
Nvidia's ($NVDA) recent financial performance has sparked comparisons with Cisco during the Dot Com Bubble. However, analysts argue that these comparisons are flawed due to Nvidia's parabolic earnings growth, which contrasts with Cisco's performance during that period. Despite Nvidia's impressive earnings, concerns have arisen about the company's future prospects as gross margins narrow, potentially leading to a decline in earnings and revenue. Analysts still expect Nvidia to achieve over $200 billion in revenue by FY 2027. The stock price may react to these warnings.
Next time someone compares $NVDA to $CSCO show them $NVDA 10-Qs, in particular the last 3, and tell them to read beyond the first page https://t.co/O6mUlFtgz0
$NVDA vs $CSCO This was one of the main comparisons people made from last year, where $NVDA was well below $50. https://t.co/1Vkn5dCb02
Analysts expect Nvidia $NVDA to have more than $200B in Revenue in FY 2027 https://t.co/3wxBzXPRzS





