By CNBC
Publication Date: 2025-11-20 02:40:00
Nvidia on Wednesday evening delivered better-than-expected quarterly results, with a guide that should impress even those with the highest of expectations. Revenue in the company’s fiscal 2026 third quarter grew 62% year over year to $57.01 billion, outpacing the $54.92 billion the Street was looking for, according to estimates compiled by data provider LSEG. Adjusted earnings per share for the three months ending Oct. 26 increased 67% to $1.30, also exceeding the consensus estimate of $1.25, per LSEG data. NVDA YTD mountain Nvidia YTD Talk about a strong showing. In addition to solid beats on the top and bottom lines, management guided current quarter sales to a level not only above consensus estimates but also above the so-called whisper number that was floating around. For those unfamiliar with the term, the estimates that most market watchers and participants, like the Club, cite come from sources like LSEG, FactSet, or Bloomberg – all market data platforms. These estimates are compiled from sell-side analysts, who work at the banks and firms that sell research. The whisper number, however, is what the buy-side – those who run money, like hedge funds, asset management firms, pension funds, and so on – is believed to be looking for. It sometimes happens that a stock can beat the consensus estimate and miss the whisper number, resulting in a stock move lower. Beating the whisper number, however, is an important feat as it means the company is doing even better…
