An analyst argues NVDA’s revenue potential exceeds consensus estimates by 15-20% over the next 12-18 months ahead of Wednesday’s report.
Nvidia’s fiscal second-quarter earnings report on August 26, 2026, arrives with analyst Dan Ives warning that market expectations remain too low. Ives estimates current models understate NVDA’s revenue by 15-20% over the next 12-18 months, citing untapped potential in physical AI and hyperscaler demand.
The company’s shares closed at $216.85, up 23.79% year-over-year, reflecting strong performance but leaving room for upside if guidance exceeds forecasts. Ives highlights $9 billion in physical AI revenue and $1 trillion in Blackwell revenue visibility through 2027 as key drivers.
Markets have yet to fully price in Nvidia’s expansion in Asia and hyperscaler exposure, which Ives argues could further boost growth. The earnings call will test whether the company can deliver on these projections.