Nvidia is ready to release her Gently for the fourth quarter 2025 exercise (FY2025) On Wednesday, February 26, 2025, after Market Close, a highly anticipated event given its leading position in AI and graphics treatment units (GPU). This report covers the period from November 1, 2024 to January 31, 2025, marking the end of Nvidia’s exercise.
Financial expectations
The analyst provides for a registered quarterly turnover of $ 38.32 billion for the fourth quarter of 201025, reflecting an increase of 73% from one year to the next. This figure exceeds the nvidia proper guidelines provided in their report on the quarter results of the 201025 fiscal year on November 19, 2024, where they provided for a turnover of $ 37.5 billion, more or less 2% Nvidia Newsroom. The net profit is expected to reach $ 21.08 billion, compared to $ 12.84 billion in the same quarter of the previous year, the same source said.
Market detections and analyst notes
The feeling of analysts remains extremely positive, with 17 out of 18 analysts emitting “buy” or equivalent ratings, and a catch, on February 20, 2025. The consensual price target is around $ 175, suggesting an increase of 26% of the price of the action of $ 134.43 on February 20, 2025. This Haussier perspective is motivated by the expectations of a strong continuous demand for the chips of the data center NVIDIA, in particular with the deployment of the Blackwell platform, is expected to generate several billion dollars in fourth quarter.
Merchants and key risks
Nvidia’s main engine of the expected performance expected is the growing IA infrastructure demand. The main customers considerably increase capital expenses: META plans to spend up to $ 65 billion in AI data centers in 2025, compared to $ 39.2 billion last year, while Alphabet planned 75 billion Dollars and Amazon could spend more than $ 100 billion. This supports high projections of income and profits.
However, there is a certain controversy around potential future demand, with recent news stressing that a Chinese research laboratory, Deepseek, has developed methods to form competitive AI models with less computing power, reducing Potentially dependence on high -end fleas from Nvidia. This led to an 11% drop in equity prices from its summit in early January 2025, but analysts believe that the impact is attenuated by an increase in workloads in inference and customer expenses.
Guidance and focus of investors
Beyond the figures, investors will closely look at NVIDIA directives for the first quarter of the 2026 financial year, analysts providing for almost $ 42 billion in revenues. If management guidelines exceed this, this could alleviate concerns about in -depth development. In addition, the updates on the production ramp of the Blackwell platform, now scheduled to start in the fourth quarter and continue in the 201026 financial year, will be crucial.
Historical context and trends
Nvidia has a solid reference to exceed profits, beating the consensus in 16 of the last 18 quarters. For example, during the quarter of 20125, income was $ 35.1 billion, up 94% in annual shift and in the second quarter of 201025, it was $ 30.0 billion, up 122% compared to the previous year. This coherent outperformance supports the expectation of a strong Q4 report.
Potential market reaction
Given high expectations, the stock could see important post-benefit. If the results correspond or exceed revenues of $ 38.32 billion, the action could increase, in particular with the consensual price target of $ 175. However, if the advice for disappointed 201026 fiscal year or if there are supply chain problems, there could be volatility, in particular given the recent sale due to Chinese AI developments .
Conclusion
In summary, investors are expected to anticipate a solid profile report for NVIDIA on February 26, 2025, with revenues probably about $ 38.32 billion, drawn by high AI and customer investments. Although there are concerns about future competition, short -term performance seem solid and upright market prospects suggest increasing potential, although volatility remains a risk.
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