Nvidia Stock Outlook Ahead of Nov. 19 Earnings: Full Guide for 2025
Nvidia (NVDA) is once again at the center of global attention. After becoming the first chip company to touch a $5 trillion valuation, the stock has pulled back slightly—dropping around 8–11% from its all-time high.
But with Nvidia’s Q3 fiscal 2026 earnings set to release on November 19, investors are asking one big question:
Is this the right time to buy Nvidia stock?
This article brings together all updates from the latest trending reports to give you a simple, clear, and trustworthy overview.
What’s Happening With Nvidia Stock Right Now?
Even after the recent dip, Nvidia’s performance is still extremely strong:
- +40% year-to-date
- +39% in the last 12 months
- +9.5% in the last 3 months
Analysts say buyers are simply taking profits ahead of earnings — not losing confidence.
Why November 19 Is a Critical Date
Nvidia will announce Q3 fiscal 2026 earnings after the market closes.
Wall Street is expecting a “beat and raise” quarter — meaning Nvidia will beat expectations and raise future guidance.
Options traders expect a 6.2% stock move after earnings, the largest in more than a year.
This means:
Big upside OR sharp volatility is likely.
Nvidia’s AI Chip Demand Is Exploding
Nvidia remains the #1 company powering the AI revolution.
CEO Jensen Huang revealed that Nvidia has:
Over $500 billion in confirmed orders
for its newest superchips:
- Blackwell
- Rubin
These orders stretch through 2025–2026, giving the company rare long-term visibility.
Huang said:
“We are the first tech company in history to have visibility into half a trillion dollars of cumulative Blackwell and Rubin demand.”
This is one of the strongest signs that AI investment is nowhere near slowing.
AI Market Size: The Opportunity Is Massive
Nvidia believes global AI data center spending will reach:
$3–$4 trillion by 2030
This is NOT hype — it’s backed by hyperscalers (big cloud companies):
- Amazon
- Microsoft
- Meta
- OpenAI
They are pouring hundreds of billions into AI hardware.
Because most AI systems are built around Nvidia’s ecosystem, switching to a competitor (AMD, Huawei, etc.) is costly and difficult.
This gives Nvidia a huge advantage.
Revenue & Earnings: Nvidia Keeps Beating Records
Recent numbers:
- Q2 2026 revenue: $46.7 billion (+56% YoY)
- Q2 2026 profit: up 61%
Analysts estimate:
- 40% profit growth in 2025
- 40% profit growth in 2026
These numbers are extremely rare for a company of Nvidia’s size.
Analysts Are Divided — Here’s Why
Bullish Analysts
- Wedbush: “This will be a major validation moment for AI.”
- Susquehanna: Raised price target to $230
- Goldman Sachs: Strong visibility into data center revenue
- Barchart: Nvidia remains the “engine of the AI revolution”
Cautious Analysts
- Concern about overvalued stock (43× earnings)
- Worries about China export bans
- Fears of AI overspending by tech companies
- Risk of slowdown in data center investments
Risks Investors Should Watch
1. US-China Chip Restrictions
Nvidia took a $5.5 billion hit after export restrictions blocked its H20 chip in China.
New bans could further limit revenue.
2. Very High Valuation
NVDA trades at:
- 43× forward earnings
- 34× forward sales
This makes the stock sensitive to ANY earnings disappointment.
3. AI Overinvestment Concerns
Some worry tech giants may be overspending on AI infrastructure.
Meta’s recent 20% drop triggered fear across tech stocks.
4. Volatility
Options predict a 6%+ move after earnings.
This could easily become a 10% swing depending on guidance.
Should You Buy Nvidia Stock Before November 19?
Here’s the simple version:
Reasons to Consider Buying
- Massive AI demand
- $500B chip order backlog
- Strong revenue & profit growth
- Near-monopoly in AI accelerators
- Huge long-term opportunity ($3–4T AI market)
Reasons to Be Cautious
- High valuation
- Geopolitical risks
- AI spending concerns
- Potential for volatility on earnings day
Final verdict:
Nvidia remains the king of AI — long-term bullish, short-term risky.
Long-term investors may benefit from buying dips, but trading around earnings can be unpredictable.
Summary
Nvidia is still the strongest AI company in the world, with unmatched demand, huge revenue growth, and massive future opportunity.
But because expectations are extremely high, any small miss could cause short-term volatility.
Still, almost all analysts agree:
Nvidia is a long-term winner in the AI industry.
Frequently Asked Questions
1. Why is Nvidia stock falling before earnings?
Profit taking, tech sector volatility, and fears around AI overspending.
2. Is Nvidia still a good long-term investment?
Yes — massive demand, backlog, and AI dominance support long-term growth.
3. What date is Nvidia’s earnings?
November 19, 2025 (after market close)
4. What could push the stock higher?
- Strong earnings
- Better-than-expected guidance
- Chip shipping updates
- China export clarifications
5. What could push the stock lower?
- Weak guidance
- AI spending slowdown
- New US-China restrictions
- Margin pressure