NVIDIA Corporation (NASDAQ: NVDA) beats adjusted Non-GAAP EPS consensus in Q2 FY2027 results (August 26, 2026)
Hit
✦ AI-generated prediction
Published on 16. July 2026
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Predicted for 26. August 2026
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Based on: Historical Cycle
NVIDIA reports Q2 FY2027 results (fiscal quarter April–July 2026) on August 26, 2026. Q1 FY2027 (May 2026) achieved record revenue of $81.6B (+85% YoY), driven by Blackwell chip demand from hyperscalers. NVIDIA has beaten Non-GAAP EPS consensus in every one of the last 12+ quarters — one of the most consistent beat streaks in US tech. AI infrastructure spending from Microsoft Azure, Amazon AWS, Google Cloud, and Meta remains at record levels per Q1/Q2 earnings results. No Polymarket market for NVDA Q2 FY2027; estimated beat probability: ~84%.
Data basis for this prediction
- NVIDIA SEC Form 8-K / NVIDIA Newsroom: Q1 FY2027 Umsatz 81,6 Mrd. USD (+85 % YoY), Rekordquartal (Mai 2026)
- Catacal.com: NVIDIA Q2 FY2027 Earnings Date 26. August 2026
- CNBC / Tech-Insider: NVIDIA 12+ konsekutive Non-GAAP-EPS-Beats; Blackwell-Nachfragezyklus ungebrochen
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
[Vorzeitig entschieden] NVIDIA meldete Q2 FY2027 non-GAAP EPS von $2,39 vs. Konsens $2,09 – klarer Beat. Quelle: MarketBeat Earnings Report 2026-8-26.
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CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.
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ARM Holdings reports Q2 FY2027 (July–September 2026) on November 4 after market close. EPS consensus: $0.47; revenue consensus ~$1.38B (Theta Research, Oct 29). ARM is the dominant CPU IP licensor for AI servers (Neoverse), smartphones (Apple A-series, Qualcomm), and edge devices — all three segments scaling strongly in 2026. ARM has beaten EPS consensus in each of the last four quarters, driven by AI infrastructure capex. No direct Polymarket contract; analogue: S&P 500 Q3 2026 beat rate ~71%. Key risks: export control escalation (UK/US vs. China), hyperscaler capex delays, or HBM4 demand plateau.