As a leading force in AI and graphics processing, NVIDIA (NVDA) continues to dominate headlines in 2025 with its explosive growth driven by data center demand and innovative chip technologies. With the company’s fiscal year 2026 third-quarter earnings report scheduled for November 19, 2025, investors are eagerly anticipating insights into revenue growth, profit margins, and future projections. This comprehensive guide breaks down everything you need to know about NVDA earnings dates, recent news, stock movements, post-earnings outlook, Blackwell chip revenue estimates, sales figures, profit analysis, and a forward-looking forecast for the remainder of 2025 and into 2026. Whether you’re a seasoned investor or new to tech stocks, this analysis provides actionable insights backed by the latest data.
NVDA Earnings Date: When to Expect the Next Report
NVIDIA’s third-quarter fiscal 2026 earnings, covering the period ending October 2025, are set to be released after market close on November 19, 2025. The earnings call will follow at 2:00 PM PT, where CEO Jensen Huang and CFO Colette Kress are expected to discuss key metrics, including data center performance and AI-driven growth. This date aligns with NVIDIA’s typical reporting schedule, with prior quarters announced in May, August, and now November for FY2026.
Historically, NVDA has consistently beaten earnings expectations, as seen in Q2 FY2026 results released on August 27, 2025, where revenue hit $46.7 billion—up 56% year-over-year. For Q3, analysts forecast revenue around $54.0 billion, plus or minus 2%, reflecting continued strength in AI infrastructure. Investors should mark their calendars for this event, as NVDA’s reports often trigger significant market volatility. To prepare, review past calls on NVIDIA’s Investor Relations site for patterns in guidance and surprises.
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4 Key Takeaways From Nvidia’s Earnings Call
NVDA Earnings News: Latest Updates and Market Reactions
The buzz around NVIDIA’s earnings has intensified in late 2025, with the company achieving a historic $5 trillion market valuation on October 29, 2025, fueled by the AI boom. Recent news highlights include CEO Jensen Huang’s comments on visibility into $500 billion in cumulative revenue from Blackwell and Rubin products through 2026, signaling robust demand from hyperscalers like Microsoft and Amazon. In Q2 FY2026, NVIDIA reported record revenue of $46.7 billion, with data center sales surging 112% to form the bulk of earnings.
Market reactions have been overwhelmingly positive, with NVDA shares jumping 5% in a single day to push the valuation milestone, adding over $230 billion in market cap. However, some analysts caution about potential bubbles, drawing parallels to past tech surges, though NVIDIA’s fundamentals—such as 72.4% gross margins—remain strong. Live coverage of the upcoming November 19 report is expected to focus on Blackwell chip ramps and geopolitical factors, like U.S. export restrictions to China, which impacted Q2 sales. Social media sentiment on X (formerly Twitter) shows excitement, with posts noting NVIDIA’s “age of AI in full steam.”
For real-time updates, tune into NVIDIA’s webcast or financial platforms like Yahoo Finance, where earnings transcripts and analyst Q&A will be available shortly after the call.
NVDA Stock Today: Performance Analysis as of November 2, 2025
As of the last trading day before November 2, 2025 (a Sunday), NVDA closed at an all-time high of $207.04 on October 29, 2025, reflecting a 50% year-to-date gain. The stock has shown resilience, rebounding from intraday volatility to hit the $5 trillion mark, surpassing Apple and Microsoft temporarily. Today’s performance (based on after-hours and pre-market indicators) remains stable, with no major losses reported, contrary to some speculative “NVIDIA loss today” queries.
Key drivers include strong AI demand, with data center revenue comprising 78% of sales in FY2025. However, the stock experienced a $600 billion one-day drop earlier in 2025 but quickly recovered, underscoring investor confidence. Technical analysis shows a 52-week high of $212.19, with support levels around $195. For intraday updates, check NASDAQ or Yahoo Finance historical data.
| Metric | Value (as of Oct 29, 2025 Close) |
|---|---|
| Stock Price | $207.04 |
| Market Cap | $5 Trillion |
| YTD Gain | ~50% |
| 52-Week High | $212.19 |
| Volume (Recent Avg) | High, post-earnings surges |
NVDA Post-Earnings Outlook: Will NVIDIA Go Up After Earnings?
Post-earnings sentiment for NVDA remains bullish, with analysts like those at Goldman Sachs raising price targets ahead of the November 19 report. Historical patterns show NVDA often rallies after beats, as in Q2 FY2026 when shares rose despite a minor EBIT miss. Analysts predict a potential 15-20% upside if Q3 guidance exceeds $54 billion, driven by AI capex from Big Tech.
Risks include supply chain issues with Blackwell chips and U.S.-China tensions, but overall, the outlook is positive with Wall Street forecasting EPS of $1.24 for Q3. Bearish scenarios could involve margin compression, but NVIDIA’s 110% EBIT growth in prior quarters suggests resilience. For long-term holders, the post-earnings period could see NVDA testing new highs if Blackwell ramps meet expectations.
NVIDIA Blackwell Revenue: Estimates and Impact
The Blackwell chip family, including the Ultra variant, is poised to be a major revenue driver in late 2025 and 2026. Estimates peg Blackwell-related revenue at part of a $500 billion backlog for Blackwell and Rubin through 2026. In Q2 FY2026, Blackwell data center revenue grew 17% sequentially, contributing to overall sales.
Analysts project Blackwell to add $230+ billion in data center revenue by 2030, with NVIDIA holding 60-65% market share. For 2025-2026, cumulative estimates reach $486 billion across fiscal years. The chip’s advanced architecture powers AI factories, with demand outpacing supply into 2026. Geopolitical factors, like potential sales to China, could influence these figures.
Inside NVIDIA Blackwell Ultra: The Chip Powering the AI Factory …
NVDA Sales Figures: Breaking Down Recent Quarters
NVIDIA’s sales have shattered records in 2025, with FY2025 total revenue reaching $130.5 billion—up 114% from FY2024. Q3 FY2025 (reported in 2024) saw $35.1 billion in revenue, up 94% year-over-year, led by $30.8 billion from data centers. Automotive sales hit a record, up 72%, driven by self-driving platforms.
Q2 FY2026 figures: $46.7 billion total, with no H20 sales to China. Breakdown by segment:
- Data Center: 78% of revenue, up 112% YoY
- Gaming: +15%
- Professional Visualization: +17%
- Automotive: +72%
These trends underscore NVIDIA’s pivot to AI, with sales projections for Q3 FY2026 at $54 billion.
NVDA Profit Analysis: Margins and Efficiency
NVIDIA’s profitability is unmatched, with FY2025 net income at $72.9 billion—up 147% from FY2024—and a net profit margin of 56.53%. Q2 FY2026 delivered $26.4 billion in net income, up 59% YoY, with GAAP gross margins at 72.4%. Free cash flow stood at $60.85 billion in FY2025, supporting $60 billion in buybacks.
Key factors: High-margin data center sales and efficient operations. Analysts note risks like declining consumer diversification, but overall, profits are expected to grow with AI demand. EPS for Q3 FY2026 is forecasted at $1.24.
NVIDIA 2025 Forecast: Challenges and Opportunities Ahead
For the remainder of 2025 and into 2026, NVIDIA is projected to generate $207 billion in FY2026 revenue, with stock price targets averaging $228.54 and highs up to $389.73. Analysts predict NVDA could reach $405 by July 2026, driven by AI self-reliance initiatives in markets like China. Challenges include geopolitical risks and competition, but opportunities in data centers and automotive could push revenue to $230+ billion by 2030.
Bull case: Continued AI boom leads to 15% CAGR in data centers. Base case: Steady growth to $206 average price in 2025. Bear case: Supply constraints cap upside. Overall, NVIDIA’s trajectory looks promising for investors eyeing long-term tech exposure.
Nvidia stock price target 2025
In summary, NVIDIA’s 2025 story is one of innovation and dominance in AI. With the November 19 earnings on the horizon, stay tuned for updates that could shape the tech sector’s future. For more in-depth analysis, consult reliable sources like NVIDIA’s official reports and diversified analyst views to make informed decisions.
