Investors are employed by NVIDIA’s aftercare account template on the US exchange Nasdaq.
The chip giant Nvidia generated a profit per share of $ 0.89 in the fourth quarter of its 2025 financial year. Analysts had expected that a profit of $ 0.845 per share would come about in the reporting period, after the AI profiteer had achieved an EPS of $ 0.50 in the comparison period of the previous year. NVIDIA earned net below the line $ 22.06 billion after $ 20.01 billion a year ago.
The quarterly turnover of Nvidia in the recent annual quarter was $ 39.3 billion, after $ 22.10 billion in the same period in the previous year. The analysts forecast had estimated sales in the reporting period at $ 38.08 billion.
Deepseek shock defied
Nvidia refutes the doubters: the AI boom continues to grow the business of the chip group rapidly. In the past few weeks, it has been partially questioned whether as many Nvidia chips are really needed to train artificial intelligence as it has been assumed so far. The trigger was the Chinese Ki Deepseek, which was supposedly learned with very little effort.
But now Nvidia exceeded the expectations of the analysts. CEO Jensen Huang even said Deepseek was “fantastic” for Nvidia. Because the Chinese developers would have made a new technology available for creating AI answers in general. And that in turn drives the need for nvidia chips, Huang argued in the TV station CNBC. Because such AI models sometimes needed 100 times more computing power than earlier software.
Key position in the AI business
Nvidia’s chip systems are used around the world for training applications with artificial intelligence. Heavy weights such as Alphabet or the Facebook group Meta fill entire data centers-but also Ki start-ups such as the Chatgpt-FinderFIRMA OPENAI. This key position has increased Nvidia’s business explosively in the past two years.
Demand for Blackwell Stark
NVIDIA is currently in the process of launching a more powerful new generation of its AI chips called “Blackwell”. Technical problems would have delayed the introduction by a few months, but have now been solved, said Huang. The “Blackwell” demand is “extraordinary,” he assured. In the chip system, which weighs one and a half tons and consists of more than one million parts, he had a better feeling than three months earlier.
The AI giant earned $ 2.94 per year overall, which corresponds to a strong plus in the previous year comparison ($ 1.19 per share). The net profit shot from 29.7 to $ 72.8 billion. The proceeds were $ 130.49 billion and thus awaited than on the market: analysts had now expected $ 129.40 billion after sales of $ 60.92 billion a year earlier.
JPmorgan leaves Nvidia on ‘Overweight’ – destination $ 170
The US bank JPmorgan left the classification for Nvidia with a price target of $ 170 after numbers on “Overweight”. Expert Harlan Sur attested to the Chipriesen in a study available on Thursday about the expectations of the analysts and an outlook that was characterized by a persistently high demand in the field of artificial intelligence. The demand continues to overlap the supply.
Forecast exceeds expectations
With his forecast for the first quarter, Nvidia was also over the expectations and promised revenues of $ 43 billion, while the market was $ 42.1 billion. However, overfilled NVIDIA apparently does not, investors have heard even more potential for the forecast.
This is how the Nvidia share reacts
Quite convincing business figures help the 2025 previously weak shares of Nvidia only moderate on Thursday. The course fluctuates between profits and losses back and forth. The shares in Nasdaq trading initially rose, but now lose 3.16 percent to $ 127.13-it is not enough for a liberation from the downward trend initiated at the beginning of January. This year’s course balance of the AI favorite also remains negative.
In November, it was enough for a record level after the last interim balance with a slight increase, which was exceeded for cent amounts at the beginning of the year. But since then, investors for the shares of the Chipriesen can no longer really warm up. The course had slipped by about a quarter by the beginning of February. An interim recovery reached its limits in early February when the course capitulated at a good $ 143 at the course of the downward trend. To leave this, the shares would currently have to increase over $ 140.
“Nvidia was able to convince its investors that the demand for their own AI chips will remain strong,” said Markt analyst Maximilian Wienke from the Etoro platform. Companies continue to rely on the market leader and concerns about cheaper alternatives would be dispersed. The Chinese AI provider Deepseek, which is said to be a significant amount of arithmetic, was recently triggered. “As an important indicator for the entire AI sector, this result should silence the skeptics again,” said Wienke.
According to the UBS expert Timothy Arcuri, the results are good enough so that the AI debate moves further in a positive direction. NVIDIA exceeded the analyst expectations both with sales in the past quarter and with the forecast for the current quarter. CEO Jensen Huang said Deepseek was “fantastic” for Nvidia. Because the Chinese developers would have made a new technology available for creating AI answers in general. And that in turn drives the need for nvidia chips, said Huang to the TV station CNBC.
Stacy Rasgon von Bernstein Research praised the sales in the data center area, which would have exceeded the market expectations thanks to the accelerated acceptance for the graphics processors of the Blackwell series. The UBS expert Arcuri also rated the company that the group progressed faster than planned with the new generation of its AI chips than planned. “Blackwell” had contributed to eleven billion dollars that sales of 78 percent to $ 39.3 billion in the year.
For the current quarter, Nvidia predicted $ 43 billion – with the restriction that it could be two percent higher or lower. On average, analysts had expected a forecast of around $ 42 billion. At times, the first reactions in excessive trade had already been in the red under these circumstances.
Nvidia has to justify the rally of the past few years with strong numbers, because in 2023 and 2024 there were very strong for the chip group’s share. Since their intermediate low in October 2022, they have been worth fourteen times. In terms of market capitalization, Nvidia had temporarily opened up to Apple as a globally valuable company. In this sequence, NVIDIA is currently in second place with 3.61 trillion with 3.22 trillion US dollars.
Redaktion finanzen.net with material from dpa (afx)