15 Tech Stocks with Best Earnings Growth in 2025

7. NVIDIA Corporation (NASDAQ:NVDA)

Expected EPS Growth Next FY: 50%

Number of Hedge Fund Holders: 223

NVIDIA Corp. (NASDAQ:NVDA) designs and manufactures graphics processing units (GPUs), system on a chip units (SoCs), and AI hardware and software. Over the years, the company has expanded its offerings from gaming GPUs to include data center solutions, AI computing, and deep learning technologies. The company’s GPUs are widely used in data centers for high-performance computing, AI training, and inference, making it a critical player in the data center ecosystem. Its products are essential for powering advanced applications in AI, machine learning, and data analytics. NVIDIA Corp. (NASDAQ:NVDA) boasts the best margin profile among the companies in this list.

Without a doubt, NVIDIA Corp. (NASDAQ:NVDA) experienced substantial gains from the AI-driven enthusiasm, as evidenced by its 180% share price increase in 2024. However, in 2025, the shares have been sluggish and have not delivered any returns as of the close on February 21. The company is set to report its Q4 2024 results on February 26, and it is expected to be a highly anticipated event. Analysts have expressed concerns about the significant investments made by mega-cap companies in AI and related technologies and the extent of earnings benefits from these investments.

A few days before the results, on February 21, Deutsche Bank released a cautious report on the company. While the analyst anticipates a strong set of quarterly results, he is not very optimistic about the guidance for the next quarter, which he believes offers limited potential upside from current levels. The ongoing complexities of the Blackwell ramp may restrict the guidance from exceeding the current consensus. The analyst also questions the sustainability of high demand levels in the coming years.