NVDA crashed 44% from $153 to $86 in 4 months in 2025

Michael Esther
05-10

$NVIDIA(NVDA)$ crashed 44% from $153 to $86 in 4 months in 2025. Without NVDA there would be no AI revolution.

It's earnings is on May 28 after market close at 4pm. There will be a massive earnings run-up into this day towars $124+

But, I think it will go way higher and here's why

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Analyst Expectations

EPS: Analysts project EPS of approximately $0.89, representing a 45% year-over-year increase from $0.61 in Q1 FY2025.

Revenue: Consensus estimates suggest revenue of around $43B marking a 66% increase from $26B reported last year.

4 Key Factors to Watch

Data Center Growth: NVDA data center segment is expected to contribute significantly to revenue.

Blackwell Platform: Massive adoption and production scaling of NVDA new Blackwell AI chips.

China Sales Impact: U.S. export restrictions have reduced NVDA revenue from China, previously 20%, to about 10%

AI Infrastructure Spending: Continued investment from major tech firms like $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ $Amazon.com(AMZN)$

I have a target for NVDA this summer 2025 for $135+ then for it to break all time highs by year end 2025.

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