Nafidia (Nasdaq: nvda) The reported financial results were reported for the fourth quarter of 2025 financial (ending on January 26), and the company exceeded Wall Street’s forecasts. Revenue for $ 39.3 billion and amended profits per share entered from $ 0.89 before estimates. However, the shares decreased in the morning after the announcement.
Perhaps the numbers are still as good as the market was hoping, and this is not surprising due to the amount of excitement surrounding NVIDIA. The current attention may be 15 % attention to the peak price of the attention of opportunistic investors.
Is Nvidia buy now? Let’s take a closer look at the cases of bull and pregnancy for this summit Artificial Intelligence stock (AI) Before coming to a more enlightened decision.
The most obvious bull argument for NVIDIA is an incredible growth path. Revenue has jumped by 114 % in the fiscal year 2025. In the past five years, this upper number has risen to 12 sarcastic times. Company Graphics processing units (GPU) sees a huge demand, especially from cloud service providers.
The administration is optimistic about the possibility of the new structure, known as the best thinking and inference. CEO Senson Huang said Q4 2025 call calls. NVIDIA is in a favorable position as the infrastructure provider of capacities and a tribe in the mutation of artificial intelligence.
An impressive growth, but what is equally dread is the end result. Nvidia is incredibly profitable. The operating margin came 61 % in the last financial quarter. This rises from 39 % just three years ago. It is clear that there is some domain feature here, as expenses increase at a slower pace of sales.
Owning the companies that own Economic trench It is a smart step, because this main feature helps protect from competitive threats. It can be said that NVIDIA benefits from the unfinished assets with technical know -how that supports its ability to innovate and launch new products and services in the GPU market.
What’s more, customers may have switching costs, especially with Cuda. Once these customers install NVIDIA GPUS and move with the computing platform and programming model, it becomes more headache to change service providers.
Investors can obtain a comprehensive understanding of the advantages of stocks by looking at all aspects – including a bear state. I think there are some main points to highlight here.
Deepseek-R1 was launched from China Industry. Anxiety is that if it is possible to run artificial intelligence models at a cheap price – as Deepseek developers – then why do you spend a lot on expensive graphics processing units in NVIDIA? One of the effects of this is that revenues and profits will face increasing pressure.
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