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NVIDIA's share price suffers after "disappointing" Morgan Stanley with the RTX 20-series

The Turing architecture found in the newest GF RTX cards. (Source: NVIDIA)
The Turing architecture found in the newest GF RTX cards. (Source: NVIDIA)
NVIDIA's target stock price has been downgraded to US$273, and has had its market value suffer, after Morgan Stanley took the relatively restrained improvements of the new GeForce RTX 2080 over older cards. However, a WCCFTech analyst has hit back, asserting that the financial giant does not grasp what the new Turing architecture brings to gaming.
Deirdre O Donnell,

It may seem as though Morgan Stanley has been reading Notebookcheck News recently. Here, we have been covering the release of the latest line of GeForce RTX cards from NVIDIA and how they compare to the previous generation pretty extensively, So far, we have reported that the RTX 2080 Ti has been found to be 35% better than its predecessor in early leaked benchmarks. We've also observed that the RTX 2080 is more or less on par with the 1080 Ti - so far, at least.

In addition, we also now know that reviewers have found the cards slightly underwhelming. As a result, the financial services behemoth has downgraded the target for NVIDIA's stock price, so that it now stands at US$273. The GPU makers' share price also fell by 2.1% percent yesterday (September 20, 2018).

However, Morgan Stanley may have failed to take some key points into account when re-evaluating this valuation. Several of them have been pointed out by WCCFTech contributor Usman Pirzada. They include the fact that the revolutionary Turing architecture found in the new RTX cards was developed to focus on the novel advantage of ray-tracing in gaming, and not specifically benchmark improvements.

Furthermore, other prevalent new features associated with Turing, which include GPU-delivered AI and DLSS, have not yet been realized. They are estimated to improve software execution by up to 40%. In addition, Morgan Stanley may have missed the RTX 2080 Ti's ability to overclock to 2.4GHz on LN2, which allowed it to top 3DMark scores with ease - dethroning Titan V with ease in the process.

On the other hand, the company may have somewhat of a point in expressing "disappointment" with the Turing-powered products. They come in at a particularly high price point (especially the 2080 Ti) and some are not now available until September 27, 2018 at the earliest. However, the release of more games designed to exploit the benefits they bring may yet lead to a re-think of their value, both as PC components and determinants of NVIDIA's market value.


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Deirdre O'Donnell
Deirdre O'Donnell - Senior Tech Writer - 5116 articles published on Notebookcheck since 2018
I became a professional writer and editor shortly after graduation. My degrees are in biomedical sciences; however, they led to some experience in the biotech area, which convinced me of its potential to revolutionize our health, environment and lives in general. This developed into an all-consuming interest in more aspects of tech over time: I can never write enough on the latest electronics, gadgets and innovations. My other interests include imaging, astronomy, and streaming all the things. Oh, and coffee.
contact me via: LinkedIn
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> Notebook / Laptop Reviews and News > News > News Archive > Newsarchive 2018 09 > NVIDIA's share price suffers after "disappointing" Morgan Stanley with the RTX 20-series
Deirdre O Donnell, 2018-09-21 (Update: 2018-09-21)