Yahoo Finance·2026-01-22 14:30Company Performance - Nvidia reported a strong third quarter for 2025, with sales of $57.1 billion, representing a 62% increase year-over-year (YOY) [1] - Earnings per share (EPS) rose 60% to $1.30, surpassing the consensus estimate of $1.26 [1] - The data center segment, the largest revenue driver, grew 66% YOY to $51.2 billion [1] - Operating cash flow increased to $23.8 billion from $17.6 billion in the previous year, while free cash flow rose 65% to $22.1 billion [6] Market Position - Nvidia is the largest chip company globally, with a market capitalization of $4.3 trillion [3] - The company is expected to see revenue growth driven by AI, with projections for chip companies' revenue to rise from $220 billion in 2025 to over $550 billion by 2028 [4][5] Future Guidance - For the December quarter, Nvidia anticipates revenue around $65 billion, indicating a growth rate of approximately 65.4% from the previous year [7] - Analysts have a "Strong Buy" consensus rating for Nvidia stock, with a mean target price of $255.78, suggesting an upside potential of about 40% from current levels [8] Other Semiconductor Companies - Astera Labs, valued at $31 billion, reported revenues of $230.6 million, more than doubling from $113.1 million the previous year [10] - Micron Technology's revenues surged 56% YOY to $13.6 billion, with earnings rising 167% to $4.78 per share [15][16] - Micron expects revenue for fiscal Q2 2026 to be between $18.3 billion and $19.1 billion, indicating a YOY growth rate of 132% [17]