According to Link Securities analysts, the company will present solid figures in sales and benefits, with an optimistic tone about the evolution of the AI sector. Consensus provides for income from U $ 46,000 millionalthough recent estimates suggest that they could reach 47,000 or even US $ 48,000 millionbacked by margins greater than 72%.
For Lale Akonon, Global Market Analyst of Etoro, “The key will be in itself the company manages to meet the ambitious expectations of Wall Street, which point to forecasts close to US $ s54,000 million”
The market awaits a BENEFIT BY Action of 0.94 dollars In the second fiscal quarter 2026, which implies a 45% growth compared to last year. A good part of the income comes from the expenditure in the giants such as Microsoft and Meta, which represent about 40% of sales.
Market doubts with Nvidia
However, they persist unknowns: the situation in China, where Beijing drives the purchase of local chips, could affect the Nvidia market share (around 13%). In contrast, the Middle East emerges as a new growth region, while GPUs Blackwell They advance faster than expected, consolidating the company’s position throughout the AI infrastructure chain.
Analysts warn that, With the action quoting in historical maximums, a good quarter will not be enough: investors will seek confirmations on the long -term road mapwith Rubin and the new Blackwell generation as pillars of the future investment cycle in AI.
The Bank of America forecast
Nvidia is again in the center of the scene. In the face of its results of the second fiscal quarter, which will be known on August 27, the market anticipates that the company will exceed the forecasts and return to raise its guide. According to a Bank of America reportIncome would be around US $47,000 million, Above consensus (US $ 45,800 million), driven by the strong takeoff from Blackwell architecture and the solid cloud spending.
The attention will be placed on the third quarter, where Bofa projects a leap into the US $ S54,000 millionwith the margin of arriving au $ s60,000 million If the shipments of the H20 chip are resumed to China. In addition, it estimates that gross margins approach 74% and that annual sales climb around US $210,000-215,000 million.
Although the possible reactivation of the H20 would provide between 5,000 and 10,000 million extra, the bank warns that regulatory doubts persist in China and the advance of local competitors.
Morgan Stanley maintains his optimism in Nvidia
Expectations grow around Nvidia’s results, and Morgan Stanley considers that rightly. The bank anticipates a solid quarter, although it clarifies that its greatest optimism is put in what comes later.
In its report, the entity indicates that, although the demand improved continuously during the quarter, the offer remains the main limiting factor. Therefore, projecting income until the end of the year will depend largely on the magnitude of the Blackwell takeoffwhose acceleration is already expected for October.
Morgan Stanley raised his estimates for October, but especially for January and 2026, supported by the planned growth of Blackwell and in the consolidation of the company in the artificial intelligence infrastructure.
In short, Nvidia is presented as the main protagonist of the day.
Source: Ambito
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