NVIDIA (NASDAQ:NVDA), a company that has emerged as a bellwether for markets, did not disappoint last night when it announced Q3 earnings results.
In early market trading, NVIDIA shares are trading higher – currently poised for an over 5% leap or around $196/share.
Markets were apprehensive before the earnings release as chatter regarding an artificial intelligence (AI) bubble was ubiquitous. The company has delivered spectacular growth in recent years and is now valued at over $4.5 trillion.
The company generated record revenue of $57.0 billion for the Q3 ended October 26, 2025, up 22% from the previous quarter and 62% from a year ago. Earnings per share (EPS) were $1.30.
Jensen Huang, founder and CEO of NVIDIA, said sales of its most advanced chip were “off the charts” and that cloud GPUs were “sold out.”
“Compute demand keeps accelerating and compounding across training and inference — each growing exponentially. We’ve entered the virtuous cycle of AI. The AI ecosystem is scaling fast — with more new foundation model makers, more AI startups, across more industries, and in more countries. AI is going everywhere, doing everything, all at once.”
The forward-looking guidance was solid too, with Q4 revenue anticipated at $65.0 billion, plus or minus 2%.
In brief, NVIDIA hit it out of the park.
Matt Britzman, senior equity analyst at Hargreaves Lansdown, lavished NVIDIA with praise, stating the “king is here,” adding that NVIDIA is “standing firm under that towering mountain of expectations.”
“Third quarter results delivered the goods and then some, a 4% beat on the top and bottom line came with a side of more good news in the form of a monster $65 billion revenue guide for the fourth quarter. While AI valuations are dominating the news feeds, Nvidia is going about its business in style. There are certainly pockets of the AI space where valuations need to take a breather, but Nvidia is not in that camp. In fact, while shares have performed well this year, the valuation has gotten more attractive as earnings growth has raced ahead.”
The guidance only reinforces Britzman’s bullish view of NVIDIA, as the company has a massive backlog of orders.
Looking ahead to next year, demand isn’t in question; Nvidia already has a massive backlog of orders.
Perhaps the most significant risk is that this supply-demand imbalance could create opportunities for competitors, but Britzman believes NVIDIA’s solutions are hard to beat.
Analyst expectations show confidence in the firm’s performance going forward.
Evercore has a whopping $352 price target, Baird is at $275, and Goldman is at $250.
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