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NVIDIA earnings report tonight, Wall Street focuses on Blackwell chip demand and DeepSeek impact

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2025-02-26 05:19:34
Nvidia, the world's second-largest company, will report its fourth-quarter earnings after the U.S. market closes on Wednesday. As the world's second-largest company, Nvidia needs to prove to investors that demand for its next-generation Blackwell chips remains strong and will not be affected by the DeepSeek AI model. Analysts on average expect Nvidia's revenue to grow 73% this quarter to $38.20 billion, compared with about $20 billion in the same period last year.
Here's Wall Street's interpretation of Nvidia's upcoming earnings report:
Analysts at Mizuho Securities expect Nvidia to report "in line with expectations", but there may be "growing pains" and data center revenue may level off in the April quarter.
Wedbush Securities believes that Nvidia will perform strongly again and "clearly exceed expectations and raise expectations", and its survey shows that individual AI enterprise deployments have not slowed down due to DeepSeek.
Bank of America forecasts that NVIDIA's data center revenue will increase by 60% year-on-year in 2025, and points to the GTC conference in March as the next important catalyst.
Bloomberg Intelligence said Nvidia is likely to meet its fourth-quarter revenue forecast and raise its Quarter 1 forecast on the back of significant growth in Blackwell GPUs.
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