Usually it’s music for the investor’s ears. Companies surpassed Wall Street forecasts for revenue, increasing their performance outlook for the next quarter. But after recent Nvidia monster acquisition and strong revenue reporting, the so-called heartbeat and climbing may no longer be enough for its faces to satisfy growth-hungered traders. “At this point, NVDA beats and raises are becoming clockwork,” Cantor analyst CJ Muse wrote to a client this week. “This consistency issue… the bar has been reset and standard beats/raises are no longer rewarded,” analysts and investors prepare for chipmaker revenue reports after Wednesday’s bell. I’m moving forward. Given the market capitalization of over $3 trillion and the size of recent leadership stocks in bull markets, the response to the report is expected to drive movements in a wider market. There is good and bad news. The good thing is that Nvidia is widely expected to surpass the consensus forecasts set by analysts, as it has been in the past few quarters amid the artificial intelligence boom. Bad news: The company can once again raise expectations for future revenue, but it may not be as good as investors would like. In this vein, Cantor’s muse said he expects a solid beat this quarter. However, he said he plans “only very modest pay raises” for forward guidance that meets the consensus forecast. Soft guidance? Meanwhile, Raymond James’ Srinipajuli said that clients should not be surprised if Nvidia provides “soft” guidance in the next few quarters. That’s because of the constraints on the supply of that chip, and analysts said it could lead to some kind of weakness. The company’s basic incident in the first quarter is to be aggressive in consensus forecasts with revenues of $42 billion. If a stock stepped into the bottom of its earnings, Pajri said he would see it as an opportunity to buy. This is especially true given the upcoming GPU Technology Conference held by NVIDIA in March, he said. Merius research analyst Ben Lights said the sales outlook for the second quarter of 2026 looks “great,” but he also said the “lump” road in Nvidia’s transition to Blackwell chips I also paid attention to this. Like Pajjuri, he pointed out that he supplies Snafus. So he also said he would expect guidance that would be more lined up than usual in the next quarter, at least. Nvidia says she likes posting Outlook quarterly, but Reitzes recalls that she shared her expectations for long-term growth during this period last year. With this in mind, he wants to clarify where Nvidia revenue is headed for the next few quarters to ease concerns among investors that growth is cooling down. . “As investors become more volatile, guidance may also need to include multiple quarter commentary to alleviate short-term concerns,” he said. Meanwhile, UBS analyst Timothy Arcuri has reason for optimism about future performance. Arcuri does not believe that Nvidia’s first quarter revenue guidance will match the estimate of approximately $47 billion. But once the quarter actually ends, he said the company could meet this figure if revenues related to Blackwell chips take off. NVDA 1y Mountain Nvidia, and more than a year wider, analysts have seen this report come at a key moment in stocks. After a two-year banner year for profit, stocks fell nearly 5% in 2025 as concerns related to AI infrastructure spending and competition worry market participants. But Wall Street is a favorite of retail investors and expects a higher rebound for today’s stock market crown jewels. The average analyst voted by LSEG has a price target and a purchase rating that means that over 36% is upside.
