[Stock Prediction] Will Nvidia's Q2 Earnings Spark Another AI Rally?
@Tiger_Earnings：
$NVIDIA(NVDA)$ is set to release its FY2026 Q2 earnings after the U.S. market closes on August 27. After hitting multiple record highs, Nvidia’s stock pulled back 3.5% on August 19, raising questions about AI stock valuations. Investors are watching closely: will this report act as the next catalyst for another AI rally — or signal a turning point? 📌 Key Things to Watch 1. Profit recovery Nvidia’s adjusted net margin dropped to 52.8% in Q1 due to high R&D spending and Blackwell chip ramp-up. With costs improving this quarter, profits are expected to rebound, supported by TSMC’s higher yields and strong GB-series shipments. 2. Data center boom Analysts expect Q2 data center revenue to hit $42B–$43B, up 64% YoY. Backed by Microsoft, Amazon, Google, and Meta, roughly $22B of their capex this quarter is going into Nvidia chips — a key growth driver. 3. Product demand & China factor Orders for the GB200/300 chips far exceeded expectations, driving bullish sentiment. Meanwhile, the recent lift on H20 chip restrictions could add $2B–$3B to Q2 revenue, though U.S. export rules remain a risk. Nvidia is also rumored to be developing a new AI chip for China based on its latest Blackwell architecture. What Do Analysts Say? Morgan Stanley: Maintains Buy, PT $206 — expects strong demand with better Blackwell supply. Wells Fargo: Raises PT to $220, sees upside from H20 chip sales resuming in China. KeyBanc: Lifts PT to $215, remains Overweight. Susquehanna: Ups PT to $210, calls outlook positive. NVDA's earnings call will be held on 28 August 2025 at approximately at 05:00 SGT. To set a reminder, please click here 🏆 How to Participate Post a comment predicting where $NVIDIA(NVDA)$ will close on Aug 28 (the day after earnings). If you get it right, you’ll share 1,000 Tiger Coins with other Tigers who guessed correctly! For example, If 10 Tigers get the right answer, each will receive 100 Tiger Coins. If 100 Tigers get the right answer, each will receive 10 Tiger Coins. Reply & share your insights about Nvidia’s Q2 earnings, and win 5 Tiger Coins instantly! ⏰Event Duration August 25, 2025-August 27, 2025, 16:00 (SGT) 🔥Don't forget to follow@Tiger_Earnings, Tiger's official account for providing key information during earnings season📖📖📖 📖For a beginner's guide to financial statements, click here Feel free to ask TigerAI for more information about earnings
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