Understanding NVIDIA's Q2 2025 Financial Results: Earnings Insights and Analysis
Sep 5, 2024 09:46NVIDIA's Key Indicators in Earnings Report of Q2 2025
In the latest earnings report released by NVIDIA, the following financial data are worthy of attention.
Actual Value | Estimated Value | YoY Change | |
|---|---|---|---|
Revenue | US$30.040B | US$28.752B | +122.40% |
Net Profit | US$16.599B | - | +168.24% |
EPS | 0.670 | 0.605 | +170.16% |
Gross Margin | 75.15% | - | +7.27% |
Net Margin | 55.26% | - | +20.61% |
NVIDIA Q2 2025 Earnings Call Transcript
NVIDIA Q2 2025 Financial Performance
- Q1 revenue hit a record $26 billion, up 18% sequentially and 262% YoY.
- Data Center revenue reached $22.6 billion, up 23% sequentially and 427% YoY.
NVIDIA Q2 2025 Business Progress
- Supported Tesla's AI cluster expansion to 35,000 H100 GPUs.
- Launched new products in China without needing export control license.
NVIDIA Q2 2025 Opportunity
- Strong demand for NVIDIA AI infrastructure across various sectors.
- Launch of Blackwell and Spectrum-X to capture AI and networking markets.
NVIDIA Q2 2025 Risk
- Competitive market in China due to new export controls.
- Supply constraints for advanced GPU models like H200 and Blackwell.
NVIDIA's Forecast By Third Party Analyst Rating of Q2 2025
- Third Party Analyst rating of NVIDIA: Strong Buy
- NVIDIA Target Price: US$156.06
- NVIDIA EPS Forecast: US$0.689
- NVIDIA Revenue Forecast: US$32.901B
- NVIDIA EBIT Forecast: US$21.694B
For more information on what the analyst ratings may mean, visit https://pro.benzinga.com/blog/what-do-stock-analyst-ratings-mean/ (Benzinga is not affiliated with Futu Securities International (Hong Kong) Limited, or its affiliates.)
NVIDIA's Institutional Ownership & Shareholders of Q2 2025
Holder | Shares Held | Shares Held (%) | Change (Shares) | Change (%) |
|---|---|---|---|---|
| The Vanguard | 2,144,784,623 | 8.74% | 11,428,363 | +0.05% |
| BlackRock | 1,839,270,238 | 7.50% | 16,880,988 | +0.07% |
| State Street Global Advisors | 981,488,729 | 4.00% | 76,594,559 | +0.31% |
| FMR | 976,909,591 | 3.98% | -107,692,399 | -0.44% |
| Geode Capital Management, LLC | 534,553,523 | 2.18% | 9,610,533 | +0.04% |
| T. Rowe Price Group, Inc. | 464,925,745 | 1.90% | -16,354,225 | -0.07% |
| Norges Bank Investment Management | 291,727,360 | 1.19% | -3,219,720 | -0.01% |
| J.P. Morgan Asset Management, Inc. | 288,342,820 | 1.18% | 7,155,200 | +0.03% |
| UBS Asset Management | 265,709,620 | 1.08% | 44,110,690 | +0.18% |
| Northern Trust Global Investments | 239,564,658 | 0.98% | -2,952,872 | -0.01% |
The institutional holding data provided indicates that NVIDIA's recent stock performance has attracted attention from several major institutions. Notable investment firms such as Vanguard, BlackRock, and State Street Global Advisors not only hold significant shares but have also increased their holdings recently. This accumulation might suggest an optimistic outlook on the future performance of NVIDIA. However, institutions like FMR and T. Rowe Price Group have reduced their holdings, possibly reflecting concerns or strategic adjustments regarding certain aspects of NVIDIA. Overall, the institutional holdings of NVIDIA display a mixed market confidence, and investors should closely monitor these major institutions' movements as a crucial indicator of the stock's potential.
How to Buy NVIDIA Stocks？
Step 1: Opening a Brokerage Account
To start trading stocks, the initial step is to acquire a brokerage account. When choosing an online stock brokerage, there are two critical factors to consider: brokerage offerings and a user-friendly platform. Futubull app would be helpful.
Step 2: Deciding how many shares to buy
To gain initial experience, it's wise to paper trade using a stock market simulator. Alternatively, start with a small investment amount.
Step 3: Buying stocks using the right order type
To master stock buying, it's essential to understand three critical order types: market orders, limit orders, and stop orders.
Step 4: Placing the stock order with your brokerage
Where can I find when companies are scheduled to report their earnings?
On the earnings calendar of Futubull app, there is a list available for you to view the companies that are reporting earnings today.
Where can I find more information about NVIDIA's earnings reports?
On the Futubull app, you can find financial data, earnings call summaries, analyst ratings, announcement AI summaries, etc. for each company.
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty. Read More
