Nvidia earnings: Imagine sales nearly doubling in a year but the stock dropping anyway! 😧
Nvidia reports on Nov 17. Its own forecast for the quarter is $108B, and analysts already expect about $109B. A small beat is already in the price.
Nvidia is the biggest maker of AI chips. A year ago it sold $57B in a quarter, and its forecast assumes no AI-chip sales to China. Results land about 21:20 UTC, the call at 22:00 UTC.
Markets move on the gap between what people expected and what happens, not on good versus bad. In Nov 2025 Nvidia beat estimates and the stock still fell the next day (per Tom's Hardware).
Watch these instead of the headline number:
- The next forecast and the profit margin: guided to about 74% of each sales dollar, down from 75%, with memory costs rising
- $279B of promises to buy chip supply, mostly memory, up from $119B a quarter earlier (per Nvidia's CFO). Bulls see proof of demand. Bears see bills that don't shrink if demand does
- The CEO: the board opened an investigation into Jensen Huang on Nov 8 and says it has no reason to believe secrets were compromised. No findings yet
Drop more, or rally soon?
Experience, not financial advice.
#CanNvidiaEarningsEaseMarketConcerns?
Nvidia reports on Nov 17. Its own forecast for the quarter is $108B, and analysts already expect about $109B. A small beat is already in the price.
Nvidia is the biggest maker of AI chips. A year ago it sold $57B in a quarter, and its forecast assumes no AI-chip sales to China. Results land about 21:20 UTC, the call at 22:00 UTC.
Markets move on the gap between what people expected and what happens, not on good versus bad. In Nov 2025 Nvidia beat estimates and the stock still fell the next day (per Tom's Hardware).
Watch these instead of the headline number:
- The next forecast and the profit margin: guided to about 74% of each sales dollar, down from 75%, with memory costs rising
- $279B of promises to buy chip supply, mostly memory, up from $119B a quarter earlier (per Nvidia's CFO). Bulls see proof of demand. Bears see bills that don't shrink if demand does
- The CEO: the board opened an investigation into Jensen Huang on Nov 8 and says it has no reason to believe secrets were compromised. No findings yet
Drop more, or rally soon?
Experience, not financial advice.
#CanNvidiaEarningsEaseMarketConcerns?
