- Nvidia will report income on Wednesday, with investors focused on the influence of Blackwell’s demand from Deepseek.
- Deepseek’s model raised concerns about lowering GPU sales when debuting last month.
- Most analysts expect Nvidia to beat profit estimates and potentially increase instructions.
Nvidia has a high grass to clean when reporting the fourth quarter’s income behind the closing bell on Wednesday.
As the world’s second largest company, Nvidia will have to testify to investors looking for its future generation Blackwell Chip continues to be strong, and that the company will not be adversely affected by the sharp debut of China model Deepseek he.
Last month, Deepseek raised concerns among investors that databases would not need so much computing power as they initially expected, which will result in less GPU sales for Nvidia.
However, Nvidia General Director Jensen Huang has argued that Deepseek’s efficiency profits will only accelerate the speed with which he has been adopted and advanced.
According to Bloomberg data, the average analyst’s average estimate suggests that Nvidia will increase its revenue by 73% to $ 38.2 billion a quarter, compared to revenue from a year earlier of about $ 20 billion.
Here’s what Wall Street is saying for the next Nvidia profits report.
Mizuho: Wait some ‘growing pain’ in the close term
Analysts in Mizuho said that while they expect Nvidia to report a “line” profit ratio, they also expect some “growing pain”.
“Our checks show that while Janq DC is expected in line, April may be flatter as nearby ramps remain modest given the GB200 power/cooling requirements,” Mizuho said in a note last week.
DC refers to income from the Nvidia data center, which includes its sales of GPU chips.
For Mizuho, the concentration is in the second half of the year, after expecting a “strong” Rampa of Blackwell to make lost income in the first half of the year.
“We continue to see the NVDA that directs the strong industry leadership with its ecosystem Cuda, at the top of its integrated HW platform, where there are strong relationships with customers,” Mizuho said, adding that main customers Microsoft, Amazon and Alphabet to their turbocharger their Blackwell their Blackwell purchases later this year.
Mizuho appreciates the Nvidia in “Outperform” at a price of $ 175.
Wedbush: ‘We are looking forward to good news’
Analysts in Wedbush said the big question that goes to profits is whether it will be another quarter “$ 2 billion and $ 2 billion raised”. The firm thinks they can attract it.
“We are looking forward to another strong performance and ‘Clear Beat and Raise Special’ from Nvidia that should calm the investor nerves while Jensen puts the mass demand drivers from Blackwell and Capex in this field by promoting this 4th revolution industrial, ”Wedbush said.
Wedbush said that based on his channel controls, a single enterprise setting has not slowed or changed due to Deepseek.
“No customer wants to ‘lose their place in line” as we are described for us for the next Nvidia chips, “Wedbush said.
Bank of America: The other catalyst is the GTC conference
Analysts at the Bank of America expect Nvidia to beat analysts’ estimates, and said they expect the company’s 2025 data center income to increase 60% year by year.
Despite Deepseek’s supposed “revolutionary” optimizations, there is no difference so far to spend goals on the big NVDA clients, including Microsoft and Meta, ”said Vivek Arya, Analyst in the Bank of America on a monthly note this month .
Arya said optimizations in hardware and software are “main part of computing”, so he does not expect Deepseek’s efficiency leading to a sales reduction for the company.
Seeing past revenue, Arya said the GTC and Nvidia conference in March is the other great catalyst. This is where the investor’s concentration for Nvidia can be moved from Blackwell and towards future generation products, including ruby GPU and solutions for autonomous robots.
The Bank of America estimates NVIDIA in a “Buy” with a $ 190 price target.
Bloomberg Intelligence: Blackwell on track
Nvidia is likely to meet the fourth trimester income expectations and raise its first trimester guidance “amid a significant increase in its Blackwell GPUs,” said Kunjan Sobhani, technology analyst in Bloomberg Intelligence, said last week.
Sobhani said that Nvidia has overcome some recent delays in the supply chain and concerns about the hyperscaler’s demand, as evidenced by the price of its shares, fully recovering Deepseek’s losses.
“Initial deliveries to key customers began at 4Q and will increase through 1q26,” Sobhani said. “Increased guidance of capital expenditure from Meta, Microsoft, Amazon Web Services and Google helps our confidence in long -term sales.”
Encouraging, Sobhani said the nipida profit boundaries could “return in the mid -1970s” in the second half of the year after landing due to Blackwell’s production ramp.