
Nvidia Corp. is set to report its third-quarter earnings today after the market close, with investors and analysts focusing on demand for its new Blackwell AI chips. Analysts expect earnings per share of $0.74 on revenues of $33.14 billion. Several have raised their price targets ahead of the report, including Truist Securities increasing its target to $167 and Stifel to $180. Supply chain data and industry discussions suggest Nvidia is likely to surpass expectations and provide strong fourth-quarter guidance. Options traders are pricing in a significant stock movement, with implied volatility suggesting a potential 8% to 12% swing in either direction, potentially impacting $300 billion in market value.



















$NVDA | Nvidia Corp - Hopper and Blackwell Systems Have Certain Supply Constraints, Demand for Blackwell Seen to Exceed Supply for Several Qtrs in Fiscal 2026 - Blackwell Production Shipments Scheduled to Begin in Q4 2025 and Will Continue to Ramp Into Fiscal 2026 https://t.co/1Jr1gUpxF2
Nvidia stock falls as guidance beats, but perhaps not by enough — live coverage https://t.co/LScXbTq6X3
IN JENSEN WE TRUST. $NVDA Listen to the call LIVE on Stocktwits: https://t.co/N0xGxmED5t https://t.co/WnDspSBRjj https://t.co/LYLJn5sZCI