Nvidia's Real Test Comes After Earnings

Nvidia’s Q2 is expected to beat estimates again since the company had been surprising on the revenue and earnings front for the past eight quarters. The question whether NVDA will continue to

Nvidia’s Q2 consensus stands at $92.05 billion revenue and $2.09 EPS after eight consecutive quarters of beats. Q3 revenue expectations have climbed to $103.7 billion, making forward guidance more important than another routine Q2 beat. Vera Rubin, China shipments and CPUs could extend growth, with Nvidia targeting a $200 billion CPU opportunity. Nvidia’s $500 billion financing initiative could unlock additional infrastructure demand while introducing credit, utilization and residual-value risks. At $216, Nvidia trades around 23x forward GAAP earnings despite consensus forecasting fiscal 2027 revenue growth of approximately 83%.