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11 analysts' median target is $275[FMP target], stock is $198, +38.6% vs the analyst consensus median. After Q2 +5.2% EPS beat[FMP earnings], the stock moved -5.5%.
A- = MoonshotScore 81[multi-pillar formula] + Council 5/6[6-lens rule]. Form 4: 0 transactions[FMP Form 4].
Quick AnswerNVIDIA Corporation (NVDA) Q4 consensus: revenue $78.4B[FMP est], EPS $1.76[FMP est]. 8 consecutive quarters of beat[FMP earnings].
Q2 EPS +5.2% beat[FMP] but the stock -5.5% D+1[FMP D+1].
Watchlist
Networking Revenue Growth
networking_revenue_growth
Networking delivered record revenue of $7.3 billion, and escalating demands of AI compute clusters necessitate high if and low latency networking. This represents a 46% sequential and 98% year-on-year increase with strong demand across Spectrum X Ethernet, InfiniBand, and NVLink.
"Networking delivered record revenue of $7.3 billion, and escalating demands of AI compute clusters necessitate high if and low latency networking. This represents a 46% sequential and 98% year-on-year increase with strong demand across Spectrum X Ethernet, InfiniBand, and NVLink."
- Colette Kress - Q2 FY26 Earnings Call - August 27, 2025
Data Center Growth
data_center_growth
Data center revenue grew 56% year over year and also grew sequentially despite the $4 billion decline in H20 revenue.
"Data center revenue grew 56% year over year. Data center revenue also grew sequentially despite the $4 billion decline in H20 revenue."
- Colette Kress - Q2 FY26 Earnings Call - August 27, 2025
Blackwell Platform Growth
blackwell_platform_growth
NVIDIA Corporation's Blackwell platform reached record levels, growing sequentially by 17%.
"NVIDIA Corporation's Blackwell platform reached record levels, growing sequentially by 17%."
- Colette Kress - Q2 FY26 Earnings Call - August 27, 2025
H20 Shipments China
h20_shipments_china
If geopolitical issues reside, we should ship $2 to $5 billion in H20 revenue in Q3.
"If geopolitical issues reside, we should ship $2 to $5 billion in H20 revenue in Q3."
- Colette Kress - Q2 FY26 Earnings Call - August 27, 2025
Ai Infrastructure Spending
ai_infrastructure_spending
This growth is fueled by capital expenditures from the cloud to enterprises, which are on track to invest $600 billion in data center infrastructure and compute this calendar year alone, nearly doubling in two years.
"This growth is fueled by capital expenditures from the cloud to enterprises, which are on track to invest $600 billion in data center infrastructure and compute this calendar year alone, nearly doubling in two years."
- Colette Kress - Q2 FY26 Earnings Call - August 27, 2025
Stock Expert AI - Methodology
multi-pillar methodology. Revenue Growth and Gross Margin strong.
How is it calculated? ->6 investor frameworks. 5 bullish (Ray Dalio, Ken Griffin, Klarman, Buffett, Munger), 0 bearish (none), 1 neutral (Jim Simons).
How is it calculated? ->Quality business, discounted price.
How is it calculated? ->Past Performance
Q2 (August 27, 2025): EPS $1.62 vs $1.54 est[FMP], +5.2% beat. D+1 movement: -5.5%[FMP D+1]. Decline despite beat - market reacted to guidance, not numbers.
Q2: EPS $1.62 vs $1.54 beat[FMP], stock -5.5% D+1[FMP].
No RPO/backlog concentration disclosed in Q2 earnings call.
Q2 CapEx $1.3B[FMP cashflow]. Q2 op margin 65.0%[FMP op margin] - this level in Q4 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Wednesday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Wednesday evening. The framework is ready on this page: Q4 EPS threshold $1.76[FMP], CapEx threshold "below $1.3B". Two anchors, three scenarios.
Comparison Stock Expert AI is free today — no credit card.
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Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing
Stock Expert AI is free today — no credit card. Council 7-lens analysis + MoonshotScore multi-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This NVIDIA Corporation (NVDA) earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
NVIDIA Corporation (NVDA): Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.
NVIDIA Corporation (NVDA): Figures are sourced from Financial Modeling Prep (FMP) fundamentals and consensus data plus official earnings-call transcripts; derived metrics are labeled with their source next to each figure.
NVIDIA Corporation (NVDA): No. This page is educational research, not investment advice. It summarizes analyst consensus and company data; consult a licensed financial advisor before making any investment decision.