What will NVIDIA (NVDA) hit in August 2026?
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NVIDIA Stock Decline Explained: Is the AI Boom Losing Momentum or Just Entering a New Phase?. • NVIDIA Corporation shares closed near $208.48 on August 24, 2026, after a seven-session losing streak that erased roughly 7 perc
$NVDA$NVDA $NVDA - NVIDIA: BOFA SEES MAJOR AI UPSIDE • • BofA reiterates NVIDIA as a Top Pick, maintaining its Buy rating and $350 price target. • • NVIDIA now expects ~70% FY28 sales growth, far above the 45% consensus, with demand still exceeding supply. • • BofA raised future EPS estimates, citing Rubin’s rapid ramp, expanding AI revenue per GW, and strong long-term demand. • • Main pressure: gross margins could fall to 72–73% as memory costs rise.
Nvidia's stock fell by about 2% in after-hours trading despite the company's second-quarter earnings exceeding expectations. The company announced its second-quarter financial results, reporting adjusted earnings per share of $2.22, compared to expectations of $2.10. Revenue reached $96.2 billion for the quarter ending July 26, 2026, an increase of 18% from the previous quarter and 106% year-over-year. The company projected third-quarter revenue of approximately $108 billion, while the average forecast was $105 billion. #Arabic_Business
NVIDIA Q2 Revenue Reaches $96.2 Billion, Q3 Guidance Set at $108.0 Billion • • NVIDIA reported fiscal Q2 2027 revenue of $96.2 billion, up 106% year over year and above the $92.2 billion consensus estimate. Data Center revenue reached $89.0 billion, up 117% and above the $85.8 billion estimate, while non-GAAP diluted EPS came in at $2.22, beating expectations of $2.10. Non-GAAP gross margin was 75.0%, in line with estimates. NVIDIA guided fiscal Q3 revenue to $108.0 billion, plus or minus 2%, above the $104.2 billion consensus estimate, with the outlook assuming no Data Center compute revenue from China. The company said its Vera Rubin platform has entered full production and returned about $26.0 billion to shareholders through share repurchases and cash dividends during the quarter.
Nvidia announced its second-quarter financial results, reporting adjusted earnings per share of $2.22, compared to expectations of $2.10. The company also announced revenue of $96.2 billion for the quarter ending July 26, 2026, representing an 18% increase over the previous quarter and a 106% increase year-over-year. #Arabic_Business
Nvidia's stock price fell for the seventh consecutive day as its earnings report neared its close; market focus shifted to demand visibility for 2028.
Nvidia's stock price fell for the seventh consecutive day as its earnings report neared its close; market focus shifted to demand visibility for 2028.
Nvidia's stock price fell for the seventh consecutive day as its earnings report neared its close; market focus shifted to demand visibility for 2028.
Nvidia's stock price fell for the seventh consecutive day as its earnings report neared its close; market focus shifted to demand visibility for 2028.
Nvidia's stock price fell for the seventh consecutive day ahead of its earnings report, dragging down the Nasdaq by 0.8% as chip stocks plummeted.
Nvidia's stock price fell for the seventh consecutive day ahead of its earnings report, dragging down the Nasdaq by 0.8% as chip stocks plummeted.
Nvidia's stock price fell for the seventh consecutive day ahead of its earnings report, dragging down the Nasdaq by 0.8% as chip stocks plummeted.
Nvidia's stock price fell for the seventh consecutive day ahead of its earnings report, dragging down the Nasdaq by 0.8% as chip stocks plummeted.
Nvidia $NVDA just closed the day lower for the 7th trading day in a row its longest losing streak since 2022 • •
Nvidia $NVDA just closed the day lower for the 7th trading day in a row its longest losing streak since 2022 • •
Nvidia $NVDA just closed the day lower for the 7th trading day in a row its longest losing streak since 2022 • •
Nvidia $NVDA just closed the day lower for the 7th trading day in a row its longest losing streak since 2022 • •
Nvidia $NVDA just closed the day lower for the 7th trading day in a row its longest losing streak since 2022 • •
Nvidia $NVDA just closed the day lower for the 7th trading day in a row its longest losing streak since 2022 • •
$NVDA - NVIDIA EARNINGS COULD IGNITE THE STOCK • • Rosenblatt remains bullish on NVIDIA, reiterating its Buy rating and $325 price target ahead of earnings. • • Analyst Kevin Cassidy expects NVIDIA to beat Wall Street estimates on both revenue and profit, with third-quarter guidance also likely to exceed expectations. • • The upcoming Vera Rubin architecture rollout could provide another major growth catalyst. • • Rosenblatt believes NVIDIA’s strong momentum and leadership in AI remain firmly intact.
$NVDA - NVIDIA EARNINGS COULD IGNITE THE STOCK • • Rosenblatt remains bullish on NVIDIA, reiterating its Buy rating and $325 price target ahead of earnings. • • Analyst Kevin Cassidy expects NVIDIA to beat Wall Street estimates on both revenue and profit, with third-quarter guidance also likely to exceed expectations. • • The upcoming Vera Rubin architecture rollout could provide another major growth catalyst. • • Rosenblatt believes NVIDIA’s strong momentum and leadership in AI remain firmly intact.
$NVDA - NVIDIA EARNINGS COULD IGNITE THE STOCK • • Rosenblatt remains bullish on NVIDIA, reiterating its Buy rating and $325 price target ahead of earnings. • • Analyst Kevin Cassidy expects NVIDIA to beat Wall Street estimates on both revenue and profit, with third-quarter guidance also likely to exceed expectations. • • The upcoming Vera Rubin architecture rollout could provide another major growth catalyst. • • Rosenblatt believes NVIDIA’s strong momentum and leadership in AI remain firmly intact.
NVDA Preview Summary Target Price: Based on a P/E ratio of 28x for FY27E/FY28E EPS, we raise our target price to $345. Pre-Earnings Estimates: F2Q revenue model is $94.5 billion, higher than the Bloomberg consensus estimate of $91.8 billion and the buyer's expectation of approximately $94 billion. F3Q Guidance Estimates: We estimate guidance of approximately $108 billion (based on demand of $110-111 billion), with approximately 500,000 Rubin modules. Conference Call Focus: Nvidia's $500 billion funding platform, the second half/1Q Rubin production curve (potentially all at 23 million), gross margin trajectory, and memory/optical specifications. Customer Momentum: Recent order increases indicate improved market share on AWS and Google, while the traction of Anthropic and open-source weighted models continues to grow. Vera Rubin and Rubin Ultra: Four US cloud service providers (CSPs) are increasing demand for VR200; CoWoS is projected to reach 1.05 million units in 2027. Memory Specifications: As previously mentioned, Rubin Ultra offers four HBM options, potentially shifting to HBM4 8-Hi (192GB) and HBM4e 12-Hi (384GB). Rubin Ultra Oberon: Chip height is fine-tuned between "9-18-9" and "10-9-8". Ecosystem and Competitors: The NVL576, with NPO scaling, is positioned to compete with AMD's MI500 256-GPU configuration. Neocloud Momentum: Funding support helps neocloud scale, surpass CSPs, and lock in recurring GPU hour revenue under strong credit conditions, despite ongoing valuation debates.
Wall Street sends strong signal to Nvidia stock investors. • Jensen Huang and Wall Street just unveiled a $500 billion plan to finance Nvidia AI chips as an investable asset class for data centers.
Wall Street sends strong signal to Nvidia stock investors. • Jensen Huang and Wall Street just unveiled a $500 billion plan to finance Nvidia AI chips as an investable asset class for data centers.
Wall Street sends strong signal to Nvidia stock investors. • Jensen Huang and Wall Street just unveiled a $500 billion plan to finance Nvidia AI chips as an investable asset class for data centers.
BofA: Nvidia's $500 Billion Funding
NVDA is bearing value, not debt:
NVDA has signed Memoranda of Understanding (MOUs) with six top financial institutions (Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR) to mobilize over $500 billion in third-party capital through an independent platform. The financial burden rests on the consortium's, not NVDA's, balance sheet.
GPUs as an Investable Asset Class:
With this $500 billion in capital treating computing power as an investable asset class, residual value must be maintained. NVDA provides cross-operator interchangeable and transferable computing power, while CUDA extends its lifespan, keeping resale/leasing rates high and depreciation curves moderate.
Extending the AI Development Runway:
Funding (not demand) has been the main bottleneck. This $500 billion funding pool allows non-investment-grade buyers (such as labs, emerging cloud service providers, and sovereign entities) to acquire hardware at attractive interest rates, reducing underwriting risk and supporting the long-term development path of the Total Accessible Market (TAM) for AI systems. Key Debates and Monitoring Risks: Notable concerns remain, including that memoranda of understanding are not necessarily deployed capital (requiring real end-users to pay real money), potential power and regulatory hurdles, inflationary input costs, and the opacity and complexity that the new financing structure may introduce to AI development.
*NVIDIA EXTENDS DROP TO 3%, FRESH SESSION LOW
*NVIDIA EXTENDS DROP TO 3%, FRESH SESSION LOW
Pre-market trading on August 10th: Nvidia's stock price continued to rise, boosted by M&A news; AI market outlook is positive; index fluctuated with a firm stance.
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What will NVIDIA (NVDA) hit in August 2026?