NVIDIA Corporation (NVDA)
After Posting 94% Revenue Jump, Nvidia CEO Says Company Has Room to Scale
To hear Jensen Huang tell it, Nvidia — and artificial intelligence (AI) in general — is just getting started.
Nvidia's supply snags hurting deliveries but mask booming demand
Nvidia's revenue forecast on Wednesday disappointed Wall Street, raising questions over whether the artificial intelligence boom is waning. But the answer, according to Nvidia executives, analysts and investors, is a resounding no.
NVIDIA Corporation (NVDA) Q3 2025 Earnings Call Transcript
NVIDIA Corporation (NASDAQ:NVDA ) Q3 2025 Earnings Conference Call November 20, 2024 5:00 PM ET Company Participants Stewart Stecker - Investor Relations Colette Kress - Executive Vice President and Chief Financial Officer Jensen Huang - President and Chief Executive Officer Conference Call Participants C.J. Muse - Cantor Fitzgerald Toshiya Hari - Goldman Sachs Timothy Arcuri - UBS Vivek Arya - Bank of America Securities Stacy Rasgon - Bernstein Research Joe Moore - Morgan Stanley Aaron Rakers - Wells Fargo Atif Malik - Citigroup Ben Reitzes - Melius Research Pierre Ferragu - New Street Research Operator Good afternoon.
Nvidia's CEO defends his moat as AI labs change how they improve their AI models
Nvidia raked in more than $19 billion in net income during the last quarter, the company reported on Wednesday, but that did little to assure investors that its rapid growth would continue. On its earnings call, analysts prodded CEO Jensen Huang about how Nvidia would fare if tech companies start using new methods to improve their AI models.
Why Nvidia investors are missing the forest for the trees
Nvidia's GAAP gross margins — forecast at 73% for the company's fiscal fourth quarter — are still enviable across the semiconductor industry.
Nvidia says it will sell more of its next-generation Blackwell chips than previously anticipated
Nvidia on Wednesday emphasized that the rollout of its next generation Blackwell chip is on track. The company also signaled that Blackwell sales over the next few quarters will be limited by how many chips and systems Nvidia can make, not how much it can sell.
Nvidia: Triple Play Not Enough To Justify $3.6T Valuation (Rating Downgrade)
NVIDIA Corporation surpassed Q3 FY2025 expectations with $35.1B in revenue and $0.81 EPS, driven by strong Data Center segment performance. Despite robust results, concerns linger over supply constraints for Hopper and Blackwell GPUs, and ongoing gross margin contraction. Nvidia's stock remains overvalued at $145 per share, with a 5-year expected CAGR of ~3.4%, falling short of my investment hurdle rate.
NVIDIA Beats, After-Hours Yawns; PANW and SNOW Report, Too
NVIDIA's earnings of 81 cents per share versus 75 cents expected amounted to a year-over-year earnings gain of +103%.
Nvidia: Is Beating Expectations Not Enough Anymore?
NVIDIA continues to dominate the AI revolution, providing state-of-the-art hardware for AI tools, reflected in its strong Q3 FY 2025 earnings. Despite beating revenue expectations with $35.08B, NVIDIA's stock fell post-market, leaving investors wondering whether NVIDIA has lost its magic. However, NVIDIA's already outstanding growth hasn't even accounted for the Blackwell environment, which is booked for several quarters ahead and is set to drive results in FY 2026.
Nvidia Turned In The Base Case For Q3 '25 With No Catalyst In Sight (Rating Downgrade)
NVIDIA Corporation reported strong fiscal Q3 2025 results, with a sizable revenue beat at $35.1B backed by record quarterly data center sales at $30.8B. Earnings also outperformed at $0.81 per share. Management guided fiscal Q4 2025 revenue of $37.5B, slightly exceeded consensus expectations, with FY25 margins expanding ~230bps. Yet, the lack of new, quantified Blackwell updates and non-Blackwell forward growth catalysts underpin fading momentum in the stock's premium at current levels.
Nvidia (NVDA) Reports Q3 Earnings: What Key Metrics Have to Say
The headline numbers for Nvidia (NVDA) give insight into how the company performed in the quarter ended October 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Nvidia free cash flow will be 'absolutely enormous': Analyst
Nvidia (NVDA) reported its third quarter earnings results, beating expectations with data center revenue hitting $30.8 billion, surpassing the anticipated $29.1 billion. Overall, revenue reached $35.1 billion, exceeding the $33.2 billion forecasted by Wall Street.
