According to UBS, one of the main world investment banks, Nvidia is preparing to overcome the turnover estimates for the first tax quarter, with a forecast of 44 billion dollarsslightly higher than guidance company officer (43 billion). Although profits per action (EPS) are expected lower than Wall Street estimates – 0.76 dollars against an average of $ 0.89 – Ubs claims that the data will still be sufficient to appease the concerns of investors, at least in the short term.
Nvidia is now an undisputed protagonist in the technological sector, in particular in the field of semiconductorsof theartificial intelligence and of the high performance calculation.
With a high market capitalization and a dominant position in the GPU segment (graphic processing unit), each tax quarter of the Santa Clara giant is monitored with extreme attention by investors, analysts and finance enthusiasts. And it is precisely in view of the next quarterly that the question is rekindled: It’s the right time to invest In Nvidia actions?
Why invest in Nvidia actions
Nvidia’s true strength occurs mainly in its division date centerfueled by an explosive question of calculation power by giants such as Microsoft, Amazon, Google and Meta, which build enormous infrastructures to support the development of artificial intelligence. For this reason UBS includes a strong growth of actions of the company in the second half of 2025, thanks to the shipments of the new Blackwell chips, in particular of the GB300 model.
In detail, the turnover deriving from Blackwell chips is intended for More than double in the quarter of April-May-June, reaching around 25 billion dollars. For the next quarter, then, further growth is expected, with Blackwell revenues a 34 billiondespite some delays in distribution.
In other words, even in the presence of problems related to the supply chain, Nvidia continues to run thanks to the innovation and constant updating of its product portfolio. The request for advanced solutions for artificial intelligence and the cloud computing is such as to compensate the risks widely in the short term.
Medium and long term perspectives
UBS analysts also underlined how, despite a slight weakness in the short term (EPS revised upside down, margins under pressure), the second half of the fiscal year could be characterized by one significant acceleration For Nvidia. The expected sales of the new chips and the possible loosening of the export restrictions could constitute fundamental catalysts for one New bullish phase of the title.
Furthermore, the growing interest in generative artificial intelligence solutions (such as those used in large linguistic models such as chatgpt) shows no sign of decreasing. And every single data center dedicated to these technologies is based – today – on the Nvidia GPUs.
This is the fulcrum of the bullish argument on the title: Nvidia is the only supplier Able to support the current global demand of AI on industrial level, and this competitive advantage could strengthen itself in the next quarters.
Is it really the right time to invest?
If you expect a growth in Nvidia actions in the second half of the year and a seal (or slight growth) in the next quarters, the current phase could represent an ‘Occasion of interesting entranceespecially if we consider the possibility that the market is still serving the impacts of the restrictions on H20 caution.
However, some must be taken into consideration risks which:
- the high evaluation, even after recent corrections, with very high multiples compared to future profits;
- the geopolitical context, such as the relationships between the US and China uncertain and new measures on the duties that could further affect international sales;
- Competition, even if Nvidia is the undisputed leader, because there are companies like AMD and Intel are trying to fill the gap, and on the long term it is not said that they are unable to remove market shares.
In light of the UBS forecasts, Nvidia remains one of the most promising companies of modern technology. Therefore, for an investor oriented to long terma phase of consolidation of prices could represent a good time to enter, especially if you aim to benefit from it in the next 12/24 months. Who instead has a shorter time horizon Or a low risk tolerance should carefully evaluate the volatility linked to quarterly profits and geopolitical developments.
