{"slug": "something-big-could-happen-to-nvidia-stock-on-august-26", "title": "Something Big Could Happen To NVIDIA Stock on August 26", "summary": "NVIDIA Corp. (NASDAQ:NVDA) heads into its Aug. 26 fiscal Q2 2027 earnings report with a conservative revenue guide of $91 billion plus or minus 2%, a non-GAAP gross margin of 75%, and a 0.953 implied probability of beating estimates, according to Polymarket. The company has beaten EPS estimates by 5.42%, 6.58%, 4.84%, and 3.96% over the last four quarters, and management reiterated confidence in $1 trillion in Blackwell and Rubin revenue from 2025 through calendar 2027, with supply commitments at $119 billion. The board authorized an additional $80 billion buyback on top of $38.5 billion remaining and raised the quarterly dividend from 1 cent to 25 cents, while Q1 free cash flow was $48.5 billion.", "body_md": "**NVIDIA** **( NASDAQ:NVDA | NVDA Price Prediction)** heads into its\n\n[Aug. 26 FY Q2 2027 report](https://247wallst.com/investing/2025/11/19/complete-nvidia-nvda-q3-earnings-coverage/)with fundamentals, capital return and a demand backdrop that make it one of the cleanest large-cap AI setups in the market. This is a compounder with a catalyst.\n\n## Three Reasons The Setup Is Clean\n\n**1. Guidance is conservative, and the beat streak is intact:** Management guided Q2 revenue to $91 billion plus or minus 2% with non-GAAP gross margin of 75%, and that guide excludes any Data Center compute revenue from China. NVIDIA has beaten EPS estimates by 5.42%, 6.58%, 4.84%, and 3.96% across the last four quarters. Polymarket implies a 0.953 probability of another beat on Aug. 26.\n\n**2. Demand visibility is unprecedented:** Jensen Huang said “[demand has gone parabolic](https://247wallst.com/investing/2026/07/27/nvidia-ceo-huang-chips-industry-must-grow-10x-over-the-next-decade-to-power-100-billion-ai-agents/)” and NVIDIA reiterated “full confidence in the [$1 trillion in Blackwell and Rubin revenue](https://247wallst.com/investing/2026/02/25/cloud-capacity-is-sold-out-what-that-means-for-blackwell-could-change-everything/) we foresee from 2025 through calendar 2027.” Supply-related commitments now sit at $119 billion. That is booked backlog.\n\n**3. Capital return has become material:** The board authorized an additional $80 billion buyback on top of $38.5 billion remaining, and NVIDIA raised the quarterly dividend from 1 cent to 25 cents. Q1 free cash flow was $48.5 billion. Retirement accounts want that combination.\n\n## Head-To-Head Beat\n\nThe obvious alternatives are **Advanced Micro Devices** **( NASDAQ:AMD)** and\n\n**Broadcom**\n\n**(**. NVIDIA’s Data Center segment alone printed $75.2 billion in a single quarter, up 92% year over year, with\n\n[NASDAQ:AVGO](https://247wallst.com/companies/AVGO/))[Data Center Networking up 199%](https://247wallst.com/investing/2026/08/14/3-ai-infrastructure-stocks-powering-the-data-center-boom-in-august/). AMD’s data center franchise is a fraction of that scale. Broadcom is a real AI ASIC winner, but it trades at a higher earnings multiple than NVIDIA’s P/E of 44 while growing slower than NVIDIA’s 85.2% Q1 revenue growth. You are paying up for less growth.\n\n## One Risk, Dismissed\n\nChina. NVIDIA shipped zero H20 units to China in Q1, still beat, and still guided to $91 billion for Q2 with China excluded. If [export restrictions](https://247wallst.com/investing/2026/03/06/analyst-every-bureaucratic-delay-hands-ai-markets-directly-to-huawei/) were a thesis breaker, the numbers would already show it. They do not. Still, the setup into the Aug. 26 after-close report favors continued execution against a conservative guide.\n\n*Contact [email protected] for any questions or corrections.*", "url": "https://wpnews.pro/news/something-big-could-happen-to-nvidia-stock-on-august-26", "canonical_source": "https://247wallst.com/investing/2026/08/21/something-big-could-happen-to-nvidia-stock-on-august-26/", "published_at": "2026-08-21 12:00:49+00:00", "updated_at": "2026-08-21 12:16:05.599388+00:00", "lang": "en", "topics": ["artificial-intelligence", "ai-products", "ai-infrastructure", "ai-chips"], "entities": ["NVIDIA", "Advanced Micro Devices", "Broadcom", "Jensen Huang", "Polymarket"], "alternates": {"html": "https://wpnews.pro/news/something-big-could-happen-to-nvidia-stock-on-august-26", "markdown": "https://wpnews.pro/news/something-big-could-happen-to-nvidia-stock-on-august-26.md", "text": "https://wpnews.pro/news/something-big-could-happen-to-nvidia-stock-on-august-26.txt", "jsonld": "https://wpnews.pro/news/something-big-could-happen-to-nvidia-stock-on-august-26.jsonld"}}