Nvidia Q1 Prediction Is In— Readers Nailed Tesla, Apple Results, Now 65% Say

Ahead of Nvidia's Q1 earnings release, a Benzinga poll indicates that 65% of respondents predict the company will beat both revenue and EPS estimates, which are projected to be $43.54 billion and $0.88 respectively. The poll, which correctly predicted Tesla's earnings miss and Apple's earnings beat in previous quarters, shows that 85% of respondents expect Nvidia to surpass revenue estimates, while 69% anticipate an EPS beat. Nvidia's stock is currently trading down 0.2% at $135.19, reflecting a 2.3% year-to-date decline.

Analysis

NVIDIA Corporation's upcoming first-quarter earnings report is a focal point for investors, with analysts anticipating significant year-over-year growth: revenue is projected at $43.54 billion, a substantial increase from $26.04 billion in the prior year's quarter, and earnings per share (EPS) are expected to reach $0.88, up from $0.61. A Benzinga poll of 102 viewers further amplifies these expectations, with a strong majority (65%) predicting Nvidia will surpass both revenue and EPS estimates. Specifically, 85% of respondents foresee a revenue beat and 69% an EPS beat, while only 8% anticipate a miss on both fronts. This optimistic sentiment is underpinned by Nvidia's consistent performance, having exceeded revenue estimates for ten consecutive quarters and EPS estimates for nine. The credibility of the Benzinga poll is bolstered by its recent accurate predictions for Tesla's earnings miss and Apple's earnings beat. Ahead of the announcement, Nvidia's stock traded at $135.19, down 0.2% on the day and reflecting a 2.3% decline year-to-date in 2025, within a 52-week range of $86.62 to $153.12. The overall moderately positive sentiment surrounding the report, with a specific NVDA sentiment score of 0.75, aligns with the high expectations for a continued strong earnings performance.

Key Decisions for Investors

• Investors should closely monitor Nvidia's Q1 results relative to the consensus estimates of $43.54 billion in revenue and $0.88 EPS, as well as the even higher 'beat' expectations indicated by the Benzinga retail investor poll.
• Particular attention should be paid to the company's forward guidance, which, alongside the reported figures, will critically influence the stock's trajectory given the prevailing high expectations and Nvidia's history of strong performance.
• Considering NVDA's current stock price of $135.19 and its 2.3% year-to-date decline in 2025, investors should be prepared for significant post-earnings volatility, as the market reaction will likely depend on the magnitude of any beat or miss against these elevated expectations.