NVIDIA Corporation Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
51.2%projected annual EPS growth
Analyst Coverage
58analysts covering
FY Revenue (est.)
$394.2Bnext fiscal year
FY EPS (est.)
$8.96next fiscal year
Monitoring Framework
Key Performance Indicators
Data Center Segment Revenue Quarterly75BTarget: Continued sequential growth driven by Blackwell and Vera Rubin platform ramps
Non-GAAP Gross Margin Quarterly75.0%Target: Stabilization in the mid-to-high 70% range
Scope 3 Greenhouse Gas Emissions Annually10.7MTarget: Reduction of supply chain carbon footprint through supplier renewable energy transitions
Watch Items
- Hyperscaler Capital Expenditure GuidanceTrigger: Any sequential decline or negative guidance from major cloud service providers (Microsoft, Amazon, Alphabet, Meta)Action: Re-evaluate forward demand models for Blackwell and Rubin GPU architectures
- Sovereign AI and Export Control Policy ShiftsTrigger: Changes in US Commerce Department export tiers or licensing requirements for Middle Eastern or East Asian entitiesAction: Assess potential impacts on international data center revenue pipelines
Research as of 8 Jul 2026