NVDA Analysts Expect \u2018Beat-And-Raise\u2019 Quarter<\/p>\n
The chip giant will report fiscal second-quarter 2027 results after the closing bell on Aug.26. Jefferies called demand signals \u201crock-solid,\u201d citing stronger cloud revenue at Microsoft and Amazon, SpaceX\u2019s upcoming all-Nvidia deployment and OpenAI\u2019s compute commitments through 2030. It expects a beat-and-raise quarter driven by Nvidia\u2019s \u201clow valuation and new product cycle,\u201d though the likely upside \u201cseems well understood.\u201d<\/p>\n
Stifel reiterated its \u2018Buy\u2019 rating and $282 target, implying a 30% upside, as hyperscaler spending and AI infrastructure orders remain strong. Its supply-chain checks indicate GB300 demand could hold into early 2027 as Vera Rubin ramps. Meanwhile, Morningstar\u2019s $280 fair value implies a 29% upside, driven by data-center revenue potentially exceeding $300 billion in 2026 and $500 billion in fiscal 2028.<\/p>\n
TD Cowen, however, warned that earnings may not resolve questions around margins, product timelines and AI spending. \u201cEarnings that should have been a positive catalyst for the stock haven\u2019t been in recent quarters,\u201d the brokerage said.<\/p>\n
NVDA Q2 Preview<\/p>\n
Fiscal.ai expects Nvidia to report revenue of $91.48 billion, more than double the $45.55 billion recorded a year earlier. Adjusted earnings are projected to hit $2.07 per share, up from $1, while earnings before interest, taxes, depreciation, and amortization (EBITDA) are expected to climb to $61.83 billion from $27.58 billion.<\/p>\n
On a sequential basis, Koyfin estimates that revenue will rise nearly 13% to $92.01 billion. Adjusted earnings are forecast to increase 11% to $2.08 per share, while EBITDA is expected to grow 13% to $62.09 billion. Investors will also track Nvidia\u2019s gross margins as high-bandwidth-memory costs increase, alongside updates on China sales and the Rubin Ultra roadmap.\u00a0<\/p>\n
Nvidia Expands Its Role As AI Financier\u00a0<\/p>\n
Nvidia\u2019s growing role as a financier of the AI ecosystem could become one of the earnings call\u2019s most closely watched topics. The company recently entered partially backstopped arrangements involving $500 billion with large asset managers to mobilize funding for AI computing infrastructure. Smaller deals with Sharon AI and Firmus point to an emerging strategy in which Nvidia helps finance data-center projects that ultimately buy its hardware.<\/p>\n
Nvidia is also\u00a0reportedly<\/a> considering an investment in AI data-labeling startup Mercor at a potential $20 billion valuation. Nvidia paid Mercor tens of millions of dollars last quarter for expert-curated data used in its Nemotron models. The chipmaker deployed $18.6 billion into private companies and infrastructure funds during the quarter ended in April, exceeding its investment total for the entire previous year.<\/p>\n How Do Retail Traders Feel About NVDA?<\/p>\n On Stocktwits, retail sentiment for NVDA deteriorated further to \u2018extremely bearish\u2019 from \u2018bearish\u2019 levels a day ago amid a 12% rise in 24-hour message volume.<\/p>\n One user\u00a0said<\/a>, \u201c$NVDA Historically never been up during Earnings. Still holding and hoping for the best\u201d<\/p>\n Another user\u00a0said<\/a>, \u201c$QQQ would feel much better about big long bets if $NVDA were in 190s heading into the print.\u00a0 Going to be a double beat but this cheap computer overhang a tough sell over 215.\u201d<\/p>\n Nvidia is the best-performing \u201cMagnificent Seven\u201d stock this year, tied with Apple at a 17% gain.\u00a0<\/p>\n For updates and corrections, email newsroom[at]stocktwits[dot]com.<\/p>\n Read Next:\u00a0S&P 500 Could Hit 8,000 Soon, Morningstar Says \u2014 CRM, NOW, WDAY And MSFT Lead The August Rebound\u00a0<\/a><\/p>\n![\"nvda](\"https:\/\/www.europesays.com\/ai\/wp-content\/uploads\/2026\/08\/nvda_ss_49000df5d9.png\")
NVDA sentiment and message volume as of August 20 | Source: Stocktwits<\/p>\n
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