with estimated EBIT of USD 75.23 million (year-over-year decrease of 25.06%) and EPS of USD 0.58 (year-over-year decrease of 20.51%). No explicit gross profit margin or net profit margin guidance was provided in the forecast dataset; however, the market will focus on potential margin normalization as pricing and mix evolve.</p>\n<p>The main business is expected to remain anchored by currently delivered products in microinverters and storage with cautious outlook tied to residential solar demand in the U.S. and inventory digestion trends. The most promising segment remains currently delivered products, supported by resilient distributed energy adoption, though the forecast implies subdued growth given the revenue decline of 10.13%.</p>\n<p><h2><b>Last Quarter Review</b></h2>\nEnphase Energy’s previous quarter delivered revenue of USD 410.43 million, a gross profit margin of 31.34%, GAAP net profit attributable to the parent company of USD 66.64 million, a net profit margin of 16.24%, and adjusted EPS of USD 0.90, with revenue up 7.76% year-over-year.</p>\n<p>A key highlight was adjusted EPS of USD 0.90 surpassing market estimates, reflected in EBIT of USD 123.40 million beating prior forecasts. Main business highlights included currently delivered products revenue of USD 383.00 million and revenue from previously delivered products and services of USD 27.43 million, underpinning the quarter’s performance mix.</p>\n<p><h2><b>Current Quarter Outlook</b></h2>\n<h3><b>Main Business: Currently Delivered Products (Microinverters and Storage)</b></h3>\nCurrently delivered products represent the core revenue engine, contributing USD 383.00 million last quarter. The forecast for this quarter suggests total revenue of USD 339.37 million, implying sequential pressure as channel inventory optimization and demand normalization continue. Pricing discipline and product mix will matter for gross margins, particularly as the company balances volume with profitability. The last quarter’s gross profit margin of 31.34% provides a reference point; investors will evaluate whether cost actions, manufacturing efficiency, and component cost tailwinds can offset any pricing headwinds. With net profit margin at 16.24% last quarter, maintaining margin resilience against a forecast revenue decline will be a central theme for this quarter’s results.</p>\n<p><h3><b>Most Promising Business: Distributed Residential Solar Attach Rates and Storage</b></h3>\nThe most promising growth vector lies in the attach rate of storage with microinverter deployments and the broader distributed energy adoption trend. Although the quarter’s revenue forecast implies a year-over-year decline of 10.13%, the strategic opportunity remains intact for stabilization and re-acceleration as interest rate dynamics and installer inventory levels normalize. The mix of storage revenue, while not separately quantified in the dataset, tends to enhance margin profile when product availability and demand align, and when regional markets like California, Europe, and Australia contribute consistently. Management’s focus on operational execution, channel health, and product innovation should frame the path for improved EBIT, with the current forecast at USD 75.23 million signaling near-term caution while keeping medium-term optionality.</p>\n<p><h3><b>Stock Price Drivers: Margins, Demand Normalization, and Guidance</b></h3>\nThis quarter’s stock performance is likely to be shaped by how gross and net margins track against the prior quarter’s 31.34% and 16.24% respectively. While explicit margin guidance was not provided in the forecast dataset, investors will look for signals of stabilization through cost controls, manufacturing scale efficiencies, and product mix. Demand normalization remains pivotal; a revenue forecast of USD 339.37 million and an EPS estimate of USD 0.58 indicate cautious expectations, and any positive surprises on backlog, regional demand recovery, or improved sell-through could re-rate expectations. Guidance will be decisive for sentiment—clarity on first-half demand trends, channel inventories, and the pace of attach rate recovery in storage could influence how the market extrapolates the earnings trajectory for the next few quarters.</p>\n<p><h2><b>Analyst Opinions</b></h2>\nCautious views currently form the majority stance, reflecting the forecast year-over-year revenue decline of 10.13%, EPS decline of 20.51%, and EBIT decline of 25.06%. Institutions emphasize near-term headwinds in residential solar demand and the need for further proof of margin durability as inventory dynamics and pricing trends evolve. Analysts aligned with the cautious outlook expect management to underscore operational discipline and a measured approach to guidance, seeking clearer evidence of demand stabilization before revising estimates upward. As a result, the prevailing opinion anticipates conservative commentary around the quarter’s revenue, margins, and EPS, consistent with the consolidated estimates landscape.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ENPH":"Enphase Energy"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103901230","content_text":"Abstract\nEnphase Energy will report its fourth-quarter results on February 03, 2026, Post Market, with consensus pointing to softer revenue and earnings, and investor attention on margins and U.S. residential solar demand stabilization.\nMarket Forecast\nThe market’s consolidated expectations for the current quarter indicate total revenue of USD 339.37 million, with a forecast year-over-year decrease of 10.13%, along with estimated EBIT of USD 75.23 million (year-over-year decrease of 25.06%) and EPS of USD 0.58 (year-over-year decrease of 20.51%). No explicit gross profit margin or net profit margin guidance was provided in the forecast dataset; however, the market will focus on potential margin normalization as pricing and mix evolve.\nThe main business is expected to remain anchored by currently delivered products in microinverters and storage with cautious outlook tied to residential solar demand in the U.S. and inventory digestion trends. The most promising segment remains currently delivered products, supported by resilient distributed energy adoption, though the forecast implies subdued growth given the revenue decline of 10.13%.\nLast Quarter Review\nEnphase Energy’s previous quarter delivered revenue of USD 410.43 million, a gross profit margin of 31.34%, GAAP net profit attributable to the parent company of USD 66.64 million, a net profit margin of 16.24%, and adjusted EPS of USD 0.90, with revenue up 7.76% year-over-year.\nA key highlight was adjusted EPS of USD 0.90 surpassing market estimates, reflected in EBIT of USD 123.40 million beating prior forecasts. Main business highlights included currently delivered products revenue of USD 383.00 million and revenue from previously delivered products and services of USD 27.43 million, underpinning the quarter’s performance mix.\nCurrent Quarter Outlook\nMain Business: Currently Delivered Products (Microinverters and Storage)\nCurrently delivered products represent the core revenue engine, contributing USD 383.00 million last quarter. The forecast for this quarter suggests total revenue of USD 339.37 million, implying sequential pressure as channel inventory optimization and demand normalization continue. Pricing discipline and product mix will matter for gross margins, particularly as the company balances volume with profitability. The last quarter’s gross profit margin of 31.34% provides a reference point; investors will evaluate whether cost actions, manufacturing efficiency, and component cost tailwinds can offset any pricing headwinds. With net profit margin at 16.24% last quarter, maintaining margin resilience against a forecast revenue decline will be a central theme for this quarter’s results.\nMost Promising Business: Distributed Residential Solar Attach Rates and Storage\nThe most promising growth vector lies in the attach rate of storage with microinverter deployments and the broader distributed energy adoption trend. Although the quarter’s revenue forecast implies a year-over-year decline of 10.13%, the strategic opportunity remains intact for stabilization and re-acceleration as interest rate dynamics and installer inventory levels normalize. The mix of storage revenue, while not separately quantified in the dataset, tends to enhance margin profile when product availability and demand align, and when regional markets like California, Europe, and Australia contribute consistently. Management’s focus on operational execution, channel health, and product innovation should frame the path for improved EBIT, with the current forecast at USD 75.23 million signaling near-term caution while keeping medium-term optionality.\nStock Price Drivers: Margins, Demand Normalization, and Guidance\nThis quarter’s stock performance is likely to be shaped by how gross and net margins track against the prior quarter’s 31.34% and 16.24% respectively. While explicit margin guidance was not provided in the forecast dataset, investors will look for signals of stabilization through cost controls, manufacturing scale efficiencies, and product mix. Demand normalization remains pivotal; a revenue forecast of USD 339.37 million and an EPS estimate of USD 0.58 indicate cautious expectations, and any positive surprises on backlog, regional demand recovery, or improved sell-through could re-rate expectations. Guidance will be decisive for sentiment—clarity on first-half demand trends, channel inventories, and the pace of attach rate recovery in storage could influence how the market extrapolates the earnings trajectory for the next few quarters.\nAnalyst Opinions\nCautious views currently form the majority stance, reflecting the forecast year-over-year revenue decline of 10.13%, EPS decline of 20.51%, and EBIT decline of 25.06%. Institutions emphasize near-term headwinds in residential solar demand and the need for further proof of margin durability as inventory dynamics and pricing trends evolve. Analysts aligned with the cautious outlook expect management to underscore operational discipline and a measured approach to guidance, seeking clearer evidence of demand stabilization before revising estimates upward. As a result, the prevailing opinion anticipates conservative commentary around the quarter’s revenue, margins, and EPS, consistent with the consolidated estimates landscape.","news_type":1,"symbols_score_info":{"ENPH":1}},"isVote":1,"tweetType":1,"viewCount":1310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374862003933312,"gmtCreate":1732545003409,"gmtModify":1732545005585,"author":{"id":"3562146478646903","authorId":"3562146478646903","name":"Cheow ts","avatar":"https://community-static.tradeup.com/news/319259cc0069bbc7cc8e923c8f964d21","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562146478646903","idStr":"3562146478646903"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374862003933312","repostId":"2486477187","repostType":2,"isVote":1,"tweetType":1,"viewCount":2975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374861508657360,"gmtCreate":1732544976628,"gmtModify":1732544978966,"author":{"id":"3562146478646903","authorId":"3562146478646903","name":"Cheow ts","avatar":"https://community-static.tradeup.com/news/319259cc0069bbc7cc8e923c8f964d21","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562146478646903","idStr":"3562146478646903"},"themes":[],"title":"","htmlText":"Translate to mandarin&nbsp;","listText":"Translate to mandarin&nbsp;","text":"Translate to mandarin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374861508657360","repostId":"2486477187","repostType":2,"isVote":1,"tweetType":1,"viewCount":2991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374861253542096,"gmtCreate":1732544914344,"gmtModify":1732547389819,"author":{"id":"3562146478646903","authorId":"3562146478646903","name":"Cheow ts","avatar":"https://community-static.tradeup.com/news/319259cc0069bbc7cc8e923c8f964d21","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562146478646903","idStr":"3562146478646903"},"themes":[],"title":"","htmlText":"Translate to mandarin&nbsp;","listText":"Translate to mandarin&nbsp;","text":"Translate to mandarin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374861253542096","repostId":"2486477187","repostType":2,"isVote":1,"tweetType":1,"viewCount":2874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308887337255056,"gmtCreate":1716439661516,"gmtModify":1716442329254,"author":{"id":"3562146478646903","authorId":"3562146478646903","name":"Cheow ts","avatar":"https://community-static.tradeup.com/news/319259cc0069bbc7cc8e923c8f964d21","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562146478646903","idStr":"3562146478646903"},"themes":[],"title":"","htmlText":"Translate to Chinese&nbsp;","listText":"Translate to Chinese&nbsp;","text":"Translate to Chinese","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308887337255056","repostId":"2437422339","repostType":2,"repost":{"id":"2437422339","kind":"highlight","pubTimestamp":1716434897,"share":"https://ttm.financial/m/news/2437422339?lang=en_US&edition=fundamental","pubTime":"2024-05-23 11:28","market":"us","language":"en","title":"Nvidia Announces a 10-for-1 Stock Split. Here's What Investors Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2437422339","media":"MotleyFool","summary":"This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.Recent developments in the field of artificial intelligence  have captured the public imagination over the past year or so. One of the byproducts of this trend has been the surging stock prices of companies at the forefront of this paradigm shift in technology. Nowhere is this more apparent than with chipmaker Nvidia , whose graphics processing units  have become the gold standard for AI.The company's consistent execution and unrivaled business performance have fueled its meteoric ascent. Nvidia stock has gained 540% since early last year, driven by triple-digit revenue and profit growth resulting from surging demand for AI. Yet that's just the beginning. Since Nvidia's IPO in early 1999, the stock has soared from a split-adjusted price of $0.25 to more than $939, representing eye-popping gains of 375,500%.As the above example shows, the total value of ownership won't change base","content":"<div>\n<p>Recent developments in the field of artificial intelligence (AI) have captured the public imagination over the past year or so. One of the byproducts of this trend has been the surging stock prices of...</p>\n\n<a href=\"https://www.fool.com.au/2024/05/23/nvidia-announces-a-10-for-1-stock-split-heres-what-investors-need-to-know-usfeed/\">Source Link</a>\n\n</div>\n","source":"motleyfoolau_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Announces a 10-for-1 Stock Split. Here's What Investors Need to Know</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Announces a 10-for-1 Stock Split. Here's What Investors Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-23 11:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com.au/2024/05/23/nvidia-announces-a-10-for-1-stock-split-heres-what-investors-need-to-know-usfeed/><strong>MotleyFool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recent developments in the field of artificial intelligence (AI) have captured the public imagination over the past year or so. One of the byproducts of this trend has been the surging stock prices of...</p>\n\n<a href=\"https://www.fool.com.au/2024/05/23/nvidia-announces-a-10-for-1-stock-split-heres-what-investors-need-to-know-usfeed/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com.au/2024/05/23/nvidia-announces-a-10-for-1-stock-split-heres-what-investors-need-to-know-usfeed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437422339","content_text":"Recent developments in the field of artificial intelligence (AI) have captured the public imagination over the past year or so. One of the byproducts of this trend has been the surging stock prices of companies at the forefront of this paradigm shift in technology. Nowhere is this more apparent than with chipmaker Nvidia, whose graphics processing units (GPUs) have become the gold standard for AI.The company's consistent execution and unrivaled business performance have fueled its meteoric ascent. Nvidia stock has gained 540% since early last year, driven by triple-digit revenue and profit growth resulting from surging demand for AI. Yet that's just the beginning. Since Nvidia's IPO in early 1999, the stock has soared from a split-adjusted price of $0.25 to more than $939, representing eye-popping gains of 375,500%.On Wednesday, in conjunction with the release of the company's quarterly results, Nvidia announced plans to split its stock for the first time since July 2020. The stock has gained more than 800% in the nearly four years since, which is likely the catalyst for the split. This revelation is sparking a fresh wave of interest in an already well-followed stock. Let's review the mechanics of a stock split and what it means for investors.The stock-split detailsNvidia announced that its board of directors had approved a 10-for-1 forward stock split. This will result from an amendment to the company's Restated Certificate of Incorporation, which Nvidia says \"will result in a proportionate increase of the number of shares of authorized common stock.\"As a result of this split, shareholders of record as of June 6, 2024, will receive nine additional shares of stock for each share they own after the market close on Friday, June 7. The stock is expected to begin trading on a split-adjusted basis on June 10.Nvidia investors won't need to take any steps in order to receive the additional shares of stock. Brokerage firms and investment banks handle the particulars, with the adjustments being handled behind the scenes. The stock-split shares will simply appear in investor accounts with no further action necessary. The timing can vary from brokerage to brokerage, so investors shouldn't worry if the newly issued shares aren't there immediately on June 7, as it can take hours, or in some cases days, for the additional shares to make an appearance.Adding numbers can provide context regarding how the stock-split process plays out. For each share of Nvidia stock a shareholder owns -- it's currently trading for roughly $950 per share (as of this writing) -- post-split, investors will hold 10 shares worth $95 each.Is a stock split a good thing?As the above example shows, the total value of ownership won't change based on the split alone; it's merely a different way of viewing the whole. Put another way, if you buy a pizza, it doesn't matter if you cut it into eight slices or 16 slices -- the total amount of pizza remains the same. By the same token, Nvidia stockholders will simply have a greater number of lower-priced shares.There are those who believe that investor psychology will ultimately play a part, with excitement about the upcoming stock split driving up the share price. It's also been suggested that the lower share price can increase demand for those shares among retail investors. Indeed, management notes in the announcement that the purpose of the split is to \"make stock ownership more accessible to employees and investors.\" While that's frequently the case, that kind of temporary euphoria historically subsides, leaving investors to focus on what matters -- the company's operational and financial performance -- which will ultimately drive the stock price higher or lower.Is Nvidia stock a buy?While the stock split alone isn't reason enough to buy Nvidia, there are plenty of reasons the semiconductor specialist is a buy. Investors need to look no further than the company's financial report for evidence to support that contention.In its fiscal 2025 first quarter (ended April 28), Nvidia reported revenue that soared 262% year over year to a record $26 billion, marking an 18% quarter-over-quarter increase. This drove adjusted earnings per share (EPS) up 461% to $6.12.For context, analysts' consensus estimates were calling for revenue of $24.65 billion and EPS of $5.59, so Nvidia sailed past expectations with ease.If there was any doubt, robust demand for generative AI fueled record data center revenue of $22.6 billion, up 427% year over year and representing 87% of Nvidia's total sales.Another important announcement for shareholders is that Nvidia increased its quarterly dividend by 150%, from $0.04 to $0.10 per share, or $0.01 on a post-split basis. The first increased dividend payment will be made on June 28. Even at the new, higher level, the yield will still be paltry, amounting to just four-tenths of 1%.It's still very early in the AI revolution, which is even more reason to be optimistic. The worldwide AI market clocked in at $2.4 trillion in 2023 and is expected to rise to $30.1 trillion -- a compound annual growth rate of 32% -- by 2032, according to Expert Market Research. As the gold standard for GPUs used in AI, Nvidia is well positioned for future success.Investors shouldn't buy shares for the pending stock split. However, Nvidia's long track record of consistently strong operating and financial results -- and blistering stock price gains -- show why it continues to be such a winning investment.Some investors will balk at Nvidia's valuation, but you get what you pay for. Despite four consecutive quarters of triple-digit revenue and EPS growth, Nvidia stock is selling for 37 times forward earnings. That's a small price to pay for such robust growth.That's why Nvidia stock is a buy.","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":2987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308886666867016,"gmtCreate":1716439600536,"gmtModify":1716442331436,"author":{"id":"3562146478646903","authorId":"3562146478646903","name":"Cheow ts","avatar":"https://community-static.tradeup.com/news/319259cc0069bbc7cc8e923c8f964d21","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562146478646903","idStr":"3562146478646903"},"themes":[],"title":"","htmlText":"Translate to mandarin&nbsp;","listText":"Translate to mandarin&nbsp;","text":"Translate to mandarin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308886666867016","repostId":"2437422339","repostType":2,"repost":{"id":"2437422339","kind":"highlight","pubTimestamp":1716434897,"share":"https://ttm.financial/m/news/2437422339?lang=en_US&edition=fundamental","pubTime":"2024-05-23 11:28","market":"us","language":"en","title":"Nvidia Announces a 10-for-1 Stock Split. Here's What Investors Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2437422339","media":"MotleyFool","summary":"This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.Recent developments in the field of artificial intelligence  have captured the public imagination over the past year or so. One of the byproducts of this trend has been the surging stock prices of companies at the forefront of this paradigm shift in technology. Nowhere is this more apparent than with chipmaker Nvidia , whose graphics processing units  have become the gold standard for AI.The company's consistent execution and unrivaled business performance have fueled its meteoric ascent. Nvidia stock has gained 540% since early last year, driven by triple-digit revenue and profit growth resulting from surging demand for AI. Yet that's just the beginning. Since Nvidia's IPO in early 1999, the stock has soared from a split-adjusted price of $0.25 to more than $939, representing eye-popping gains of 375,500%.As the above example shows, the total value of ownership won't change base","content":"<div>\n<p>Recent developments in the field of artificial intelligence (AI) have captured the public imagination over the past year or so. One of the byproducts of this trend has been the surging stock prices of...</p>\n\n<a href=\"https://www.fool.com.au/2024/05/23/nvidia-announces-a-10-for-1-stock-split-heres-what-investors-need-to-know-usfeed/\">Source Link</a>\n\n</div>\n","source":"motleyfoolau_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Announces a 10-for-1 Stock Split. Here's What Investors Need to Know</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Announces a 10-for-1 Stock Split. Here's What Investors Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-23 11:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com.au/2024/05/23/nvidia-announces-a-10-for-1-stock-split-heres-what-investors-need-to-know-usfeed/><strong>MotleyFool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recent developments in the field of artificial intelligence (AI) have captured the public imagination over the past year or so. One of the byproducts of this trend has been the surging stock prices of...</p>\n\n<a href=\"https://www.fool.com.au/2024/05/23/nvidia-announces-a-10-for-1-stock-split-heres-what-investors-need-to-know-usfeed/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com.au/2024/05/23/nvidia-announces-a-10-for-1-stock-split-heres-what-investors-need-to-know-usfeed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437422339","content_text":"Recent developments in the field of artificial intelligence (AI) have captured the public imagination over the past year or so. One of the byproducts of this trend has been the surging stock prices of companies at the forefront of this paradigm shift in technology. Nowhere is this more apparent than with chipmaker Nvidia, whose graphics processing units (GPUs) have become the gold standard for AI.The company's consistent execution and unrivaled business performance have fueled its meteoric ascent. Nvidia stock has gained 540% since early last year, driven by triple-digit revenue and profit growth resulting from surging demand for AI. Yet that's just the beginning. Since Nvidia's IPO in early 1999, the stock has soared from a split-adjusted price of $0.25 to more than $939, representing eye-popping gains of 375,500%.On Wednesday, in conjunction with the release of the company's quarterly results, Nvidia announced plans to split its stock for the first time since July 2020. The stock has gained more than 800% in the nearly four years since, which is likely the catalyst for the split. This revelation is sparking a fresh wave of interest in an already well-followed stock. Let's review the mechanics of a stock split and what it means for investors.The stock-split detailsNvidia announced that its board of directors had approved a 10-for-1 forward stock split. This will result from an amendment to the company's Restated Certificate of Incorporation, which Nvidia says \"will result in a proportionate increase of the number of shares of authorized common stock.\"As a result of this split, shareholders of record as of June 6, 2024, will receive nine additional shares of stock for each share they own after the market close on Friday, June 7. The stock is expected to begin trading on a split-adjusted basis on June 10.Nvidia investors won't need to take any steps in order to receive the additional shares of stock. Brokerage firms and investment banks handle the particulars, with the adjustments being handled behind the scenes. The stock-split shares will simply appear in investor accounts with no further action necessary. The timing can vary from brokerage to brokerage, so investors shouldn't worry if the newly issued shares aren't there immediately on June 7, as it can take hours, or in some cases days, for the additional shares to make an appearance.Adding numbers can provide context regarding how the stock-split process plays out. For each share of Nvidia stock a shareholder owns -- it's currently trading for roughly $950 per share (as of this writing) -- post-split, investors will hold 10 shares worth $95 each.Is a stock split a good thing?As the above example shows, the total value of ownership won't change based on the split alone; it's merely a different way of viewing the whole. Put another way, if you buy a pizza, it doesn't matter if you cut it into eight slices or 16 slices -- the total amount of pizza remains the same. By the same token, Nvidia stockholders will simply have a greater number of lower-priced shares.There are those who believe that investor psychology will ultimately play a part, with excitement about the upcoming stock split driving up the share price. It's also been suggested that the lower share price can increase demand for those shares among retail investors. Indeed, management notes in the announcement that the purpose of the split is to \"make stock ownership more accessible to employees and investors.\" While that's frequently the case, that kind of temporary euphoria historically subsides, leaving investors to focus on what matters -- the company's operational and financial performance -- which will ultimately drive the stock price higher or lower.Is Nvidia stock a buy?While the stock split alone isn't reason enough to buy Nvidia, there are plenty of reasons the semiconductor specialist is a buy. Investors need to look no further than the company's financial report for evidence to support that contention.In its fiscal 2025 first quarter (ended April 28), Nvidia reported revenue that soared 262% year over year to a record $26 billion, marking an 18% quarter-over-quarter increase. This drove adjusted earnings per share (EPS) up 461% to $6.12.For context, analysts' consensus estimates were calling for revenue of $24.65 billion and EPS of $5.59, so Nvidia sailed past expectations with ease.If there was any doubt, robust demand for generative AI fueled record data center revenue of $22.6 billion, up 427% year over year and representing 87% of Nvidia's total sales.Another important announcement for shareholders is that Nvidia increased its quarterly dividend by 150%, from $0.04 to $0.10 per share, or $0.01 on a post-split basis. The first increased dividend payment will be made on June 28. Even at the new, higher level, the yield will still be paltry, amounting to just four-tenths of 1%.It's still very early in the AI revolution, which is even more reason to be optimistic. The worldwide AI market clocked in at $2.4 trillion in 2023 and is expected to rise to $30.1 trillion -- a compound annual growth rate of 32% -- by 2032, according to Expert Market Research. As the gold standard for GPUs used in AI, Nvidia is well positioned for future success.Investors shouldn't buy shares for the pending stock split. However, Nvidia's long track record of consistently strong operating and financial results -- and blistering stock price gains -- show why it continues to be such a winning investment.Some investors will balk at Nvidia's valuation, but you get what you pay for. Despite four consecutive quarters of triple-digit revenue and EPS growth, Nvidia stock is selling for 37 times forward earnings. That's a small price to pay for such robust growth.That's why Nvidia stock is a buy.","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":3529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259154016043056,"gmtCreate":1704282481816,"gmtModify":1704282665505,"author":{"id":"3562146478646903","authorId":"3562146478646903","name":"Cheow ts","avatar":"https://community-static.tradeup.com/news/319259cc0069bbc7cc8e923c8f964d21","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562146478646903","idStr":"3562146478646903"},"themes":[],"title":"","htmlText":"Please translate to Chinese&nbsp;","listText":"Please translate to Chinese&nbsp;","text":"Please translate to Chinese","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259154016043056","repostId":"2400825196","repostType":2,"isVote":1,"tweetType":1,"viewCount":3458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":259154016043056,"gmtCreate":1704282481816,"gmtModify":1704282665505,"author":{"id":"3562146478646903","authorId":"3562146478646903","name":"Cheow ts","avatar":"https://community-static.tradeup.com/news/319259cc0069bbc7cc8e923c8f964d21","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562146478646903","idStr":"3562146478646903"},"themes":[],"title":"","htmlText":"Please translate to Chinese&nbsp;","listText":"Please translate to Chinese&nbsp;","text":"Please translate to Chinese","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259154016043056","repostId":"2400825196","repostType":2,"repost":{"id":"2400825196","kind":"highlight","pubTimestamp":1704282300,"share":"https://ttm.financial/m/news/2400825196?lang=en_US&edition=fundamental","pubTime":"2024-01-03 19:45","market":"us","language":"en","title":"Shopify Stock: Buy, Sell, or Hold?","url":"https://stock-news.laohu8.com/highlight/detail?id=2400825196","media":"Motley Fool","summary":"Shopify's recent growth shows there could be attractive bargains for the taking among beaten-down e-commerce stocks in 2024.","content":"<div>\n<p>The stock rebounded sharply on the back of strong revenue growth in 2023.Many small businesses are relying on Shopify Capital for extra funding in a challenging retail environment.With the stock ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/01/03/shopify-stock-buy-sell-or-hold/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shopify Stock: Buy, Sell, or Hold?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShopify Stock: Buy, Sell, or Hold?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-03 19:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/01/03/shopify-stock-buy-sell-or-hold/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock rebounded sharply on the back of strong revenue growth in 2023.Many small businesses are relying on Shopify Capital for extra funding in a challenging retail environment.With the stock ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/01/03/shopify-stock-buy-sell-or-hold/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","BK4116":"互联网服务与基础架构","SHOP":"Shopify Inc","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4528":"SaaS概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4548":"巴美列捷福持仓","BK4524":"宅经济概念","BK4532":"文艺复兴科技持仓","BK4585":"ETF&股票定投概念","BK4551":"寇图资本持仓","BK4566":"资本集团"},"source_url":"https://www.fool.com/investing/2024/01/03/shopify-stock-buy-sell-or-hold/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2400825196","content_text":"The stock rebounded sharply on the back of strong revenue growth in 2023.Many small businesses are relying on Shopify Capital for extra funding in a challenging retail environment.With the stock trading at a higher valuation, investors will want to shop around before buying shares.Shopify's platform has been a go-to for merchants looking to set up an online storefront to expand their e-commerce presence. While online retail spending slowed significantly in 2022 as consumer spending dried up amid rising inflation, Shopify bounced back strong in 2023. Higher revenue growth pushed the stock up 124% for that year.That said, Shopify's improving financial results led to the stock trading at an expensive valuation of 14 times trailing revenue. The company will have to execute almost flawlessly in 2024 to justify the premium.We'll look at one factor helping Shopify's business in the short term before evaluating the shares' appeal compared other top growth stocks.Shopify benefits from a key competitive advantageShopify has been a high-growth business in recent years, and that's not likely to change anytime soon. The company's revenue -- which comes from subscriptions to its platform and add-on services it calls merchant solutions (e.g., payment processing and capital lending) -- increased from $1.1 billion in 2018 to $6.6 billion through the third quarter of 2023 on a trailing-12-month basis.Shopify serves well over 1 million merchants worldwide, but just in the U.S., the total gross merchandise volume across its customer base accounted for only 10% of U.S. e-commerce spending in 2022, so it still has a long runway for expansion.In the third quarter, revenue climbed 25% year over year, driven primarily by growth in merchant solutions and Shopify Payments.It's notable that Shopify's revenue growth in 2023 was much higher than total e-commerce spending, which rose 9% last year to reach $1.137 trillion, according to eMarketer.Shopify is benefiting from small businesses looking for financial assistance during a challenging retail environment. Shopify Capital issued $4.7 billion in loans from 2016 through 2022. This has been an invaluable service for businesses that may not be able to get a loan from a traditional bank.Shopify succeeds when merchants succeed. It makes most of its revenue from merchant services, including Shopify Capital, payment processing, shipping and other services, with less than a third of its sales coming from subscriptions to its platform.After more than a decade, Shopify has a lot of data that enables profitable lending decisions for merchants. Its ability to serve entrepreneurs where large banks would be afraid of losing money is a key advantage for Shopify and will provide a source of extra growth over the long term.Other growth stocks offer better value than ShopifyShopify's small penetration in the e-commerce market, as well as opportunities to bring more useful features to merchants, should keep revenue climbing at double-digit rates for a long time. It would make a great investment, but it's important to buy the stock at the right price.If you're an existing shareholder sitting on gains, you may not want to sell shares of a growing business and pay capital gains taxes. But new investors might want to wait for a better entry price. Shopify currently trades for a price-to-sales ratio of 14, which is expensive compared to other comparable e-commerce and merchant services providers, such as Amazon, Etsy, and Toast (the Shopify of the restaurant industry).Data by YChartsToast has been a high-growth business that is similar to Shopify but offers industry-specific merchant services for restaurants. It shows that Shopify is not without competition. This only reinforces the point that investors should wait for a better price before buying Shopify stock.One reason the stock more than doubled last year was Shopify's lower valuation when growth expectations were muted amid a weakened retail environment. With other top stocks trading at significantly lower multiples of their revenue, Shopify doesn't offer enough relative value to justify an investment at these share prices.","news_type":1,"symbols_score_info":{"SHOP":1}},"isVote":1,"tweetType":1,"viewCount":3458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595472245379168,"gmtCreate":1786405745144,"gmtModify":1786405747919,"author":{"id":"3562146478646903","authorId":"3562146478646903","name":"Cheow ts","avatar":"https://community-static.tradeup.com/news/319259cc0069bbc7cc8e923c8f964d21","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562146478646903","idStr":"3562146478646903"},"themes":[],"title":"","htmlText":"Translate to mandarin&nbsp;","listText":"Translate to mandarin&nbsp;","text":"Translate to mandarin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595472245379168","repostId":"1172114159","repostType":2,"repost":{"id":"1172114159","kind":"news","weMediaInfo":{"introduction":"Focus on earnings forecast and in-depth analysis","home_visible":1,"media_name":"Earnings Agent","id":"1025659746","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1785892885,"share":"https://ttm.financial/m/news/1172114159?lang=en_US&edition=fundamental","pubTime":"2026-08-05 09:21","market":"us","language":"en","title":"Earning Preview: NEBIUS Q2 revenue is expected to increase by 466%, and institutional views are mostly bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1172114159","media":"Earnings Agent","summary":"Abstract Nebius Group N.V. will release its quarterly results on August 12, 2026 Pre-MKt; this preview summarizes expected revenue, profitability and EPS, reviews the prior quarter, and highlights...","content":"<p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\">Abstract</h2><p style=\"text-align: left;\"> Nebius Group N.V. will release its quarterly results on August 12, 2026 Pre-MKt; this preview summarizes expected revenue, profitability and EPS, reviews the prior quarter, and highlights the key operating drivers and majority institutional views for the upcoming print and commentary.</p><h2 style=\"text-align: left;\">Market Forecast</h2><p style=\"text-align: left;\"> Based on the company’s latest forecast dataset, Nebius Group N.V. is expected to post revenue of 572.7 million US dollars this quarter, up 465.97% year over year; EPS is projected at $-0.679, implying a -45.59% YoY change, and EBIT at -314.08 million US dollars with a -152.40% YoY change. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/01c1ad9d25f4d86b1a4c19e63bdbf642\" data-align=\"center\" tg-width=\"561\" tg-height=\"306\"><span></span></p><p style=\"text-align: left;\">The company’s core cloud and compute services remain the volume engine, supported by capacity additions and product updates that aim to convert signed and expanding customer commitments into deployed workload revenue. The most promising area is managed AI inference and software-enhanced services; last quarter, the core operating segment generated 535.70 million US dollars while company-level revenue rose 621.55% YoY, underscoring the expansion runway of software-led monetization layered on top of compute.</p><h2 style=\"text-align: left;\">Last Quarter Review</h2><p style=\"text-align: left;\"> Nebius Group N.V. reported revenue of 399.00 million US dollars (+621.55% YoY), a gross profit margin of 73.98%, GAAP net profit attributable to shareholders of 621.00 million US dollars for a 155.69% net profit margin, and adjusted EPS of -0.32 (0.00% YoY). Quarter-on-quarter, net profit increased by 331.10%, while EBIT registered -117.80 million US dollars (YoY change -5.37%), reflecting the effect of scale-up alongside continuing investment and buildout. The core operating segment delivered 535.70 million US dollars with -5.90 million US dollars of intersegment eliminations, and company-level revenue advanced 621.55% YoY as deployments and customer activation expanded.</p><h2 style=\"text-align: left;\">Current Quarter Outlook</h2><h3 style=\"text-align: left;\">Core cloud and compute services</h3><p style=\"text-align: left;\"> The topline estimate of 581.08 million US dollars implies a substantial step-up from the prior quarter, signaling that deployments and utilization in core cloud and compute services continue to ramp. This outlook is consistent with the company’s build program: Nebius secured about 775.00 million US dollars in an initial senior debt facility maturing in late 2030, earmarked to accelerate its global AI cloud expansion. That financing, backed by active computing hardware and guaranteed payments from a highly rated client, enhances the pace at which ready-to-serve capacity can be added and monetized. Product velocity appears supportive of throughput and conversion. The release of AI Cloud 3.6 introduced control and orchestration enhancements such as Echo, aimed at simplifying infrastructure operations for complex AI workloads. These updates typically shorten time-to-value for customers, improve automation, and can stabilize unit economics by improving utilization rates and reducing idle capacity. The company’s move to an asset-light expansion model in some regions also suggests a more flexible capital envelope for scaling footprint with demand. Commercial traction has been visible in recent months. Nebius has been reported to have arranged sizable compute sales, including a transaction exceeding 1.00 billion US dollars of capacity with a third-party AI customer, and has broadened its enterprise pipeline alongside strategic relationships. This commercial progress supports the revenue estimate trajectory for the quarter and places focus on the conversion of backlog into recognized revenue, the mix of committed versus on-demand usage, and any commentary on churn or expansion rates within existing accounts. Investors will likely parse whether the sequential uplift in revenue is accompanied by stable or improving cash cost per unit of compute served, as that will influence the gross profit trajectory into the second half of the year.</p><h3 style=\"text-align: left;\">Managed inference and AI software</h3><p style=\"text-align: left;\"> The company’s most promising business layer is managed inference and the software stack that improves model execution efficiency and developer productivity. Nebius has described a software-led pathway to increase the tokens-per-GPU output while safeguarding quality; the Token Factory and related inference optimization initiatives are designed to increase effective throughput and revenue per GPU deployed. When customers can achieve higher tokens at similar or lower total cost, adoption tends to scale, and Nebius captures incremental monetization without linear hardware additions. Recent steps strengthen this software layer. The AI Agent toolset and orchestration capabilities, together with acquisition-led enhancements, broaden what customers can build on Nebius beyond raw compute. This shift up the value stack allows the company to package compute, optimization and workflows in a single managed experience. If adopted at scale, the software layer can contribute to margin defensibility by amortizing fixed R&amp;D over a growing revenue base and by elevating switching costs for enterprise workloads. It also introduces new pricing levers, including usage-based features and premium support tiers, that can diversify revenue from a historically hardware-weighted mix. For this quarter’s print, the key questions are the pace at which software features translate into contracted and recognized revenue, and whether there is evidence of uplift in average revenue per active GPU due to optimization. The last quarter’s gross profit margin of 73.98% sets a high bar; even without a formal gross margin forecast, commentary on the attach rate of managed inference, the penetration of software feature bundles, and the utilization impact from optimization will be front of mind. Given that the current-quarter EPS and EBIT estimates imply continued net investment, the path from software adoption to operating leverage will be a central theme for the remainder of the year.</p><h3 style=\"text-align: left;\">Quarterly stock drivers</h3><p style=\"text-align: left;\"> Three factors are likely to drive the stock around the release. First, the scale of revenue conversion relative to the 581.08 million US dollars estimate will serve as the most direct validation of deployment progress and customer activation, especially given the sequential acceleration implied by the estimate. Any update on contract wins, backlog, or committed capacity will provide context for sustainability into the next quarter. Second, profitability signals will matter: the prior quarter produced a 73.98% gross margin and a 155.69% net margin due to one-off effects, while adjusted EPS was -0.32; this quarter’s adjusted EPS estimate of -0.694 and EBIT estimate of -314.08 million US dollars suggest continued opex and COGS pressure to support the buildout. The market will weigh whether scale efficiencies and software attach are beginning to balance the near-term investment load. Third, capital and ecosystem visibility can amplify sentiment. The recent addition of a significant equity holder from within the AI supply chain, along with strategic financing and product releases, has anchored confidence in Nebius’s capacity rollout plan. Investors will gauge updates on hardware delivery timelines, power and real-estate readiness for new sites, and the pace of “asset-light” deployments. Given the stock’s sensitivity to forward indicators, any qualitative color on order intake trends, customer expansion behavior, and the mix of committed versus on-demand workloads may overshadow the historical print. A reaffirmation or tightening of full-year trajectories for revenue, buildout milestones, and cash investment cadence could therefore be pivotal for the post-print reaction.</p><h2 style=\"text-align: left;\">Analyst Opinions</h2><p style=\"text-align: left;\"> Across research published within the last six months through August 05, 2026, the balance of views is bullish: approximately 71% of tracked notes are positive versus 29% neutral/hold. The majority view emphasizes that Nebius is well placed to convert rapid demand for AI workloads into revenue scale and to layer software economics on top of expanding compute capacity, even as near-term EBIT remains in investment mode. On the bullish side, Baird initiated coverage at Outperform with a 250.00 US dollars price objective, calling Nebius best positioned within its domain to capture workload growth and scale the platform. Northland Securities reiterated a Buy with a 232.00 US dollars target, citing accelerating demand, platform breadth and execution progress as its core pillars. Several other institutions have highlighted an overweight stance and an average target near the high-200s, pointing to continued upside potential as deployments and software attach increase. President Capital also initiated at Buy, noting the company’s unique approach to scaling compute with optimization software and its expanding commercial channels. Supportive analysts converge on a few operational themes they expect to see borne out in the numbers and commentary. They look for sequential revenue uplift consistent with the 581.08 million US dollars estimate and for evidence that new and existing customers are ramping workloads. They stress the importance of maintaining high gross margins through utilization gains and software-led efficiency, even if adjusted EPS and EBIT remain negative as the company funds capacity and R&amp;D. They also point to the company’s expanded financing capacity and recent ecosystem developments as indicators that supply, deployment tempo and customer activation are aligning into the second half of the year. In their majority view, the debate for this quarter is less about the existence of demand and more about the cadence of conversion to revenue and the timing of operating leverage. Bullish analysts will look for management to quantify the mix of committed versus on-demand usage, highlight key customer expansions, and frame how software-driven throughput improvements are influencing revenue per GPU and gross profitability. They underscore that consistent disclosure around backlog, build milestones and cohort expansion could help narrow the gap between rapid top-line growth and negative adjusted EPS by increasing confidence in the monetization curve. If the company’s update demonstrates progress on these vectors—particularly a strong conversion of capacity into revenue and clear signals of software attach—bulls expect the market to credit Nebius with a more durable growth profile despite near-term EBIT headwinds.</p><p style=\"text-align: left;\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earning Preview: NEBIUS Q2 revenue is expected to increase by 466%, and institutional views are mostly bullish</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarning Preview: NEBIUS Q2 revenue is expected to increase by 466%, and institutional views are mostly bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2026-08-05 09:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\">Abstract</h2><p style=\"text-align: left;\"> Nebius Group N.V. will release its quarterly results on August 12, 2026 Pre-MKt; this preview summarizes expected revenue, profitability and EPS, reviews the prior quarter, and highlights the key operating drivers and majority institutional views for the upcoming print and commentary.</p><h2 style=\"text-align: left;\">Market Forecast</h2><p style=\"text-align: left;\"> Based on the company’s latest forecast dataset, Nebius Group N.V. is expected to post revenue of 572.7 million US dollars this quarter, up 465.97% year over year; EPS is projected at $-0.679, implying a -45.59% YoY change, and EBIT at -314.08 million US dollars with a -152.40% YoY change. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/01c1ad9d25f4d86b1a4c19e63bdbf642\" data-align=\"center\" tg-width=\"561\" tg-height=\"306\"><span></span></p><p style=\"text-align: left;\">The company’s core cloud and compute services remain the volume engine, supported by capacity additions and product updates that aim to convert signed and expanding customer commitments into deployed workload revenue. The most promising area is managed AI inference and software-enhanced services; last quarter, the core operating segment generated 535.70 million US dollars while company-level revenue rose 621.55% YoY, underscoring the expansion runway of software-led monetization layered on top of compute.</p><h2 style=\"text-align: left;\">Last Quarter Review</h2><p style=\"text-align: left;\"> Nebius Group N.V. reported revenue of 399.00 million US dollars (+621.55% YoY), a gross profit margin of 73.98%, GAAP net profit attributable to shareholders of 621.00 million US dollars for a 155.69% net profit margin, and adjusted EPS of -0.32 (0.00% YoY). Quarter-on-quarter, net profit increased by 331.10%, while EBIT registered -117.80 million US dollars (YoY change -5.37%), reflecting the effect of scale-up alongside continuing investment and buildout. The core operating segment delivered 535.70 million US dollars with -5.90 million US dollars of intersegment eliminations, and company-level revenue advanced 621.55% YoY as deployments and customer activation expanded.</p><h2 style=\"text-align: left;\">Current Quarter Outlook</h2><h3 style=\"text-align: left;\">Core cloud and compute services</h3><p style=\"text-align: left;\"> The topline estimate of 581.08 million US dollars implies a substantial step-up from the prior quarter, signaling that deployments and utilization in core cloud and compute services continue to ramp. This outlook is consistent with the company’s build program: Nebius secured about 775.00 million US dollars in an initial senior debt facility maturing in late 2030, earmarked to accelerate its global AI cloud expansion. That financing, backed by active computing hardware and guaranteed payments from a highly rated client, enhances the pace at which ready-to-serve capacity can be added and monetized. Product velocity appears supportive of throughput and conversion. The release of AI Cloud 3.6 introduced control and orchestration enhancements such as Echo, aimed at simplifying infrastructure operations for complex AI workloads. These updates typically shorten time-to-value for customers, improve automation, and can stabilize unit economics by improving utilization rates and reducing idle capacity. The company’s move to an asset-light expansion model in some regions also suggests a more flexible capital envelope for scaling footprint with demand. Commercial traction has been visible in recent months. Nebius has been reported to have arranged sizable compute sales, including a transaction exceeding 1.00 billion US dollars of capacity with a third-party AI customer, and has broadened its enterprise pipeline alongside strategic relationships. This commercial progress supports the revenue estimate trajectory for the quarter and places focus on the conversion of backlog into recognized revenue, the mix of committed versus on-demand usage, and any commentary on churn or expansion rates within existing accounts. Investors will likely parse whether the sequential uplift in revenue is accompanied by stable or improving cash cost per unit of compute served, as that will influence the gross profit trajectory into the second half of the year.</p><h3 style=\"text-align: left;\">Managed inference and AI software</h3><p style=\"text-align: left;\"> The company’s most promising business layer is managed inference and the software stack that improves model execution efficiency and developer productivity. Nebius has described a software-led pathway to increase the tokens-per-GPU output while safeguarding quality; the Token Factory and related inference optimization initiatives are designed to increase effective throughput and revenue per GPU deployed. When customers can achieve higher tokens at similar or lower total cost, adoption tends to scale, and Nebius captures incremental monetization without linear hardware additions. Recent steps strengthen this software layer. The AI Agent toolset and orchestration capabilities, together with acquisition-led enhancements, broaden what customers can build on Nebius beyond raw compute. This shift up the value stack allows the company to package compute, optimization and workflows in a single managed experience. If adopted at scale, the software layer can contribute to margin defensibility by amortizing fixed R&amp;D over a growing revenue base and by elevating switching costs for enterprise workloads. It also introduces new pricing levers, including usage-based features and premium support tiers, that can diversify revenue from a historically hardware-weighted mix. For this quarter’s print, the key questions are the pace at which software features translate into contracted and recognized revenue, and whether there is evidence of uplift in average revenue per active GPU due to optimization. The last quarter’s gross profit margin of 73.98% sets a high bar; even without a formal gross margin forecast, commentary on the attach rate of managed inference, the penetration of software feature bundles, and the utilization impact from optimization will be front of mind. Given that the current-quarter EPS and EBIT estimates imply continued net investment, the path from software adoption to operating leverage will be a central theme for the remainder of the year.</p><h3 style=\"text-align: left;\">Quarterly stock drivers</h3><p style=\"text-align: left;\"> Three factors are likely to drive the stock around the release. First, the scale of revenue conversion relative to the 581.08 million US dollars estimate will serve as the most direct validation of deployment progress and customer activation, especially given the sequential acceleration implied by the estimate. Any update on contract wins, backlog, or committed capacity will provide context for sustainability into the next quarter. Second, profitability signals will matter: the prior quarter produced a 73.98% gross margin and a 155.69% net margin due to one-off effects, while adjusted EPS was -0.32; this quarter’s adjusted EPS estimate of -0.694 and EBIT estimate of -314.08 million US dollars suggest continued opex and COGS pressure to support the buildout. The market will weigh whether scale efficiencies and software attach are beginning to balance the near-term investment load. Third, capital and ecosystem visibility can amplify sentiment. The recent addition of a significant equity holder from within the AI supply chain, along with strategic financing and product releases, has anchored confidence in Nebius’s capacity rollout plan. Investors will gauge updates on hardware delivery timelines, power and real-estate readiness for new sites, and the pace of “asset-light” deployments. Given the stock’s sensitivity to forward indicators, any qualitative color on order intake trends, customer expansion behavior, and the mix of committed versus on-demand workloads may overshadow the historical print. A reaffirmation or tightening of full-year trajectories for revenue, buildout milestones, and cash investment cadence could therefore be pivotal for the post-print reaction.</p><h2 style=\"text-align: left;\">Analyst Opinions</h2><p style=\"text-align: left;\"> Across research published within the last six months through August 05, 2026, the balance of views is bullish: approximately 71% of tracked notes are positive versus 29% neutral/hold. The majority view emphasizes that Nebius is well placed to convert rapid demand for AI workloads into revenue scale and to layer software economics on top of expanding compute capacity, even as near-term EBIT remains in investment mode. On the bullish side, Baird initiated coverage at Outperform with a 250.00 US dollars price objective, calling Nebius best positioned within its domain to capture workload growth and scale the platform. Northland Securities reiterated a Buy with a 232.00 US dollars target, citing accelerating demand, platform breadth and execution progress as its core pillars. Several other institutions have highlighted an overweight stance and an average target near the high-200s, pointing to continued upside potential as deployments and software attach increase. President Capital also initiated at Buy, noting the company’s unique approach to scaling compute with optimization software and its expanding commercial channels. Supportive analysts converge on a few operational themes they expect to see borne out in the numbers and commentary. They look for sequential revenue uplift consistent with the 581.08 million US dollars estimate and for evidence that new and existing customers are ramping workloads. They stress the importance of maintaining high gross margins through utilization gains and software-led efficiency, even if adjusted EPS and EBIT remain negative as the company funds capacity and R&amp;D. They also point to the company’s expanded financing capacity and recent ecosystem developments as indicators that supply, deployment tempo and customer activation are aligning into the second half of the year. In their majority view, the debate for this quarter is less about the existence of demand and more about the cadence of conversion to revenue and the timing of operating leverage. Bullish analysts will look for management to quantify the mix of committed versus on-demand usage, highlight key customer expansions, and frame how software-driven throughput improvements are influencing revenue per GPU and gross profitability. They underscore that consistent disclosure around backlog, build milestones and cohort expansion could help narrow the gap between rapid top-line growth and negative adjusted EPS by increasing confidence in the monetization curve. If the company’s update demonstrates progress on these vectors—particularly a strong conversion of capacity into revenue and clear signals of software attach—bulls expect the market to credit Nebius with a more durable growth profile despite near-term EBIT headwinds.</p><p style=\"text-align: left;\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NBIS":"NEBIUS"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172114159","content_text":"Abstract Nebius Group N.V. will release its quarterly results on August 12, 2026 Pre-MKt; this preview summarizes expected revenue, profitability and EPS, reviews the prior quarter, and highlights the key operating drivers and majority institutional views for the upcoming print and commentary.Market Forecast Based on the company’s latest forecast dataset, Nebius Group N.V. is expected to post revenue of 572.7 million US dollars this quarter, up 465.97% year over year; EPS is projected at $-0.679, implying a -45.59% YoY change, and EBIT at -314.08 million US dollars with a -152.40% YoY change. The company’s core cloud and compute services remain the volume engine, supported by capacity additions and product updates that aim to convert signed and expanding customer commitments into deployed workload revenue. The most promising area is managed AI inference and software-enhanced services; last quarter, the core operating segment generated 535.70 million US dollars while company-level revenue rose 621.55% YoY, underscoring the expansion runway of software-led monetization layered on top of compute.Last Quarter Review Nebius Group N.V. reported revenue of 399.00 million US dollars (+621.55% YoY), a gross profit margin of 73.98%, GAAP net profit attributable to shareholders of 621.00 million US dollars for a 155.69% net profit margin, and adjusted EPS of -0.32 (0.00% YoY). Quarter-on-quarter, net profit increased by 331.10%, while EBIT registered -117.80 million US dollars (YoY change -5.37%), reflecting the effect of scale-up alongside continuing investment and buildout. The core operating segment delivered 535.70 million US dollars with -5.90 million US dollars of intersegment eliminations, and company-level revenue advanced 621.55% YoY as deployments and customer activation expanded.Current Quarter OutlookCore cloud and compute services The topline estimate of 581.08 million US dollars implies a substantial step-up from the prior quarter, signaling that deployments and utilization in core cloud and compute services continue to ramp. This outlook is consistent with the company’s build program: Nebius secured about 775.00 million US dollars in an initial senior debt facility maturing in late 2030, earmarked to accelerate its global AI cloud expansion. That financing, backed by active computing hardware and guaranteed payments from a highly rated client, enhances the pace at which ready-to-serve capacity can be added and monetized. Product velocity appears supportive of throughput and conversion. The release of AI Cloud 3.6 introduced control and orchestration enhancements such as Echo, aimed at simplifying infrastructure operations for complex AI workloads. These updates typically shorten time-to-value for customers, improve automation, and can stabilize unit economics by improving utilization rates and reducing idle capacity. The company’s move to an asset-light expansion model in some regions also suggests a more flexible capital envelope for scaling footprint with demand. Commercial traction has been visible in recent months. Nebius has been reported to have arranged sizable compute sales, including a transaction exceeding 1.00 billion US dollars of capacity with a third-party AI customer, and has broadened its enterprise pipeline alongside strategic relationships. This commercial progress supports the revenue estimate trajectory for the quarter and places focus on the conversion of backlog into recognized revenue, the mix of committed versus on-demand usage, and any commentary on churn or expansion rates within existing accounts. Investors will likely parse whether the sequential uplift in revenue is accompanied by stable or improving cash cost per unit of compute served, as that will influence the gross profit trajectory into the second half of the year.Managed inference and AI software The company’s most promising business layer is managed inference and the software stack that improves model execution efficiency and developer productivity. Nebius has described a software-led pathway to increase the tokens-per-GPU output while safeguarding quality; the Token Factory and related inference optimization initiatives are designed to increase effective throughput and revenue per GPU deployed. When customers can achieve higher tokens at similar or lower total cost, adoption tends to scale, and Nebius captures incremental monetization without linear hardware additions. Recent steps strengthen this software layer. The AI Agent toolset and orchestration capabilities, together with acquisition-led enhancements, broaden what customers can build on Nebius beyond raw compute. This shift up the value stack allows the company to package compute, optimization and workflows in a single managed experience. If adopted at scale, the software layer can contribute to margin defensibility by amortizing fixed R&D over a growing revenue base and by elevating switching costs for enterprise workloads. It also introduces new pricing levers, including usage-based features and premium support tiers, that can diversify revenue from a historically hardware-weighted mix. For this quarter’s print, the key questions are the pace at which software features translate into contracted and recognized revenue, and whether there is evidence of uplift in average revenue per active GPU due to optimization. The last quarter’s gross profit margin of 73.98% sets a high bar; even without a formal gross margin forecast, commentary on the attach rate of managed inference, the penetration of software feature bundles, and the utilization impact from optimization will be front of mind. Given that the current-quarter EPS and EBIT estimates imply continued net investment, the path from software adoption to operating leverage will be a central theme for the remainder of the year.Quarterly stock drivers Three factors are likely to drive the stock around the release. First, the scale of revenue conversion relative to the 581.08 million US dollars estimate will serve as the most direct validation of deployment progress and customer activation, especially given the sequential acceleration implied by the estimate. Any update on contract wins, backlog, or committed capacity will provide context for sustainability into the next quarter. Second, profitability signals will matter: the prior quarter produced a 73.98% gross margin and a 155.69% net margin due to one-off effects, while adjusted EPS was -0.32; this quarter’s adjusted EPS estimate of -0.694 and EBIT estimate of -314.08 million US dollars suggest continued opex and COGS pressure to support the buildout. The market will weigh whether scale efficiencies and software attach are beginning to balance the near-term investment load. Third, capital and ecosystem visibility can amplify sentiment. The recent addition of a significant equity holder from within the AI supply chain, along with strategic financing and product releases, has anchored confidence in Nebius’s capacity rollout plan. Investors will gauge updates on hardware delivery timelines, power and real-estate readiness for new sites, and the pace of “asset-light” deployments. Given the stock’s sensitivity to forward indicators, any qualitative color on order intake trends, customer expansion behavior, and the mix of committed versus on-demand workloads may overshadow the historical print. A reaffirmation or tightening of full-year trajectories for revenue, buildout milestones, and cash investment cadence could therefore be pivotal for the post-print reaction.Analyst Opinions Across research published within the last six months through August 05, 2026, the balance of views is bullish: approximately 71% of tracked notes are positive versus 29% neutral/hold. The majority view emphasizes that Nebius is well placed to convert rapid demand for AI workloads into revenue scale and to layer software economics on top of expanding compute capacity, even as near-term EBIT remains in investment mode. On the bullish side, Baird initiated coverage at Outperform with a 250.00 US dollars price objective, calling Nebius best positioned within its domain to capture workload growth and scale the platform. Northland Securities reiterated a Buy with a 232.00 US dollars target, citing accelerating demand, platform breadth and execution progress as its core pillars. Several other institutions have highlighted an overweight stance and an average target near the high-200s, pointing to continued upside potential as deployments and software attach increase. President Capital also initiated at Buy, noting the company’s unique approach to scaling compute with optimization software and its expanding commercial channels. Supportive analysts converge on a few operational themes they expect to see borne out in the numbers and commentary. They look for sequential revenue uplift consistent with the 581.08 million US dollars estimate and for evidence that new and existing customers are ramping workloads. They stress the importance of maintaining high gross margins through utilization gains and software-led efficiency, even if adjusted EPS and EBIT remain negative as the company funds capacity and R&D. They also point to the company’s expanded financing capacity and recent ecosystem developments as indicators that supply, deployment tempo and customer activation are aligning into the second half of the year. In their majority view, the debate for this quarter is less about the existence of demand and more about the cadence of conversion to revenue and the timing of operating leverage. Bullish analysts will look for management to quantify the mix of committed versus on-demand usage, highlight key customer expansions, and frame how software-driven throughput improvements are influencing revenue per GPU and gross profitability. They underscore that consistent disclosure around backlog, build milestones and cohort expansion could help narrow the gap between rapid top-line growth and negative adjusted EPS by increasing confidence in the monetization curve. If the company’s update demonstrates progress on these vectors—particularly a strong conversion of capacity into revenue and clear signals of software attach—bulls expect the market to credit Nebius with a more durable growth profile despite near-term EBIT headwinds.","news_type":1,"symbols_score_info":{"NBIS":1}},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526278813024960,"gmtCreate":1769521540195,"gmtModify":1769521545137,"author":{"id":"3562146478646903","authorId":"3562146478646903","name":"Cheow ts","avatar":"https://community-static.tradeup.com/news/319259cc0069bbc7cc8e923c8f964d21","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562146478646903","idStr":"3562146478646903"},"themes":[],"title":"","htmlText":"Translate to mandarin&nbsp;","listText":"Translate to mandarin&nbsp;","text":"Translate to mandarin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526278813024960","repostId":"1103901230","repostType":2,"isVote":1,"tweetType":1,"viewCount":1310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374862003933312,"gmtCreate":1732545003409,"gmtModify":1732545005585,"author":{"id":"3562146478646903","authorId":"3562146478646903","name":"Cheow ts","avatar":"https://community-static.tradeup.com/news/319259cc0069bbc7cc8e923c8f964d21","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562146478646903","idStr":"3562146478646903"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374862003933312","repostId":"2486477187","repostType":2,"isVote":1,"tweetType":1,"viewCount":2975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374861508657360,"gmtCreate":1732544976628,"gmtModify":1732544978966,"author":{"id":"3562146478646903","authorId":"3562146478646903","name":"Cheow ts","avatar":"https://community-static.tradeup.com/news/319259cc0069bbc7cc8e923c8f964d21","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562146478646903","idStr":"3562146478646903"},"themes":[],"title":"","htmlText":"Translate to mandarin&nbsp;","listText":"Translate to mandarin&nbsp;","text":"Translate to mandarin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374861508657360","repostId":"2486477187","repostType":2,"isVote":1,"tweetType":1,"viewCount":2991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374861253542096,"gmtCreate":1732544914344,"gmtModify":1732547389819,"author":{"id":"3562146478646903","authorId":"3562146478646903","name":"Cheow ts","avatar":"https://community-static.tradeup.com/news/319259cc0069bbc7cc8e923c8f964d21","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562146478646903","idStr":"3562146478646903"},"themes":[],"title":"","htmlText":"Translate to mandarin&nbsp;","listText":"Translate to mandarin&nbsp;","text":"Translate to mandarin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374861253542096","repostId":"2486477187","repostType":2,"isVote":1,"tweetType":1,"viewCount":2874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308887337255056,"gmtCreate":1716439661516,"gmtModify":1716442329254,"author":{"id":"3562146478646903","authorId":"3562146478646903","name":"Cheow ts","avatar":"https://community-static.tradeup.com/news/319259cc0069bbc7cc8e923c8f964d21","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562146478646903","idStr":"3562146478646903"},"themes":[],"title":"","htmlText":"Translate to Chinese&nbsp;","listText":"Translate to Chinese&nbsp;","text":"Translate to Chinese","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308887337255056","repostId":"2437422339","repostType":2,"repost":{"id":"2437422339","kind":"highlight","pubTimestamp":1716434897,"share":"https://ttm.financial/m/news/2437422339?lang=en_US&edition=fundamental","pubTime":"2024-05-23 11:28","market":"us","language":"en","title":"Nvidia Announces a 10-for-1 Stock Split. Here's What Investors Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2437422339","media":"MotleyFool","summary":"This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.Recent developments in the field of artificial intelligence  have captured the public imagination over the past year or so. One of the byproducts of this trend has been the surging stock prices of companies at the forefront of this paradigm shift in technology. Nowhere is this more apparent than with chipmaker Nvidia , whose graphics processing units  have become the gold standard for AI.The company's consistent execution and unrivaled business performance have fueled its meteoric ascent. Nvidia stock has gained 540% since early last year, driven by triple-digit revenue and profit growth resulting from surging demand for AI. Yet that's just the beginning. Since Nvidia's IPO in early 1999, the stock has soared from a split-adjusted price of $0.25 to more than $939, representing eye-popping gains of 375,500%.As the above example shows, the total value of ownership won't change base","content":"<div>\n<p>Recent developments in the field of artificial intelligence (AI) have captured the public imagination over the past year or so. One of the byproducts of this trend has been the surging stock prices of...</p>\n\n<a href=\"https://www.fool.com.au/2024/05/23/nvidia-announces-a-10-for-1-stock-split-heres-what-investors-need-to-know-usfeed/\">Source Link</a>\n\n</div>\n","source":"motleyfoolau_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Announces a 10-for-1 Stock Split. Here's What Investors Need to Know</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Announces a 10-for-1 Stock Split. Here's What Investors Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-23 11:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com.au/2024/05/23/nvidia-announces-a-10-for-1-stock-split-heres-what-investors-need-to-know-usfeed/><strong>MotleyFool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recent developments in the field of artificial intelligence (AI) have captured the public imagination over the past year or so. One of the byproducts of this trend has been the surging stock prices of...</p>\n\n<a href=\"https://www.fool.com.au/2024/05/23/nvidia-announces-a-10-for-1-stock-split-heres-what-investors-need-to-know-usfeed/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com.au/2024/05/23/nvidia-announces-a-10-for-1-stock-split-heres-what-investors-need-to-know-usfeed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437422339","content_text":"Recent developments in the field of artificial intelligence (AI) have captured the public imagination over the past year or so. One of the byproducts of this trend has been the surging stock prices of companies at the forefront of this paradigm shift in technology. Nowhere is this more apparent than with chipmaker Nvidia, whose graphics processing units (GPUs) have become the gold standard for AI.The company's consistent execution and unrivaled business performance have fueled its meteoric ascent. Nvidia stock has gained 540% since early last year, driven by triple-digit revenue and profit growth resulting from surging demand for AI. Yet that's just the beginning. Since Nvidia's IPO in early 1999, the stock has soared from a split-adjusted price of $0.25 to more than $939, representing eye-popping gains of 375,500%.On Wednesday, in conjunction with the release of the company's quarterly results, Nvidia announced plans to split its stock for the first time since July 2020. The stock has gained more than 800% in the nearly four years since, which is likely the catalyst for the split. This revelation is sparking a fresh wave of interest in an already well-followed stock. Let's review the mechanics of a stock split and what it means for investors.The stock-split detailsNvidia announced that its board of directors had approved a 10-for-1 forward stock split. This will result from an amendment to the company's Restated Certificate of Incorporation, which Nvidia says \"will result in a proportionate increase of the number of shares of authorized common stock.\"As a result of this split, shareholders of record as of June 6, 2024, will receive nine additional shares of stock for each share they own after the market close on Friday, June 7. The stock is expected to begin trading on a split-adjusted basis on June 10.Nvidia investors won't need to take any steps in order to receive the additional shares of stock. Brokerage firms and investment banks handle the particulars, with the adjustments being handled behind the scenes. The stock-split shares will simply appear in investor accounts with no further action necessary. The timing can vary from brokerage to brokerage, so investors shouldn't worry if the newly issued shares aren't there immediately on June 7, as it can take hours, or in some cases days, for the additional shares to make an appearance.Adding numbers can provide context regarding how the stock-split process plays out. For each share of Nvidia stock a shareholder owns -- it's currently trading for roughly $950 per share (as of this writing) -- post-split, investors will hold 10 shares worth $95 each.Is a stock split a good thing?As the above example shows, the total value of ownership won't change based on the split alone; it's merely a different way of viewing the whole. Put another way, if you buy a pizza, it doesn't matter if you cut it into eight slices or 16 slices -- the total amount of pizza remains the same. By the same token, Nvidia stockholders will simply have a greater number of lower-priced shares.There are those who believe that investor psychology will ultimately play a part, with excitement about the upcoming stock split driving up the share price. It's also been suggested that the lower share price can increase demand for those shares among retail investors. Indeed, management notes in the announcement that the purpose of the split is to \"make stock ownership more accessible to employees and investors.\" While that's frequently the case, that kind of temporary euphoria historically subsides, leaving investors to focus on what matters -- the company's operational and financial performance -- which will ultimately drive the stock price higher or lower.Is Nvidia stock a buy?While the stock split alone isn't reason enough to buy Nvidia, there are plenty of reasons the semiconductor specialist is a buy. Investors need to look no further than the company's financial report for evidence to support that contention.In its fiscal 2025 first quarter (ended April 28), Nvidia reported revenue that soared 262% year over year to a record $26 billion, marking an 18% quarter-over-quarter increase. This drove adjusted earnings per share (EPS) up 461% to $6.12.For context, analysts' consensus estimates were calling for revenue of $24.65 billion and EPS of $5.59, so Nvidia sailed past expectations with ease.If there was any doubt, robust demand for generative AI fueled record data center revenue of $22.6 billion, up 427% year over year and representing 87% of Nvidia's total sales.Another important announcement for shareholders is that Nvidia increased its quarterly dividend by 150%, from $0.04 to $0.10 per share, or $0.01 on a post-split basis. The first increased dividend payment will be made on June 28. Even at the new, higher level, the yield will still be paltry, amounting to just four-tenths of 1%.It's still very early in the AI revolution, which is even more reason to be optimistic. The worldwide AI market clocked in at $2.4 trillion in 2023 and is expected to rise to $30.1 trillion -- a compound annual growth rate of 32% -- by 2032, according to Expert Market Research. As the gold standard for GPUs used in AI, Nvidia is well positioned for future success.Investors shouldn't buy shares for the pending stock split. However, Nvidia's long track record of consistently strong operating and financial results -- and blistering stock price gains -- show why it continues to be such a winning investment.Some investors will balk at Nvidia's valuation, but you get what you pay for. Despite four consecutive quarters of triple-digit revenue and EPS growth, Nvidia stock is selling for 37 times forward earnings. That's a small price to pay for such robust growth.That's why Nvidia stock is a buy.","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":2987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308886666867016,"gmtCreate":1716439600536,"gmtModify":1716442331436,"author":{"id":"3562146478646903","authorId":"3562146478646903","name":"Cheow ts","avatar":"https://community-static.tradeup.com/news/319259cc0069bbc7cc8e923c8f964d21","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562146478646903","idStr":"3562146478646903"},"themes":[],"title":"","htmlText":"Translate to mandarin&nbsp;","listText":"Translate to mandarin&nbsp;","text":"Translate to mandarin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308886666867016","repostId":"2437422339","repostType":2,"repost":{"id":"2437422339","kind":"highlight","pubTimestamp":1716434897,"share":"https://ttm.financial/m/news/2437422339?lang=en_US&edition=fundamental","pubTime":"2024-05-23 11:28","market":"us","language":"en","title":"Nvidia Announces a 10-for-1 Stock Split. Here's What Investors Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2437422339","media":"MotleyFool","summary":"This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.Recent developments in the field of artificial intelligence  have captured the public imagination over the past year or so. One of the byproducts of this trend has been the surging stock prices of companies at the forefront of this paradigm shift in technology. Nowhere is this more apparent than with chipmaker Nvidia , whose graphics processing units  have become the gold standard for AI.The company's consistent execution and unrivaled business performance have fueled its meteoric ascent. Nvidia stock has gained 540% since early last year, driven by triple-digit revenue and profit growth resulting from surging demand for AI. Yet that's just the beginning. Since Nvidia's IPO in early 1999, the stock has soared from a split-adjusted price of $0.25 to more than $939, representing eye-popping gains of 375,500%.As the above example shows, the total value of ownership won't change base","content":"<div>\n<p>Recent developments in the field of artificial intelligence (AI) have captured the public imagination over the past year or so. One of the byproducts of this trend has been the surging stock prices of...</p>\n\n<a href=\"https://www.fool.com.au/2024/05/23/nvidia-announces-a-10-for-1-stock-split-heres-what-investors-need-to-know-usfeed/\">Source Link</a>\n\n</div>\n","source":"motleyfoolau_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Announces a 10-for-1 Stock Split. Here's What Investors Need to Know</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Announces a 10-for-1 Stock Split. Here's What Investors Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-23 11:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com.au/2024/05/23/nvidia-announces-a-10-for-1-stock-split-heres-what-investors-need-to-know-usfeed/><strong>MotleyFool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recent developments in the field of artificial intelligence (AI) have captured the public imagination over the past year or so. One of the byproducts of this trend has been the surging stock prices of...</p>\n\n<a href=\"https://www.fool.com.au/2024/05/23/nvidia-announces-a-10-for-1-stock-split-heres-what-investors-need-to-know-usfeed/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com.au/2024/05/23/nvidia-announces-a-10-for-1-stock-split-heres-what-investors-need-to-know-usfeed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437422339","content_text":"Recent developments in the field of artificial intelligence (AI) have captured the public imagination over the past year or so. One of the byproducts of this trend has been the surging stock prices of companies at the forefront of this paradigm shift in technology. Nowhere is this more apparent than with chipmaker Nvidia, whose graphics processing units (GPUs) have become the gold standard for AI.The company's consistent execution and unrivaled business performance have fueled its meteoric ascent. Nvidia stock has gained 540% since early last year, driven by triple-digit revenue and profit growth resulting from surging demand for AI. Yet that's just the beginning. Since Nvidia's IPO in early 1999, the stock has soared from a split-adjusted price of $0.25 to more than $939, representing eye-popping gains of 375,500%.On Wednesday, in conjunction with the release of the company's quarterly results, Nvidia announced plans to split its stock for the first time since July 2020. The stock has gained more than 800% in the nearly four years since, which is likely the catalyst for the split. This revelation is sparking a fresh wave of interest in an already well-followed stock. Let's review the mechanics of a stock split and what it means for investors.The stock-split detailsNvidia announced that its board of directors had approved a 10-for-1 forward stock split. This will result from an amendment to the company's Restated Certificate of Incorporation, which Nvidia says \"will result in a proportionate increase of the number of shares of authorized common stock.\"As a result of this split, shareholders of record as of June 6, 2024, will receive nine additional shares of stock for each share they own after the market close on Friday, June 7. The stock is expected to begin trading on a split-adjusted basis on June 10.Nvidia investors won't need to take any steps in order to receive the additional shares of stock. Brokerage firms and investment banks handle the particulars, with the adjustments being handled behind the scenes. The stock-split shares will simply appear in investor accounts with no further action necessary. The timing can vary from brokerage to brokerage, so investors shouldn't worry if the newly issued shares aren't there immediately on June 7, as it can take hours, or in some cases days, for the additional shares to make an appearance.Adding numbers can provide context regarding how the stock-split process plays out. For each share of Nvidia stock a shareholder owns -- it's currently trading for roughly $950 per share (as of this writing) -- post-split, investors will hold 10 shares worth $95 each.Is a stock split a good thing?As the above example shows, the total value of ownership won't change based on the split alone; it's merely a different way of viewing the whole. Put another way, if you buy a pizza, it doesn't matter if you cut it into eight slices or 16 slices -- the total amount of pizza remains the same. By the same token, Nvidia stockholders will simply have a greater number of lower-priced shares.There are those who believe that investor psychology will ultimately play a part, with excitement about the upcoming stock split driving up the share price. It's also been suggested that the lower share price can increase demand for those shares among retail investors. Indeed, management notes in the announcement that the purpose of the split is to \"make stock ownership more accessible to employees and investors.\" While that's frequently the case, that kind of temporary euphoria historically subsides, leaving investors to focus on what matters -- the company's operational and financial performance -- which will ultimately drive the stock price higher or lower.Is Nvidia stock a buy?While the stock split alone isn't reason enough to buy Nvidia, there are plenty of reasons the semiconductor specialist is a buy. Investors need to look no further than the company's financial report for evidence to support that contention.In its fiscal 2025 first quarter (ended April 28), Nvidia reported revenue that soared 262% year over year to a record $26 billion, marking an 18% quarter-over-quarter increase. This drove adjusted earnings per share (EPS) up 461% to $6.12.For context, analysts' consensus estimates were calling for revenue of $24.65 billion and EPS of $5.59, so Nvidia sailed past expectations with ease.If there was any doubt, robust demand for generative AI fueled record data center revenue of $22.6 billion, up 427% year over year and representing 87% of Nvidia's total sales.Another important announcement for shareholders is that Nvidia increased its quarterly dividend by 150%, from $0.04 to $0.10 per share, or $0.01 on a post-split basis. The first increased dividend payment will be made on June 28. Even at the new, higher level, the yield will still be paltry, amounting to just four-tenths of 1%.It's still very early in the AI revolution, which is even more reason to be optimistic. The worldwide AI market clocked in at $2.4 trillion in 2023 and is expected to rise to $30.1 trillion -- a compound annual growth rate of 32% -- by 2032, according to Expert Market Research. As the gold standard for GPUs used in AI, Nvidia is well positioned for future success.Investors shouldn't buy shares for the pending stock split. However, Nvidia's long track record of consistently strong operating and financial results -- and blistering stock price gains -- show why it continues to be such a winning investment.Some investors will balk at Nvidia's valuation, but you get what you pay for. Despite four consecutive quarters of triple-digit revenue and EPS growth, Nvidia stock is selling for 37 times forward earnings. That's a small price to pay for such robust growth.That's why Nvidia stock is a buy.","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":3529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}