NVDA earnings
Analysis, not adviceNext print
2026-08-26
cons 2.09 EPS / 92.27B rev
What the desk is testing
Explicit conditions that would change the desk's view — graded after the call.
Bull condition triggered: Revenue clears $92B with a Q3 guide ≥$100B AND gross margin holds ≥74% AND management confirms Blackwell supply is expanding, not bottlenecking. This would confirm the upper-
Bull condition triggered: Any quantified software/NIM ARR disclosure — even a small number with a growth rate — that confirms a recurring-revenue attach on top of the hardware cycle. This would streng
＋4 more criteria on the deskfree trial · no cardFrom the desk's pre-read
NVDA is scheduled to print Q2 FY2027 earnings on 2026-08-27 (after close); FMP consensus stands at EPS $2.09 · Revenue $92.06B.
＋1 more — the full pre-read is on the deskfree trial · no cardEducational analysis, not a personalised recommendation. See all covered names on the earnings calendar · part of our public track record.