Seeking Alpha previews Nvidia’s upcoming Q2 earnings, positioning NASDAQ:NVDA as the most direct exposure to accelerating AI accelerator allocation and GB200 ramp.
Nvidia Corporation (NASDAQ: NVDA; TSX: NVDA:CA; CBOE: ZNVD:CA) prepares to report fiscal second-quarter earnings on August 18, 2026, at 9:00 AM ET, driven by strong revenue momentum underpinned by robust hyperscaler demand and elevated cloud rental pricing for its Hopper architecture. Shipments of the Vera Rubin platform beginning in fiscal third quarter 2027 could deliver up to thirty-five times higher inference throughput than Blackwell. Historical post-earnings patterns frequently exhibit short-term profit-taking, creating attractive buying opportunities for long-term investors focused on structural artificial intelligence growth. Applying a target valuation multiple of 22.5 times adjusted fiscal year 2028 consensus earnings per share yields a $310 price target, implying 38% upside potential from current levels.
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I have written about Nvidia Corporation multiple times for Seeking Alpha, with my two most recent calls being rated as “Buy”—since my March update, when I argued [text cuts off].
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