Nvidia’s Q3 Earnings: Will the Chipmaker Exceed Expectations?
With Nvidia’s third-quarter results just around the corner, investors are eagerly anticipating the chipmaker’s performance. Scheduled to announce its Q3 results after the market closes on Wednesday, November 20, 2025, Nvidia has set the bar high with its previous quarterly updates.
A Track Record of Beating Expectations
Nvidia has consistently topped Wall Street’s earnings estimates for seven consecutive quarters, making it a strong contender to do so again. The company’s Q2 update projected Q3 revenue of around $32.5 billion, with Wall Street analysts expecting a slightly higher figure of $33.07 billion. Although Nvidia didn’t provide earnings guidance for Q3, analysts predict adjusted earnings per share (EPS) of $0.74, up 80% year over year.
Positive Signs from Major Customers and Rivals
Recent quarterly reports from Nvidia’s major customers and rivals suggest a strong Q3 update. Amazon Web Services (AWS), the largest cloud services provider, reported high demand for its services, citing chip supply as the primary constraint. Microsoft, the second-largest cloud services provider, also reported high demand for its Azure cloud platform. Additionally, Advanced Micro Devices, a top competitor to Nvidia, expressed optimism about the market, indicating significant investment in AI infrastructure.
Reasons to Buy Nvidia Stock
With these positive signs, investors may want to consider buying Nvidia stock before Thursday’s announcement. The company’s track record of beating expectations, combined with the optimistic reports from its customers and rivals, suggests that Nvidia may exceed analysts’ estimates.
Reasons to Hold Off
However, there are also reasons to exercise caution. Despite beating expectations in its Q2 results, Nvidia’s share price fell due to concerns about the rumored delays of its new Blackwell GPUs. Moreover, recent reports of overheating issues with the Blackwell GPUs may raise concerns about potential revenue hiccups.
Long-Term Focus
Ultimately, what matters most is Nvidia’s long-term performance. Unless the Blackwell issues are more severe than they seem, the stock should still be a good buy for investors focused on the long term. With its strong track record and positive industry trends, Nvidia remains a promising investment opportunity.
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