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NVDA will report earnings next week on Wednesday, August 23. Analysts said in their earnings preview note that they expect a beat and raise.
However, they see the guide being impacted by “severe constraints on H100 Hopper platforms.”
“We believe demand over the next several quarters is exceeding supply by at least 50%. Unconstrained, we believe Nvidia’s earnings for FY25 (CY24) would be in the high-teens from our current $10.35 estimate,” wrote the analysts.
“We see FY26 (CY25) earnings power well into the $20s driven by a multitude of growth vectors: Hopper, Grace Hopper CPU/GPU, Hopper Next, Mellanox tie-ins (switches, DPUs, NICs, etc.),” they added.
