There is no denying that the AI sector has dominated demand over the last year. With companies now seeking to increase their overall presence and investment in the sector, there is one company that is expected to benefit. Indeed, with Q4 earnings around the corner, Nvidia (NVDA) revenue is expected to grow 72%, which means now is the time to buy in the semiconductor stock giant.

The company has had a rather volatile start to the year so far. Almost two months into the year, and the company has failed to live up to the hype that saw it jump 178% over the last year. However, that could be an opportunity for many, as the firm may soon return to its winning ways.

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Nvidia Revenue Expected to Skyrocket in Q4: Will Its Stock Price?

Wall Street has few companies with as much potential in 2025 as Nvidia does. The firm is the ultimate beneficiary of the burgeoning AI sector. With so many companies looking to embrace the emerging technology, the chipmaker becomes the ultimate supplier.

The company is set to release its highly anticipated Q4 earnings data Wednesday. Those results could help to define its trajectory for the next several months and secure a rebound from the DeepSeek sell-off that drove $600 billion from its market cap. That report is expected to show Nvidia (NVDA) saw revenue figures jump 72% and reiterate why investors need to buy in now.

Nvidia revenue is projected to reach $38 billion, while its non-GAAP earnings are set to increase to 75%. Additionally, Wall Street forecasts adjusted earnings to jump to 51% through 2026. The only real concern facing the stock is regarding ongoing geopolitical tensions.

Also Read: Nvidia (NVDA): How Much Would a 2020 Investment Be Worth Today?

“We aren’t seeing the quarter as a major positive catalyst, but we remain convinced that once we get past export controls, there will be positive momentum,” Morgan Stanley wrote. They also listed Nvidia as their top semiconductor stock. Although tariffs are still a real concern, Wall Street appears bullish.

The stock dropped 3% Monday to trade at the $130 level. However, it is not expected to stay there. 91% of the 68 analysts surveyed by CNN gave the stock a buy rating. Moreover, it boasts strong price predictions.

Specifically, it features a media target of $175, up 34%. However, its low-end projection of $135 is still up 3% from where it stands now. Alternatively, its high-end forecast sits at $220, representing a 68% upside over the next year.