NVIDIA Corporation (NVDA) earnings on August 26, 2026

NVDA price around the earnings

227.98

Change: +8.7%

Start of the measured window End of the measured window

203.97 212.79 221.62 230.44 209.66

August 26, 2026 August 27, 2026

Price: green if it ends above the starting price; red if it ends below
Start of the measured window
End of the measured window
Market open
No trading (market closed)
Starting price

Price series around the event

Prior thesis

Prior outlook: Optimistic Outcome: Accurate

Thesis published: 2026-08-26, 19:52 UTC
Results released: 2026-08-26, 20:21 UTC

Analysts expect strong growth with a strong beat rate, fueled by AI demand.

Context analyzed before publication

Trend: Trajectory scores show a strong positive outlook into earnings, with the latest score at 65.6.

Analysts

Evidence

Analyst consensus: Strong buy
Consensus average (1-5): 1.29
Analysts covering the stock: 59
Average price target: 304.73
Lowest price target: 180
Highest price target: 500
Upside to price target: 45.1%
Quarterly earnings growth: 210.6%
Revenue growth: 85.2%
Forward EPS: 13.13
Trailing EPS: 6.54
Analyst moves in the last 60 days: 8

Strong buy: 10
Buy: 49
Hold: 2
Sell: 1
Strong sell: 0

Strong buy: 10
Buy: 49
Hold: 2
Sell: 1
Strong sell: 0

August 25, 2026 · Raymond James: Maintains rating (Strong Buy → Strong Buy)
August 24, 2026 · Rosenblatt: Maintains rating (Buy → Buy)
August 24, 2026 · Keybanc: Reiterates rating (Overweight → Overweight)
August 24, 2026 · Cantor Fitzgerald: Reiterates rating (Overweight → Overweight)
August 21, 2026 · BMO Capital: Initiates coverage (Outperform → Outperform)
August 20, 2026 · RBC Capital: Reiterates rating (Outperform → Outperform)
August 11, 2026 · Wells Fargo: Reiterates rating (Overweight → Overweight)
July 14, 2026 · Keybanc: Maintains rating (Overweight → Overweight)

News and sentiment

Evidence

Sentiment

Sentiment: Neutral
Mention volume: High
Normalized volume: 99%

News

Sources (8)

How Does Congress Feel About Nvidia Stock Ahead of Q2 Earnings? Here’s How Many Have Sold in 2026 (opens in a new tab) — Benzinga
Crowdstrike Earnings Prediction Market Preview: What Will George Kurtz Say About AI? (opens in a new tab) — Benzinga
Nvidia Earnings Meets Jackson Hole: 2 ETF Trades for an AI Boom Facing Higher Rates (opens in a new tab) — Benzinga
Jim Cramer Warns NVDA Stock 'Will Tumble' Despite Strong Results if Bears are Right—Flags China, HBM and Data Center Risks (opens in a new tab) — Benzinga
'Nscale Will Use NVIDIA's Vera Rubin Chips, Which Will Start To Come Online Late Next Year, To Meet Anthropic’s Needs' - Bloomberg News (opens in a new tab) — Benzinga
Nasdaq 100 Falls as Hot PCE Inflation Stirs Rate-Hike Bets: Stock Market Today (opens in a new tab) — Benzinga
The Fed Faces A Dangerous Choice For Investors; Nvidia Earnings Ahead (opens in a new tab) — Benzinga
EXCLUSIVE: Nvidia's $2 Billion Synopsys Bet Signals AI's Next Frontier (opens in a new tab) — Benzinga

Technicals

Evidence

Price when the context was analyzed: 212.96
Average true range (ATR): 2.8%
Distance to 52-week high: -10.8%
14-day change (14d): -2.1%
30-day change (32d): +2.8%
30-day relative strength: -1.0%
QQQ change (32d): +3.9%
Nearest support: 212.68
Distance to nearest support: 0.1%
Nearest resistance: 213.7
Distance to nearest resistance: 0.4%
Volume accumulation ratio (14d / 46d): 0.71

Mid: 212.68 (0.1% away, 0.05 ATR, 8 touches)
Mid: 211.98 (0.5% away, 0.17 ATR, 14 touches)
Mid: 210.87 (1% away, 0.35 ATR, 16 touches)

Mid: 213.7 (0.4% away, 0.13 ATR, 11 touches)
Mid: 214.54 (0.7% away, 0.27 ATR, 20 touches)
Mid: 215.56 (1.2% away, 0.44 ATR, 14 touches)

Trends

Evidence

Average earnings surprise: +4.6%

May 20, 2026: actual EPS 1.87 vs estimate 1.77 (surprise +5.5%)
February 25, 2026: actual EPS 1.62 vs estimate 1.54 (surprise +5.3%)
November 19, 2025: actual EPS 1.3 vs estimate 1.26 (surprise +3.5%)
August 27, 2025: actual EPS 1.05 vs estimate 1.01 (surprise +4.1%)

Expected move

Implied move: +5.2%
Source: Options chain

Reactions over its last 20 earnings

Median move: 4.7%
75th percentile move: 8.3%
90th percentile move: 14.1%
Up / down moves: 11 / 9
Average up move: +8.2%
Average down move: -4.2%

Monitoring and close

What NVIDIA Corporation reported

Status: Finished

Actual EPS	2.22
EPS estimate	2.1
EPS surprise	+5.7%
Revenue	$96,221 million
Revenue estimate	$92,179 million
Revenue surprise	+4.4%

Nvidia beat expectations with adjusted earnings of $2.22 per share and sales of $96.221 billion. Optimistic third-quarter guidance, though excluding China revenue. Faces supply constraints and inventory charges.

Sources (20)

NVIDIA Says Will Be Shipping Both Blackwell And Rubin Systems In Future And Currently Experiencing Certain Supply Constraints (opens in a new tab) — Benzinga
NVIDIA Says During H1, Incurred $0.4B Charge Associated With H200 For Excess Inventory & Purchase Obligations, As Demand For H200 Products Diminished (opens in a new tab) — Benzinga
Nvidia Q2 Highlights: Double Beat, Huang Says ‘AI Infrastructure Buildout is at Full Steam’ (opens in a new tab) — Benzinga
Nvidia CFO Says We Partnered With Extensive Network Of Suppliers To Secure Critical Components Needed To Meet Demand For Next Several Years; Maximum Gross Exposure Under All Land, Power, And Shell Guarantees Agreements Is $3.5B (opens in a new tab) — Benzinga
Nvidia CFO Says Shipments Of Data Center Hopper Products To China During Q2 Were Less Than 1% Of Data Center Revenue; Q2 Commitments Rose To $279B From $119B In Q1 (opens in a new tab) — Benzinga
Nvidia Expects Q3 GAAP, Non-GAAP Gross Margins To Be In Range Of 73.50% - 74.50% (opens in a new tab) — Benzinga
Nvidia Not Assuming Any China Data Center Compute Revenue In Its Guidance (opens in a new tab) — Benzinga
NVIDIA Sees Q3 Sales $105.840B-$110.160B vs $104.196B Est (opens in a new tab) — Benzinga
NVIDIA beat expectations with adjusted earnings of $2.22 per share and sales of $96.221 billion, above forecasts. — Benzinga
NVIDIA Q2 Adj. EPS $2.22 Beats $2.10 Estimate, Sales $96.221B Beat $92.179B Estimate (opens in a new tab) — Benzinga
Update: US Equity Indexes Trade Mixed in Final Leg as Investors Await Nvidia's Earnings (opens in a new tab) — MT Newswires
Nvidia Down 1% Ahead Of Report (Live Coverage) (opens in a new tab) — Investor's Business Daily
Indexes end close to flat after hot inflation data ahead of Nvidia earnings (opens in a new tab) — Reuters
Bank of America Spots Bigger Nvidia Catalyst Before Earnings (opens in a new tab) — GuruFocus.com
Nvidia Stock Slips Before Earnings -- $92 Billion Revenue Forecast in Focus (opens in a new tab) — GuruFocus.com
Stock Market Today: Dow Dips On Inflation News; Nvidia Drops With Earnings Next (Live Coverage) (opens in a new tab) — Investor's Business Daily
How Does Congress Feel About Nvidia Stock Ahead of Q2 Earnings? Here’s How Many Have Sold in 2026 (opens in a new tab) — Benzinga
Crowdstrike Earnings Prediction Market Preview: What Will George Kurtz Say About AI? (opens in a new tab) — Benzinga
Nvidia Earnings Meets Jackson Hole: 2 ETF Trades for an AI Boom Facing Higher Rates (opens in a new tab) — Benzinga
Jim Cramer Warns NVDA Stock 'Will Tumble' Despite Strong Results if Bears are Right—Flags China, HBM and Data Center Risks (opens in a new tab) — Benzinga

Pre-market second reading after the results

Verdict: Beat expectations

Heading into the open, results beat expectations on both earnings and revenue, and the price is indicating +6.5% pre-market, a move in line with the stock's usual reaction (about 5%). The figures confirm the optimistic scenario. In the 1,470 similar cases in our market history, the close held that direction 96% of the time.

How the stock reacted

Outcome: Accurate
Consolidated: +8.7%
Max favorable move (MFE): 9.9%
Max adverse move (MAE): 2.9%