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# Nvidia Stock: Near Term Growth Is Getting Priced In (Archive)
- URL: https://www.huntingalphas.com/nvidia-stock-near-term-growth-is-getting-priced-in-archive/
- Published: 2024-08-29T18:00:00.000Z
- Updated: 2026-02-27T13:19:09.000Z
- Description: NVIDIA’s near‑term AI growth looks fully priced, prompting a tactical downgrade to Sell.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, Tech, NVDA

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- As feared in my Q2 FY25 preview note, Nvidia Corporation failed to deliver a meaningful revenue guidance beat, which led to a 7% after-hours fall post yesterday's earnings release.
- In-line Q3 revenue guidance and in-line revenue results vs. the Wall Street whisper numbers indicate that Nvidia's high growth is being priced in, at least over the couple of quarters.
- A dip in the gross margins and a flattish outlook for the rest of FY25 puts a spanner in the works for my earlier margin expansion thesis.
- Nvidia's 1-yr forward P/E ratio remains high and mostly unchanged for now at more than 40x and technically vs. the S&P500, there are signs of exhaustion on the monthly upward momentum.
- I recognize that there are early signs of strong uptake in Blackwell orders. I believe this can lead to growth surprises again from 2025 onwards.

Read the full article [here](https://seekingalpha.com/article/4717961-nvidia-stock-near-term-growth-is-getting-priced-in-rating-downgrade?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*