Nvidia's Q4 Revenue Forecast Exceeds Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 hours ago
0mins
Should l Buy NVDA?
Source: Newsfilter
- Significant Revenue Growth: Nvidia forecasts a 77% year-over-year revenue increase for Q4, reaching approximately $78 billion, surpassing the $72.6 billion average analyst estimate, indicating strong performance and sustained growth in the AI chip market.
- Dominance in Data Center Business: The data center segment now accounts for over 91% of sales, driving a 73% revenue increase in Q4, reflecting robust demand for AI graphics processing units and the company's market leadership.
- New Product Launch: Nvidia has shipped its first Vera Rubin samples to customers, with expectations that the next-generation GPUs will deliver ten times the performance per watt, further solidifying the company's competitive edge in AI infrastructure.
- Future Growth Outlook: Despite competition from customers like Amazon and Google, Nvidia anticipates over $500 billion in revenue opportunities in the coming years, demonstrating strong confidence and strategic positioning to meet market demand.
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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: 192.850
Low
200.00
Averages
264.97
High
352.00
Current: 192.850
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.
Nvidia's Q4 Results Exceed Expectations Significantly
- Strong Performance: Nvidia reported an adjusted earnings per share of $1.62 for the quarter ending January 25, with revenue soaring 73% year-over-year to $68.13 billion, significantly exceeding Wall Street's forecast of $65.91 billion, indicating robust market demand and execution.
- Data Center Revenue Surge: Data center revenue reached $62.13 billion, surpassing expectations of $60.36 billion, reflecting a surge in enterprise demand for AI computing, further solidifying Nvidia's leadership in the AI sector.
- Optimistic Outlook: The company anticipates revenue of $78 billion for the upcoming fiscal first quarter, excluding any revenue from China, showcasing confidence in global markets while also indicating a cautious stance towards the Chinese market.
- Dividend Announcement: Nvidia declared a quarterly dividend of $0.01 per share to be paid on April 1, enhancing investor confidence and demonstrating the company's ability to return value to shareholders supported by strong cash flow.
See More
Analysts Claim Nvidia is Massively Undervalued
- Market Underestimation: Dan Ives from Wedbush Securities pointed out that Wall Street analysts have severely underestimated Nvidia's valuation, particularly ahead of the upcoming fourth-quarter earnings report, indicating a neglect of the company's potential.
- Surge in AI Demand: Ives emphasized that with the skyrocketing demand for artificial intelligence, Nvidia's chips play a crucial role in driving the AI revolution, making its future earnings pivotal.
- Performance Expectations: Ives anticipates a 'gold medal performance' from Nvidia, reflecting not only his confidence in the company's strong earnings but also potentially influencing investor perceptions of its stock.
- Stock Price Reaction: At the time of writing, Nvidia's shares were trading 2% higher, indicating a positive market response to the optimistic expectations surrounding the upcoming earnings report and analyst sentiments.
See More
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- Market Uncertainty: Despite receiving shipment approval, Nvidia stated it remains unclear whether Beijing will permit these limited imports, which could affect the company's long-term strategic positioning in the Chinese market amid regulatory ambiguity.
- Increased Competitive Pressure: Nvidia's CFO noted that competitors in China are making progress following recent IPOs, potentially disrupting the structure of the global AI industry over the long term, highlighting the intensifying market competition the company faces.
- Leadership Position Challenges: To maintain its leadership in AI computing, Nvidia emphasizes that the U.S. must engage every developer and become the platform of choice for all commercial businesses, including those in China, reflecting the company's deep understanding of future market dynamics.
See More
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- Coca-Cola Performance: Coca-Cola topped searches in states like Alabama and Hawaii, with its stock price rising approximately 14% over the past 12 months, reflecting investors' pursuit of stability amid market uncertainties.
- GameStop Volatility: GameStop also led searches in states such as Colorado and New Hampshire, despite its stock price experiencing significant fluctuations in 2022, currently hovering around $23, as investors remain curious about a potential rebound.
- Disney and SoFi: Disney was the most searched in four states, including Connecticut and Kentucky, and while facing challenges, its stock is seen as having breakout potential; SoFi also garnered attention in Montana and Texas, despite a 30% drop due to high valuations.
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- Security Embedded in Pipeline: This partnership integrates CrowdStrike's threat detection with VAST Data's data governance and NVIDIA's AI infrastructure, allowing AI security to be embedded throughout the entire AI pipeline, thus providing enterprises with a more comprehensive security solution.
- Enhanced Market Position: By collaborating with VAST Data and NVIDIA, CrowdStrike strengthens its narrative in the enterprise AI security space, which may influence how customers compare its offerings to those of other cybersecurity platforms.
- Future Considerations: Investors should monitor AI-related customer acquisitions and pricing strategies for joint offerings, as these factors will directly impact CrowdStrike's performance in the rapidly evolving AI security market.
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Nvidia's Q4 Results Exceed Expectations Significantly
- Strong Performance: Nvidia reported an adjusted earnings per share of $1.62 for the quarter ending January 25, with revenue soaring 73% year-over-year to $68.13 billion, significantly exceeding Wall Street's forecast of $65.91 billion, indicating robust market demand and execution.
- Data Center Revenue Surge: Data center revenue reached $62.13 billion, surpassing expectations of $60.36 billion, reflecting a surge in enterprise demand for AI computing, further solidifying Nvidia's leadership in the AI sector.
- Optimistic Outlook: The company anticipates revenue of $78 billion for the upcoming fiscal first quarter, excluding any revenue from China, showcasing confidence in global markets while also indicating a cautious stance towards the Chinese market.
- Dividend Announcement: Nvidia declared a quarterly dividend of $0.01 per share to be paid on April 1, enhancing investor confidence and demonstrating the company's ability to return value to shareholders supported by strong cash flow.
See More
Analysts Claim Nvidia is Massively Undervalued
- Market Underestimation: Dan Ives from Wedbush Securities pointed out that Wall Street analysts have severely underestimated Nvidia's valuation, particularly ahead of the upcoming fourth-quarter earnings report, indicating a neglect of the company's potential.
- Surge in AI Demand: Ives emphasized that with the skyrocketing demand for artificial intelligence, Nvidia's chips play a crucial role in driving the AI revolution, making its future earnings pivotal.
- Performance Expectations: Ives anticipates a 'gold medal performance' from Nvidia, reflecting not only his confidence in the company's strong earnings but also potentially influencing investor perceptions of its stock.
- Stock Price Reaction: At the time of writing, Nvidia's shares were trading 2% higher, indicating a positive market response to the optimistic expectations surrounding the upcoming earnings report and analyst sentiments.
See More
Nvidia's H200 Chip Shipments to China Limited by US Regulations
- Shipment Approval: The U.S. government has granted Nvidia a license for limited shipments of H200 chips to Chinese customers, but due to required inspections in the U.S. and a 25% duty, Nvidia has not yet generated any related revenue, indicating a direct impact of regulatory constraints on the company's earnings.
- Market Uncertainty: Despite receiving shipment approval, Nvidia stated it remains unclear whether Beijing will permit these limited imports, which could affect the company's long-term strategic positioning in the Chinese market amid regulatory ambiguity.
- Increased Competitive Pressure: Nvidia's CFO noted that competitors in China are making progress following recent IPOs, potentially disrupting the structure of the global AI industry over the long term, highlighting the intensifying market competition the company faces.
- Leadership Position Challenges: To maintain its leadership in AI computing, Nvidia emphasizes that the U.S. must engage every developer and become the platform of choice for all commercial businesses, including those in China, reflecting the company's deep understanding of future market dynamics.
See More
Most Searched Stocks in the U.S. Revealed
- Coca-Cola Popularity: According to research by Surety First, Coca-Cola was the most searched stock in six states including Alabama and Hawaii, indicating that investors are seeking stability amid market uncertainty, with its stock price rising approximately 14% over the past year.
- GameStop Volatility: GameStop was the most searched stock in six states such as Colorado and New Hampshire, and despite a significant drop in 2022, investors remain curious about its potential rebound, with the current stock price around $23 and a market cap of $11 billion.
- Disney's Challenges and Opportunities: Disney led searches in four states including Connecticut and Kentucky, and despite facing numerous challenges, its stock price is currently $105.10 with a market cap of $188 billion, leading investors to cautiously optimistic about its future performance.
- SoFi's Market Performance: SoFi Technologies was the most searched stock in three states including Montana and Texas, and although its stock surged 70% in 2025, it has dropped about 30% year-to-date due to high valuations and a broader tech sell-off.
See More
Coca-Cola and GameStop Top Searched Stocks
- Search Popularity Analysis: Research from Surety First reveals that Coca-Cola and GameStop were the most searched stocks in six states each over the past year, indicating regional market interests in these vastly different stocks.
- Coca-Cola Performance: Coca-Cola topped searches in states like Alabama and Hawaii, with its stock price rising approximately 14% over the past 12 months, reflecting investors' pursuit of stability amid market uncertainties.
- GameStop Volatility: GameStop also led searches in states such as Colorado and New Hampshire, despite its stock price experiencing significant fluctuations in 2022, currently hovering around $23, as investors remain curious about a potential rebound.
- Disney and SoFi: Disney was the most searched in four states, including Connecticut and Kentucky, and while facing challenges, its stock is seen as having breakout potential; SoFi also garnered attention in Montana and Texas, despite a 30% drop due to high valuations.
See More
CrowdStrike Partners with VAST Data and NVIDIA for AI Security
- Three-Way Partnership: CrowdStrike, VAST Data, and NVIDIA have announced a collaboration aimed at securing enterprise AI workloads by leveraging their respective technological strengths to enhance security against evolving threats.
- Security Embedded in Pipeline: This partnership integrates CrowdStrike's threat detection with VAST Data's data governance and NVIDIA's AI infrastructure, allowing AI security to be embedded throughout the entire AI pipeline, thus providing enterprises with a more comprehensive security solution.
- Enhanced Market Position: By collaborating with VAST Data and NVIDIA, CrowdStrike strengthens its narrative in the enterprise AI security space, which may influence how customers compare its offerings to those of other cybersecurity platforms.
- Future Considerations: Investors should monitor AI-related customer acquisitions and pricing strategies for joint offerings, as these factors will directly impact CrowdStrike's performance in the rapidly evolving AI security market.
See More
