[Stock Prediction] Will Nvidia's Q2 Earnings Spark Another AI Rally?
$NVIDIA(NVDA)$ is set to release its FY2026 Q2 earnings after the U.S. market closes on August 27. After hitting multiple record highs, Nvidia’s stock pulled back 3.5% on August 19, raising questions about AI stock valuations. Investors are watching closely: will this report act as the next catalyst for another AI rally — or signal a turning point?
📌 Key Things to Watch
1. Profit recovery
Nvidia’s adjusted net margin dropped to 52.8% in Q1 due to high R&D spending and Blackwell chip ramp-up. With costs improving this quarter, profits are expected to rebound, supported by TSMC’s higher yields and strong GB-series shipments.
2. Data center boom
Analysts expect Q2 data center revenue to hit $42B–$43B, up 64% YoY. Backed by Microsoft, Amazon, Google, and Meta, roughly $22B of their capex this quarter is going into Nvidia chips — a key growth driver.
3. Product demand & China factor
Orders for the GB200/300 chips far exceeded expectations, driving bullish sentiment. Meanwhile, the recent lift on H20 chip restrictions could add $2B–$3B to Q2 revenue, though U.S. export rules remain a risk. Nvidia is also rumored to be developing a new AI chip for China based on its latest Blackwell architecture.
What Do Analysts Say?
Morgan Stanley: Maintains Buy, PT $206 — expects strong demand with better Blackwell supply.
Wells Fargo: Raises PT to $220, sees upside from H20 chip sales resuming in China.
KeyBanc: Lifts PT to $215, remains Overweight.
Susquehanna: Ups PT to $210, calls outlook positive.
NVDA's earnings call will be held on 28 August 2025 at approximately at 05:00 SGT. To set a reminder, please click here
🏆 How to Participate
Post a comment predicting where $NVIDIA(NVDA)$ will close on Aug 28 (the day after earnings). If you get it right, you’ll share 1,000 Tiger Coins with other Tigers who guessed correctly!
For example, If 10 Tigers get the right answer, each will receive 100 Tiger Coins. If 100 Tigers get the right answer, each will receive 10 Tiger Coins.
Reply & share your insights about Nvidia’s Q2 earnings, and win 5 Tiger Coins instantly!
⏰Event Duration
August 25, 2025-August 27, 2025, 16:00 (SGT)
🔥Don't forget to follow@Tiger_Earnings, Tiger's official account for providing key information during earnings season📖📖📖
📖For a beginner's guide to financial statements, click here
Feel free to ask TigerAI for more information about earnings
How will NVDA close 28/08 following their earnings?(Single choice)Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- Catk·08-26TOPNvidia still going strong, possibly close around $183LikeReport
- 星光80·08-26TOP我们是局外人，里面什么样的情况都可能会出现。 希望正常就好。LikeReport
- Aqa·08-26TOP🚀🚀🚀 $NVIDIA(NVDA)$ sure to fly above $190 despite the pull back 3.5% on August 19.2Report
- Rainy777·08-27TOPOnly forecasting $2bn in revenue growth, slowing down. Going to negatively impact the share price unless there's a large beat.LikeReport
- 1PC·08-25NVIDIA closing on 28 Aug -> 198++ [Miser]. @JC888 @Barcode @Jes86188 @Shyon @koolgalLikeReport
- MIe·08-28Nvidia upside with ai ordersLikeReport
- Myrttle·08-27189.90 Valuations are very highLikeReport
- Star in the Sky·08-26-20% of what the predicted...😄LikeReport
- LavDe·08-25@Nvida 27Aug closing 192.7xLikeReport
- PoorOldMan·08-27184.38LikeReport
- Yourstruly·08-26184 - 187LikeReport
- Kiwi_G·08-26$188 poss.LikeReport
- ECLC·08-26Possibly ~190.LikeReport