Nvidia’s (NVDA) Big Earnings Moment: Analysts Expect No Drama as Targets Move Higher

The standing comes up of the company’s upcoming net study owed connected November 19. BNP Paribas believes that Nvidia volition present a “classic marginal beat/raise” 4th driven by beardown maturation trends.

“We don’t expect overmuch play successful presumption of numbers into NVDA’s FQ3’26 results connected Wednesday wherever we expect the classical marginal beat/raise. Cons stands astatine $55bn for FQ3 revenues (+18% q/q; +57% y/y), with buyside a interaction higher vs guidance $54bn. This translates into cons EPS of c.$1.30."

"For FQ4, cons revenues stands astatine $62bn (+12% q/q) and buyside apt higher astatine c.$63–64bn. Outside of FQ2’26 interaction from China export restrictions, NVDA has averaged c.$5bn incremental gross maturation q/q for the erstwhile 8 quarters. The FQ4 cons astatine +$7bn is connected the higher broadside but besides embeds a richer Blackwell ASP successful the mix.”

On the aforesaid day, Stifel reiterated the banal arsenic “Buy” and raised its terms people to $250 per stock from $212.

“We are expanding our estimates and introducing F2028 estimates up of NVDA’s F3Q study Wednesday, 11/19.”

NVIDIA Corporation (NASDAQ:NVDA) specializes successful AI-driven solutions, offering platforms for information centers, self-driving cars, robotics, and unreality services.

While we admit the imaginable of NVDA arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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