Nvidia Earnings Updates: Tariff Impact and China Market Share in Focus

- Pro21st - May 28, 2025
15 views 4 mins 0 Comments


Latest

  • Nvidia will release its first-quarter earnings after the closing bell on Wednesday.
  • Shares of the tech giant were up 0.9% year-to-date through Tuesday.
  • There are concerns around how tariffs will impact the business, but Wall Street is still optimistic.

Nvidia will report fiscal first-quarter earnings on Wednesday after the closing bell.

The impact of President Donald Trump’s tariffs on Nvidia will be in focus, as will the company’s shrinking market share in China. The overall outlook for Nvidia earnings on Wall Street is generally upbeat, but uncertainty looms in the second half of 2025.

The earnings-release time is shortly after 4 p.m. ET, and its conference call with analysts will start around 5 p.m.

Nvidia’s stock was up 0.9% year-to-date through Tuesdays’s close, slightly outpacing the S&P 500‘s 0.7% increase.

Nvidia’s consensus first-quarter revenue estimate is $43.32 billion.

First quarter

Second quarter

  • Revenue estimate: $46.37 billion
  • Adjusted gross margin estimate: 72%
  • Adjusted operating expenses estimate: $3.86 billion
  • Capital expenditure estimate: $913.9 million

Full year 2026

  • Revenue estimate: $200.56 billion
  • Capital expenditure estimate: $3.82 billion





Source link

TAGS:
Comments are closed.