- Versus EPS of $0.52 a year ago, Nvidia EPS growth is expected at +63% y-o-y tonight, while revenue growth is expected at 73%.
- Looking back to July-August ’24, when the Nasdaq looked it was “peak sentiment”, the fiscal 2025 through 2028 EPS estimates have shown a roughly 10-20% cumulative positive revision since that time.
- I couldn’t help noticing the slowing in the estimate revisions over the last 14 months.
This index always catches the eye on X. This was posted last night, February 25th, 24 hours before the breathlessly awaited Nvidia (NASDAQ:NVDA, TSX:NVDA:CA), fiscal Q4 ’25 earnings release, due today at 3:20 pm central. Brian Gilmartin, is a portfolio manager at Trinity Asset Management, a firm he founded in May, 1995, catering to individual investors and institutions that werent getting the attention and service deserved, from larger firms. Brian started in the business as a fixed-income / credit analyst, with a Chicago broker-dealer, and then worked at Stein Roe & Farnham in Chicago, from 1992 – 1995, before striking out on his own and managing equity and balanced accounts for clients. Brian has a BSBA (Finance) from Xavier University, Cincinnati, Ohio, (1982) and an MBA (Finance) from Loyola University, Chicago, January, 1985. The CFA was awarded in 1994. Brian has been fortunate enough to write for the TheStreet.com from 2000 to 2012, and then the WallStreet AllStars from August 2011, to Spring, 2012. Brian also wrote for Minyanville.com, and has been quoted in numerous publications including the Wall Street Journal.
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