Nvidia's earnings report is released tonight, with Wall Street focusing on Blackwell chip demand and the impact of DeepSeek
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Nvidia's earnings report is released tonight, with Wall Street focusing on Blackwell chip demand and the impact of DeepSeek
According to Jinshi News, Nvidia will release its fourth-quarter earnings after the US market closes on Wednesday. As the world's second-largest company, Nvidia needs to demonstrate to investors that demand for its next-generation Blackwell chips remains strong and is not being impacted by the DeepSeek AI model. Analysts on average expect Nvidia's revenue for this quarter to grow 73%, reaching $38.2 billion, compared to approximately $20 billion in the same period last year. Mizuho Securities analysts anticipate Nvidia will deliver results "in line with expectations," but may face "growing pains," with data center revenue potentially moderating in the April quarter
Navigating Web3 tides with focused insightsTechFlow news, February 26 — According to Jinshi News, Nvidia will release its fourth-quarter earnings after the US market closes on Wednesday. As the world's second-largest company, Nvidia needs to demonstrate to investors that demand for its next-generation Blackwell chips remains strong and is not being impacted by the DeepSeek AI model. Analysts on average expect Nvidia's revenue for this quarter to grow 73%, reaching $38.2 billion, compared to approximately $20 billion in the same period last year.
Here is Wall Street's take on Nvidia's upcoming earnings report:
- Mizuho Securities analysts anticipate Nvidia will deliver "in-line" results but may face "growing pains," with data center revenue potentially flattening in the April quarter.
- Wedbush Securities believes Nvidia will once again perform strongly, delivering results that are "clearly above expectations and raise guidance," noting its survey shows no slowdown in AI enterprise deployments due to DeepSeek.
- BofA expects Nvidia’s data center revenue to grow 60% year-over-year in 2025 and points to March’s GTC conference as the next key catalyst.
- Bloomberg Intelligence states that Nvidia is likely to meet its Q4 revenue forecast and raise Q1 guidance amid strong growth expected from Blackwell GPUs.
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