NVIDIA Corp (NVDA) FY2026Q3 Earning Prediction
NVIDIA Corp (NVDA) is set to release its FY2026Q3 earnings performance on 11/19 05:00:00 in After Hours trading. Consensus forecasts predict a revenue of 55.00B and an earnings per share (EPS) of 1.18 for the FY2026Q3. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
AI Earnings Prediction
Nvidia's earnings are anticipated to strongly outperform due to robust demand, strategic partnerships, and operational readiness.
Scenario Analysis
Key Indicators Forecast
No data
Prediction Logic & Rational
The Fact Data overwhelmingly supports outperformance across Nvidia's core metrics. Key drivers include:
- Demand Surge for Blackwell/Rubin: Visibility into >$500B cumulative data center revenue through 2026 (Wolfe Research, New Street) and aggressive hyperscaler capex (Microsoft, Amazon) signal revenue acceleration.
- Strategic Partnerships: Multi-billion-dollar AI infrastructure deals with Microsoft, Iren ($ 9.7B), South Korea (260k GPUs), and sovereign AI initiatives (Kazakhstan, Germany) underpin near-term revenue upside.
- Supply Chain Readiness: CoWoS capacity expansion (30K racks in 2025, 50K in 2026) and tighter control over server assembly (Wistron, Quanta) suggest inventory levels are aligned with demand.
- Margin Strength: Higher ASPs from Blackwell Ultra and rack-scale NVL72 systems (Oppenheimer) justify stable/improving gross margins despite inventory releases.
- Analyst Upgrades: Consensus EPS estimates ($ 1.25) appear conservative vs. UBS’s $63-64B revenue guide and HSBC’s $ 8.75 CY2027 EPS (vs. Street $ 6.48).
Tactical Strategy Recommendations
- Pre-Earnings: Buy Nov/Dec $200 calls (IV spike likely).
- Post-Earnings: Sell covered calls on shares if guidance confirms $500B+ CY2026 data center revenue.
- Pairs Trade: Long NVDA vs. Short INTC (Nvidia’s AI dominance vs. Intel’s China reliance).
Risks: China export policy shifts, Blackwell ramp delays. Mitigate with puts at $180.
Earnings Surprise Analysis
NVDA Transcript
The earnings report shows strong financial performance with significant revenue growth, improved profitability, and no bank debt. Despite geopolitical risks and technological dependencies, the company is expanding its MAST platform and maintaining high client retention. The Q&A reveals positive sentiment about market opportunities and strategic growth plans, though some uncertainty remains about MAST deployment. Overall, the financial health and strategic direction suggest a positive outlook, likely leading to a stock price increase in the short term.
The earnings call highlighted record revenue growth, strong data center and networking performance, and positive market reception to AI advancements. Despite geopolitical and tax challenges, management's confident outlook on meeting demand, strategic investments, and shareholder returns support a positive sentiment. The Q&A confirmed robust planning and partnerships to sustain growth, with no critical concerns raised by analysts. Overall, the strong financial metrics, optimistic guidance, and strategic initiatives suggest a positive stock price movement over the next two weeks.
NVDA Report
Frequently Asked Questions
What is the NVIDIA Corp FY2026Q3 Earnings Release Date and Time?
NVIDIA Corp (NVDA) is scheduled to release its FY2026Q3 earnings report onNov 19, 2025, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
What Are the Consensus Forecasts for NVIDIA Corp FY2026Q3 Revenue and EPS?
Analysts' consensus predicts 55.00B in revenue and an EPS of 1.00 for NVIDIA Corp's FY2026Q3.
What Does Intellectia's AI Predict for NVIDIA Corp FY2026Q3 Earnings?
Intellectia's exclusive AI algorithms forecast a Strong Beat forNVIDIA Corp's FY2026Q3 earnings, with a prediction date of Nov 19, 2025. NVIDIA Corp Nvidia's earnings are anticipated to strongly outperform due to robust demand, strategic partnerships, and operational readiness.
How Can I Use This Earnings Prediction to Trade NVDA Stock?
Leverage Intellectia's AI forecast to position trades ahead of theNov 19, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
How Accurate Is Intellectia's AI for Earnings Predictions Like NVIDIA Corp FY2026Q3?
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
How does AI Earnings Prediction generate its forecasts?
AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!
When are the predictions available, and how often are they updated?
Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.
Can I use AI Earnings Prediction for all types of stocks?
Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2025-2026 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!
