---
title: "Everything You Need to Know Before NVIDIA's Earnings Report!"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/27583152.md"
description: "Just came across a new AI tool and asked some questions about NVIDIA's financial report. What do you all think of the results? Based on reference information..."
datetime: "2025-02-26T08:58:39.000Z"
locales:
  - [en](https://longbridge.com/en/topics/27583152.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/27583152.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/27583152.md)
author: "[躺平致富](https://longbridge.com/en/profiles/8547308.md)"
---

# Everything You Need to Know Before NVIDIA's Earnings Report!

**Just started using a new AI tool and asked some questions about NVIDIA's earnings report. What do you all think of the results?**

According to reference information, here is a summary of key information predicted for $NVIDIA(NVDA.US) Q4 earnings report:

### **1\. Key Financial Metrics Forecast**

Item

Wall Street Consensus

Other Institutions' Forecast

Year-on-Year Growth

Revenue

$38.2 billion

HSBC $40 billion

+73%

Adjusted Net Profit

$20.95 billion

\-

+63%

Adjusted Earnings Per Share (EPS)

$0.84

UBS $0.85

+63%

Data Center Revenue

$33.5-34.5 billion range

\-

+84.5%

### **2\. Core Focus Points**

**Blackwell Chip Progress**

-   Expected to begin mass production in Q4
-   UBS predicts Blackwell revenue of $25 billion next quarter
-   Yield issues may drag down gross margin (expected to drop to 73.5%)

**Validation of Market Demand Resilience**

-   Tech giants' total capital expenditure will reach $325 billion by 2025, far exceeding expectations
-   Wedbush survey shows: despite DeepSeek, customer demand remains strong
-   Musk's xAI has used 200,000 H100 chips, potentially expanding to 1 million in the future

**Competition and Risks**

-   Intensified competition from AMD/Broadcom, major companies developing their own ASIC chips
-   Supply chain risks (blacklists, packaging bottlenecks)

### **3\. Overview of Institutional Opinions**

Institution

Key Opinion

Target Price/Rating

Morgan Stanley

Recommends buying in advance, improved visibility for Blackwell supply

Bullish (not specified)

HSBC

Focus on Blackwell growth rather than total, expects Q4 revenue to exceed expectations

Target price $175

UBS

Expects Blackwell to contribute $25 billion in revenue next quarter

\-

Wedbush

Long-term positive on demand, target market value $5 trillion

\-

### **4\. Market Expectations and Stock Price Impact**

-   **Historical Performance**: EPS has exceeded expectations in the past 8 quarters, with an average stock price fluctuation of ±9.2% on earnings report day
-   **Options Market**: Implied stock price volatility ±11%, reaching a two-year high
-   **Target Price Range**: Wall Street average target price 179 (current 179 (current 126.63 corresponds to +41%)

### **V. Related Investment Tools**

Type

Example Underlying

Long ETF

2x Long $GraniteShares 2x Long NVDA Daily ETF(NVDL.US) / _NVDL_/$T-Rex 2X Long NVIDIA Daily Target ETF(NVDX.US)

Short ETF

2x Short $T-Rex 2X Inverse NVIDIA Daily Target ETF(NVDQ.US), 1x Short _NVDQ_, 1x Short $Direxion Daily NVDA Bear 1X ETF(NVDD.US)

Concept Stocks

$Taiwan Semiconductor(TSM.US) / _TSM_/AVGO/AMD/ _AMD_/DELL/$Microsoft(MSFT.US), etc.

### Related Stocks

- [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md)
- [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md)
- [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md)

## Comments (2)

- **第一交易员肉包包 · 2025-02-26T09:51:09.000Z**: What tool is this?
  - **叫我大王来巡山** (2025-03-03T08:49:36.000Z): Grok members can do it, but the hallucinations are too strong, with a lot of incorrect data and information.