nvidia's q4 earnings: will data center revenue reach $38 billion?
Santa Clara, Thursday, 20 February 2025.
nvidia is set to release its q4 2025 earnings on february 26. analysts predict a total revenue of $38.1 billion. the data center segment is expected to drive this growth, with revenue projections soaring from $22.2 billion to $34 billion since january 2024. blackwell revenue could reach $75.1 billion, boosting data center revenue to $183.8 billion in fiscal year 2026. gross profit for the data center segment has remained around $26 billion since august.
analyst ratings and market sentiment
Analysts are optimistic about nvidia’s prospects. Oppenheimer analyst Rick Schafer has a buy rating with a target price of $175 [4]. His win rate is 71.7% with an average total return of 25.7% [4]. SIG analyst Christopher Rolland also maintains a buy rating, setting a price target of $180 [4]. His win rate is 58.5% with a 21.6% return rate [4]. Multiple wall street firms updated nvidia’s ratings on february 20, 2025, with price targets ranging from $175 to $195 [4]. However, HSBC cut its target price to $175 [4].
revenue projections and growth
Nvidia forecasts q1 2026 revenue of $24 billion, surpassing market expectations of $21.9 billion [2]. The data center revenue for q4 reached $18.4 billion, exceeding market estimates of $17.21 billion [2]. The company’s revenue is projected to be close to $38 billion, a 73.516 or 73.5% year-over-year increase [1][6]. This growth is fueled by strong demand for ai-focused chips, including the blackwell gpus [6]. CEO Jensen Huang described the demand for blackwell as ‘staggering’ [6].
stock performance and market impact
Nvidia’s stock has experienced significant volatility. It traded down 4.8% since the last earnings release [1]. Since january 2024, the stock has increased by approximately 180% [1]. Despite recent fluctuations, nvidia’s share price has risen over 23% from its early february low of $113.01, trading below its january all-time high of $153.13 [6]. The upcoming earnings release is anticipated to influence the broader technology sector [6]. Market reactions could create trading opportunities across various tech stocks [6].
factors influencing nvidia’s outlook
Supply chain checks suggest nvidia is ready to accelerate the gb200 ramp [4]. Sakana ai, a japanese startup supported by nvidia, is demonstrating efficient ai training [4]. Newegg has launched new nvidia rtx 5070 ti gpus and abs arvr gaming pcs [4]. These developments, coupled with the high demand for blackwell chips, position nvidia for continued growth [4]. Investors will be closely watching nvidia’s conference call for further insights into the company’s financial health and future strategies [4].