NVIDIA

PRICE + EARNINGS

NVDA · daily price and volume

OFFICIAL CLOSE · Sep 3, 2026$228.45

SCHEDULED REPORTNov 17, 2026As of Sep 3, 2026

EPS ESTIMATE$2.34

52-WEEK RANGE$164.07—$236.54

Sep 3, 2026 · $228.45 · 134.7M shares+25.8% over period

Forecasts

2027

Fiscal year-end headcount

LIKELY RANGE47,000–57,000employees · middle 80%

UNCERTAINTY±3,580employees

Sep 452,710employees

47,000–57,000 range

Derived from public YES prices · observed Sep 4, 2026

Questions

Resolved August 5

H200 chips reached China

100%Sep 4, 2026

Derived from public YES prices · observed Sep 4, 2026

Q2 2027 · August 26, 2026

The physical-AI script failed. Three low-priced words survived.

Humanoid, self-driving and gaming all missed from prices above 55%. Omniverse, rent and Taiwan landed from 45%, 25% and 20%.

ADJUSTED EPS$2.22

$2.09 expected

SURPRISE+$0.13

per share

REVENUE—

reported

NEXT SESSION+8.7%

$209.66 → $227.98

THE STORY IN THE PRICES

The call was narrower than the board: hyperscalers and Cosmos landed, while the expected product and robotics vocabulary mostly stayed out.

THE SCRIPT

Hyperscaler was the only near-certain word and cleared. Cosmos also landed from 81%.

THE BREAK

Humanoid was the largest crowded miss; Taiwan was the lowest-priced mention that appeared.

EARNINGS WORDS

What the call was about

5:00 PM ET start

CONFIRMEDHyperscaler

99% before the call

5:00 PM ET · +0 min

Start+30 min+60 min

Forecasts

Fiscal year-end headcount

Questions

H200 chips reached China

The physical-AI script failed. Three low-priced words survived.

The call was narrower than the board: hyperscalers and Cosmos landed, while the expected product and robotics vocabulary mostly stayed out.

What the call was about

Compute platform

AI models and software

Customers and partners

Physical AI

Policy, geography and supply

People and capital