After NVIDIA (NVDA.US) released its latest financial report, Wall Street speculates that the extent to which the company's performance exceeds expectations this time may not be as significant as in previous quarters.
However, according to the information from the Wise Finance APP, Cantor Fitzgerald analyst C.J. Muse believes that in the chip industry, NVIDIA has the most potential to significantly exceed expectations in the future. He and his team believe that among all the companies they cover, NVIDIA has the most &#34;potential to exceed expectations&#34;.
The key factor driving NVIDIA's potential to exceed expectations is the upcoming Blackwell chip, which is expected to make a significant contribution in the January quarter next year. NVIDIA expects this product line to bring in &#34;tens of billions of dollars&#34; in revenue in the January quarter, while Wall Street's forecast is around $4 billion.
According to NVIDIA CEO Jensen Huang, the market demand for Blackwell is &#34;extremely crazy&#34;, coupled with NVIDIA's consistent strong execution, Muse believes the company is poised to exceed expectations. He expects NVIDIA's revenue in the January quarter to reach around $37 billion, and in the April quarter to reach around $41 billion, both figures are approximately $1 billion higher than market consensus expectations.
Muse points out that the performance of the Blackwell chip &#34;will drive performance beyond expectations and alleviate concerns about potential short-term fluctuations in the future&#34;, calling it possibly the &#34;strongest and most important product cycle for the company to date&#34;. He added that in this context, NVIDIA is &#34;undoubtedly the company we are most optimistic about&#34;.
NVIDIA's stock price surged significantly again this Tuesday, closing up 4.04% at $132.884, marking the fifth consecutive day of gains. Currently, NVIDIA's stock price is only 2.3% lower than the historical high closing price of $135.58 set on June 18.
Mizuho analyst Jordan Klein stated that long-term investors and hedge fund investors are becoming increasingly interested in NVIDIA's stock performance, especially against the backdrop of early 2025. The Blackwell chip may bring even greater performance surprises as its demand far exceeds supply.
Klein also pointed out that Hon Hai Precision Industry, the contract manufacturer for AI servers, recently mentioned in a media interview that the demand for the Blackwell chip is very strong, further fueling market optimism

NVDA

SOXL

NVDL

NVIDIA's stock price has risen for the fifth consecutive day. Analyst C.J. Muse believes that the company has the most "unexpected potential" in the chip industry. Despite Wall Street lowering its expectations for the extent of its performance exceeding expectations, Muse points out that the upcoming Blackwell chip will significantly boost performance, with expected revenues of $37 billion in January quarter and $41 billion in April quarter, both higher than market expectations. NVIDIA's stock price rose by 4.04% to close at $132.884, nearing its all-time high

- After Nvidia's recent earnings report, Wall Street speculates that the company's performance may not exceed expectations as significantly as in previous quarters.  
- Analyst C.J. Muse from Cantor Fitzgerald believes Nvidia has the highest potential for exceeding expectations in the chip industry, driven by the upcoming Blackwell chip, which is expected to generate billions in revenue.  
- Nvidia's stock has risen significantly, with increasing interest from long-term investors and hedge funds, particularly due to the strong demand for the Blackwell chip, which may lead to substantial performance surprises.

NVIDIA rises for the fifth consecutive day, analysts say the company has the most "unexpected potential"