Aug. 2 at 7:48 PM
$SMCI $NVDA $VRT
The Q4 earnings report on August 5, 2025, is critical. Analysts expect an EPS of
$0.45 (range:
$0.40-
$0.50) and revenue of
$5.98B (range:
$5.60B-
$6.30B), compared to last quarter’s EPS of
$0.31 and revenue of
$4.60B. A beat on earnings or strong guidance (e.g., reaffirming
$23-
$25B for FY2025 or
$40B for FY2026) could push the stock toward
$65-
$70
