NVDANVIDIA Corporation
NVIDIA Corporation (NVDA) sells high-performance GPUs, AI accelerators, and data center chips, dominating the semiconductor space with its CUDA platform and AI infrastructure. The next catalyst is Nov 25, 2026 — Q4 2026 Earnings Release, which will test the company’s ability to sustain its revenue growth and margin expansion amid intensifying competition.
- Revenue surged 61.4% YoY to $26.91B, with net income hitting $176.34B and a net margin of 655.2% (TTM).
- Leverage is low, with debt/equity at 0.06x, and cash flow remains robust.
- The company’s scale and margins are the product of decades of vertical integration and software lock-in.
The schedule
- Wed25Nov
The Q4 2026 earnings release will provide insight into NVIDIA's performance for the quarter and offer guidance for the full fiscal year of 2027. This event is particularly significant as it will highlight the company's progress in AI and data center growth, which are key drivers of its business. The outcome of this report could have a substantial impact on investor sentiment and stock price movement.
- Wed5May
- Mon26Jul
NVIDIA is set to announce new cloud solutions tailored for enterprise clients, which could significantly boost its revenue and expand its market reach. This announcement is expected to generate positive sentiment among investors and potentially drive up the stock price. The event is seen as a catalyst for growth in the cloud computing segment.
- Wed4Aug
The Q2 2027 earnings release will provide an update on NVIDIA's financial performance for the quarter and offer new guidance for the full fiscal year of 2027. This report is expected to focus on the company's progress in AI and high-performance computing (HPC), which are critical areas for its growth. The outcome of this report could significantly influence investor confidence and stock price movement.
- Tue31Aug
An insider trading alert has been issued for NVIDIA, which may signal potential shifts in investor sentiment or internal company dynamics. This event could lead to short-term volatility in the stock price as the market reacts to the alert. While the impact is not expected to be as significant as an earnings report, it could still influence trading activity.
- Wed3Nov
The Q3 2027 earnings release will provide an update on NVIDIA's financial performance for the quarter and offer new guidance for the full fiscal year of 2027. This report is expected to focus on the company's progress in AI and high-performance computing (HPC), which are critical areas for its growth. The outcome of this report could significantly influence investor confidence and stock price movement.
Past
- Tue15Sep
Actual outcome: Bull · $228.85 at outcome
Stock rose 11.6% from event to outcome date, aligning with the bull trajectory.
Stock rose 11.6% from event to outcome date, aligning with the bull trajectory.
- Wed26Aug
Actual outcome: Bull · $220.78 at outcome
Nvidia met EPS estimates of $2.40 and reported Q2 revenue that more than doubled year-over-year to $96 billion. The stock rallied as management issued strong Q3 guidance and emphasized that FY2028 growth remains supply-constrained rather than demand-constrained. Additional catalysts, including a massive $35 billion cloud deal with Anthropic and broadening enterprise adoption, further reinforced confidence in the company's long-term AI growth trajectory.
Nvidia met EPS estimates of $2.40 and reported Q2 revenue that more than doubled year-over-year to $96 billion. The stock rallied as management issued strong Q3 guidance and emphasized that FY2028 growth remains supply-constrained rather than demand-constrained. Additional catalysts, including a massive $35 billion cloud deal with Anthropic and broadening enterprise adoption, further reinforced confidence in the company's long-term AI growth trajectory.
- Wed26Aug
Actual outcome: Bull · $220.78 at outcome
Nvidia met EPS estimates exactly at $2.40 but delivered massive top-line growth, with Q2 revenue more than doubling year-over-year to $96 billion. The stock rallied as management issued strong Q3 guidance and reassured investors that growth remains supply-constrained through FY2028, reinforcing confidence in sustained AI demand and the upcoming Vera Rubin cycle.
Nvidia met EPS estimates exactly at $2.40 but delivered massive top-line growth, with Q2 revenue more than doubling year-over-year to $96 billion. The stock rallied as management issued strong Q3 guidance and reassured investors that growth remains supply-constrained through FY2028, reinforcing confidence in sustained AI demand and the upcoming Vera Rubin cycle.
- Wed20May
Actual outcome: Bear · $212.60 at outcome
Nvidia reported Q1 FY26 EPS of $1.77, exactly meeting consensus estimates. However, merely meeting expectations rather than delivering a substantial upside surprise in Data Center AI demand failed to satisfy the market's lofty growth premium, triggering an 8.4% sell-off in the shares.
Nvidia reported Q1 FY26 EPS of $1.77, exactly meeting consensus estimates. However, merely meeting expectations rather than delivering a substantial upside surprise in Data Center AI demand failed to satisfy the market's lofty growth premium, triggering an 8.4% sell-off in the shares.
Scouting Reports
The $700B Capex Wall: Testing Tech's Immunity to 5.3% Yields
Oct 6, 2026
Monday's price action delivered a textbook contradiction. The Nasdaq Composite sailed to a record 27,477 and NVDA printed fresh all-time highs, right alongside the 10-year Treasury yield surging past
Read more →
The $29 Billion Cost of Leading the AI Memory Race
Jun 25, 2026
South Korea’s most valuable listed company is heading to the Nasdaq, and the scale of the offering exposes the staggering cost of leading the artificial intelligence hardware supply chain. SK Hynix is
Read more →
$700 Billion in Hyperscale Capex: The Pivot from AI Training to Inference
Apr 28, 2026
The broader tape remains structurally bifurcated today, with the Information Technology sector lifting indices marginally while consumer discretionary and staples lag. Behind that divergence is a prof
Read more →