First Squawk(@FirstSquawk):NVIDIA MARGIN OUTLOOK DISAPPOINTS INVESTORS Despite another blockbuster quarter, NVIDIA’s Q3 gross-margin guidance of 73.5–74.5% is below the ~75% analyst expectation, with some buy-side estimates as high as ~76.5%. Q2 gross margin was 75%, meaning margins are expected to decline as NVIDIA ramps next-generation products and faces higher memory/component costs.

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First Squawk@FirstSquawk

2026.09.05 02:28

NVIDIA MARGIN OUTLOOK DISAPPOINTS INVESTORS Despite another blockbuster quarter, NVIDIA’s Q3 gross-margin guidance of 73.5–74.5% is below the ~75% analyst expectation, with some buy-side estimates as high as ~76.5%. Q2 gross margin was 75%, meaning margins are expected to decline as NVIDIA ramps next-generation products and faces higher memory/component costs.