Nvidia is set to report fiscal 2026 second-quarter results after the U.S. market closes, with Wall Street expecting another sharp jump in revenue as demand tied to artificial intelligence infrastructure remains strong. According to analyst estimates compiled by LSEG, the company is projected to post earnings per share of $2.10 and quarterly revenue of $92.17 billion. That would be nearly double the $46.7 billion recorded a year earlier.
The report comes as investors weigh whether Nvidia can keep extending a growth run powered by spending on AI model training and deployment. Its GPUs remain central to advanced AI workloads, and the company has also supported the buildout of next-generation AI data centers through financing support and related efforts.
At the same time, expectations have become more measured after nearly three years of major gains. Nvidia shares were up about 14% for the year through Tuesday’s close, slightly ahead of the Nasdaq index. Investors are watching competitive pressure from AMD and Google, rising costs linked to a global memory chip shortage, and progress in sales and supply for the Rubin and Blackwell chip lines. Nvidia CEO Jensen Huang has previously said the current product cycle based on Blackwell and Vera Rubin architectures could generate $1 trillion in cumulative sales by 2027.
Nvidia is scheduled to report results for the second quarter of fiscal 2026 after the U.S. stock market closes. Analyst estimates compiled by LSEG put quarterly earnings per share at $2.10, with revenue expected to reach $92.17 billion.
Revenue is expected to nearly double from a year earlier
Market estimates point to revenue nearly doubling from $46.7 billion in the same period last year, extending the rapid growth tied to the wave of investment in artificial intelligence infrastructure. As a core supplier of AI computing power, Nvidia’s GPUs are widely used to train and run advanced AI models. The company has also taken part in pushing next-generation AI data center construction through financing support and other measures.
Competition and cost pressures are in focus
After nearly three years of strong gains, investor expectations around Nvidia have turned more cautious. As of Tuesday’s close, Nvidia shares were up about 14% this year, slightly ahead of the Nasdaq index. The market is watching pressure from rivals including Advanced Micro Devices, or AMD, and Google, as well as higher costs caused by a global shortage of memory chips.
Rubin and Blackwell updates will be closely watched
Nvidia is now in a new product cycle, and its latest Vera Rubin AI system has started shipping to customers including Microsoft and OpenAI. Investors will focus on sales progress and supply conditions for the Rubin and Blackwell chip series, along with the company’s outlook for future AI computing demand.
Nvidia Chief Executive Officer Jensen Huang previously said the current product cycle built on the Blackwell and Vera Rubin architectures is expected to generate $1 trillion in cumulative sales by 2027. The company is set to hold its earnings conference call at 5 p.m. Eastern Time.
Source: CNBC.
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