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Posted by
Two Blokes Tue at 7:45 AM -
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Q3 results missed guidance due to customer hesitance between Hopper and Blackwell architectures, impacting revenue and margins. Despite underwhelming Q3, Q4 guidance is strong, with analysts expecting 10.7% year-on-year sales growth, driven by Blackwell product ramp-up. Valuation looks stretched for FY25, but 40% upside potential by FY27 and strong EBITDA growth support a bullish long-term outlook.
