Nvidia (NVDA.US)'s upcoming 4FQ25 results, which will be announced on 26 February, are now expected to post a sales of US$40 billion, beating management guidance/ market consensus of US$37.5 billion/ US$38.2 billion, according to a research report issued by HSBC Global Research.
Investors are increasingly focused on Blackwell's revenue growth momentum rather than overall sales momentum, HSBC Global Research added. The broker currently believed that Blackwell's revenue will be on track.
HSBC Global Research cut its FY2026 EPS forecast for Nvidia by 10% to reflect lower expectations for NVL's server rack, and correspondingly chopped its target price to US$175 from US$185, with rating kept at Buy.
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AAStocks Financial News
Web Site: www.aastocks.com
| SG Top Picks |
| Stock & Type |
Code |
Strike(Call Level) |
Last |
Effective Gearing |
| Nvidia (C) |
10447 |
175 (-) |
0.080 |
7.0 X |
| Nvidia (C) |
10537 |
165 (-) |
0.197 |
4.6 X |
| Nvidia (C) |
10405 |
160 (-) |
0.072 |
8.9 X |
| Nvidia (P) |
10448 |
123 (-) |
0.109 |
5.2 X |
| Nvidia (P) |
10538 |
116 (-) |
0.142 |
3.6 X |
