Nvidia Faces Mixed Analyst Sentiment Ahead of Q2 Earnings
Nvidia's upcoming Q2 2025 earnings report has Wall Street divided. Consensus estimates project a 48.5% year-over-year earnings surge to $1.01 per share, fueled by relentless demand for AI chips. Revenue is expected to jump 53% to $46 billion, cementing Nvidia's dominance in the semiconductor space.
Despite the bullish outlook, cracks appear in the consensus. While 58 analysts maintain buy ratings, two dissenting voices emerged this week. Deutsche Bank's Ross Seymore set a $155 price target - 12% below current levels - while maintaining a cautious 'hold' rating. The divergence highlights growing concerns about valuation and execution risks in Nvidia's AI-driven growth story.