Nvidia’s Q3 Earnings Preview: Ownership Breakdown and Analyst Sentiment
Chipmaker Nvidia (NVDA) prepares to report Fiscal Q3 2026 results on November 19 amid mixed market signals. While valuation concerns and competitive pressures have weighed on the stock, Wall Street maintains bullish expectations due to relentless demand for its AI GPUs.
Strategic investments—including a $5 billion stake in Intel and a landmark $100 billion OpenAI partnership—underpin confidence. Citi anticipates a 'beat and raise' quarter, with consensus projecting 54.3% EPS growth to $1.25 and revenue surging 56.1% to $54.75 billion year-over-year.
Ownership data reveals public companies and retail investors control 49.06% of NVDA shares, followed by ETFs and institutional holders. The AI hardware leader's performance will serve as a bellwether for semiconductor and cryptocurrency mining sectors reliant on its high-performance chips.