Nvidia Earnings Report: What to Expect From Q3 FY2026 Results

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Nvidia Earnings Report is an American company that manufactures graphics processing units (GPUs), initially for gaming. Now, it’s a major player in AI and data centers. The company was founded in 1993. Jensen Huang is its CEO. Headquartered in California, Nvidia is leading the AI revolution. Tools like ChatGPT run on Nvidia chips. Following the launch of ChatGPT in 2022, Nvidia’s shares rose more than 1,000%. Shares are up 40% this year. Nvidia has become the world’s most valuable company, with a market value exceeding a trillion dollars. Nvidia’s products include GeForce GPUs, which are aimed at gamers. The Quadro and RTX series are for professionals, while chips like the A100 and H100 are for data centers. These are fast for AI training. The company also works in automotive and robotics. The Nvidia DRIVE platform is for cars.

The Importance of the Earnings Report

Nvidia’s earnings report is important. It’s for Q3 FY2026. FY2026 means fiscal year 2026. This is the quarter ending in October 2025, and the report will be released on November 19th. The conference call will be held at 2 PM PT, and this report serves as a test for the market. Nvidia symbolizes the AI boom. If the report is good, the market could rise. If it’s bad, it could fall. Nvidia’s stock influences the S&P 500 and Nasdaq.

The company has a large weight in the index, which has led to market movements in past years. Shares rose 10% after the Q2 report in 2024, but there have been occasional declines. This time, investors are cautious. Recently, tech stocks saw a sell-off, and Nvidia shares were also affected. Therefore, the report will focus on revenue and EPS. EPS means earnings per share. The company will also provide guidance. Shares will rise for the next quarter. If the guidance is strong, shares will rise. If it is weak, they will fall.

Current Market Situation on Nvidia Earnings Report

The market is cautious on November 17, 2025. Stocks in Asia are mixed. The Nikkei fell. South Korea rebounded. European markets are sliding. US futures are slightly higher. The Dow, S&P 500, and Nasdaq futures rose. However, the gains are small, as investors await Nvidia’s report. This week is crucial. The FOMC meeting is also on the horizon. Despite the delayed US data, Nvidia’s report will cast a shadow. In Asia, Japan’s GDP report was weak, impacting the market. Tech stocks are down. Nvidia shares have been volatile recently, up 40% since the beginning of the year. However, there was a sell-off last week. Investors are questioning the AI hype. OpenAI’s value dipped. However, experts say Nvidia could rise another 30%, reflecting caution in global markets. According to Reuters, Asian stocks are cautious. It’s corporate earnings week. Nvidia’s report is a major event.

Analyst Expectations of Nvidia Earnings Report

Analysts expect strong results from Nvidia. Revenue is estimated at $54.6 billion, up 80% from last year. EPS is projected at $1.25, a 54% increase. The company itself is saying $54 billion (+/- 2%). Susquehanna also raised its price target from $210 to $230. They are positive. Morgan Stanley says the strongest results will come and raised its price target. Wall Street is looking for an average EPS of $1.25, yet sales are expected to be $4.8 billion, according to FactSet. LSEG data shows 53.8% EPS growth. Some analysts see a target of $265. They view Q3 as strong, which is also a sign of caution. Barclays says investors are reserved. Wall Street is betting on Nvidia amid a slump in AI stocks.

Potential Impact

Nvidia’s report could shake the market. A positive report will send tech stocks soaring. A strong AI sector will benefit Nvidia suppliers like TSMC. The broader market will rise. The Nasdaq 100 could reach new highs, but a poor report will lead to a decline. Investors will doubt the AI boom. Other AI companies like AMD and Intel will be affected. The S&P 500 could fall. A chain reaction will occur in global markets, but traders are betting on options. Volatility is high. The stock could move 10% after the report, which has historically been the case. Nvidia could benefit from OpenAI’s value dip. Experts see a 30% rise, but economic data will also have an impact. The US jobs report is coming. If the economy remains strong, Nvidia’s growth will be supported. But inflation or rate cuts will impact.

Historical Performance of Nvidia Earnings Report

Nvidia’s history is impressive. Shares tripled in 2023 due to the AI boom. Further growth followed in 2024. Record revenue in Q1 FY2025. Data center segment growth of 427%, compared to 122% revenue growth in the previous Q2 report. EPS up 168%. The company performed a 10-for-1 stock split, making shares accessible, but there were challenges. A decline in 2022 due to the crypto crash.

The gaming segment was affected, but AI helped it recover. Nvidia launched Blackwell chips, the next generation. Delayed, but now shipping, Nvidia often beats markets. But market reaction is variable. Expect to beat this time too. Also, AI and Nvidia’s role in AI are changing the world. Nvidia is at the heart of it. GPUs train AI models. Large language models like GPT run on Nvidia hardware, which the company provides with the CUDA platform. This is easier for developers. Competitors like AMD lag behind. Nvidia has a market share of over 80%, yet AI applications are growing.

There are Discussing risk factors.

Every investment has risks. Supply chain issues for Nvidia. Dependence on TSMC. Impact from Taiwan tensions. Delays in Blackwell chips, increasing competition. AMD MI300 chips. Intel Gaudi. Google and Amazon are developing their own chips. If they succeed, Nvidia’s stock will fall. Regulatory risks include the US-China trade war. China’s export restrictions on Nvidia. The company is adjusting, but market sentiment is also concerning. If the AI bubble bursts, it could decline. Economic slowdown could reduce spending. Inflation could keep rates high. As a result, Nvidia’s earnings report is imminent. The market is cautious and expectations are high. Good results could boost the market, but bad results could lead to a decline. Nvidia is a leader in AI, but its future seems bright. But consider the risks. Do your research before investing. This article provides information for your decision.