Nvidia stock sinks over 8%, market cap dips below $3T as earnings are no match for sky-high expectations

Published On Feb 27, 2025, 4:02 PM

Nvidia's stock fell 8.5% after the company reported fourth quarter earnings that exceeded Wall Street expectations, but provided a first quarter gross margin forecast lower than analysts anticipated. The company guided for a 71% gross margin, under the expected 72.1%. Despite achieving $39.3 billion in revenue for Q4 and $11 billion from sales of its Blackwell AI GPUs, concerns over pricing pressure and increased competition remain. As result, Nvidia's market capitalization has dipped below $3 trillion, trailing behind Apple and Microsoft. Other semiconductor stocks such as Micron, TSMC, and AMD also experienced declines following Nvidia's earnings release.

Stock Forecasts

NVDA

Negative

Given the disappointing gross margin outlook and the resulting price pressure, Nvidia might continue to face downward pressure on its stock in the near-term. However, strong demand for AI products could help sustain long-term growth.

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