Nvidia is set to report earnings on August 26, 2026, with Wall Street forecasting revenue near $92 billion and earnings per share between $2.08 and $2.09—both roughly double year-ago levels. The chipmaker’s data center revenue already hit a record $75.2 billion in the first quarter of 2026, and its share of the AI accelerator market sits between 85% and 92%. Analysts at Wedbush and FactSet expect another beat, with Matt Bryson noting that component and material access, not end demand, is defining shipments. The stock trades at about 23.6 times forward earnings and has risen only 19% over the past year, while options markets price a 5.5% swing after the report.
Nvidia earnings are due August 26, 2026, and Wall Street projects revenue close to $92 billion, a gain of nearly 97% from a year earlier. Analysts expect per-share profit around $2.08 to $2.09, almost double last year’s figure.
The company has missed Wall Street’s target only twice in the last 22 quarters. In May 2026, Nvidia reported $81.62 billion in revenue and adjusted earnings of $1.87 per share.
Wedbush analyst Matt Bryson forecasts another beat on both lines. He stated that component and material access, not end demand, is defining shipments.
Data center revenue hit a record $75.2 billion in the first quarter of 2026, up 92% year over year. Nvidia holds an estimated 85% to 92% share of the AI accelerator market as of mid-2026.
CEO Jensen Huang has pointed to a $1 trillion cumulative GPU opportunity running through 2027. Analysts have raised price targets, with an average Nvidia stock price target between $304 and $308, and Bryson’s own target at $330.
At writing, shares are up 19% over the past year, roughly matching the S&P 500. Based on a fiscal 2027 earnings-per-share consensus of $9.02, the stock trades around 23.6 times forward earnings.
A Stocktwits poll from August 25 found over 76% of retail investors expect a beat. Yet the stock has slid over the last seven days, with options traders pricing a swing of roughly 5.5% either way after the report.
Nvidia earnings have consistently beaten estimates, and demand remains strong. The report should clarify whether the upward momentum continues.
