NVIDIA's Q4 Earnings Surge Past Expectations, Driven by Record Sales of Graphics Processors and Computing Solutions
ByAinvest
Wednesday, Jul 9, 2025 4:14 pm ET1min read
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US equity markets reached a new record high on July 2, 2025, propelled by Nvidia's remarkable milestone. The company's computing and networking solutions accounted for 77.8% of net sales, while graphics processors made up 22.2%. Net sales were distributed across industries, including data storage, gaming, professional visualization, automotive, and others. Geographically, sales were primarily generated in the US, Taiwan, China, and other regions [1].
Nvidia's stock price has surged significantly, with an approximate gain of 1,000% since the start of 2023. A $100,000 investment in Nvidia two and a half years ago would now be worth more than $1,100,000. The company's market value reached $4.009 trillion, surpassing Microsoft's $3.755 trillion and making it the most valuable company in the S&P 500 [1].
The company's impressive financial performance is driven by its dominance in the artificial intelligence (AI) sector. Nvidia's AI chip sales have been a major contributor to its revenue growth. Despite the U.S. government's restrictions on Nvidia's chip sales to China, the company's estimated revenue for the May-July quarter is around $45 billion, roughly in line with Wall Street estimates [1].
Nvidia's stock has been a popular investment among institutional investors. Covea Finance reduced its stake in Nvidia by 25.9% during the first quarter, while other large investors such as Wealth Group Ltd., Capital & Planning LLC, and Ironwood Wealth Management LLC increased their holdings in the fourth quarter [2].
Analysts are optimistic about Nvidia's future growth. KeyCorp, Susquehanna, Rosenblatt Securities, and William Blair have all set positive price targets on Nvidia's shares. Piper Sandler has also restated an "overweight" rating and set a $180.00 price target on Nvidia [2].
In summary, Nvidia's $4 trillion milestone is a testament to the company's dominant position in the AI sector and its significant impact on the US equity markets. Its strong financial performance and positive analyst ratings suggest that Nvidia is well-positioned for continued growth.
References
1. https://www.theglobeandmail.com/investing/markets/indices/SRIN/pressreleases/33303097/nvidia-is-again-wall-street-s-most-valuable-company-how-it-got-there-by-the-numbers/
2. https://www.marketbeat.com/instant-alerts/filing-nvidia-corporation-nasdaqnvda-shares-sold-by-covea-finance-2025-07-09/
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US equity markets rose, with the Nasdaq reaching a new record high after Nvidia's milestone performance. The company's computing and networking solutions accounted for 77.8% of net sales, while graphics processors made up 22.2%. Net sales were distributed across industries, including data storage, gaming, professional visualization, automotive, and others. Geographically, sales were primarily generated in the US, Taiwan, China, and other regions.
Title: Nvidia's $4 Trillion Milestone: A New Era in US Equity MarketsUS equity markets reached a new record high on July 2, 2025, propelled by Nvidia's remarkable milestone. The company's computing and networking solutions accounted for 77.8% of net sales, while graphics processors made up 22.2%. Net sales were distributed across industries, including data storage, gaming, professional visualization, automotive, and others. Geographically, sales were primarily generated in the US, Taiwan, China, and other regions [1].
Nvidia's stock price has surged significantly, with an approximate gain of 1,000% since the start of 2023. A $100,000 investment in Nvidia two and a half years ago would now be worth more than $1,100,000. The company's market value reached $4.009 trillion, surpassing Microsoft's $3.755 trillion and making it the most valuable company in the S&P 500 [1].
The company's impressive financial performance is driven by its dominance in the artificial intelligence (AI) sector. Nvidia's AI chip sales have been a major contributor to its revenue growth. Despite the U.S. government's restrictions on Nvidia's chip sales to China, the company's estimated revenue for the May-July quarter is around $45 billion, roughly in line with Wall Street estimates [1].
Nvidia's stock has been a popular investment among institutional investors. Covea Finance reduced its stake in Nvidia by 25.9% during the first quarter, while other large investors such as Wealth Group Ltd., Capital & Planning LLC, and Ironwood Wealth Management LLC increased their holdings in the fourth quarter [2].
Analysts are optimistic about Nvidia's future growth. KeyCorp, Susquehanna, Rosenblatt Securities, and William Blair have all set positive price targets on Nvidia's shares. Piper Sandler has also restated an "overweight" rating and set a $180.00 price target on Nvidia [2].
In summary, Nvidia's $4 trillion milestone is a testament to the company's dominant position in the AI sector and its significant impact on the US equity markets. Its strong financial performance and positive analyst ratings suggest that Nvidia is well-positioned for continued growth.
References
1. https://www.theglobeandmail.com/investing/markets/indices/SRIN/pressreleases/33303097/nvidia-is-again-wall-street-s-most-valuable-company-how-it-got-there-by-the-numbers/
2. https://www.marketbeat.com/instant-alerts/filing-nvidia-corporation-nasdaqnvda-shares-sold-by-covea-finance-2025-07-09/
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