NVDA Earnings Recap — Q3 2025
NVIDIA reported Q3 2025 revenue of $57.01 billion, reflecting a 29.5% increase year-over-year. The operating margin improved to 63.17%, indicating strong profitability amidst growing demand for AI chips.
Key Figures
| Metric | Value | Change |
|---|---|---|
| Revenue | $57.01 billion | +29.5% YoY |
| Operating Margin | 63.17% | +1.8% YoY |
| Capex | $1.636 billion | +31.5% YoY |
| PE Ratio | 46.03 | 0% |
| PS Ratio | 24.25 | 0% |
Metrics Analysis
The company achieved a PE ratio of 46.03 and a PS ratio of 24.25, suggesting high valuation levels relative to earnings and sales. Capex increased to $1.636 billion, highlighting ongoing investments in capacity to meet AI market demands.
Signal Impact
The results maintained a neutral signal direction with low conviction, as the quarterly signal component remained unchanged at 0.0000. This reflects a cautious outlook despite strong revenue growth.
Outlook
Management's guidance suggests continued growth in AI chip demand, but analysts remain watchful of potential market saturation. Consensus estimates indicate a focus on maintaining margins while expanding production capabilities.
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