Quick access to main page (top) Direct access to main contents Quick access to main page (bottom)

NVIDIA’s Big Reveal: Analysts Predict Smaller Shock in Upcoming Earnings

Daniel Kim Views  

Analysts anticipate that NVIDIA’s upcoming earnings report, scheduled for release early Thursday morning in South Korea, may not produce the same surprise as previous quarters.

In its last two earnings announcements, NVIDIA’s stock experienced substantial increases of over 16% and 9%, fueling a broader rally in AI-related stocks. Investors are now watching closely to see if this trend will continue with the latest report.

Eugene Investment & Securities forecasts that NVIDIA’s revenue for the second quarter of fiscal year 2025 will reach $29.9 billion, reflecting a 121% year-over-year increase. They project earnings per share (EPS) to rise to $0.69, representing a 156% increase, aligning with consensus estimates. The gross profit margin (GPM) is expected to be 75.5%.

The data center segment is anticipated to generate $26.3 billion, marking a 155% increase from the previous year. Meanwhile, gaming revenue is projected to hit $2.76 billion, an 11% increase.

Lee Seung Woo, a Eugene Investment & Securities analyst, highlighted that the profit margin is a key factor to watch. The company’s guidance of 75.5% is lower than the previous quarter’s 79.1%. He pointed out that this marks the first expected decline in margin in eight quarters, which could be a significant factor.

He also mentioned that this earnings report may not deliver as big of a surprise as previous reports. With the Federal Reserve’s interest rate cuts becoming a foregone conclusion, Blackwell’s performance and GPM guidance will be crucial pieces of the puzzle for the U.S. stock market and tech sector as the presidential election approaches.

Daniel Kim
content@viewusglobal.com

Comments0

300

Comments0

[BUSINESS] Latest Stories

  • Honda to Start Making Old Parts Again — Starting with the NSX
  • Honda's NSX Returns: A 1,000-Horsepower Electric Rival to Lexus LFR
  • Honda’s S7 Electric SUV: A Major Player in the Race for EV Dominance
  • Lamborghini's First EV: A 2,000-Horsepower Beast Built for Speed and Emotion
  • Ford Revives Classic Design with the 2025 Bronco Heritage Edition
  • ID.EVERY1: Volkswagen's $21K Electric Vehicle Aims to Make Green Driving Accessible

You May Also Like

  • 1
    Shinhan Bank Opens Doors on Sundays to Serve Foreign Residents!

    LATEST 

  • 2
    Healthcare Workers Unite: Massive Walkout Planned to Demand Better Conditions

    LATEST 

  • 3
    Chery Group Launches LEPAS: A Colorful New Era in Premium Mobility

    LATEST 

  • 4
    Get Ready, Pokemon Fans: Jeju Island to Host Epic Pokemon Wonder Event!

    LATEST 

  • 5
    Hope on the Horizon? Posco Future M Eyes Recovery After Tough Quarter!

    LATEST 

Popular Now

  • 1
    Chery Group Launches LEPAS: A New Era of Premium Mobility Begins in Indonesia

    LATEST&nbsp

  • 2
    XCMG Machinery Scores Big with Dual Compliance Certifications!

    LATEST&nbsp

  • 3
    Seoul Stocks Dip as Trump’s Tariff Threat Looms Over Investors

    LATEST&nbsp

  • 4
    Czech Republic Seeks Stronger Defense Ties with South Korea Amid Global Security Concerns

    LATEST&nbsp

  • 5
    South Korea's Airports Transform into Art Galleries Just in Time for Holiday Travelers

    LATEST&nbsp

Must-Reads

  • 1
    Shinhan Bank Opens Doors on Sundays to Serve Foreign Residents!

    LATEST 

  • 2
    Healthcare Workers Unite: Massive Walkout Planned to Demand Better Conditions

    LATEST 

  • 3
    Chery Group Launches LEPAS: A Colorful New Era in Premium Mobility

    LATEST 

  • 4
    Get Ready, Pokemon Fans: Jeju Island to Host Epic Pokemon Wonder Event!

    LATEST 

  • 5
    Hope on the Horizon? Posco Future M Eyes Recovery After Tough Quarter!

    LATEST 

Popular Now

  • 1
    Chery Group Launches LEPAS: A New Era of Premium Mobility Begins in Indonesia

    LATEST 

  • 2
    XCMG Machinery Scores Big with Dual Compliance Certifications!

    LATEST 

  • 3
    Seoul Stocks Dip as Trump’s Tariff Threat Looms Over Investors

    LATEST 

  • 4
    Czech Republic Seeks Stronger Defense Ties with South Korea Amid Global Security Concerns

    LATEST 

  • 5
    South Korea's Airports Transform into Art Galleries Just in Time for Holiday Travelers

    LATEST