Semiconductors
Nvidia Q4 Financials: Beat Likely for Q4; Questions Persist for Q1
I/O FundFEB 25, 20255 Min Read
Nvidia will release its Q4 FY2025 results on 26th February after market close. Analysts expect Q4 revenue to grow 72.3% YoY to $38.1 billion and adjusted EPS to grow 63.8% YoY to $0.84. The company has a history of beating consensus estimates, at a minimum of $1 billion for six quarters. Nvidia has an attractive valuation and is one of the few tech stocks in the market that does. Typically, we would buy here. However, the I/O Fund prefers to wait to see how the supplier commentary around Blackwell resolves before deciding next steps since we are particularly exposed to AI semis.
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