NVDA earnings
Analysis, not adviceThis print
26 Aug 2026reported — not yet graded
cons 2.09 EPS / 92.27B rev
Next scheduled print 17 Nov 2026. Nothing on this page is about that print yet.
What the desk tested
Explicit conditions that would change the desk’s view — grading follows the transcript.
Bull condition triggered: Data Center revenue ≥$85B+ with sequential growth intact AND Q3 guidance ≥$93B+ AND gross margin guidance back above 73.5% — together these confirm the Blackwell ramp is comp…
Bull condition triggered: Management discloses meaningful software/platform revenue growth or NDR-equivalent metric on the enterprise AI side — this would begin closing the gap between the hardware-cy…
＋4 more criteria on the desksign up freeFrom the desk's pre-read · 26 Aug 2026
NVDA is scheduled to print Q2 FY2027 results on 2026-08-26; consensus expects EPS $2.09 · Revenue $92.06B.
＋1 more — the full pre-read is on the desksign up freeThe desk's graded verdict
The 26 Aug 2026 print is not graded yet. It lands here once the desk has published against the transcript.
Educational analysis, not a personalised recommendation. See all covered names on the earnings calendar · part of our public track record.