What You Need to Know
• Analysts project a 29% to 34% upside for NVIDIA (NVDA), with price targets ranging from $168 to $175. • The company is set to release its Q4 earnings on February 26, 2025, with expectations of a 73% year-over-year revenue increase. • Strong AI and data center demand continue to drive investor confidence despite recent market volatility.
Analyst Consensus and Price Targets
NVIDIA (NVDA) remains a top pick among analysts ahead of its highly anticipated earnings report. The average 12-month price target sits between $168 and $175, implying a potential 29% to 34% upside from its current trading levels. Nearly all covering analysts maintain a “buy” rating, citing strong fundamentals and continued dominance in AI hardware.
Earnings Expectations
Wall Street expects NVIDIA to report $38.32 billion in revenue for Q4, a staggering 73% jump from the previous year. Net income is projected to reach $21.08 billion, driven by record-breaking demand for AI chips. With government agencies and tech giants expanding their AI infrastructure, NVIDIA remains the go-to supplier in the sector.
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Market Position and Recent Developments
Despite a recent stock dip due to competition concerns from Chinese AI startups, NVIDIA has shown resilience. The South Korean government’s massive GPU acquisition further solidifies the company’s dominance in AI computing. Investor sentiment remains bullish, with many seeing recent volatility as a buying opportunity ahead of earnings.
The Oracle says:
“The Oracle says NVIDIA’s strong foothold in AI and data centers, combined with bullish analyst projections, makes it a stock to watch. Pay close attention to its earnings report and forward guidance for confirmation of its growth trajectory.”
