Something Big Could Happen To NVIDIA Stock on August 26

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.

NVIDIA NASDAQ:NVDA | NVDA Price Prediction heads into its 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. Three Reasons The Setup Is Clean 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. 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. 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. Head-To-Head Beat The obvious alternatives are Advanced Micro Devices NASDAQ:AMD and Broadcom . NVIDIA’s Data Center segment alone printed $75.2 billion in a single quarter, up 92% year over year, with 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. One Risk, Dismissed China. 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. Contact email protected for any questions or corrections.