NVDA Q4 FY2025 Earnings Preview: Predict & Win Big! 🚀
Hi, mooers! 👋
The AI world holds its breath! $NVIDIA (NVDA.US)$ will release its Q4 FY2025 earnings on February 26, just before the market opens. As the AI kingpin faces heightened scrutiny amid market volatility, will it defy expectations again? This is your chance to earn rewards and gain insights by predicting the opening price. Let’s get into it! 🎉
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Recent Performance Snapshot
Since the last earnings call, Nvidia’s stock has shown remarkable resilience. Will this momentum continue? Cast your vote and share your thoughts!
Rewards Await You!
We’re excited to announce TWO ways to win big:
1. 5,000 Points Up for Grabs!
a. Correctly predict Nvidia’s opening price range on February 27 at 9:30 ET.
b. If 50 mooers guess right, each gets 100 points!
Voting closes on February 27 at 9:30 ET.
2. Exclusive 300 Points for the Best Analysis!
a. Share your insights on Nvidia’s earnings prospects in the comments below.
b. The most insightful post wins an exclusive 300 points!
New! Prediction Challenge Bonus
– Make a prediction by commenting on this post. The 5 predictions that are closest to the actual closing price win a special bonus of 500 points!
Challenge closes on February 27 at 9:30 ET.
Analyst Insights at Your Fingertips
Curious about expert opinions? Check out Analyst Ratings>> for target prices, ratings, and more. This is your secret weapon for smarter investing during earnings season!
👉 How to Access:
1. Click on Nvidia (NVDA)
1. Navigate to the Financials tab
2. Explore Analyst Ratings
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Lucas Cheah : $NVIDIA (NVDA.US)$ Earnings Prospects
Key Earnings Drivers
1. Explosive Growth in AI & Data Centers
• The company’s H100 AI GPUs are a critical component in AI-driven cloud computing, fueling demand from Google Cloud, AWS, and Microsoft Azure.
• The launch of Blackwell AI GPUs in 2025 is expected to further strengthen Nvidia’s market leadership in AI computing.
• With OpenAI, Google DeepMind, and Meta ramping up AI model training, demand for Nvidia's AI accelerators is at an all-time high.
2. Gaming Revenue Recovery
• The GeForce RTX 40 Series GPUs continue to drive strong sales, benefiting from high demand for real-time ray tracing and AI-powered gaming features.
• Increased game streaming adoption and esports growth support further gaming GPU demand.
• Nvidia’s DLSS (Deep Learning Super Sampling) AI technology enhances game performance and has become a staple in next-gen gaming.
3. Expansion into Automotive & Omniverse
• Nvidia's Omniverse and digital twin technologies are gaining traction in industrial applications, including robotics and autonomous manufacturing.
• Mercedes-Benz is integrating Nvidia’s AI-powered self-driving systems into its next-generation vehicles, strengthening long-term revenue streams.
Challenges
1. Supply Chain Constraints
• Chip shortages and high demand for H100 and Blackwell GPUs may cause longer lead times, impacting near-term revenue growth.
• Nvidia has outsourced production to TSMC, making it dependent on third-party suppliers for advanced semiconductor manufacturing.
• A capacity shortage at TSMC could delay shipments of Nvidia’s next-gen AI chips, potentially slowing earnings momentum.
2. Geopolitical & Regulatory Risks
• U.S. export restrictions on high-end AI chips to China could impact Nvidia’s revenue, as China accounts for ~15% of total sales.
• Increased regulatory scrutiny over AI chip dominance could result in trade limitations or stricter compliance measures.
• The U.S. government recently imposed new restrictions on Nvidia’s A100 and H100 AI chips, forcing the company to create modified versions for the Chinese market.
Growth Opportunities
1. Generative AI & Cloud Partnerships
• Enterprise AI adoption is accelerating, and Nvidia is at the center of this transformation.
• Deep partnerships with Google, Microsoft, and AWS position Nvidia as the go-to provider of AI computing hardware.
• Google Cloud recently announced TPU-Nvidia AI hybrid solutions, integrating Nvidia’s AI hardware with its cloud-based AI services.
2. Supercomputing & High-Performance Computing (HPC)
• Governments, universities, and research institutions continue to invest in AI supercomputing infrastructure.
• Nvidia’s Grace Hopper Superchip and Blackwell AI accelerators are designed to dominate the HPC space.
• NASA and the U.S. Department of Energy are deploying Nvidia-powered AI supercomputers to accelerate scientific research.
In conclusion, despite risks, Nvidia remains the AI market leader, with sustained demand for its chips across multiple industries. Nvidia’s dominance in AI infrastructure, cloud computing, and HPC makes it one of the most promising stocks for 2025 and beyond.
Skyrye7 : NVIDIA's earnings prospects are influenced by several key factors:
1. AI and Data Center Demand
The demand for AI-driven computing, particularly GPUs for AI training and inference, is a major driver. Companies like OpenAI, Microsoft, Google, and Meta heavily invest in NVIDIA's AI chips (e.g., H100, A100, and upcoming Blackwell GPUs).
Cloud providers (AWS, Azure, Google Cloud) and enterprises expanding AI infrastructure will also impact earnings.
2. Gaming Market Trends
The gaming segment, traditionally NVIDIA's core revenue source, depends on GPU sales for gaming PCs and laptops.
Upcoming product refreshes (RTX 50-series) and adoption of ray tracing technology influence demand.
3. Competitive Landscape
AMD and Intel are pushing their own AI and GPU solutions (AMD's MI300 series, Intel's Gaudi chips).
Custom AI chips from Google (TPUs), Amazon (Inferentia, Trainium), and Microsoft pose long-term risks.
4. Automotive and Edge AI
NVIDIA’s DRIVE platform for autonomous vehicles and industrial AI applications could be a growth driver, depending on adoption by automakers.
5. Geopolitical and Regulatory Risks
U.S. export restrictions on high-end AI chips to China (A800, H800) impact sales in a key market.
Trade tensions or sanctions could further limit NVIDIA’s ability to sell AI chips in certain regions.
6. Supply Chain & Manufacturing
NVIDIA relies on TSMC and Samsung for chip manufacturing. Any disruptions (e.g., geopolitical tensions in Taiwan, chip shortages) could impact production and revenue.
7. Stock Valuation and Investor Expectations
NVIDIA's stock is priced with high growth expectations. Any sign of slowing growth in earnings or margins could lead to sharp market reactions.
8. AI Software and Ecosystem Growth
NVIDIA’s CUDA platform, software ecosystem (TensorRT, Omniverse), and enterprise AI solutions drive long-term adoption and differentiation.
Growing With Money : it's been on a twenty year build up to this point and the whole time it's been in the lead there's nothing wrong with the competition from deepseek and I believe Nvidia will continue to show out as the industry leader over the next twenty years so if it dips treat it like coca cola and buy it up if you have the funds available![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Dave Schulz : NVDA has the smartest CEO, great chips, worldwide market, happy clients, great tech, worldwide governmental money on tap always, and a huge moat to their business. NVDA will simply grow.
怕辣的四川人527728 : No.
muahaha : the spy is down
kind Reindeer_4219 : think will go down
Ultratech Growing With Money : what competition with deepseek? they don't make hardware
SharonH6 : NVDA $156
70021638 : Predict NVDA price on Feb 27, 2025 to be $159
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