Wall Street Breakfast Nvidia: 'nuff said
16 snips
Nov 16, 2025 NVIDIA's earnings are on everyone's mind, with forecasts that could sway the S&P 500. Analysts have mixed feelings, with bullish and bearish perspectives clashing. Meanwhile, Disney is back on YouTube, bringing ESPN back to subscribers. Apple’s ambitious three-year iPhone overhaul promises exciting new models, including an Air version and foldable designs. Don’t miss the earnings calendar this week featuring big names like Walmart and Home Depot!
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Nvidia Shapes Market Direction
- NVIDIA's earnings will likely set the tone for the broader market given its outsized influence on the S&P 500.
- Analysts expect $1.25 EPS on $54.87B revenue, but valuation near 50x non-GAAP earnings drives mixed views.
Bullish Ratings Versus Valuation Caution
- Wall Street holds predominantly bullish ratings while quant tools flag valuation risk due to high multiples.
- Some firms note recent underperformance versus the AI sector despite continued buy ratings and raised targets.
Drivers Behind Bullish Forecasts
- Analysts expect Nvidia growth from GB300 ramp and hyperscaler CapEx increases in 2025-26.
- Some Seeking Alpha bulls cite strong fundamentals and history of earnings beats as confirmation.