Nvidia will announce earnings after the close. What are investors expecting?

Nvidia is set to release its fourth-quarter earnings report after the market closes today. Analysts project record revenue of approximately $38.1 billion, marking a 70% increase from the same period last year. Net income is expected to reach around $19.6 billion, or $0.85 per share.

Year ago levels were:

• Revenues: $22.1 billion
• EPS: $0.51

The company’s performance is largely driven by the high demand for its AI and graphics processing units, especially with the rollout of its Blackwell line. .

In late January, Chinese startup DeepSeek announced the development of competitive AI models using less expensive chips, leading to concerns about potential shifts in demand for Nvidia’s high-end products.

Investors will also be closely monitoring Nvidia’s guidance for the upcoming fiscal year, particularly regarding the continued demand for its AI chips and any strategic responses to emerging competitors like DeepSeek. The company’s ability to navigate these challenges will be crucial in maintaining its market position and investor confidence.

Shares of Nvidia are trading up $4.95 or 3.92% at $131.40

This article was written by Greg Michalowski at www.forexlive.com.