NVIDIA Corp (NVDA.O)_ Preview - Investor Focus Shifts to Earnings & GTC in March

Action | 05 Feb 2025 08:00:00 ET │ 13 pages NVIDIA Corp (NVDA.O) Preview – Investor Focus Shifts to Earnings & GTC in March CITI'S TAKE NVDA reports Jan-Q after the market close on 2/26. We model in-line Jan/Apr-Q and believe expectations are for ~$38B/$42.5B sales for the Jan/Apr-Qs given supply chain indications for the Blackwell to ramp more meaningfully mid this year with some mix shift between GB200/300. We believe NVDA stock is approaching valuation support levels trading at mid 20's P/E & 25% discoun ...