Introduction
Nvidia, a leading company in the technology sector, is about to release its quarterly numbers for the first quarter of 2025, expected to be announced on May 28, 2025, after market close. The high expectations from investors could lead to significant price fluctuations, which is of great importance for investors.
Background and Expectations
- Expected Revenue: Analysts predict revenue of approximately $39.33 billion for the first quarter of 2025, representing an increase of 65.8% compared to the previous year.
- Expected Earnings per Share (EPS): Market expectations are set at $0.73, up from last year’s $0.61.
- Revenue for Q2: Revenue of $45.54 billion is anticipated for the second quarter.
Market Conditions and Risks
- Price Fluctuations: High expectations can lead to significant price fluctuations, depending on whether Nvidia meets or disappoints those expectations.
- Risks: Bank of America warns of a weak outlook despite a buy recommendation, indicating potential risks.
Technological Trends
Nvidia is benefiting significantly from the boom in the AI and data center sectors, particularly through the sales of H100 and B200 chips for training large AI models.
Comparison with Other Technology Companies
AMD: AMD also reported strong results in its first quarter of 2025, with a revenue increase of 36% compared to the previous year. This shows that the technology sector is growing strongly overall.
Overall, investors are facing an exciting release that could have significant implications for the market. The high expectations and strong growth in the AI sector could continue to place Nvidia in a leading position in the technology sector.