SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : NVIDIA Corporation (NVDA)
NVDA 179.64-0.9%Dec 3 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Frank Sully2/2/2021 5:03:20 PM
1 Recommendation

Recommended By
Tobias Ekman

  Read Replies (1) of 2646
 
Nvidia: Arm Acquisition Will Increase Share Price By 18%
Feb. 02, 2021 9:00 AM ET NVIDIA Corporation (NVDA) 15 Comments9 Likes

Summary
  • Nvidia acquisition of Arm for $40 bln will combine its GPU strength with Arm's CPU capabilities
  • The deal would not only open the smartphone market for Nvidia but also enable it to advance its expansion into cloud computing,AI and AV markets.
  • Besides incremental revenues from Arm, we also estimate synergies of $1,316 mln derived from Arm's addressable market growth and Nvidia's segmental market forecasts.
  • The combination could increase Nvidia's revenues by $3,334 mln with a revenue growth rate of 57% in 2022, compared to only 35% without Arm.
  • This leads to an additional 18% upside in Nvidia's share price due to the acquisition.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext