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What You Need To Know Ahead of Nvidia’s Earnings Report
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Main points
- Nvidia will report third-quarter results after the market close on Wednesday.
- Analysts expect the chipmaker to see revenue growth driven by demand for artificial intelligence infrastructure and record data center sales.
- Investors will also be watching for updates on Nvidia’s Blackwell AI chip shipments.
NVIDIA (NVDA) will report third-quarter results after the bell on Wednesday, with the world’s most valuable company expected to report demand-driven revenue growth Artificial Intelligence (AI) infrastructure.
Wall Street analysts expect the chipmaker’s revenue to rise 84% year-over-year to $33.28 billion, with net profit jumping to $17.45 billion from $9.24 billion, or 37 cents a share, a year earlier, according to Visible Alpha. US dollars (i.e. 70 cents per share). . Nvidia has experienced 10-for-1 stock split June.
| Analyst Forecasts for Q3 2025 | Q2 2025 | Q3 2024 | |
| income | US$33.28 billion | US$30.04 billion | US$18.12 billion |
| earnings per share | 70 cents | 67 cents | 37 cents |
| net income | $17.45 billion | $16.6 billion | US$9.24 billion |
Key Metric: Data Center Revenue
NVIDIA data center revenue hits record high record $26.3 billion In the second quarter, analysts expect it to climb to a new high of $29.53 billion in the third quarter. August, CEO “Data centers around the world are working hard to modernize their entire computing stack through accelerated computing and generative artificial intelligence,” Huang said.
Morgan Stanley raised its price target on Nvidia stock to $160 from $150 earlier this week and maintained an “overweight” rating, citing strong data center growth.
“We expect NVDA’s data center business to drive most of the growth over the next five years as enthusiasm for generative AI creates a strong environment for AI/(machine learning) hardware solutions,” the analysts said.
Business Spotlight: Blackwell Supply
Investors will also be watching for an update on Nvidia Blackwell AI chip shipments, which Huang called ” Completely changing the rules of the game for this industry. ”
However, Morgan Stanley analysts warned that supply constraints could limit the upside to Nvidia’s near-term outlook, adding “we believe a larger upward revision will occur later this year.” Nvidia said it expects Blackwell’s revenue to reach billions of dollars in the first quarter as production ramps up.
Nvidia shares have nearly tripled since the start of the year, closing at $141.98 on Friday.
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