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Nvidia (NVDA) Stock: Tech Giant Grapples with Supply Chain Issues While Revenue Soars
Despite ongoing supply chain disruptions, NVIDIA’s financial performance is expected to remain strong in the near term. According to a recent report from HSBC, the company’s revenue is forecasted to reach $40 billion in the fourth quarter of fiscal 2025, surpassing consensus estimates of $38.2 billion.
However, as noted by HSBC analysts, the success of NVIDIA’s growth trajectory will depend largely on the performance of its B300/GB300 product roadmap for the latter half of fiscal 2026. The company’s forward price-to-earnings ratio currently sits at around 31, reflecting market expectations and ongoing challenges.
Despite these challenges, JPMorgan Asset Management’s Kerry Craig remains optimistic about AI as a long-term investment theme, suggesting that investors are beginning to look beyond the top AI companies due to valuation and spending concerns following the DeepSeek launch.
Source: coincentral.com
