NVIDIANASDAQ: NVDA

Nvidia posts another stellar quarter to cement its lead in the A.I. race. Its shares, however, dip in after-hours trade.

NVIDIA Corporation (NASDAQ:NVDA) will hold its Q3 2025 Earnings Conference Call on November 20, 2024, at 5:00 PM ET. The call will feature company representatives, including Stewart Stecker from Investor Relations, Colette Kress, the CFO, and Jensen Huang, the CEO. Various analysts from firms like Cantor Fitzgerald, Goldman Sachs, and UBS will also participate in the call.

Nvidia announced on Wednesday that it made over $19 billion in net income in the last quarter, but this news did not fully reassure investors about the company's future growth. During the earnings call, analysts questioned CEO Jensen Huang about how Nvidia would perform if tech companies began adopting new techniques to enhance their AI models.

Nvidia's GAAP gross margins, expected to be 73% for the company's fourth fiscal quarter, remain impressive compared to others in the semiconductor sector.

On Wednesday, Nvidia confirmed that the launch of its new Blackwell chip is proceeding as planned. The company indicated that the sales of Blackwell in the coming months will depend more on their production capacity than on demand.

NVIDIA Corporation exceeded expectations for the third quarter of fiscal year 2025, reporting $35.1 billion in revenue and earnings per share of $0.81, thanks to strong performance in its Data Center segment. However, there are still worries about supply issues for Hopper and Blackwell GPUs, as well as a decline in gross margins. Additionally, Nvidia's stock is considered overvalued at $145 per share, with a projected annual growth rate of about 3.4% over the next five years, which does not meet my investment criteria.

NVIDIA reported earnings of 81 cents per share, which was higher than the expected 75 cents, showing a year-over-year increase of 103%.

NVIDIA remains a leader in the AI revolution, offering top-notch hardware for AI applications, as shown by its impressive earnings for Q3 FY 2025. Although it exceeded revenue expectations with $35.08 billion, its stock dropped after hours, causing some investors to question its continued success. Nevertheless, NVIDIA's remarkable growth has not yet included the Blackwell environment, which is expected to contribute significantly to its results in FY 2026.

NVIDIA Corporation announced impressive results for fiscal Q3 2025, achieving a revenue of $35.1 billion, largely due to record data center sales of $30.8 billion. Their earnings also surpassed expectations at $0.81 per share. However, the absence of new updates on Blackwell and other growth drivers may be affecting the stock's current premium.