CatalystTech/AI

Nvidia's $279B in supply commitments is the number to watch into Q3, not the beat. Forward Analytics sees revenue near $113B, gross margin around 74.5%, EPS $2.60 and a $255 base case, with supply not

Nvidia Q3 FY2027 preview highlights $279 billion fabless model footnote.

Context

What happened: A Seeking Alpha analyst published a preview of NVIDIA Corporation (NVDA) Q3 FY2027 results, citing an earlier panel regression on the company. Key numbers: The analyst's March regression showed a structural operating margin premium of about 39 percentage points. The headline references a $279 billion figure. Why it matters: The author discloses a beneficial long position in NVDA shares and states the article expresses their own opinions.

NVDA

$206.69

+2.29%

What changed

A Seeking Alpha analyst published a preview of NVIDIA Corporation (NVDA) Q3 FY2027 results, citing an earlier panel regression on the company.

Why it matters

The author discloses a beneficial long position in NVDA shares and states the article expresses their own opinions.

Sources

seekingalpha