Many analysts are bullish on the stock ahead of NVIDIA's earnings release.
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Nvidia is many steps ahead of competitors in the AI chip race.
Nvidia is the leader in the burgeoning AI revolution. Whether investors own the stock or not, they should monitor Nvidia's earnings to get clues about the AI industry and the broader market.
Nvidia stock has been extremely volatile in recent weeks. Reports about potential delays for the company's next-generation Blackwell artificial intelligence (AI) chips have weighed on Nvidia.
Blackwell with CoWoS-L packaging seeks to increase yields by circumventing a silicon monolithic interposer, and instead, will use an interposer with higher yields to help package the processing and memory. According to Super Micro's earnings report, the company's direct liquid cooling capacity grew 50% month-over-month from 1,000 racks per month to 1,500 racks per month. As of now, there's a disconnect between next fiscal year's revenue estimates of $167 billion and the $210 billion in GB200s alone expected to ship next year.
Nvidia Corporation's Q2 '25 earnings report is anticipated to show strong growth driven by high demand for H100 GPUs, despite potential delays in Blackwell's release. I forecast Nvidia's Data Center segment to generate $25 billion in revenue, driven by hyperscalers and enterprises investing in accelerated computing and AI infrastructure. Despite a high trading multiple, Nvidia's valuation is justified by its significant growth outlook, with potential for continued strong earnings and share price appreciation.
Investors are highly anticipating Nvidia's (NVDA) Q2 results on Wednesday, August 28 as this will be the chip giant's first quarterly report since its 10-for-1 stock split in June.
Nvidia Corp NVDA will be reporting its second-quarter earnings on Wednesday. Wall Street expects 64 cents in EPS and $28.6 billion in revenues as the company reports after market hours.
An ongoing sanctions tit for tat between China and the US threatens to destabilise the global supply of semiconductors used in artificial intelligence and military technology, industry stakeholders have warned. In comments published by the Financial Times, a major buyer of germanium and gallium warned that “if China reduces gallium exports as it did in the first half of the year, then our reserves will be consumed and there will be shortages”.
Chip giant Nvidia's latest quarterly financial results, due Wednesday after the closing bell, will be one of the week's most closely watched stock-market events. The results will land with shares of the AI chipmaker up more than 150% this year through Monday's close—and Wall Street is broadly bullish on the stock.
And here we go. NVIDIA (Nasdaq: NVDA) reports earnings after the bell on Wednesday, August 28th.