NVIDIA Revenue Forecasted to Beat Expectations for 14th Consecutive Quarter, Multiple Institutions Bullish on AI Market Through 2027

**NVIDIA Q4 2025 Earnings Out Tonight Post-Market: AI Sector Barometer in Focus** NVIDIA will release its Q4 2025 earnings report tonight after the U.S. stock market closes (5 a.m. Beijing time tomorrow)—a critical gauge for the AI industry and U.S. equities. As the world’s most valuable company, its results are poised to move global financial assets. Markets are tuned into: - Data center revenue growth - Blackwell GPU shipment updates - Next quarter’s outlook ### Market Expectations Sentiment is cautiously optimistic, with a 14th consecutive earnings beat widely expected. Key consensus forecasts: - Q4 revenue: $650–$660 billion (65%–68% YoY growth); data center segment to top $60 billion - Official guidance (Nov 2024): $650 billion ±2% - EPS: $1.50–$1.53 (70%–72% YoY growth) - Gross margin: ~70% For Q1 FY2027 (next quarter), consensus revenue stands at $710–$730 billion (63%–64% YoY growth)—dependent on demand for Blackwell and Rubin chips. ### Institutional Views - **Morgan Stanley**: Bullish; expects Q4 revenue to exceed guidance by at least $2 billion (topping $670 billion). Sees no slowdown in AI demand; target price: $250. - **Bank of America**: Optimistic on Blackwell/future product sales momentum; Wall Street’s highest target: $275 (Buy rating). - **Citi**: Recommends buying pre-earnings; forecasts Q4 $670 billion, Q1 guidance $730 billion. Expects B300/Rubin ramp-up in H2 2026 (34% sales growth); March GTC conference a key catalyst. Target: $270 (43% upside). ### Prediction Market Insight Per PolyBeats monitoring, Polymarket odds for NVDA beating Q4 EPS ($1.52) hit 92%.