When is the Nvidia Balance Sheet? Expectations are at record levels!

The countdown has begun for one of the most anticipated balance sheet announcements of 2025. NVIDIA maintains record growth, but investors now want to see “excellent guidance,” not just a “good balance sheet.” The company's next earnings report will be a real stress test for Wall Street.

📅 Next Balance Sheet Date: May 28, 2025
Reported Period: 04/2025 (first quarter of 2025)
Expected EPS: 0.893 USD
Expected Income: 43.12 billion USD

🧮 What Do The Numbers Say?

Last announced quarter (01/2025) with Expectations for the next quarter (04/2025) in comparison:

• EPS Growth Expectation: 0.89 → 0.893 = +0.34% (almost constant)
• Expected Revenue Growth: 39.3B → 43.12B = +9.72%

The expectation of EPS growth is quite limited, indicating that margin pressure is increasing. Despite the fact that the company achieved a significant increase in revenue, the acceleration in profitability could not grow at the same pace, investors “gross margin and expense control” It can cause him to focus more on titles like.

📉 Stock Reaction After Previous Balance Sheet

• February 26, 2025: EPS: 0.89 (Expectation 0.84) — Surprise: +5.95%
• Income: 39.3B (Expectation 38.02B) — Surprise: +3.37%
• Stock Reaction: -5.12%

Comment: The stock sold off, although the numbers were above analyst estimates. This means that “expectations are already reflected in the price”. Since the market capitalization of the company is already at the level of trillions of dollars, the investor no longer only wants to grow, but the sustainability of the future pace He wants to see.

📊 Why Is This Balance Sheet Critical In The Eyes Of The Market

• Revenue is expected to exceed $43 billion for the first time, this is a new level for NVIDIA.
• EPS growth is limited; this may signal high R&D expenses, production costs, or a change in sales volume.
• Gross margins to be carefully examined. A drop in margins above 78% could put pressure on the stock.
• Management guidance (forward guidance)may be more decisive than the balance sheet results.

🧠 Demand for Blackwell GPU and Artificial Intelligence

In the first half of 2025, NVIDIA introduced its next-generation GPUs with Blackwell architecture. Expected to reach full production capacity by July 2025, these chips will be used in both government-sponsored artificial intelligence projects and corporate data centers.

New news feed:

• A deal for 18,000 Blackwell GPUs was signed with the Saudi Arabia-based Humain company.
• At CES 2025, the Rubin AI platform was introduced. It is described in the industry as the “post-transformer chip era”.

📉 Stock Technical & Fundamental Outlook

• Price: 135.40 USD
• Market Value: 3.4 trillion USD
• F/K Ratio: 39.6
• Performance since the New Year: +%91.2
• Gross Margin: 78.1%

📢 Expert Review

“In the balance sheet of May 28, it is not the figures, but the toning that will be decisive. Beyond clichéd statements like 'AI chip demand is increasing', Blackwell shipment figures, enterprise order portfolio and year-end 2025 guidance will play critical roles in investor decision.”

📌 Note to Investor

• It should be noted that in the past 3 quarters there were after-sales of the balance sheet.
• Expectations are very high this term. Even a slight weakness of guidance can drag the feeling down.
• Despite the potential for technical correction, it still harbors a strong growth scenario in the long term with the theme of artificial intelligence.

⚖️ Disclaimer:

This content is not investment advice. You need to make your financial decisions based on your own research and risk profile.

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