AI giant Nvidia (NVDA) is preparing to release its Q4 FY25 results on February 26. Over the past year, NVDA stock has surged by approximately 65%, driven by the soaring demand for its advanced AI graphics processing units (GPUs). Wall Street anticipates robust revenue and profit growth for NVIDIA in Q4, with analysts forecasting earnings of $0.84 per share, marking a 63% year-over-year increase.
Revenues are expected to climb by 72% from the same quarter last year, reaching $38.08 billion, according to data from the TipRanks Forecast page. Notably, Nvidia has only missed earnings estimates once in the past nine quarters.
Ahead of the Q4 results, Reuters reported that NVDA is experiencing significant demand for its H20 artificial intelligence (AI) chips from Chinese companies, driven by the increasing popularity of DeepSeek’s AI models.
Prior to NVDA’s Q4 report, the stock has garnered multiple Buy ratings from Wall Street analysts. C.J. Muse of Cantor Fitzgerald is one such analyst who has maintained an Overweight rating and a $200 price target on NVIDIA. This five-star analyst noted that NVIDIA’s earnings consistently exceed expectations by $2 billion each quarter, with revenue increasing by $2-2.5 billion quarter-over-quarter since early 2023. However, he pointed out that these regular beats are now anticipated and no longer surprise the market.
For this quarter, he expects NVIDIA to deliver another solid beat but only a slight increase to forecasts. Muse believes stronger growth could emerge in the July quarter when the Blackwell platform becomes fully operational.
Similarly, Rosenblatt analyst Hans Mosesmann has maintained a Buy rating and a $220 price target on NVDA. He anticipates a modest beat for the January quarter. Mosesmann emphasized that the focus will be on updates regarding Blackwell, with management likely confirming shipments starting in F4Q25 and demand staying ahead of supply through FY26. He expects Blackwell shipments to grow throughout the year, gaining stronger momentum in the second half of FY26.
Using TipRanks’ Options tool, we can gauge what options traders anticipate from the stock following its earnings report. The expected earnings move is calculated using the at-the-money straddle of the options closest to expiration after the earnings announcement. Although this might sound complex, the Options tool handles the calculations for you. Currently, it indicates that options traders are expecting a 10.06% move in either direction.
Wall Street sentiment on NVIDIA appears bullish, as evidenced by 31 Buy and two Hold recommendations over the past three months. With an average price target of $178.81, the average NVDA stock price target suggests a 37.25% upside potential.
See more NVDA analyst ratings.
