Nvidia (NVDA) is set to report a "strong" set of fiscal Q4 results with outlook as investors' confidence has slightly edged up recently, UBS said in a note Tuesday.
Blackwell revenue is anticipated to be roughly $9 billion in the fiscal quarter and is poised to be more than about $25 billion in fiscal Q1 on roughly 700,000 chips sold, analysts led by Timothy Arcuri added.
The note also said that Nvidia's supply chain is "successfully" pointing to a short-term mismatch between Blackwell compute board shipments and OEM/ODM Blackwell GB200 rack shipments.
The analysts expect Nvidia to report fiscal Q4 earnings of $0.95 per share and revenue of about $42.1 billion.
UBS maintained its buy rating and $185 price target on Nvidia's stock.
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