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2h ago

Nvidia Q2 Earnings Set for Wednesday as Wall Street Eyes Guidance on China and Blackwell

Options imply roughly a 6% post-report move, underscoring how guidance on China licensing, Blackwell shipments, Rubin timing could sway a $4 trillion bellwether.

An NVIDIA logo and a computer motherboard appear in this illustration taken August 25, 2025. REUTERS/Dado Ruvic/Illustration/File Photo
A smartphone with a displayed NVIDIA logo is placed on a computer motherboard in this illustration taken March 6, 2023. REUTERS/Dado Ruvic/Illustration
Jensen Huang, the chief executive of Nvidia, said the company was in talks with the US over its offering to China
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Overview

  • Nvidia reports after the bell on Aug. 27 with consensus near $46.45 billion in revenue and about $1.02 in adjusted EPS.
  • Analysts remain broadly bullish with most targets above $200, and the stock is up roughly a third this year after recently topping a $4 trillion market value.
  • U.S. export curbs on the H20 chip threatened about $8 billion in sales, and a reported 15% revenue-sharing deal to resume some China shipments arrived too late to affect Q2 but could shape guidance.
  • Some on Wall Street caution that excluding China from guidance could trim estimates by $2–3 billion as investors look for clarity on licensing and demand in the region.
  • Nvidia’s Blackwell platform has become the core growth engine—about $27 billion in sales and roughly 70% of data center revenue—so shipment cadence and supply constraints remain key watch items.