Nvidia Earnings Preview: Strong Guidance Expected
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 23 hours ago
0mins
Should l Buy NVDA?
Source: seekingalpha
- Strong Sales Expectations: Citi analysts project Nvidia's January quarter sales to reach $67 billion, exceeding the Street's expectation of $65.6 billion, indicating robust performance in the chip market and reinforcing its market leadership.
- Optimistic Future Guidance: Analysts expect Nvidia's April quarter guidance to be $73 billion, surpassing the market's $71.6 billion forecast, reflecting the company's confidence in future growth, which may attract more investor interest.
- Accelerated Product Launch: With the launch of the B300, Nvidia is expected to achieve a 34% quarter-over-quarter sales acceleration in the second half of 2026, compared to 27% in the first half of 2026, showcasing strong momentum in new product releases.
- Market Leadership: Analysts believe Nvidia will continue to lead in AI inference workloads, particularly in a more diversified inference market, which is expected to create additional growth opportunities and market share for the company.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 182.810
Low
200.00
Averages
264.97
High
352.00
Current: 182.810
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Increased Capital Expenditures: Major tech companies plan to further increase capital expenditures in 2026, primarily for AI infrastructure, which will directly boost Nvidia's GPU sales and solidify its market dominance.
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- Increased Capital Expenditures: Major tech companies plan to further increase capital expenditures in 2026, primarily for AI infrastructure, which will directly boost Nvidia's GPU sales and solidify its market dominance.
- Surge in Product Demand: CEO Jensen Huang noted that demand for the Blackwell platform data center products is “off the charts,” indicating rapid growth in market demand for Nvidia's AI computing products.
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- Optimistic Outlook for Nvidia: Wells Fargo reiterates Nvidia as overweight, advising investors to buy ahead of next week's earnings report, anticipating strong demand and GPU spending dominance to drive stock price increases.
See More
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- Billionaire Investor Moves: Berkshire Hathaway disclosed in a regulatory filing that it reduced its Apple stake in Q4 while establishing a position in the New York Times, leading to a more than 3% increase in the media company's shares during extended trading, indicating investor interest in the media sector.
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