NVIDIA Stock FY2025 Q1 Third-party Analysts' Forecast & Preview

Part 2：NVIDIA FY2024 Q4 Earnings Report Recap

1. NVIDIA Key Indicators and Historical Earnings Report

• - NVIDIA FY2024 Q4 EPS was $4.92, YOY +763.16%
• - NVIDIA PE Ratio today is 66.07 
• - NVIDIA FY2024 Q4 Revenue was $22.1B, YOY +265.28% 
• - NVIDIA FY2024 Q4 FCF was $11.2B, YOY +546.64%
• - NVIDIA FY2024 Q4 Current Ratio was 4.17, YOY +18.65% 
• - NVIDIA FY2024 Q4 ROA was 20.50%, YOY +491.91%
• - NVIDIA FY2024 Q4 ROE was 32.23%, YOY +395.13%
• - NVIDIA FY2024 Q4 Gross Margin was 75.97%, YOY +19.93% 
• - NVIDIA FY2024 Q4 Net Margin was 55.58%, YOY +137.85%
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For more information, such as definitions and explanations of the above technical terms, please view:

Interpretation of Key Indicators >>

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2. NVIDIA FY2024 Q4 Financial Statement Analysis

Nvidia reported record revenue and earnings for both the fourth quarter and full fiscal year 2024, driven by strong growth in its data center business.

For Q4 FY2024, Nvidia's revenue was $22.1 billion, up 22% quarter-over-quarter ("QoQ") and 265% year-over-year ("YoY"). Net income was $12.3 billion, up 33% QoQ and 769% YoY. GAAP earnings per share ("EPS") was $4.93, up 33% QoQ and 765% YoY.

For the full fiscal year 2024, Nvidia's revenue rose 126% to $60.9 billion. Net income increased 581% to $29.8 billion. GAAP EPS grew 586% to $11.93.

The data center segment was the main driver of Nvidia's growth. Q4 data center revenue hit a record $18.4 billion, up 27% QoQ and 409% YoY. For FY2024, data center revenue surged 217% to $47.5 billion.

Nvidia attributed the data center growth to strong demand from hyperscale and enterprise customers for AI training and inference, as well as adoption in vertical industries like automotive, financial services and healthcare.

The company's gaming segment also saw solid growth, with Q4 gaming revenue at $2.9 billion, up 56% YoY. For FY2024, gaming revenue increased 15% to $10.4 billion. Nvidia pointed to the growing installed base of its GeForce RTX gaming GPUs (Graphics Processing Units).

In its outlook, Nvidia guided for Q1 FY2025 revenue of $24 billion, plus or minus 2%, driven by continued data center momentum. Gross margin is expected between 76-77%, and operating expenses about $3.5 billion on a GAAP basis.

Overall, Nvidia delivered standout growth and financial performance, led by its data center platform. With strong demand trends in AI and high performance computing, Nvidia expects to drive further growth going forward.

3. NVIDIA FY2024 Q4 Business Highlights

Here are the key business highlights from NVIDIA's FY2024 Q4 earnings report:

Data Center
● Q4 fiscal 2024 revenue was a record $18.4 billion, up 27% quarter-over-quarter and 409% year-over-year.
● Full fiscal 2024 revenue rose 217% to a record $47.5 billion.
● Launched optimizations with Google across Nvidia's data center and PC AI platforms for Google's language models.
● Expanded collaboration with Amazon Web Services to host NVIDIA DGX Cloud on AWS.
● Announced Amgen will use NVIDIA DGX SuperPOD for drug discovery and precision medicine insights.
● Introduced NVIDIA NeMo Retriever to connect custom large language models with enterprise data.
● Launched NVIDIA MONAI cloud APIs to integrate AI into medical imaging offerings.
● Announced Singtel partnership to bring generative AI services to Singapore with NVIDIA Hopper GPUs.
● Announced plans with Cisco to deploy and manage secure AI infrastructure for enterprises.
● Supported the National AI Research Resource pilot program.

Gaming
● Q4 revenue was $2.9 billion, flat quarter-over-quarter and up 56% year-over-year. Full year revenue rose 15% to $10.4 billion.
● Launched GeForce RTX 40 SUPER GPUs starting at $599 with latest RTX technologies including DLSS 3.5 and Reflex.
● Announced generative AI capabilities for over 100 million RTX PCs including TensorRT-LLM and Chat with RTX tech demo.
● Introduced Avatar Cloud Engine microservices for developers to integrate generative AI models into characters.
● Reached 500 AI-powered games and apps utilizing NVIDIA technologies like DLSS and ray tracing.

Professional Visualization
● Q4 revenue was $463 million, up 11% quarter-over-quarter and 105% year-over-year. Full year revenue rose 1% to $1.6 billion.
● Announced adoption of NVIDIA Omniverse by the automotive configurator ecosystem.
● Launched NVIDIA RTX 2000 Ada GPU for compact workstations.

Automotive
● Q4 revenue was $281 million, up 8% quarter-over-quarter and down 4% year-over-year. Full year revenue rose 21% to $1.1 billion.
● Announced further adoption of DRIVE platform, with automakers selecting DRIVE Orin and DRIVE Thor.

Part 3：NVIDIA FY2025 Q1 Earnings Report Forecast & Preview

1. NVIDIA FY2025 Q1 Forecast By Third Party Analyst Rating, February 26th

NVIDIA earnings date is coming soon! Following an extensive evaluation of NVIDIA's financial data, revenue, and stock trends over the last few quarters by more than 40 third-party financial analysts, NVDA Stock has been given a "Strong Buy" rating. Analysts forecast an average stock price of $875.770 (Average) for the next 12 months.

- Third Party Analyst rating: Strong Buy

- NVIDIA Price Target: $875.770

- FY2025 Q1 EPS Forecast: $5.108

- FY2025 Q1 Revenue Forecast: $24.2B

- FY2025 Q1 EBIT Forecast: $16.2B

For more information on what the analyst ratings may mean, visit https://pro.benzinga.com/blog/what-do-stock-analyst-ratings-mean/ (Benzinga is not affiliated with Moomoo Technologies Inc., Moomoo Financial Inc., or its affiliates.)

2. NVIDIA Forecast By Technical Analysis, February 26th, 2024

For more information, such as definitions and explanations of the above technical terms, please view: 

Interpretation of technical indicators >>

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