Nvidia (NVDA) Earn Report Q4 2025

Nvidia In the fourth quarter earnings reports after the call on Wednesday.

According to LSEG consensus, this is what Wall Street is waiting for:

• Eps: $ 0.84, fixed
• Comes from: $ 38.04 billion

NVIDIA’s profit report will put the latest touches on Wednesday to one of the most significent years of a large company. Only analysts do not expect 72% of revenues in the quarter ended in January, but sales for the full fiscal year are expected to increase to about $ 130 billion.

The company is a necessary device for the installation and placement of artificial intelligence applications such as the growth strip, data center graphical processing units or GPUs, Openai’s Chatgept.

Over the past two years, NVIDIA stock has risen more than 440%, and it became the most valuable US company with a market cap to more than $ 3 trillion.

However, the meteorical growth of shares slowed in recent months – this is trading at the same price as in October in October. The company’s appreciation is slowing down, and the questions of investors if NVIDIA can grow.

Nvidia CEO Jensen Huang will have an opportunity to extend the questions of investors and analysts about the AI ​​boom in two years on Wednesday.

In particular, NVIDIA investors are concerned about any signs that the company’s most important clients – hyperscale cloud companies – years of major capital expenditures. They are also shaken by the Chinese AI model, Deepseek’s R1, more protested against the assumptions that NVIDIA chips will need to build a smarter AI.

There is also a possibility that US officials’ NVIDIA officials can show to further extend the export of EU chips to China on national security crops. NVIDIA is prohibited from sending the most advanced AI chips to the region, especially for China, it is specifically for China.

In addition, investors will want to know how Blackwell Ride is going report The distribution of some versions of the last AI chip of NVIDIA can occur more slowly than expected for heating and product requirements.

Morgan Stanley analysts estimated this month Microsoft In 2025, about 35% of the spending in Blackwell will give the account. Google 32.2%, Orace 7.4% and Amazon 6.2%.

Last week, TD Cowen analysts said they have canceled the leases with Microsoft’s private data center operators and slow them down the negotiation process to enter a new lease. In the report, he raised fears on the sustainability of the growth of the AI ​​infrastructure, which is a large part of the NVIDIA’s chips.

Microsoft returned on Monday, saying that the infrastructure plan to spend $ 80 billion in 2025. Moreover, most other major Customers of NVIDIA have invested great investments. The alphabet is targeted $ 75 billion In capital costs this year Meta will spend up to $ 65 billion and aims to spend on Amazon $ 100 billion.

“We have talked to industry participants in the weekend and, of course, the longer the long-term driver of the land related to the soil has not changed the requirement of Microsoft GPU,” Morgan Stanley Analyst Joseph Moore Joseph Moore has a $ 152 price target at Joseph Moore Nvidia Stock.

Again, investors will listen to any signs of NVIDIA’s relations with cloud companies. NVIDIA will listen to the management for financial 2026 and how much high sales can increase last year.