Nvidia (NVDA, Financial) is gearing up to drop its fiscal Q4 earnings on February 26, and Wall Street is expecting nothing short of a blowout. Wedbush Securities sees a “clear beat and raise” on the horizon, with AI spending skyrocketing. The Magnificent 7 tech giants are set to pour $325 billion into capital expenditures in 2025—up nearly $100 billion from last year—driven by the AI boom. Nvidia remains at the center of this surge, with Blackwell architecture chips in such high demand that supply can't keep up. Analysts are calling for $38.15 billion in revenue and earnings of $0.85 per share, keeping Nvidia's winning streak alive.
Evercore ISI just added Nvidia to its Tactical Outperform list, pointing to its massive technological lead over competitors. Big players like Alphabet (GOOG, Financial), Amazon (AMZN, Financial), and Microsoft (MSFT, Financial) continue to prioritize Nvidia's AI accelerators, reinforcing its dominance. Financially, the company is in top shape, with cash reserves surging 50% to $38.5 billion in Q3—outpacing its total liabilities. Even as growth rates moderate, Nvidia is still expected to post high-double-digit revenue expansion through 2025, fueled by what analysts are calling the AI-driven “4th Industrial Revolution.”
The stock has already roared back 20% from its late January lows, with analysts seeing even more room to run. Tigress Financial just upgraded Nvidia to Strong Buy, slapping on a $220 price target—implying another 20% upside from mid-February levels. With earnings on deck and AI demand showing no signs of cooling, all eyes are on Jensen Huang to set the tone for what could be yet another record-breaking year.
