Bank of America (BofA) maintained its Buy rating on Nvidia (NASDAQ: NVDA), calling it a top pick ahead of its fiscal Q4 2025 earnings report on February 26.

Key Analyst Insights

✅ Earnings Expectations: Modest beat or in line with guidance.
✅ Gross Margins: Expected to decline in Q1 2025 due to Blackwell transition & China restrictions.
✅ Investor Sentiment: Likely at its lowest point—NVDA could reassure on Blackwell execution and signal confidence for FY26.
✅ Data Center Growth: Projected to exceed 60% YoY in 2025.

Upcoming Catalysts

🚀 March 17 GTC Conference:

• Focus on GB300, Rubin chips, AI advancements, & robotics.

💡 AI Growth Drivers (According to BofA)
1️⃣ Training towards Artificial General Intelligence (AGI)
2️⃣ Derivative model training
3️⃣ AI inference demand
4️⃣ Infrastructure upgrades

📊 NVDA's Track Record:

• From 2018-2024, performance (FLOPS) surged 1000x, while data center sales jumped 300x.

Stock Performance & Market Insights

🔍 Bulk Ratings API - Track analyst ratings on NVDA.
🔍 Price Target Summary API - Get updated price targets before earnings.