University of Kwazulu-Natal

Nvidia S Results And Guidance Show Its Remarkable Growth Phase Isn T

Bonisiwe Shabane
-
nvidia s results and guidance show its remarkable growth phase isn t

Nvidia reported better-than-expected earnings and revenue on Wednesday, and said sales growth this quarter will remain above 50%, signaling to Wall Street that demand for artificial intelligence infrastructure shows no sign of fading. The stock, which is up 35% this year after almost tripling in 2024, slipped in extended trading as data center revenue came up short of estimates for the second straight period. Shares pared the losses Thursday. Here's how the company did, compared with estimates from analysts polled by LSEG: Nvidia said it expects revenue this quarter to be $54 billion, plus or minus 2%, though that number does not assume any H20 shipments to China. Analysts were expecting revenue of $53.1 billion, according to LSEG.

The company's 2026 second-quarter results confirmed that Nvidia's data center business remains entrenched in the global AI buildout. Nvidia finance chief Colette Kress told analysts on an earnings call that the company expects between $3 trillion and $4 trillion in AI infrastructure spending by the end of the decade. The more Nvidia beats Wall Street’s expectations, the harder it is to satisfy them. The chipmaker reported second-quarter revenue of $46.74 billion, with sales up 56% year over year, and earnings per share of $1.08, easily topping Wall Street’s forecasts. The company’s gross margins also surged to 72.4%, up from 61% last quarter. For most other companies, the results would be a home run.

But for Nvidia, whose quarterly financials have become a litmus test for the AI boom, Wall Street wasn’t convinced. Shares fell more than 3% in after-hours trading as the chipmaker came up short in most of Wall Street’s most optimistic forecasts. The stock was trading lower premarket, down about 1.3%. The market reaction is somewhat paradoxical: Nvidia’s core business is still booming, with the company reporting a jump in sales of more than 50%. However, the company narrowly missed data center revenue estimates. “The miss on data center revenue weighs on the name in spite of the broader beat.

Though Nvidia is forecasting $54 billion in revenue next quarter, traders may see this as a bearish catalyst given some on the Street had estimates as high as $63 billion,” said senior vice president... Investors largely ignored a similar miss last quarter, but this time, likely prompted by recent nervousness that the AI sector may be in a financial bubble, the stock faltered after the earnings report. NVIDIA Corporation (NASDAQ: NVDA) heads into Friday’s Dec. 26, 2025 session with two narratives pulling at the stock at the same time: fresh, headline-driven momentum around inference and deal-making—plus a still-evolving policy story on China shipments—against a backdrop of investors debating how... After U.S. markets closed for Christmas Day on Dec.

25 and reopened on Dec. 26, NVDA is set up for a post-holiday session where liquidity can be thinner, price moves can look exaggerated, and “single headline risk” can matter more than usual. Nasdaq Below is what to know before the opening bell—including the latest news, the company’s most recent fundamentals and guidance, what analysts are projecting, and the key risks investors are actively pricing. As of the latest available trading data from the shortened Dec. 24 session (with markets closed on Dec.

25), NVIDIA shares were trading around $188–$189. StockAnalysis Market schedule context matters this week: Home > Business & Leadership > Nvidia Shatters Expectations as AI Revolution Drives Demand for Blackwell Chips Nvidia, the titan of AI hardware and computing, has once again proved its dominance in the tech world. The Santa Clara-based company reported a staggering surge in its third-quarter earnings, surpassing Wall Street expectations and solidifying its position as the backbone of artificial intelligence innovation.

With a near doubling of revenue and a sharp rise in profits, Nvidia’s financial performance underscores the immense demand for its specialized chips, particularly among AI-driven industries. Despite minor fluctuations in after-hours trading, the company’s upward trajectory in 2023 remains undeniable. Nvidia's influence on the artificial intelligence landscape is poised to grow even further, fueled by its groundbreaking Blackwell GPUs and the global shift toward AI computing. For the fiscal quarter ending October 27, Nvidia reported revenue of $35.08 billion—a remarkable 94% increase compared to $18.12 billion in the same period last year. Net profit soared to $19.31 billion, more than double last year’s $9.24 billion. Adjusted earnings per share reached $0.81, surpassing analysts' expectations of $0.75.

Nvidia’s stock, which has already risen by 195% in 2023, dipped slightly by 1% in after-hours trading. However, this minor drop reflects investor caution over its fourth-quarter revenue guidance of $37.5 billion, slightly above analysts' forecasts of $37.09 billion. Written by Zacks Equity Research for Zacks-> NVIDIA Corporation NVDA is poised to deliver another stellar quarterly performance when it announces third-quarter fiscal 2025 results on Nov. 20. The company, a pivotal force in generative artificial intelligence (AI) and large language models, is expected to showcase robust revenue growth, driven by surging demand for its advanced chips from the datacenter market.

Click here to know how NVDA’s overall fiscal third-quarter results are likely to be. NVIDIA Corporation price-eps-surprise | NVIDIA Corporation Quote Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar. Antonio Bordunovi/iStock Editorial via Getty Images Wall Street analysts believe that Nvidia (NVDA) is significantly undervalued, and I totally agree with it. The company's valuation multiples are poised to contract dramatically over the next few years as it keeps converting

Analyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor.

Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

People Also Search

Nvidia Reported Better-than-expected Earnings And Revenue On Wednesday, And Said

Nvidia reported better-than-expected earnings and revenue on Wednesday, and said sales growth this quarter will remain above 50%, signaling to Wall Street that demand for artificial intelligence infrastructure shows no sign of fading. The stock, which is up 35% this year after almost tripling in 2024, slipped in extended trading as data center revenue came up short of estimates for the second stra...

The Company's 2026 Second-quarter Results Confirmed That Nvidia's Data Center

The company's 2026 second-quarter results confirmed that Nvidia's data center business remains entrenched in the global AI buildout. Nvidia finance chief Colette Kress told analysts on an earnings call that the company expects between $3 trillion and $4 trillion in AI infrastructure spending by the end of the decade. The more Nvidia beats Wall Street’s expectations, the harder it is to satisfy the...

But For Nvidia, Whose Quarterly Financials Have Become A Litmus

But for Nvidia, whose quarterly financials have become a litmus test for the AI boom, Wall Street wasn’t convinced. Shares fell more than 3% in after-hours trading as the chipmaker came up short in most of Wall Street’s most optimistic forecasts. The stock was trading lower premarket, down about 1.3%. The market reaction is somewhat paradoxical: Nvidia’s core business is still booming, with the co...

Though Nvidia Is Forecasting $54 Billion In Revenue Next Quarter,

Though Nvidia is forecasting $54 billion in revenue next quarter, traders may see this as a bearish catalyst given some on the Street had estimates as high as $63 billion,” said senior vice president... Investors largely ignored a similar miss last quarter, but this time, likely prompted by recent nervousness that the AI sector may be in a financial bubble, the stock faltered after the earnings re...

25 And Reopened On Dec. 26, NVDA Is Set Up

25 and reopened on Dec. 26, NVDA is set up for a post-holiday session where liquidity can be thinner, price moves can look exaggerated, and “single headline risk” can matter more than usual. Nasdaq Below is what to know before the opening bell—including the latest news, the company’s most recent fundamentals and guidance, what analysts are projecting, and the key risks investors are actively prici...