NVDANVIDIA Corporation

Next report: Nov 17; Tuesday, in 5 days · after the market closes
EPS expected: $2.49; quarter ending Oct 31, 2026
Price: $166.04; −4.43% today · $4.60T cap

Past and upcoming reports


Nov 17, 2026Upcoming	Oct 31, 2026	After the market closes	$2.49	not yet
May 20, 2026	Apr 30, 2026	After the market closes	$1.70	not recorded		−1.77%

Pre-earnings read

for Nov 17, 2026

Inline EPS setup with bearish stock pressure into earnings

Consensus centers near $2.49 EPS, while preview data points to a high bar for guidance and demand. Expect an inline EPS result to trigger a bearish stock reaction unless guidance clears elevated expectations.

Earnings

We expect earnings in line with the consensus estimate

Stock after the report

We expect a bearish reaction after the report

What the estimates assume

The calendar EPS estimate is $2.49, while fresh previews place consensus near $2.47.

How the stock is set up

NVDA trades at $168.79, down 19.02% in one month and 5.53% today, with RSI at 19.05.

What would go right

EPS growth remains exceptional at 213.42% quarter over quarter.
Forward P/E is 15.3, below the sector average of 17.3.

What would go wrong

Guidance must clear an unusually high expectations bar.
Governance scrutiny and chip diversion concerns pressure investor confidence.

If you hold it

Hold only if you can absorb a bearish reaction despite strong long term growth.

If you are watching

Wait for guidance confirmation before buying the post earnings weakness.

What to watch in the report

EPS versus the $2.49 estimate
Revenue and forward guidance
AI demand commentary and gross margin
Governance and policy headlines

What would prove this wrong

If EPS exceeds $2.60 and guidance rises, replace the bearish reaction call with bullish.
If revenue guidance falls below expectations, confirm the bearish reaction call.
If the stock reclaims $193 before earnings, downgrade the bearish positioning signal.

Confidence 78 of 100. An opinion, not a forecast.

After the report

May 20, 2026 report

NVIDIA beats Q1 estimates with 85% revenue growth, strong Q2 guidance amid AI-driven demand

NVIDIA reported Q1 revenue of $81.6B (+85% YoY) and adjusted EPS of $1.87 beating $1.70 estimate, driven by Data Center revenue at $75.2B (+92%). Q2 revenue guidance of $91B ±2% signals continued growth despite geopolitical risks from China market concession to Huawei. Shares declined ~1.77% post-earnings amid profit-taking despite strong fundamentals and bullish analyst sentiment.

Reported against expected

Beat

Q1 revenue $81.6B (+85% YoY) and adjusted EPS $1.87 beat estimates of $1.70 EPS and unknown revenue estimate.

Guidance

Q2 revenue guidance $91B ±2% indicates strong expected growth continuation.

How the stock reacted

Shares fell 1.77% to $219.51 on heavy volume post-earnings despite beat and strong guidance.

What changed

Q1 revenue grew 85% YoY to $81.6B and EPS beat estimates with strong Q2 $91B guidance.

What the price now assumes

Market is pricing cautious profit-taking post-earnings despite strong beat and bullish analyst ratings.

What it means for the business

Maintain upgrade bias. watch for Q2 execution and customer diversification to mitigate concentration risk.

The next one to three months, as we saw it then

Better case40%

Sustained AI demand drives revenue above guidance, expanding margins and validating growth thesis.

Base case45%

Company meets Q2 guidance with steady growth. AI demand remains strong but concentration risk persists.

Worse case15%

Revenue growth slows sharply due to loss of key AI customers or geopolitical disruptions, pressuring margins.

If you hold it

Hold NVDA shares unless Q2 revenue guidance is missed by more than 2% or Data Center growth stalls.

If you are watching

Add on Q2 revenue beat above guidance and signs of customer diversification. avoid if Q2 guidance is missed or geopolitical risks escalate.

Scenario odds are a judgement, not measured.