StableStock 🐳(@StableStock):$NVDA reports Q2 FY2027 after the bell today. Consensus sits at $92.29B revenue and $2.09 EPS, but the bigger question remains the same: is AI capex still translating into accelerating demand for NVIDIA? Demand continues to broaden across hyperscalers, AI clouds, sovereign AI and frontier labs. At the same time, higher HBM4 and foundry costs put more focus on Rubin pricing, product mix and the path for gross margins. Any meaningful H200 contribution from China could provide additional upside beyond the core expectations. Recent targets: BNP Paribas $285 · Citi $300 · UBS $280. Trade $NVDA on StableStock: → https://t.co/exTgiAUmRb Not investment advice. For informational purposes only.

2026.08.26 11:38

$NVDA reports Q2 FY2027 after the bell today. Consensus sits at $92.29B revenue and $2.09 EPS, but the bigger question remains the same: is AI capex still translating into accelerating demand for NVIDIA? Demand continues to broaden across hyperscalers, AI clouds, sovereign AI and frontier labs. At the same time, higher HBM4 and foundry costs put more focus on Rubin pricing, product mix and the path for gross margins. Any meaningful H200 contribution from China could provide additional upside beyond the core expectations. Recent targets: BNP Paribas $285 · Citi $300 · UBS $280. Trade $NVDA on StableStock: → Not investment advice. For informational purposes only.