Nvidia(US:NVDA) ZACKS·2025-12-10 14:01Core Insights - NVIDIA's stock has gained approximately 34% in 2025, with a remarkable surge of about 1150% since the beginning of the year [1] - The company reported $57 billion in revenue for the quarter ending in October, a 62% increase year-over-year, driven by strong demand for AI data center chips [2] - NVIDIA's data center business generated $51.2 billion, exceeding the Bloomberg consensus estimate of $49.3 billion [3] Financial Performance - For Q3, NVIDIA achieved earnings per share (EPS) of $1.30, surpassing the Zacks Consensus Estimate of $1.24, with revenues beating estimates by 4.14% [3] - The company anticipates fourth-quarter revenues of $65 billion, exceeding the Zacks Consensus Estimate of $60.30 billion [4] Market Outlook - NVIDIA's CEO projected $500 billion in AI chip orders through next year, with potential for additional orders [5] - The approval for NVIDIA to sell advanced H200 chips to China is expected to positively impact NVDA shares [6][7] - The U.S. government will now receive 25% of revenues from NVIDIA's chip sales to China, up from 15%, indicating strong governmental support for the company [8] Analyst Recommendations - NVIDIA holds a Zacks Rank of 1 (Strong Buy) with an average brokerage recommendation of 1.16, indicating strong bullish sentiment among analysts [10] - Of the 49 recommendations, 45 are classified as Strong Buy, representing 91.84% of all recommendations [11] - The average price target for NVIDIA is $252.67, suggesting a potential increase of 36.17% from the closing price of $185.55 on December 8, 2025 [12] Investment Opportunities - The combination of positive ratings, strong financial results, and increased revenue sharing with the government supports the case for investing in NVIDIA-heavy ETFs [13]