Three Numbers to Watch in Nvidia's Earnings Report -- WSJ

By David Uberti

$396 billion: Analysts' expectations for Nvidia's full fiscal-year revenue will hinge on the company's guidance for the rest of 2026.

97.6%: That's Wall Street's estimate for annual earnings growth this quarter, according to LSEG, an acceleration from recent three-month periods.

$30 billion: The company last quarter reported holding more than $30 billion worth of public equities, as well as tens of billions more in private company shares and corporate debt. Wall Street is keying in on whether those holdings are growing as Nvidia increasingly steps into potential weak points across the AI sector as an investor and financial backstop. "The beat is priced; the balance sheet is the debate," Bank of America analysts told clients.

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August 26, 2026 14:00 ET (18:00 GMT)