By Shanthi M
Publication Date: 2025-11-19 04:21:00
Ahead of the Q3 print, analysts expressed comfort at the uptake of the Blackwell AI chip and the demand signals of the upcoming Vera Rubin architecture.
- The consensus calls for third-quarter adjusted EPS of $1.25 and revenue of $55.03 billion.
- Since the AI revolution began following OpenAI’s launch of ChatGPT, Nvidia’s revenue has grown at a red-hot pace, though the pace has since moderated.
- The average price target for the stock is $234.96, implying about 30% upside from current levels.
Artificial intelligence (AI) bellwether Nvidia Corp. (NVDA) is widely anticipated to deliver a third-quarter earnings report that could be a catalyst to lift the market out of its recent rut. The rising AI skepticism has not spared Nvidia’s stock, pushing it to correction territory.
From the recent intraday high of $212.19, set on Oct. 29, the stock is down 14.5%. Given the bar is set too high for this consistent outperformer, will Jensen Huang have a trick up his sleeve to allay the mounting pessimism?
Key Nvidia Numbers Wall Street Models
For the third quarter of the fiscal year 2026, Nvidia is expected to report adjusted earnings per share (EPS) of $1.25, up from $0.81 reported a year earlier, according to Fiscal.ai. The bottom-line expectation has been revised up from $1.19 estimated 90 days ago.
The topline is expected at $55.03 billion compared to the $54 billion, +/- 2%, outlook Nvidia issued in late August when it announced its second-quarter results. The midpoint of the guidance…