Company Performance - Nvidia's stock closed at $162.83, reflecting a daily increase of 1.77%, outperforming the S&P 500's gain of 0.61% [1] - Over the last month, Nvidia's shares have risen by 11.14%, exceeding the Computer and Technology sector's gain of 5.6% and the S&P 500's gain of 3.85% [1] Upcoming Earnings - Nvidia is set to release its earnings report on August 27, 2025, with an expected EPS of $0.99, indicating a growth of 45.59% year-over-year [2] - Revenue is forecasted to be $45.69 billion, representing a 52.1% increase compared to the same quarter last year [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $4.24 per share and revenue at $197.54 billion, reflecting increases of 41.81% and 51.37% respectively from the previous year [3] Analyst Estimates and Stock Price Correlation - Changes in analyst estimates are correlated with near-term stock prices, with positive revisions indicating optimism about Nvidia's business outlook [4][3] Zacks Rank and Valuation - Nvidia currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate having increased by 0.15% over the past month [5] - The Forward P/E ratio for Nvidia is 37.72, which is a discount compared to the industry average of 39.04 [5] PEG Ratio and Industry Comparison - Nvidia has a PEG ratio of 1.34, significantly lower than the average PEG ratio of 2.74 for the Semiconductor - General industry [6] - The Semiconductor - General industry is ranked in the top 37% of all industries according to the Zacks Industry Rank [6][7]

Core Insights - Investors should focus on tech companies that balance growth and value, particularly those supplying critical hardware for AI infrastructure [1] Company Summaries Advanced Micro Devices (AMD) - AMD shares have increased by 76% since a 52-week low in April, driven by strong demand for GPUs in data centers and market share gains against Intel in CPUs [4] - In Q1, AMD reported a 36% year-over-year revenue increase and a 55% surge in adjusted EPS, with a forward P/E multiple of 35 based on this year's earnings estimates [5] - Using 2026 earnings estimates, AMD's P/E drops to 24, suggesting future growth may be undervalued; analysts expect 23% revenue growth for the full year [6][7] Dell Technologies - Dell's shares are recovering after a market sell-off, with strong demand in its server business expected to overshadow struggles in the PC market [8] - Dell's revenue increased by 5% year-over-year in Q1, with expectations to ship $7 billion worth of AI servers in Q2, a significant rise from $1.8 billion in Q1 [9] - The stock is trading at a forward P/E of 13 despite a 17% year-over-year earnings increase, indicating potential for double-digit earnings growth in the coming years [11][12]

CNBC's Jim Cramer on Wednesday said graphics chips from artificial intelligence powerhouse Nvidia could give the U.S. leverage in the ongoing trade war with China. "If Trump's wants to win this game, he may have to show his trump card, Nvidia. As I see it, the others just don't make for a good hand," he said. "You have to play with the cards you've been dealt, and for decades, our government did everything it could to encourage outsourcing to China. They left us with a pretty lousy darn hand, both Republica ...

Have you evaluated the performance of Nvidia's (NVDA) international operations for the quarter ending April 2025? Given the extensive global presence of this maker of graphics chips for gaming and artificial intelligence, analyzing the patterns in international revenues is crucial for understanding its financial strength and potential for growth.In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its financial health ...

Group 1: Advanced Micro Devices (AMD) - AMD's stock has decreased by 47% from its previous peak, but it experienced a boost following its first-quarter earnings report in May, marking its fourth consecutive quarter of accelerating growth driven by demand for data center and AI chips [3][4] - For Q1, AMD reported a revenue increase of 36% year over year to $7.4 billion, with adjusted earnings rising by 55%. The company anticipates a return to growth in its embedded chip business by the second half of 2025 [4][8] - The gaming segment saw a revenue increase of 28% year over year, attributed to strong demand for the new Radeon 9070 series graphics chips. If growth continues in both the embedded and gaming segments, AMD's stock could rise further [5][8] - AMD's stock is trading at a forward P/E ratio of 29, which is considered attractive given its growth history. However, chip export restrictions to China are expected to reduce full-year revenue by $1.5 billion [6][8] - The company has announced a $6 billion share repurchase program, increasing its total share repurchase authorization to $10 billion, reflecting management's confidence in AMD's strategic direction and growth prospects [7][8] Group 2: Micron Technology - Micron Technology is experiencing strong demand for memory and storage products due to the rising need for data processing in data centers, although its stock has fallen 37% from recent highs due to uncertainty in near-term demand trends [9][10] - The company is currently in a strong demand cycle, with revenue growing by 38% year over year in the most recent quarter, and management expects record quarterly revenue in the fiscal third quarter driven by data center demand [11] - Micron operates in a highly cyclical industry, and while its annual revenue growth has been inconsistent, the company is well-positioned to benefit from the increasing need for memory and storage in AI and cloud computing markets over the next decade [12][14] - The consensus analyst estimate projects Micron's revenue to reach $45 billion over the next two years, with earnings expected to be $11.12, resulting in a forward P/E ratio of less than 10, indicating potential for significant upside [15]

Core Viewpoint - Nvidia is anticipated to report a year-over-year increase in earnings and revenues for the quarter ended April 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The consensus estimate for Nvidia's quarterly earnings is $0.87 per share, reflecting a year-over-year increase of 42.6%. Revenues are projected to be $42.71 billion, which is a 64% increase from the same quarter last year [3]. Estimate Revisions - Over the past 30 days, the consensus EPS estimate has been revised down by 0.93%, indicating a reassessment by analysts regarding Nvidia's earnings prospects [4][10]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Nvidia is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -5.24%. This suggests a bearish outlook from analysts [10][11]. Historical Performance - Nvidia has consistently beaten consensus EPS estimates in the last four quarters, with a notable surprise of +5.95% in the most recent quarter where actual earnings were $0.89 per share compared to an expected $0.84 [12][13]. Investment Considerations - Despite the historical performance, Nvidia does not currently appear to be a strong candidate for an earnings beat, and investors should consider other factors before making investment decisions [14][16].

Nvidia (NVDA) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this maker of graphics chips for gaming and artificial intelligence have returned +5.2%, compared to the Zacks S&P 500 composite's +3.8% change. During this period, the Zacks Semiconductor - General industry, which Nvidia falls in, has gained 2%. The key question now is: Wh ...