By Gabe Ross
Publication Date: 2025-11-19 01:19:00
Nvidia (NASDAQ:NVDA) is stepping into its Q3 earnings report with the market watching closely as the company continues to stand at the nexus of the AI-infrastructure boom and the broader tech ecosystem. Options data suggest the company could see a one‐day market value move on the order of $300 to $320 billion, a swing of about 7 % in either direction. With valuation already elevated and the broader market looking for confirmation that AI spending remains on a strong upward trajectory, any guidance shortfall or hint of deceleration could trigger a sharper reaction than usual.
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Analysts expect about $54.8 billion in revenue, representing 56% year-over-year growth, while adjusted EPS is projected at $1.25, up a little over 50% from the prior-year period. At the same time, investors are keenly aware of emerging headwinds, including increased regulatory pressure, export restrictions in China, and concerns that the current AI surge may be plateauing. NVDA shares have reflected that tension, sliding 10.5% so far in November.
Yet, several analysts remain constructive heading into the print. Morgan Stanley’s Joseph Moore, a 5-star analyst ranked in the top 3% on TipRanks, stands out as one of the most optimistic, suggesting Nvidia could be on the verge of “a breakout quarter.”
Moore points out that Blackwell is the “AI chip of choice,” and by all indications, the next generation Vera Rubin chip will also have “VERY strong” demand….