- Nvidia’s Fourth Quarter Forecast: Expected revenue ranges from $63.70 billion to $66.30 billion, surpassing the estimated $61.98 billion.
- Third Quarter Total Revenue: Achieved $57.01 billion, showing a 62% increase compared to the previous year and exceeding the estimate of $55.19 billion.
- Data Center Revenue: Achieved $51.2 billion, marking a 66% increase year-on-year, and outperforming the estimate of $49.34 billion.
- Gaming Sector Revenue: Recorded $4.3 billion, a 30% increase from the previous year but slightly below the estimate of $4.42 billion.
- Professional Visualization Revenue: Reached $760 million, with a 56% increase year-on-year, beating the estimate of $612.8 million.
- Automotive Revenue: Generated $592 million, representing a 32% increase year-on-year, but did not meet the estimate of $620.9 million.
- Adjusted Gross Margin: Reported at 73.6%.
- Adjusted Operating Expenses: Totaled $4.22 billion, a 38% increase year-on-year, matching the estimates.
- Adjusted Operating Income: Achieved $37.75 billion, a 62% increase year-on-year, exceeding the estimate of $36.46 billion.
- Research & Development Expenses: Amounted to $4.71 billion, 39% higher than the previous year, slightly exceeding the estimate of $4.66 billion.
- Adjusted Earnings Per Share (EPS): Reported at $1.30.
- Free Cash Flow: Generated $22.09 billion, an increase of 32% year-on-year.
- Analyst Recommendations: 72 “buy,” 6 “hold,” and 1 “sell” recommendations.
NVIDIA Corp on Smartkarma
Analyst coverage of NVIDIA Corp on Smartkarma reveals a range of insights from reputable analysts. Baptista Research‘s report titled “NVIDIA Gets Ditched Again: After Softbank, Now Peter Thiel Is Cashing Out Fast!” highlights NVIDIA Corporation’s record revenue in the second quarter of fiscal 2026, driven by the adoption of new technology like the Blackwell platform and GB300 systems. Jay Cameron‘s analysis, “NVIDIA’s $500B Order Book: Implications for Valuation, Option Strategies,” emphasizes NVIDIA’s strong demand visibility and financial health, suggesting potential long-term growth despite short-term volatility.
In contrast, Douglas Kim‘s report, “Michael Burry’s Uber Bearish Positions in Palantir and Nvidia,” points out significant bearish moves by Michael Burry on Palantir and NVIDIA, with prices showing declines. On a positive note, Nicolas Baratte‘s research on “Nvidia Jensen’s $500bn: What Did He Say Exactly? What Does It Mean for Supply Chain Forecasts?” delves into NVIDIA CEO’s predictions of massive AI growth potential, with orders reaching $500 billion, highlighting optimistic growth prospects for the company.
A look at NVIDIA Corp Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 5 | |
| Resilience | 4 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.6 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Analysts at Smartkarma have given NVIDIA Corp high scores in Growth and Momentum, indicating a positive long-term outlook for the company. With a Growth score of 5, NVIDIA is viewed favorably in terms of its potential for expansion and development. Additionally, a Momentum score of 5 suggests that the company is currently demonstrating strong market performance and investor interest. While the Value and Dividend scores are more modest at 2 each, the Resilience score of 4 indicates that NVIDIA is perceived as being robust and able to withstand challenges.
NVIDIA Corporation, known for designing and marketing 3D graphics processors and software, has received positive ratings in key areas such as Growth and Momentum, pointing towards a promising future for the company in the eyes of Smartkarma analysts. Despite moderate scores in Value and Dividend, the company’s resilience is highlighted with a score of 4, showcasing its ability to weather uncertainties and maintain stability in the market.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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