Overview

• Wall Street expects roughly $45.9–$46 billion in quarterly revenue and about 48% EPS growth when Nvidia reports after the close on Aug. 27.
• Analysts have rushed to lift price targets, with the average near $194, though some caution persists, including a Deutsche Bank Hold at $155.
• China remains the key uncertainty, with reported export curbs, a halt to H20-related production, and a reported 15% U.S. government take on some China sales tied to export licenses.
• Strong demand for Blackwell products and rack-scale NVL72 systems, plus rising hyperscaler capex, support expectations for continued data-center strength.
• Given Nvidia’s outsized index weight and role as an AI bellwether, strategists warn a miss or soft outlook could spark broader tech selling after the release.