Nvidia earnings, outlook top Wall Street forecasts as CEO Jensen Huang touts 'light speed' AI advances

Published On Feb 26, 2025, 4:42 PM

Nvidia reported fourth quarter earnings that beat analysts' expectations both in terms of earnings per share (EPS) and revenue. The company reported an EPS of $0.89 on revenue of $39.3 billion, surpassing the anticipated EPS of $0.84 and revenue of $38.2 billion. Looking ahead, Nvidia projects Q1 revenue at $43 billion, above Wall Street’s estimate of $42.3 billion. While their data center revenue was robust, rising significantly, gaming revenue fell 11% due to supply constraints. CEO Jensen Huang expressed confidence in their AI advancements, but noted challenges from geopolitical tensions and competition in the AI chip market.

Stock Forecasts

NVDA

Positive

Nvidia remains a strong player in the AI chip market, with substantial earnings growth and an optimistic outlook, which bodes well for continued investment. The potential for tariffs and competition from custom AI chips could pose risks, yet Nvidia's established user base and technology leadership give it a solid foundation for future growth.

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