There are few earnings releases which are as eagerly anticipated as that of Nvidia Corporation (NASDAQ:NVDA), which is scheduled for this week on February 26.
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As anyone who has been following the markets is well-aware, Nvidia has been on a crazy-hot bull run over the past few years. The dominant force in the lucrative data center segment, Nvidia has seen its share prices catapult by close to 700% since ChatGPT burst onto the scene a little over two years ago.
The leading AI chipmaker has recovered much of its mojo following the DeepSeek revelations last month, as both analysts and company CEO Jensen Huang offered reassurances that Nvidia chips will remain vital for future AI growth and development.
The market will be looking at the company numbers — as well as Huang’s assessments — for further confirmation that Nvidia is on track for bullish growth going forward.
Top investor Dair Sansyzbayev is all in on Nvidia, believing that the company will once again surpass consensus expectations when it unveils its Q4 FY 2025 print.
“I expect the company to deliver another strong quarter, which will highly likely be a big positive catalyst for the share price,” shares the 5-star investor, who sits in the top 3% of TipRanks’ stock pros.
Sansyzbayev points to a number of reasons for his optimistic views, including the overarching trends among other industry players. The investor notes that one of NVDA’s key production partners, TSM, recently saw its year-over-year revenue increase by 36% for the month of January.
Moreover, the AI chip market only seems to be growing, with firms such as Deloitte forecasting that the global semiconductor industry will reach a record level of sales in 2025. Much of this is being led by the scramble for cloud and AI market share among the hyperscalers, and Sansyzbayev adds that Amazon, Microsoft, Meta, and Google are planning to spend $320 billion on AI investments in this year alone.
“Such aggressive data center spending will mean the demand for Nvidia’s GPUs is highly likely to soar further in 2025,” posits the investor.
Another feather in Nvidia’s cap is its history of positive earnings surprises, which Sansyzbayev mentions the company has accomplished for the past eight quarters. The investor explains that this is another reason to anticipate good tidings once again.
Expecting “strong revenue and EPS growth outlook” on the upcoming call, the investor is reiterating a Strong Buy rating for Nvidia. (To watch Sansyzbayev’s track record, click here)
Wall Street seems equally bullish about Nvidia’s prospects as well. With 30 Buy and 2 Hold ratings, NVDA enjoys a consensus Strong Buy rating. Its 12-month average price target of $179.77 would yield gains of around 34% in the year ahead. (See NVDA stock forecast)
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Disclaimer: The opinions expressed in this article are solely those of the featured investor. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.
