NVIDIA Corp
NVDA
Market Cap$4.34T
Close$
Earnings Call Q2 2026
August 27, 2025 - AI Summary
Record Revenue and Growth: NVIDIA reported total revenue of $46.7 billion for the second quarter of fiscal 2026, exceeding expectations and marking a significant growth driven by data center revenue, which grew 56% year-over-year (YOY). The company also anticipates total revenue of approximately $54 billion for Q3, representing over $7 billion in sequential growth, largely from the ramp-up of its Blackwell architecture.
Blackwell Platform Momentum: The newly introduced Blackwell platform is showing strong adoption among key players like OpenAI and Meta. NVIDIA is forecasting extensive AI infrastructure investment opportunities, projecting $3 to $4 trillion by the end of the decade due to rapid advancements in AI applications. This sets a strong foundation for continued future growth.
Challenges with China and H20 Sales: NVIDIA faces geopolitical challenges impacting its H20 sales to Chinese customers, with estimates suggesting potential revenue from $2 to $5 billion in Q3 if licenses are approved. The uncertainty surrounding these shipments presents a risk factor and highlights ongoing regulatory complexities.
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$151.23
20% downside
Current Fair Value
20% downsideOvervalued by 20% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $4.34 Trillion |
|---|---|
| Enterprise Value | $4.34 Trillion |
| Dividend Yield | $0.04 (0.02%) |
| Earnings per Share | $2.97 |
| Beta | 2.1 |
| Outstanding Shares | 24,366,000,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 50.14 |
|---|---|
| PEG | 84.72 |
| Price to Sales | 31.49 |
| Price to Book Ratio | 47.24 |
| Enterprise Value to Revenue | 26.26 |
| Enterprise Value to EBIT | 45.24 |
| Enterprise Value to Net Income | 50 |
| Total Debt to Enterprise | 0 |
| Debt to Equity | 0.12 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About NVIDIA Corp
18,100 employees
CEO: Jen-Hsun Huang NVIDIA is the pioneer of GPU-accelerated computing. The Company specializes in products and platforms for the large, growing markets of gaming, professional visualization, data center, and automotive. Its creations are loved by the most...