Nvidia (NVDA) Is About to Report Q4 Earnings Tomorrow. Here Is What to Expect
AI giant Nvidia (NVDA) is set to release its Q4 FY25 results on February 26. NVDA stock has gained about 65% over the past year, primarily due to the booming demand for its advanced AI graphics processing units (GPUs). Wall Street expects strong revenue and profit growth for NVIDIA (NVDA) in Q4. In particular, analysts anticipate that Nvidia will report earnings of $0.84 per share, reflecting a 63% year-over-year increase.
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Meanwhile, revenues are expected to rise by 72% from the same quarter last year, reaching $38.08 billion, according to data from the TipRanks Forecast page. Importantly, Nvidia has just missed earnings estimates once in the past nine quarters.
Recent News Ahead of Q4 Print
Ahead of Q4 results, Reuters reported that NVDA is seeing massive demand for its H20 artificial intelligence (AI) chips from Chinese companies on the rising popularity of DeepSeek’s AI models.
Analysts’ Opinions Ahead of Q4 Results
Ahead of NVDA’s Q4 print, the stock has earned multiple Buy ratings from Wall Street analysts. One such analyst is C.J. Muse of Cantor Fitzgerald, who kept an Overweight rating and a $200 price target on NVIDIA. This five-star noted that NVIDIA’s earnings continue to beat expectations by $2 billion each quarter, with revenue rising by $2-2.5 billion quarter-over-quarter since early 2023. However, he pointed out that these regular beats are now expected and no longer impress the market.
For this quarter, he expects NVIDIA to deliver another solid beat but only a small increase to forecasts. He believes stronger growth could come in the July quarter when the Blackwell platform is fully rolled out.
Similarly, Rosenblatt analyst Hans Mosesmann maintained a Buy rating and a $220 price target on NVDA. He expects a modest beat for the January quarter.
He highlighted that the focus will be on updates about Blackwell, with management likely confirming shipments starting in F4Q25 and demand staying ahead of supply through FY26. He anticipates that Blackwell shipments will grow throughout the year, with stronger momentum in the second half of FY26.
What Do Options Traders Anticipate?
Using TipRanks’ Options tool, we can see what options traders are expecting from the stock immediately after its earnings report. The expected earnings move is determined by calculating the at-the-money straddle of the options closest to expiration after the earnings announcement. If this sounds complicated, don’t worry, the Options tool does this for you.
Indeed, it currently says that options traders are expecting a 10.06% move in either direction.
Is Nvidia a Buy, Sell, or Hold?
Wall Street’s sentiment on NVIDIA appears bullish, reflecting a combination of 31 Buy and two Hold recommendations over the past three months. At an average price target of $178.81, the average NVDA stock price target implies 37.25% upside potential.