The highly anticipated Nvidia earnings call with Wall Street analysts revealed critical information for stock market investors.
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Parkev Tatevosian, CFA30 Aug 2025, 19:45 UTC
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The analysis discusses NVIDIA's recent earnings release and conference call with Wall Street analysts. NVIDIA reported $46.7 billion in total revenue, $1.7 billion above management's expectation. CFO Colette Kress says that the revenue number exceeded their outlook growing sequentially across all market platforms and beginning production shipments of GB300 in Q2, their full stack AI solutions. Total addressable market is seeing a 3 to 4 trillion opportunity in AI infrastructure spend by the end of the decade. However, H20 revenue declined by $4 billion, which indicates that there could be several billions of dollars of opportunity for NVIDIA to sell the H20 product if geopolitical tensions ease between the United States and China. A discounted cash flow valuation is used to assess NVIDIA's fair value. A free cash flow estimate for NVIDIA for fiscal year 2026 is $101.3 billion, suggesting a seven times increase by 2034. The stock is fairly valued at current market prices. The stock is one of the best stocks to buy because of the value you are getting in return for the price that you are paying. A forward PE of 32 means the stock is undervalued.
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Parkev Tatevosian, CFA
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