Nvidia reports third-quarter earnings after the bell

2 weeks ago 10

Nvidia laminitis and CEO Jensen Huang reacts during a property league astatine the Asia-Pacific Economic Cooperation (APEC) CEO Summit successful Gyeongju connected October 31, 2025.

Jung Yeon-je | Afp | Getty Images

Artificial quality chipmaker Nvidia is scheduled to study fiscal third-quarter net connected Wednesday aft the marketplace closes.

Here's what Wall Street is expecting, per LSEG statement estimates:

  • EPS: $1.25
  • Revenue: $54.92 billion

Wall Street is expecting the chipmaker to usher successful the existent 4th to $1.43 successful net per stock connected $61.66 cardinal of revenue. Nvidia typically provides 1 4th of gross guidance.

Anything Nvidia oregon CEO Jensen Huang says astir the company's outlook and its income backlog volition beryllium intimately scrutinized.

He'll person lots to speech about.

Nvidia is astatine the halfway of the AI boom, and it counts counts each large unreality institution and AI laboratory arsenic a customer. All of the large AI labs usage Nvidia chips to make next-generation models, and a fistful of companies called hyperscalers person committed hundreds of billions of dollars to conception caller information centers astir Nvidia exertion successful unprecedented build-outs.

Last month, Huang said Nvidia had $500 billion successful spot orders successful calendar 2025 and 2026, including the forthcoming Rubin chip, which volition commencement shipping successful measurement adjacent year. Analysts volition privation to cognize much astir what Nvidia sees coming from the AI infrastructure satellite adjacent year, due to the fact that each 5 of the apical AI exemplary developers successful the U.S. usage the company's chips.

As of Tuesday, analysts polled by LSEG expect Nvidia's income to emergence 39% successful the company's fiscal 2027, which starts successful aboriginal 2026.

Investors volition privation to perceive astir Nvidia's equity deals with customers and suppliers, including an statement to invest successful OpenAI, a deal with Nokia and an investment into erstwhile rival Intel. Nvidia has kept its gait of deal-making up, agreeing to put $10 cardinal into AI institution Anthropic earlier this week.

Nvidia absorption volition besides beryllium asked astir China, and the anticipation that the institution could summation licenses from the U.S. authorities to export a mentation of its current-generation Blackwell AI spot to the country. Analysts say Nvidia's income could get a boost of arsenic overmuch arsenic $50 cardinal per twelvemonth if it is allowed to merchantability current-generation chips to Chinese companies.

WATCH: There's a batch riding connected Nvidia's earnings, says Interactive Brokers' Sosnick

There's a batch  riding connected  Nvidia's earnings, says Interactive Brokers' Sosnick

Read Entire Article