Nvidia Forecasts Stronger Than Expected Fourth Quarter Revenue

Bonisiwe Shabane

-Dec 31, 2025, 3:52 PM

nvidia forecasts stronger than expected fourth quarter revenue

Nvidia reported fiscal third-quarter earnings and revenue that topped Wall Street expectations on Wednesday and provided stronger-than-expected sales guidance for the fourth quarter. Shares of the AI chipmaker rose more than 4% in extended trading. Here's how the company did, compared with estimates from analysts polled by LSEG: Nvidia said it expects about $65 billion in sales in the current quarter, versus $61.66 billion expected by analysts. The company said net income in the quarter rose 65% to $31.91 billion, or $1.30 per share, from $19.31 billion, or 78 cents per share, in the year-ago period. Analysts expect AI chip demand to remain strong.

Nvidia has forecast fourth-quarter revenue above Wall Street estimates and is betting on booming demand for its AI chips from cloud providers even as widespread concerns of an artificial intelligence bubble grow stronger. The world’s most valuable company expects fourth-quarter sales of $65bn, plus or minus 2 percent, compared with analysts’ average estimate of $61.66bn, according to data compiled by LSEG. The results from the AI chip leader mark a defining moment for Wall Street as global markets look to the chip designer to determine whether investing billions of dollars in AI infrastructure expansion has... “The AI ecosystem is scaling fast with more new foundation model makers, more AI start-ups across more industries and in more countries. AI is going everywhere, doing everything, all at once,” Nvidia CEO Jensen Huang said in a statement. Nvidia forecast fourth-quarter revenue above Wall Street estimates on Wednesday, on booming demand for its AI chips from cloud providers despite widespread concerns of an artificial-intelligence bubble.

The results from the AI chip design leader mark an important moment for investors, as global markets look to it to determine whether investing billions of dollars in AI infrastructure expansion has fuelled a... The world's most valuable company said it expected fiscal fourth-quarter sales of $65 billion, plus or minus 2 per cent, compared with analysts' average estimate of $61.66 billion, according to data compiled by LSEG. The outlook indicates that demand remains strong for Nvidia’s artificial intelligence accelerators, the expensive and powerful chips used to develop AI models. Nvidia has faced growing fears that the heavy spending on such equipment is not sustainable. Shares of the AI market bellwether jumped more than 4 per cent in extended trading. Before the results, doubts had pushed Nvidia shares down nearly 8 per cent in November, after a 1,200 per cent surge in the past three years.

The broader market has declined almost 3 per cent this month. Jensen Huang joins 'The Claman Countdown' to discuss the impact of artificial intelligence and reinvention of computing. Nvidia CEO Jensen Huang said Wednesday the chipmaker is heading into a "crazy good" fourth quarter, underscoring its dominance at the heart of the global artificial intelligence boom. In an interview on FOX Business Network’s "The Claman Countdown" following stronger-than-expected third-quarter earnings, Huang said he expects the momentum to carry into the next quarter. "We guided to a much larger quarter next quarter," Huang said. "And so the guidance that we provided is crazy good — I would agree with that.

But we're in the beginning of a very long-term build-out of the fundamental infrastructure of humanity, which is computing." Huang added that the California-based company is leading a transformation in computing. SANTA CLARA, Calif., Feb. 26, 2025 (GLOBE NEWSWIRE) -- NVIDIA (NASDAQ: NVDA) today reported revenue for the fourth quarter ended January 26, 2025, of $39.3 billion, up 12% from the previous quarter and up 78% from a year... For the quarter, GAAP earnings per diluted share was $0.89, up 14% from the previous quarter and up 82% from a year ago. Non-GAAP earnings per diluted share was $0.89, up 10% from the previous quarter and up 71% from a year ago.

For fiscal 2025, revenue was $130.5 billion, up 114% from a year ago. GAAP earnings per diluted share was $2.94, up 147% from a year ago. Non-GAAP earnings per diluted share was $2.99, up 130% from a year ago. “Demand for Blackwell is amazing as reasoning AI adds another scaling law — increasing compute for training makes models smarter and increasing compute for long thinking makes the answer smarter,” said Jensen Huang, founder... “We’ve successfully ramped up the massive-scale production of Blackwell AI supercomputers, achieving billions of dollars in sales in its first quarter. AI is advancing at light speed as agentic AI and physical AI set the stage for the next wave of AI to revolutionize the largest industries.”

Nvidia CEO Jensen Huang presents the Nvidia Blackwell platform at an event ahead of the Computex forum, in Taipei, Taiwan, on June 2, 2024. Nvidia reported fiscal fourth-quarter earnings after the bell on Wednesday that beat Wall Street expectations. The company also provided strong guidance for the current quarter. Stream NBC4 newscasts for free right here, right now. The company's report and guidance signals that the chipmaker is confident it will be able to continue its historic run of growth driven by artificial intelligence well into 2025. Shares were flat in extended trading.

Here's how the company did, compared with estimates from analysts polled by LSEG:

Nvidia Forecasts Stronger Than Expected Fourth Quarter Revenue

People Also Search

Nvidia Reported Fiscal Third-quarter Earnings And Revenue That Topped Wall

Nvidia Has Forecast Fourth-quarter Revenue Above Wall Street Estimates And

The Results From The AI Chip Design Leader Mark An

The Broader Market Has Declined Almost 3 Per Cent This

But We're In The Beginning Of A Very Long-term Build-out