Nvidia earnings are on deck. Here's what Wall Street is watching for

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Analysts expect the chipmaker to post earnings of 75 cents per share on about $33.16 billion in revenue, or more than 80% revenue growth compared to a year ago.

Expectations are high for Nvidia's earnings. Nvidia is expected to report fiscal 2025 third-quarter results Wednesday after the close. Analysts see the darling chipmaker reporting a profit of 75 cents per share on revenue of $33.16 billion, per LSEG. Both figures represent more than 80% growth from the year-earlier period. The report will likely have implications for the broader market, given Nvidia's massive size. The semiconductor giant has a market capitalization of more than $3.

mountain Nvidia performance this year. Momentum behind Nvidia's Blackwell ramp Wall Street majors view Nvidia's Blackwell platform — which should be generally available in the January quarter — as a multibillion dollar revenue opportunity for the chipmaker. Nvidia had said in August that it expected about "several billion" in Blackwell sales during the January quarter.

said Blackwell supply chain concerns have "subsided" and expects upside in the company's fiscal year 2026 data center momentum, which it thinks the market has not yet fully priced in. What about the quarter overall? Many analysts expect strong results from the chipmaker, thanks in part to strong sales of its Hopper GPU. Goldman's Hari sees revenue up 90% year over year at more than $34 billion, with earnings of 79 cents per share also exceeding expectations.

 

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