Overview

• Wall Street expects revenue of about $46 billion and a roughly 48% jump in EPS for Nvidia’s Aug. 27 report, according to LSEG data and recent consensus figures.
• At least nine firms, including Wedbush, KeyBanc, UBS, Morgan Stanley and Susquehanna, raised 12‑month price targets this week, lifting the average to nearly $194, Bloomberg reported.
• Nvidia’s market value sits above $4 trillion and its S&P 500 weight is near 8%, magnifying the impact of any surprise on broader benchmarks after a tech-led pullback.
• China remains a key uncertainty, with reports of regulators discouraging purchases of newer chips and a supplier halt tied to the H20 model for that market, following a prior $4.5 billion export‑related charge.
• Analysts cite robust demand from hyperscalers—Meta, Microsoft, Alphabet and Amazon—which have boosted AI capex and account for a significant share of Nvidia’s sales.