NVIDIA Q3 Earnings Preview: Key Highlights & Growth Prospects
On November 20, NVIDIA will release its fiscal Q3 2025 earnings, a key event for tech investors. 🚀
Blackwell Chip Launch: A Major Revenue Driver
NVIDIA’s new Blackwell AI chip is expected to be a big revenue catalyst, with shipments starting in Q4. Analysts predict that Blackwell could fuel substantial revenue growth in fiscal 2025, solidifying NVIDIA's lead in AI.
Also boosting its global AI presence, NVIDIA's collaboration with $SoftBank Group (ADR) (SFTBY.US)$ —the first to adopt its DGX B200 system—targets next-gen supercomputing, showcasing NVIDIA's reach in AI tech.
NVIDIA’s new Blackwell AI chip is expected to be a big revenue catalyst, with shipments starting in Q4. Analysts predict that Blackwell could fuel substantial revenue growth in fiscal 2025, solidifying NVIDIA's lead in AI.
Also boosting its global AI presence, NVIDIA's collaboration with $SoftBank Group (ADR) (SFTBY.US)$ —the first to adopt its DGX B200 system—targets next-gen supercomputing, showcasing NVIDIA's reach in AI tech.
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Q3 Financial Expectations: Impressive Growth Indicators
For Q3, estimates point to strong growth, with projected revenue at $33.08 billion (up 83% YoY) and EPS at $0.72 (up 94% YoY). This reflects NVIDIA’s continued momentum and leadership in the AI space. 🌐
For Q3, estimates point to strong growth, with projected revenue at $33.08 billion (up 83% YoY) and EPS at $0.72 (up 94% YoY). This reflects NVIDIA’s continued momentum and leadership in the AI space. 🌐
Analyst Sentiment & Target Prices
Analysts are upbeat about NVIDIA 📈. Mizuho recently bumped up its target price from $140 to $165, citing the boom in AI hardware. Goldman Sachs added NVIDIA to its "conviction buy" list, expecting a boost in EPS by April 2025. Wall Street’s average target? $157.8, with highs reaching $200. 🌟
Analysts are upbeat about NVIDIA 📈. Mizuho recently bumped up its target price from $140 to $165, citing the boom in AI hardware. Goldman Sachs added NVIDIA to its "conviction buy" list, expecting a boost in EPS by April 2025. Wall Street’s average target? $157.8, with highs reaching $200. 🌟
Stock Buyback Boost?
NVIDIA’s ongoing $50 billion buyback has investors buzzing. They've already repurchased shares worth $15.1 billion, with $7.5 billion left in the pot. Timing is everything here—well-timed buybacks could push NVIDIA's valuation higher. But if done poorly, it might impact market perception.
NVIDIA’s ongoing $50 billion buyback has investors buzzing. They've already repurchased shares worth $15.1 billion, with $7.5 billion left in the pot. Timing is everything here—well-timed buybacks could push NVIDIA's valuation higher. But if done poorly, it might impact market perception.
Staying Competitive in AI & Semiconductors
NVIDIA’s recent entry into the $Dow Jones Industrial Average (.DJI.US)$ (replacing $Intel (INTC.US)$ ) signals its rising influence in tech. 💪 But there are risks: with high expectations and growing competition, maintaining its AI lead won’t be easy. Intel and AMD are in the rearview mirror, so NVIDIA will need some strategic moves to keep its edge. 🏎️💨
NVIDIA’s recent entry into the $Dow Jones Industrial Average (.DJI.US)$ (replacing $Intel (INTC.US)$ ) signals its rising influence in tech. 💪 But there are risks: with high expectations and growing competition, maintaining its AI lead won’t be easy. Intel and AMD are in the rearview mirror, so NVIDIA will need some strategic moves to keep its edge. 🏎️💨
Final Thoughts: Big Q3 Expectations
All eyes are on NVIDIA’s Q3 results—especially Blackwell sales, partnerships, and guidance. Growth is soaring 📊, and its foothold in AI is strong, but balancing expansion with valuation is key to long-term success.
All eyes are on NVIDIA’s Q3 results—especially Blackwell sales, partnerships, and guidance. Growth is soaring 📊, and its foothold in AI is strong, but balancing expansion with valuation is key to long-term success.
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Marko gates : what goes up must come down a bit.