When will NVIDIA report Q3 earnings?

Nvidia will report Q3 fiscal 2026 earnings on November 19, 2025, after US market close (typically 11:00 PM GMT+2). This earnings announcement is critical for AI investors, as the company controls ~60% of the global AI chip market.

NVIDIA Q3 2026 financial expectations

Analysts are projecting:

  • Revenue: $54.8-$54.9 billion (56% year-over-year growth)
  • Adjusted EPS: $1.25 (54% YoY increase)
  • Market consensus: Beat expectations likely, but guidance is the real focus

CEO Jensen Huang’s October announcement of $500 billion in orders for 2025-2026 signalled higher 2026 revenue than previously estimated—with some projecting an additional $60 billion upside in data centre revenue versus prior forecasts.

The company’s visibility into $286.7 billion in 2026 revenue expectations will heavily influence post-earnings market sentiment.

Key business drivers: what to watch

1. Blackwell chip momentum

Blackwell is Nvidia’s flagship AI accelerator and the make-or-break product for 2026 growth. The company previously disclosed Blackwell reaching $27 billion in revenue, comprising ~70% of data centre sales. Strong Blackwell demand among hyperscalers (Meta, Google, Amazon, Microsoft) confirms Nvidia’s technological moat.

2. Hyperscaler capital spending trends

Tech giants are collectively deploying ~$320 billion on AI infrastructure in 2025, with approximately 50% flowing to Nvidia. Recent earnings calls from major cloud providers showed sustained capex acceleration, validating continued demand for Nvidia’s GPU ecosystem.

3. Strategic AI partnerships & alliances

Recent deals underscore Nvidia’s dominance:

  • OpenAI partnership: Up to $10 billion investment for 4-5 million GPUs
  • Intel collaboration: $5 billion chip integration agreement
  • Nokia partnership: $1 billion stake in cellular network hardware

Expected stock movement & trading volatility

The market is pricing in 6-8% stock swing immediately post-earnings, with significant movement expected in NASDAQ and S&P 500 indices. Key metrics investors should monitor:

  • Q3 revenue beat/miss vs. $54.8-$54.9B consensus
  • 2026 revenue guidance and trajectory
  • Blackwell product demand and competitive positioning
  • Forward data centre margin expansion
  • Supply chain and geopolitical (China) risks

Key takeaways

Nvidia’s November 19 earnings represent an “earnings stress test” where most positives are already priced in. Management must deliver strong Q3 results AND credible 2026 guidance to justify the stock’s valuation. Watch for forward commentary on AI infrastructure sustainability and customer demand diversification.

NVIDIA – technical analysis view

The long-term trend for NVIDIA remains up, although we have started to see a short-term correction thereof. The correction has brought the price back to long-term trend line support, where the price has paused for the time being. Wednesday evening’s results are likely to renew direction for the NVIDIA stock price.

Traders respecting the long-term trend might look to keep a long bias to trades on the company. A close above the red trend line would consider the correction to have ended with 200 and 211,82 short term upside targets. In this scenario, traders who find long entry might consider using a close below the major low at 176,27 as a stop loss indication.

Alternatively, should the price not break above trend line resistance and instead move to break support at 176,27, this could mark the start of a broader trend reversal for the stock from up to down.