By Geoffrey Seiler
Publication Date: 2025-11-24 20:20:00
The company’s fate is becoming more tied to one large customer.
Nvidia (NVDA +1.83%) continued its streak of remarkable revenue growth in its third quarter (ended Oct. 26), as demand for its graphics processing units (GPUs) remains insatiable. However, there was one red flag in its report that investors should be aware of moving forward. Nonetheless, the stock jumped on the results, and it is now up more than 40% on the year.
Let’s dig into Nvidia’s results and prospects to see whether investors should buy the stock or take some profits.
Today’s Change
(1.83%) $3.27
Current Price
$182.15
Strong revenue growth, but…
Nvidia once again reported remarkable revenue growth, especially for a company of its size. For its fiscal Q3, its revenue soared 63% to $57 billion, easily topping the $54.9 billion consensus as compiled by LSEG. Adjusted earnings per share (EPS), meanwhile, climbed 67% to $1.30, coming in ahead of the $1.25 analysts expected.
Data center revenue was once again Nvidia’s biggest growth driver in the quarter, with revenue jumping 66% to $51.2 billion, helped by momentum with its Blackwell chips. Within its data center segment, its networking portfolio also once again shone, with revenue surging 162% $8.2 billion. The company credited the growth to its NVLink interconnect solution, as well as its InfiniBand and Spectrum-X…
