[LIVE] Nvidia Earnings Report Today: Wall Street Braces for Q3 Results – Will NVDA Beat Expectations?
Wall Street is holding its breath forward of Nvidia’s fiscal Q3 2026 earnings report, due after the closing bell immediately, November 19, in what has turn into probably the most consequential earnings occasion of the yr.
Analysts count on income of $54.9 billion (up 57% year-over-year) and earnings per share of $1.25, however the bar is awfully high for the world’s most useful firm, which briefly topped $5 trillion in market capitalization final month.
NVIDIA’s inventory closed Tuesday at $181.36, down practically 14.5% from its October 29 all-time high of $212.19, as rising concerns about AI bubble valuations and the sustainability of large infrastructure spending have triggered a broad tech selloff.
As per Reuters, choices markets are pricing in a possible 7-8% swing in both course following the outcomes, which may translate right into a $320 billion transfer in market worth, making it the most important post-earnings volatility in Nvidia’s historical past.
The stress on Nvidia comes amid mounting skepticism concerning the AI commerce itself. High-profile traders, together with Michael Burry, have disclosed quick positions and raised pink flags about potential accounting irregularities associated to chip depreciation, whereas Peter Thiel’s hedge fund dumped its total $100 million Nvidia stake and SoftBank unloaded $5.8 billion in shares to fund its personal AI ventures.
The broader market context is equally difficult, with the Nasdaq down over 4% in November, its steepest month-to-month decline since March, as fading odds of a December Fed fee reduce and inflation considerations weigh on danger belongings.
Data heart income is predicted to account for roughly $49 billion of the quarter’s complete, pushed by continued demand for Hopper chips and the extremely anticipated ramp of the Blackwell platform, which CEO Jensen Huang has described as experiencing “unbelievable” demand from hyperscalers and basis mannequin makers.
Despite the latest selloff and bubble considerations, most Wall Street analysts stay bullish, with Stifel raising its worth goal to $250 forward of earnings and Wedbush’s Dan Ives calling Nvidia “a foundational piece” of the AI revolution.
The firm has crushed earnings expectations in 19 of the previous 21 quarters, and the consensus view is one other “beat and lift” situation.
However, the actual take a look at might be This fall steerage as analysts count on round $61.5 billion, and something under that stage may set off a pointy selloff.
Geopolitical headwinds loom giant, with Q3 outcomes excluding any H20 chip gross sales to China on account of export restrictions and new Chinese laws mandating that state-funded information facilities use solely home AI chips.
Yet retail sentiment stays overwhelmingly bullish, with Polymarket merchants chancing in at 96% that the corporate will beat its quarterly earnings.
Market Update: Nvidia Earnings Set to Test AI Trade
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