AI Stocks Heat Up: Nvidia, Palantir, and Vertiv Earnings Ahead

Earnings season kicks off with tech stocks. Nvidia, a leader in AI, is expected to report 61% EPS growth driven by 70% higher sales. Palantir has seen a 300% stock gain with a 4% revenue increase expected. Vertiv anticipates 50% EPS growth and 15% higher sales, showing strong performance.

Date: 16-01-2025

AI Rating: 8

Overview of Key Metrics for Nvidia, Palantir, and Vertiv

The report highlights key earnings expectations for Nvidia, Palantir, and Vertiv, which are crucial players in the AI and data center sectors. Earnings season is anticipated to be positive, especially for these companies driven by robust AI growth.

Nvidia's Performance

Nvidia is projected to experience significant growth with a 61% increase in Earnings Per Share (EPS) driven by a 70% increase in sales. The company's data center results are expected to exceed consensus estimates, reflecting strong demand for AI solutions. This is a strongly positive indicator for investors.

Palantir's Potential

Palantir, following a remarkable 300% increase in its stock over the past year, sees stagnant EPS revisions but a positive revenue outlook of $779 million, which represents a 4% year-on-year increase. Its performance, though slightly cooling off with a 12% loss recently, is still viewed as positive due to the ongoing demand for AI.

Vertiv's Continued Growth

Vertiv is also well-positioned, having exceeded EPS estimates consistently and posting double-digit revenue growth for seven consecutive quarters. The forecast suggests a 50% year-on-year increase in EPS, indicating robust financial health. The company expects sales to rise by 15% compared to the previous year, reinforcing its growth trajectory.

With all companies reporting expected positive metrics, especially in EPS growth and revenue increases, investor sentiment is likely to remain high leading into the earnings announcements. All these factors suggest a solid period ahead for AI-related stocks.

Stocks: NVDA PLTR VRT