:max_bytes(150000):strip_icc()/GettyImages-2174942404-cb152d2e209146c4977bc34a7930af28.jpg "What You Want To Know Forward of Nvidia’s Earnings Report")
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Key Takeaways
- Nvidia will report third-quarter outcomes after the market closes on Wednesday.
- Analysts count on the chipmaker to ship income progress pushed by demand for synthetic intelligence infrastructure, with file information heart gross sales.
- Traders may also be expecting updates on Nvidia’s Blackwell AI chip shipments.
Nvidia (NVDA) will report third-quarter outcomes after the bell Wednesday, with the world’s most dear firm projected to report income progress pushed by demand for synthetic intelligence (AI) infrastructure.
Wall Avenue analysts count on the chipmaker’s income to develop 84% year-over-year to $33.28 billion and web revenue to leap to $17.45 billion or 70 cents per share, up from $9.24 billion or 37 cents per share a 12 months earlier, in response to Seen Alpha. Nvidia underwent a 10-for-1 inventory break up in June.
| Analyst Estimates for Q3 2025 | Q2 2025 | Q3 2024 | |
| Income | $33.28 billion | $30.04 billion | $18.12 billion |
| Earnings Per Share | 70 cents | 67 cents | 37 cents |
| Web Revenue | $17.45 billion | $16.6 billion | $9.24 billion |
Key Metric: Information Middle Income
Nvidia’s information heart income hit a file $26.3 billion within the second quarter, and analysts are calling for it to climb to a contemporary excessive of $29.53 billion within the third quarter. In August, CEO Jensen Huang mentioned, “world information facilities are in full throttle to modernize all the computing stack with accelerated computing and generative AI.”
Morgan Stanley raised its value goal for Nvidia inventory to $160 from $150 earlier this week and maintained its “obese” score, citing the energy of its information heart progress.
“We count on NVDA’s Information Middle enterprise to drive a lot of the expansion over the subsequent 5 years, as enthusiasm for generative AI has created a robust surroundings for AI/[machine learning] {hardware} options,” the analysts mentioned.
Enterprise Highlight: Blackwell Provide
Traders may also be expecting updates on shipments of Nvidia’s Blackwell AI chip, which Huang has referred to as “a full sport changer for the business.”
Nevertheless, Morgan Stanley analysts warned provide constraints may restrict the upside of Nvidia’s near-term outlook, including “we predict the larger upward revisions occur later within the 12 months.” Nvidia has mentioned it expects to ship a number of billion {dollars} value of Blackwell income throughout the January quarter as manufacturing ramps up.
Shares of Nvidia have practically tripled in worth for the reason that begin of the 12 months, at $141.98 as of Friday’s shut.
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