Bank of America Reaffirms Nvidia (NVDA) as Top Pick Ahead of Q4 Earnings

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  Posted by John Deo Feb 5 - Filed in General - #financialmodelingprep  - 11 views
  

  Bank of America (BofA) maintained its Buy rating on Nvidia (NASDAQ: NVDA), calling it a top pick ahead of its fiscal Q4 2025 earnings report on February 26.

  Key Analyst Insights

  \u2705 Earnings Expectations: Modest beat or in line with guidance.
  \u2705 Gross Margins: Expected to decline in Q1 2025 due to Blackwell transition & China restrictions.
  \u2705 Investor Sentiment: Likely at its lowest point—NVDA could reassure on Blackwell execution and signal confidence for FY26.
  \u2705 Data Center Growth: Projected to exceed 60% YoY in 2025.

  Upcoming Catalysts

  \ud83d\ude80 March 17 GTC Conference:

  • Focus on GB300, Rubin chips, AI advancements, & robotics.

  \ud83d\udca1 AI Growth Drivers (According to BofA)
  1️⃣ Training towards Artificial General Intelligence (AGI)
  2️⃣ Derivative model training
  3️⃣ AI inference demand
  4️⃣ Infrastructure upgrades

  \ud83d\udcca NVDA’s Track Record:

  • From 2018-2024, performance (FLOPS) surged 1000x, while data center sales jumped 300x.

  Stock Performance & Market Insights

  \ud83d\udd0d Bulk Ratings API – Track analyst ratings on NVDA.
  \ud83d\udd0d Price Target Summary API – Get updated price targets before earnings.

   

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