According to Zhitong Finance APP, ahead of NVIDIA's (NVDA.US) earnings report, UBS raised its target price for the stock from $175 to $205 while maintaining a &#34;Buy&#34; rating, stating that its &#34;momentum remains strong.&#34;
Analyst Timothy Arcuri stated, &#34;We believe overall demand signals remain strong (with Texas's Oncor receiving about 40 gigawatts of 'high confidence' new load requests for data centers, although some may involve duplicate orders to 'secure positions'), and we expect NVIDIA's performance guidance to reflect this strong backdrop—its GB200/GB300 rack partners have indicated that they expect to achieve 30,000 rack deployments this year, with significant ramp-up in the fourth quarter.&#34;
The company is optimistic that after reaching an agreement with the U.S. government, it could generate billions of dollars in revenue each quarter, allowing it to sell H20 chips in exchange for 15% of the revenue.
The institution is optimistic that after reaching an agreement with the U.S. government, NVIDIA could increase its revenue by billions of dollars each quarter. The agreement allows it to sell H20 chips and receive 15% of the revenue in return.
&#34;We expect second-quarter (July) revenue to be around $46 billion (about $1 billion above expectations from the previous quarter), and third-quarter (October) revenue guidance, excluding the Chinese market, to be around $54-55 billion, potentially reaching $57 billion if including the Chinese market. Based on our research on the production supply chain, we estimate that the business revenue for the second quarter at $35 billion could see a quarter-over-quarter increase of 20-25% in the third quarter—this alone could bring about $7-8 billion in quarter-over-quarter growth. We are slightly cautious about the data center network business due to supply chain issues with 800G product shortages, but we still believe the third-quarter target of $6 billion in network revenue is achievable (with a quarter-over-quarter increase of nearly $1 billion).&#34;
&#34;In summary, it is reasonable to expect total data center revenue of $49 billion in the third quarter, while the gaming business will face greater growth pressure due to a high base in the first quarter. Regarding the Chinese market, there may be some H20 inventory that can be reused after impairment provisions, but we believe NVIDIA has placed new Hopper wafer orders after obtaining H20 licenses and is still developing the Blackwell version—we think it is likely that the U.S. government will increase the sales license limit to China as part of the agreement.&#34;

Nvidia will release its first quarter report for fiscal year 2026 ending April 27, 2025. 

According to analysts surveyed by FactSet, Nvidia's first-quarter revenue is expected to increase 66% year-on-year to $43.3 billion; adjusted earnings per share will increase 44% year-on-year to $0.88. The growth rate of revenue and profits has slowed significantly compared with the same period last year. In the same period last year, Nvidia's revenue increased by 262% year-on-year, and its adjusted earnings per share increased by 461% year-on-year.

Nvidia will release its first quarter report for fiscal year 2026 ending April 27, 2025. According to analysts surveyed by FactSet, Nvidia's first-quarter revenue is expected to increase 66% year-on-year to $43.3 billion; adjusted earnings per share will increase 44% year-on-year to $0.88. The growth rate of revenue and profits has slowed significantly compared with the same period last year. In the same period last year, Nvidia's revenue increased by 262% year-on-year, and its adjusted earnings per share increased by 461% year-on-year.

NVIDIA Financial Results for Q4 Fiscal 2025

NVDA

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

SOXL

UBS raised its target price for NVIDIA from $175 to $205 ahead of the earnings report and maintained a "Buy" rating. Analyst Timothy Arcuri noted that overall demand signals are strong, and NVIDIA is expected to achieve significant performance growth, particularly in the deployment of the GB200/GB300 racks. Revenue for the second fiscal quarter is expected to be around $46 billion, with guidance for the third fiscal quarter at $49 billion, and growth is also anticipated in the gaming business

- UBS raised Nvidia's target price from $175 to $205, maintaining a "buy" rating, citing strong momentum.  
- Analyst Timothy Arcuri noted robust demand signals, with significant new load requests for data centers, and projected quarterly revenues could increase by billions following a government agreement allowing sales of H20 chips.  
- The forecast for Q2 revenue is approximately $46 billion, with Q3 estimates ranging from $54 to $57 billion, despite cautious expectations for the data center network segment due to supply chain issues.

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GB200/GB300 is expected to see significant volume growth in the fourth quarter, UBS maintains a "Buy" rating on NVIDIA