➡️ Nvidia sales grow 78% on AI demand, company gives strong guidance
🔴 Nvidia reported fourth-quarter earnings after the bell on Wednesday that beat Wall Street expectations. 🔴The company’s revenue in the quarter rose 78%, and full fiscal-year revenue for Nvidia rose 114% to $130.5 billion. 🔴 Nvidia reported a 73% gross margin in the quarter, which was down three points on an annual basis. The company said the decline in gross margin was due to newer data center products that were more complicated and expensive. 🔴Nvidia said it expected about $43 billion in first-quarter revenue, plus or minus 2%, versus $41.78 billion expected per LSEG estimates. The first-quarter forecast implies year-to-year growth of about 65% from a year earlier, a slowdown from 262% annual growth in the same period a year prior. 👉 The stock was mixed after-hours $NVDA NVIDIA Q4 FY25 (January quarter). • Revenue +12% Q/Q to $39.3B ($1.2B beat). • Gross margin 73% (-2pp Q/Q). • Operating margin 61% (-1pp Q/Q). • Non-GAAP EPS $0.89 ($0.04 beat). Q1 FY26 guidance: • Revenue $43.0B ($1.0B beat). Source: CNBC, App Insights
Nvidia $NVDA: if you wonder why the stock was not surging after-hours despite beating Street estimates, here's part of the answer:
everyone's is UBER-BULLISH on the stock. This caps the upside.
$NVDA Q4 2025
"We've successfully ramped up the massive-scale production of Blackwell AI supercomputers, achieving billions of dollars in sales in its first quarter." - Jensen Huang Revenue +78% *Data Center +93% *Gaming -11% *Professional Vis. +10% *Automotive +103% EBIT +77% *marg. 61% (62) EPS +82% Source: Quartr
Wake up it is nvdia $NVDA earnings week...
Disappointing data could be a major blow for all Mag 7. Will a positive surprise trigger a revival of Mag 7 relative strength versus the rest of the world?
Nvidia's market cap increased by $259 billion today after the stock rallied 9%, bouncing back from yesterday's record decline.
This was the 3rd largest single day increase in market cap for any US company (Nvidia already holds the #1/#2 spots). $NVDA Source: Charlie Bilello
Nvdia closed at $118 yesterday,
below its 200-day Moving average yesterday. The last time it happened the stock was trading at... $16 Source: Trend Spider
DeepSeek V3 ‘bullish’ for Nvidia, would buy on weakness, says Cantor Fitzgerald - Would you agree???
DeepSeek’s V3 large language model is “actually very bullish” for Nvidia (NVDA) and compute, despite “great angst” around the impact for compute demand and fears of peak spending on GPUs, Cantor Fitzgerald tells investors. The firm says DeepSeek’s advances mean artificial general intelligence is closer, and that work will continue on pre-training, post-training, and time-based inference/reasoning, and future investments in large-scale clusters will only accelerate, all of which is bullish for AI. The firm would buy shares of Nvidia on any potential weakness. Cantor has an Overweight rating and $200 price target on the shares. Source: Markets Insider
Nvidia $NVDA just had the largest single day market cap decrease in stock market history.
By a HUGE margin. Source: Evan
