TechFlow news, on February 26, according to Jinshi News, Nvidia will release its fourth-quarter earnings after U.S. market close 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 the company’s revenue for this quarter to rise 73% year-on-year to $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 expect Nvidia to deliver results "in line with expectations," but may show signs of "growing pains," with data center revenue potentially leveling off in the April quarter.
- Wedbush Securities believes Nvidia will once again perform strongly, delivering a result that is clearly "above expectations and raises guidance," noting its survey shows no slowdown in AI enterprise deployments due to DeepSeek.
- BofA Securities forecasts a 60% year-on-year increase in Nvidia’s data center revenue for 2025, highlighting March’s GTC conference as the next key catalyst.
- Bloomberg Intelligence states that Nvidia is highly likely to meet its Q4 revenue forecast and could raise its Q1 outlook amid strong growth expected from Blackwell GPUs.
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