UBS analysts anticipate that NvidiaQueen today of companies linked to artificial intelligence, It will present a new solid results report, with forecasts that could comply or even exceed market expectations in terms of income and performance in the data centers segment.
The data is key to those who invest in the company through Cedears.
Income and growth expectations in data centers
UBS estimates that NVIDIA’s revenues for the first fiscal quarter will range between 42,500 and 43,000 million dollars, while the data centers segment would reach between 38,500 and 39,000 million dollars.
Analysts emphasize that NVIDIA recognizes the income of their Blackwell computing cards at the time of shipping, instead of waiting for the OEM/MDG partners to dispatch the complete racks. This strategy would be allowing the supply chain to successfully manage temporary mismatch between the distribution of Blackwell cards and Racks OEM/ODM GB200 racks.
Accelerated transition to Blackwell technology
With the increase in the production of Blackwell plates in the second half of the fourth fiscal quarter, many customers would have opted for more accessible SKUs, such as the B200 of the HGX platform refrigerated by air, instead of waiting for the total availability of the GB200 racks.
UBS estimates that Blackwell’s revenues in the fourth fiscal quarter will be around 9,000 million dollars, with a growth that could more than double in the first fiscal quarter, exceeding 20,000 million and reaching approximately 700,000 units sold.
Future projections and nvidia assessment
Analysts also foresee that NVIDIA will continue to send computer cards before the increase in GB200 rack shipments to final customers from March. In some cases, they indicate, customers would partially financing Blackwell’s inventory of the OEM/MDG while waiting for the arrival of complete racks.
Facing 2025, UBS predicts strong growth for Blackwell technology, maintaining its income estimates at $ 234 billion and a BPA of $ 5.33, with the possibility that it increases up to $ 6.25 or more in 2026 .
The investment bank maintains its “purchase” recommendation for NVIDIA, with an target price of $ 185 per share.
Source: Ambito
I am a 24-year-old writer and journalist who has been working in the news industry for the past two years. I write primarily about market news, so if you’re looking for insights into what’s going on in the stock market or economic indicators, you’ve come to the right place. I also dabble in writing articles on lifestyle trends and pop culture news.
