Eseandre Mordi
⬤ Nvidia (NVDA) closed its latest session trading almost exactly where it stood after its previous Q2 earnings release, even though the company delivered stronger financial results and raised its demand outlook. The stock now trades at a forward price-to-earnings multiple of around 25× for the next fiscal year, with analysts expecting earnings per share to jump 55 percent. This update comes as Nvidia's growth path continues to draw intense attention across the semiconductor and AI infrastructure industries.
⬤ The latest earnings projections show significant improvements across multiple reporting periods. Full-year EPS is expected to reach $7.22 in FY 2027, climbing to $9.28 by FY 2028—a 28.60 percent gain. Quarterly expectations also show steady gains, with EPS rising from $1.59 in Q1 to $2.11 by Q4. Revenue and EBITDA forecasts follow the same upward trend, with FY 2025 sales estimated at $2.99 and FY 2026 EBITDA projected at $4.65, both reflecting strong year-over-year growth. The projected annual EPS growth rate of 55.16 percent highlights just how robust Nvidia's forward outlook has become.
⬤ Revenue is expected to accelerate meaningfully over the coming fiscal cycles, with quarterly EBITDA estimates climbing from $0.81 in the first quarter to $1.48 by the fourth. These upward revisions support the idea that NVDA remains well-positioned for substantial multi-year earnings growth, even as the stock holds steady near its post-earnings price.
⬤ What makes this noteworthy is how Nvidia's stable valuation against sharply rising growth expectations shows just how central the company has become to long-term AI investment themes. With forward EPS accelerating and revenue projections getting stronger, the market is likely to keep watching how Nvidia's guidance influences broader sentiment around AI-related capital spending, supply-chain capacity, and demand across advanced computing markets.
Eseandre Mordi
