NVIDIA Corporation (NVDA) — the earnings record
As of the 2026-08-26 card — updated after each print. An investment research diary, not advice.
The record at a glance
Reactions across the covered prints span -14.0% to +20.0% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries est revenue ~$108.69B into the next print.
Print by print
| Date | EPS | Revenue | |
|---|---|---|---|
| Aug 26 | 2026-08-26 | ✓ beat | ✓ beat |
| May 26 | 2026-05-20 | ✓ beat | ✓ beat |
| Feb 26 | 2026-02-25 | ✓ beat | ✓ beat |
| Nov 25 | 2025-11-19 | ✓ beat | ✓ beat |
| Aug 25 | 2025-08-27 | ✓ beat | ✓ beat |
| May 25 | 2025-05-28 | ✓ beat | ✓ beat |
| Feb 25 | 2025-02-26 | ✓ beat | ✓ beat |
| Nov 24 | 2024-11-20 | ✓ beat | ✓ beat |
| Aug 24 | 2024-08-28 | ✓ beat | ✓ beat |
| May 24 | 2024-05-22 | ✓ beat | ✓ beat |
| Feb 24 | 2024-02-21 | ✓ beat | ✓ beat |
The per-print reaction chart, the load-bearing metric and the behavior read live on the full NVDA print-record card — free registration.
FAQ · from the current data · as of 2026-08-26
Quick answers
How often does NVIDIA Corporation beat earnings estimates?
Across the last 11 covered prints (as of the 2026-08-26 card), NVIDIA Corporation beat EPS estimates 11 of 11 times and revenue estimates 11 of 11 times, with 11 double beats.
How does NVDA stock react to earnings?
Measured close-of-print-day to the close three sessions later: 3 of the last 11 prints resolved up (beyond +3%), 2 flat, 6 down — reactions spanning -14.0% to +20.0%. Beat-or-miss and reaction are scored separately because they frequently disagree.
What was NVDA's biggest earnings reaction?
+20% over the three sessions after the May 24 print (2024-05-22).
When does NVIDIA Corporation report earnings next?
2026-11-18 (Window closed 31 August: +5.3% — the first paid Nvidia window since May 2024. Next print 18 November — est EPS $2.46 · est revenue ~$108.69B). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.
Mentioned on Closelook
Where NVDA appears in the diary — 48 pieces, newest first. Every link is our own writing.
Go deeper
- NVIDIA 2030The Operating System of Global Intelligence. Investment Thesis & Valuation Framework.Dossier · $49 one-time, or included in C+
- Industrial & Physical AI: Global Dependencies 2026–2030Simulation · Digital Twins · Robotics · Embodied AI — Who Owns the StackDossier · $29 one-time, or included in C+
Long reads
- NVIDIA 2030
- Industrial & Physical AI: Global Dependencies 2026–2030
- Where to Invest in the AI Chip Constraint Chain
- Agentic Infrastructure Software: The Orchestration Layer
- Who Owns the AI Chip Buildout?
- AI Economy — Three Futures for 2030, and the One the Model Leaves Out
- Google and RSI — The Loop Nobody Has Closed
- Magnificent Seven — The Seven at the Shelf
101 and glossary
- ABR — Agent Beneficiary Ratio: Scoring AI Disruption Impact
- AI Infrastructure Outlook 2026: Layers, Risks, and Positioning
- Inference Economics: How the Training-to-Inference Shift Changes Everything
- NVIDIA Investor's Timeline: Hopper to Blackwell to Rubin and Beyond
- Sovereign AI: The National Compute Arms Race and Its Investment Map
- The 6-Layer Model: How Closelook Maps the AI Supply Chain
- The Greeks: Reading the Options Dashboard
Dailies
- AI trade — sellers of compute sold, buyers bought: chips −5.6%, software +5%, SoftBank +7% in Tokyo
- AI trade — the labs ask for a slowdown: Kospi −3.3%, SoftBank −11%, Nasdaq futures −1.2%, oil back above $106
- AI trade — the pacing call splits tech: chips −5%, software +4.5%, security +12–15%, 10-year hits 5%
- Oil settles at $107.63, the 10-year hits 4.95% and the 30-year 5.36%, its highest since 2007: chips lead a fourth down day, Oracle beats and jumps 4% after hours, Adobe beats and slips — and Asia sells its chipmakers 3% to 7%
- Stocks snap a four-day losing streak as oil slips under $100 and chips bounce 2% — despite core inflation hotter than hoped and Fed hike odds at 82%; Oracle gives back its entire after-hours jump
- Brent closes above $100 for the first time since July and the 10-year hits 4.86%: Wall Street falls a third day while Cloudflare +10%, Datadog +7% and Meta +7% catch the money the chip leaders gave back
- Chips lead the market down as oil tops $105 and the 10-year hits 4.92%: Micron −4%, Intel −4%, Nvidia −2.5% — while software posts its first up day in six and Apple gains 3%
- The trade flips at midday: chips fade, software bounces — Meta +6%, Cloudflare +9%, Datadog +6% while oil holds $101 and the 10-year hits 4.85%
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