NVIDIA Beats Q4 Earnings, Markets Mostly Climb Out of the Muck

Wednesday, February 26, 2025Three of the four major market indexes finished this Hump Day session higher, but not enough to move the needle on an otherwise dreary week of trading. The Dow slipped -188 points, -0.43%, while the S&P 500 and the Nasdaq were +0.014% and +0.26%, respectively. The small-cap Russell 2000 rose +0.22% on the day. All four indexes are still down over the past five trading days, from -2% to -3.8%, depending.It’s been tough for investors to put a confident foot forward in terms of navigating the current economy. Tariffs threatened and then canceled by the White House aren’t exactly a model of stability these days. The AI trade continues to be mired by the specter of China’s DeepSeek, questioning whether or not huge capital expenditures need to be made in order to advance this next technological breakthrough.New Home Sales Down -10.5% Month Over MonthEarlier today, New Home Sales for January came in at 657K — below the already lowered estimate of 671K and the previous month’s solid 738K. This marks a -10.5% drop month over month, to the lowest print since the 12-month low in October of 623K. The housing market continues to struggle under headwinds, mostly relating to +7% mortgage rates due to high interest rate levels.Big Afternoon for Q4 Earnings: NVDA, CRM, EBAY & MoreThe long-awaited Q4 earnings report for NVIDIA NVDA is finally out this afternoon, beating estimates on both top and bottom lines and raising guidance for the current quarter. Earnings of 89 cents per share outpaced estimates by a solid nickel on quarterly sales of $39.3 billion, which surpassed estimates for $37.72 billion, which was already +70% year over year. This marks the ninth-straight earnings beat for the graphics chips innovator.Revenues for Q1 rose to $43 billion from the previously expected $41.06 billion. Data Center revenues grew +93% year over year, and a truly excellent +16% quarter over quarter. NVIDIA maintained a +73.5% Gross Margin level, which is literally unheard-of for a company this large. Shares had been down -2% on the news, but have swung into slightly positive territory at this hour.Check out the updated Zacks Earnings Calendar here.Salesforce CRM posted in-line revenues of $10.0 billion (technically a miss: the Zacks consensus was for $10.02 billion). Next-quarter guidance came in light on both top and bottom lines, however, even as full-year 2025 numbers came in ahead of expectations. Shares were down -5% on the news in the late session.eBay EBAY surpassed expectations in its Q4 report after today’s close, beating earnings by 5 cents to $1.25 per share, with non-GAAP margins up +27% and Gross Merchandise Volume (GMV) coming in at $19.3 billion. Forward guidance for next quarter is a tad on the light side, and shares are selling off -8% on the news in the late session.C3.ai AI also beat estimates on both top and bottom lines, cutting in half its quarterly loss per share to -12 cents, with revenues outperforming expectations of $97.97 million to $98.8 billion. Revenue guidance is somewhat in-line with expectations for both the ongoing quarter and the full year, but shares are falling off -3% in late trading. As we sayb earlier in this piece, we’re still seeing a fade in the AI trade.Questions or comments about this article and/or author? Click here>>Zacks' Research Chief Names "Stock Most Likely to Double"Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.This top pick is among the most innovative financial firms. With a fast-growing customer base (already 50+ million) and a diverse set of cutting edge solutions, this stock is poised for big gains. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.Free: See Our Top Stock And 4 Runners UpWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Salesforce Inc. (CRM): Free Stock Analysis Report eBay Inc. (EBAY): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report C3.ai, Inc. (AI): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks