Nvidia: Should You Buy Before Feb. 26? The Evidence Is Piling Up

Nvidia (NASDAQ:NVDA) has been on a rollercoaster ride lately, with its stock price soaring and then plummeting. As the company prepares to report its fiscal fourth-quarter and full-year 2025 earnings on Feb. 26, investors are wondering if now is the time to buy NVDA stock. Let's dive into the evidence and see what it says.



The Case for Buying Nvidia Before Feb. 26

1. Strong Analyst Ratings: Analysts have a strong buy consensus on Nvidia, with 41 stock analysts rating the stock a "Strong Buy." Only 3 analysts have a "Hold" rating, and none have a "Sell" or "Strong Sell" rating. This suggests that many experts believe Nvidia is a solid investment opportunity.
2. Impressive Revenue and EPS Growth: Analysts expect Nvidia to report revenue of $24.0 billion for the fiscal fourth quarter, up from $21.5 billion in the previous quarter. This would represent a year-over-year increase of 126%. Earnings per share (EPS) are expected to be $3.01, up from $1.19 in the previous quarter, representing a year-over-year increase of 152%.
3. Blackwell Architecture: Nvidia's upcoming earnings report will include the first revenue figures for its new Blackwell architecture, which is expected to be a major revenue driver for the company. Last quarter, Nvidia predicted this would be several billion dollars, suggesting significant growth potential.
4. AI Market Growth: The general environment for AI is positive, with the U.S. government and OpenAI announcing a $500 billion project to build out infrastructure in the country. This, combined with an already growing market, suggests that Nvidia's revenue growth opportunity is far from over.
5. DeepSeek Announcement: While the recent announcement by Chinese startup DeepSeek may have initially caused some concern, analysts have since cast doubts on the validity of its cost estimate. This suggests that Nvidia customers are unlikely to cut spending on premium chips, which could alleviate some of the initial concerns.



The Case Against Buying Nvidia Before Feb. 26

1. Market Volatility: As with any individual stock, Nvidia's performance can be volatile, and market fluctuations, geopolitical events, or changes in investor sentiment could lead to significant price swings in Nvidia's stock.
2. Dependence on AI and Semiconductor Industries: Nvidia's business is heavily tied to the AI and semiconductor industries. Any downturn or slowdown in these sectors could negatively impact Nvidia's performance.
3. Regulatory Risks: As a leading player in the semiconductor industry, Nvidia may face regulatory scrutiny or trade restrictions, particularly in relation to its operations in China. Any negative developments in this area could impact Nvidia's performance.

Conclusion: Should You Buy Nvidia Before Feb. 26?

The evidence is piling up in favor of buying Nvidia before Feb. 26. With strong analyst ratings, impressive revenue and EPS growth projections, and a positive market environment for AI, Nvidia looks like a solid investment opportunity. However, investors should be aware of the potential risks, such as market volatility, dependence on specific industries, and regulatory risks. Ultimately, the decision to buy Nvidia stock before Feb. 26 depends on your individual investment goals, risk tolerance, and time horizon.