Nvidia is set to release its Q4 fiscal earnings report today at 4:20 p.m. EST, marking a crucial moment for the AI and tech sector.
The company, known for its dominance in AI-driven GPUs, is expected to post $38.1 billion in revenue and $19.6 billion in net income, representing a 72% year-over-year revenue growth.
While this is impressive, it would also be the slowest growth Nvidia has reported since early 2023.
The company’s datacenter segment, which drives AI model training, is projected to bring in $33.5 billion, an 82% increase from last year.
However, investors remain cautious after Nvidia’s historic single-day market loss last month following the release of China’s DeepSeek AI, which sparked concerns about AI models running on less expensive hardware.
Despite recent stock fluctuations, analysts remain bullish on Nvidia’s long-term potential, with a $175 average price target suggesting a 38% upside from current levels.
With Nvidia still controlling 95% of the global GPU market, CEO Jensen Huang is confident AI spending will continue to surge.
Today’s earnings call could determine whether Nvidia reclaims its momentum or faces further market skepticism.