The Motley Fool
20 Aug 2026, 00:37 UTC · 3h ago
Nvidia Guided to $91 Billion. Wall Street Penciled In $92 Billion.
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The Motley Fool
20 Aug 2026, 00:37 UTC · 3h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
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Nvidia's non-GAAP gross margin guidance is set at 75% (plus or minus 50 basis points), flat compared to the first quarter. — Maintaining high margins during massive scaling signals strong pricing power; any miss here would be a major red flag for valuation.
+0.60Wall Street's average revenue estimate of $91.9 billion falls within Nvidia's own guided range of $89.2 billion to $92.8 billion. — The narrow gap between analyst expectations and company guidance suggests a 'quiet' setup, reducing the likelihood of a massive surprise beat.
+0.40The company's revenue guidance implies a sequential growth slowdown to approximately 11%, down from 20% in the previous quarter. — A decelerating pace of sequential growth could be interpreted as a cooling in the AI infrastructure build-out.
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Nvidia has excluded all data center compute revenue from China in its current outlook. — Any licensed revenue from China would act as a pure upside catalyst since it is not baked into the expectations.
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The company is expected to report staggering year-over-year growth and has a history of beating analyst estimates.
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