Seeking Alpha
12 Nov 2026, 12:45 UTC · 1h ago
Is Nvidia Done For Following The Drama? Absolutely Not (Q3 Preview)
Impact · against what's priced in
The article offers no new fundamental catalysts as projected Q3 revenue and earnings figures are consistent with existing expectations. The CEO governance controversy is a non-fundamental volatility driver that does not shift the long-term growth assumptions already baked into the valuation.
- NVDA+0.00
Already priced in
- The price assumes
The $96.22 billion in Q2 FY27 revenue and the near-term 70% fiscal 2028 growth guide
The projected $109B revenue for Q3 is a linear continuation of the growth guides the market already assumes; it does not validate the higher $1 trillion Blackwell/Rubin revenue projection that the price currently declines.
What NVDA's price assumes · Sep 1
