From Financial Modeling Prep: 2025-05-13 03:11:00

UBS analysts predict Nvidia will report $44 billion in Q1 revenue, slightly above guidance, but adjusted EPS of $0.76 may fall short due to margin charges from the U.S. export ban on H20 GPUs. Q2 guidance is $44.6 billion, lower than the $46.5 billion Street estimate.

UBS maintains a Buy rating but lowers the price target to $175, reflecting reduced fiscal 2026 EPS forecast. Supply-chain issues like the U.S. GPU export ban and delays in Blackwell GB300 shipments may impact margins and growth in the short term.

Investors should watch Nvidia’s upcoming Q1 earnings report in early May for insights on H20 mitigation and Blackwell rollouts. Monitoring analyst price-target trends post-earnings can provide valuable information for decision-making. Combining UBS guidance with real-time data can help navigate Nvidia’s challenges and capitalize on future opportunities.



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