Is It Wise to Invest in Nvidia-Focused ETFs Ahead of Q3 Earnings Announcement?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 18 2025
0mins
Should l Buy NVDA?
Source: NASDAQ.COM
Nvidia's Upcoming Earnings: Nvidia (NVDA) is set to release its third-quarter fiscal 2026 results on Nov. 19, with analysts expecting strong revenue and earnings growth, despite a recent dip in share price driven by market concerns over AI valuations.
Investment Opportunities: The current market conditions present a potential buying opportunity for investors, particularly through NVDA-heavy exchange-traded funds (ETFs), which can help diversify risk while capitalizing on Nvidia's anticipated performance.
Analyst Confidence: Analysts maintain a bullish outlook on Nvidia, with a consensus recommendation of 1.29 (on a scale of 1 to 5), indicating strong buy sentiments, and an average price target suggesting a 26.2% upside from its last closing price.
Top NVDA-Focused ETFs: Notable ETFs that heavily feature Nvidia include the VanEck Semiconductor ETF (SMH), Strive U.S. Semiconductor ETF (SHOC), and VanEck Fabless Semiconductor ETF (SMHX), all of which have shown significant year-to-date gains and hold Nvidia as a top investment.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 189.310
Low
200.00
Averages
264.97
High
352.00
Current: 189.310
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Insatiable GPU Demand: Nvidia's graphics processing units (GPUs) are in high demand, having expanded from gaming to applications in engineering simulations, drug discovery, and cryptocurrency mining, with AI being the largest use case yet to reach peak demand.
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See More
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- Foundation of AI Revolution: Nvidia's GPUs play a crucial role not only in gaming and cryptocurrency mining but also as the backbone of AI development, solidifying its leading position in the industry.
- Future Growth Expectations: Nvidia's CEO anticipates that sales from its latest semiconductor platforms will reach $1 trillion annually by 2027, and despite cautious market sentiment regarding customer spending, its valuation presents an excellent entry point for new investors.
See More
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- Intel's Outlook: Despite an average target price of $54.50 among 50 analysts suggesting a 13% downside from its current price of $63, Intel faces significant competitive pressure from Arm and AMD, raising concerns about its future growth prospects in the data center market.
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See More
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- Price-Performance Advantage: Amazon's Trainium2 chips achieve a 30% price-performance improvement over similar GPUs, while Trainium3 offers a 30% to 40% enhancement, which is likely to attract more customers to AWS services and strengthen market competitiveness.
- Capital Expenditure Strategy: Despite Amazon's plan to spend $200 billion on AI infrastructure in 2023, Jassy believes this is a strategic move to capitalize on the rapid growth of AI, with expectations of monetizing much of this investment in 2027 and 2028, reflecting the company's confidence in future growth.
- Market Competition Outlook: Jassy hinted that Amazon may sell Trainium chips to third parties in the future, indicating an intention to compete with Nvidia, which could further expand market share and enhance the company's long-term profitability.
See More
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- Intel's Market Challenges: Intel has faced significant market share losses in data center CPUs due to execution missteps, and while adjusted earnings are projected to grow 57% annually through 2027, its current valuation of 150 times adjusted earnings appears expensive, warranting caution from investors.
- CoreWeave's Advantages: CoreWeave's cloud infrastructure excels in AI tasks, offering 20% better GPU cluster performance compared to alternative clouds and is recognized as the best AI cloud on the market, highlighting its competitive edge in the rapidly growing AI sector.
- Debt Risk Warning: Although CoreWeave is expected to see an 800% revenue increase by 2029, its rising debt burden, with interest expenses consuming 23% of revenue in 2025, poses a financial health risk if this trend continues.
See More
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- Strategic Partnership Expansion: Nokia and Orange are enhancing their collaboration to co-develop AI-RAN technologies supported by NVIDIA's AI infrastructure, aiming to improve network performance and energy efficiency, thereby facilitating Orange's network transformation across Europe and the Middle East and Africa.
- Innovation Exploration: The partnership will utilize a structured co-innovation framework to design and evaluate new AI-RAN capabilities, particularly focusing on GPU-based radio processors to enhance radio performance and support new services such as Integrated Sensing and Communication (ISAC).
- 6G-Ready Platform Development: The collaboration aims to explore maximizing spectral efficiency for existing and future bands, including the upper 6 GHz band, ensuring a smooth software-defined migration to 6G and optimizing compute resource utilization across Orange's operational footprint.
- Commitment to Sustainability: Orange is dedicated to building more efficient, adaptable, and sustainable networks, and through collaboration with Nokia and NVIDIA, aims to deepen its understanding of how AI-native architecture can enhance the efficiency of key radio algorithms, thereby advancing its long-term network strategy.
See More
