Nvidia Earnings Report: Nvidia’s Revenue and Profit Growth Surpasses Projections, and the Company’s Share Price Rises by More Than 3%

The price of Nvidia’s stock increased before the company’s Q4 earnings were released. The tech behemoth revealed a sharp increase in revenue and earnings for the fourth quarter. Nvidia announced sales of $39.3 billion in Q4, up 12% from the previous quarter and 78% from one year ago, exceeding projections of $38.04 billion. Know the latest updates on NVIDIA Share Price.

As the tech giant revealed its fourth quarter results, Nvidia’s share price increased by more than 3% during regular trading on Wednesday before dipping a little during erratic extended hours. In regular trading, the price of Nvidia’s stock finished up 3.7% higher. For extended trading, the stock fell 1.49%. 

In contrast to projections of 84 cents per share, the tech giant posted an adjusted profit of 89 cents per share. The net income of $22.06 billion is above the $19.57 billion forecasted by analysts.
 
According to Huang, Nvidia has increased the manufacture of Blackwell AI supercomputers on a vast scale, “achieving billions of dollars in sales in its first quarter.”

According to Reuters, Nvidia’s data centre sector sales, which make up the majority of its revenue, increased 93% to $35.6 billion in the quarter that ended on January 26. This was more than the $33.59 billion forecast. 

In the previous quarter, the segment had grown by 112%. According to LSEG, Nvidia anticipates $43 billion in total sales for the first quarter, plus or minus 2%, while analysts had estimated $41.78 billion. The first-quarter gross margin is expected to fall to 71%, which is less than the 72.2% Wall Street had predicted, according to data compiled by LSEG.

“We delivered $11 billion of Blackwell architecture revenue in the fourth quarter of fiscal 2025, the fastest product ramp in our company’s history,” Kress said in an earnings call Wednesday afternoon.
 
“Blackwell sales were led by large cloud service providers which represented approximately 50% of our data centre revenue,” he added.

Nvidia’s Stock Price

Nvidia, the AI boom’s poster child, is currently valued at over $3 trillion and is the second-largest business on Wall Street. Two years ago, Nvidia’s market worth was less than $600 billion. Year-to-date (YTD), the price of Nvidia’s stock has decreased by 5%. But over the last two years, Nvidia’s stock price has increased by more than 400%, and it has risen 66% in the last year.
  
As the leading developer of the technology for training large-language models, California-based Nvidia emerged as the symbol of this decade’s AI revolution. Analysts at Morgan Stanley predict that by 2025, Nvidia will own roughly 95% of the $158 billion global GPU market. 

Due to its large market share, Nvidia’s stock skyrocketed, and for the full years of 2023 and 2024, it outperformed all other S&P-listed stocks. However, with a 3.7% gain over the last six months—worse than the benchmark S&P 500’s 6.7% return—NVI has not recently outperformed the overall market. 

The world’s thirteenth richest man, Huang, dismissed the unfavourable investor response to the DeepSeek announcement, stating last week that the notion that AI spending will decline is the “complete opposite of the truth.”