Overview
- Nvidia will report fiscal third‑quarter results after the close on Nov. 19, with Visible Alpha consensus at about $1.26 adjusted EPS on roughly $55.3 billion in revenue.
- Data‑center sales remain the focus, with estimates near $49.5 billion and growth projected around 61% year over year.
- Jefferies and Wedbush expect a beat‑and‑raise, while Oppenheimer and Susquehanna lifted targets; Citi models about $56.8 billion for Q3 and a Q4 outlook near $62.6 billion.
- UBS reaffirmed a Buy rating and projected Q4 guidance of $63–$64 billion, even as some investors question sustainability at current valuations.
- Coverage flags tight supply and infrastructure constraints, including reports that CEO Jensen Huang has pressed TSMC for more capacity and rising concern over data‑center power limits.