The estimate was reported by Reuters, citing LSEG data.
“It looks like Nvidia’s stock price has been priced for perfection, so GPU demand must continue to grow strongly for many more years for the stock to stay up,” Reuters said, quoting Wong Kok Hoi, founder and CEO of APS Asset Management in Singapore.
The shares of Nvidia were trading at $184.50 in the pre-market session, gaining by $3.1395 or 1.73% over the last closing price.
Ross Maxwell, Global Strategy Lead at VT Markets told ETMarkets that estimates show that revenue and EPS will remain strong. While the market’s focus is on AI and a potential bubble, investors will keep a close eye on Nvidia’s earnings release. He added that some believe the easy growth phase may now be over.
“Much of the good news may be priced in as although growth is still strong, it will be relatively modest compared to recent earnings. Whilst a beat could trigger some upside, the market will be much more sensitive to a miss, or even softer guidance, which presents more downside risk for a potential pullback,” Maxwell added.“Given the current positive correlation between equities and the dollar (which reflects perhaps the renewed concerns over a tech/AI-specific correction hitting the broader U.S. economy) a bad earnings report this evening could drive the dollar weaker,” MUFG strategist Lee Hardman said. He added that the focus would likely then rapidly pivot to Thursday’s delayed U.S. employment data.Nvidia Q3 earnings timings
Nvidia will host a conference call today at 2 p.m. PT (12:30 am India time) to discuss its financial results for the third quarter of fiscal year 2026, which ended October 26, 2025.
Ahead of the call, Nvidia will provide written commentary on its third-quarter results from Colette Kress, the company’s executive vice president and chief financial officer. This material will be posted to investor.nvidia.com immediately after the company’s results are publicly announced at approximately 1:20 p.m. PT.
What should investors do?
Investors should see whether Nvidia can sustain high margins, maintain strong AI-capex demand and avoid any export or China-related headwinds, Maxwell suggested.
His advice to investors is to reduce large directional exposure or hedging ahead of the print and then reassess once the numbers and commentary are out. “If the long-term view is still bullish, use any post-earnings dip as a potential entry rather than buying just ahead of the earnings event,” the VT Markets analyst said.
(Disclaimer: The recommendations, suggestions, views, and opinions given by the experts are their own. These do not represent the views of The Economic Times.)
