Wall Street is very focused on Nvidia’s (NVDA) upcoming earnings this week, especially given how much weight the tech giant has in the major US indexes (^GSPC, ^DJI, ^IXIC). While earnings paints a bit of the picture, is there more than just revenue that investors should focus on?
Stifel managing director & applied technology analyst Ruben Roy shares his insight into what investors should be watching out for from Nvidia’s results.
Roy says that given investor expectations, it will need to be a beat-and-raise quarter for the chip giant.
Roy argues there is more than just earnings to look forward to: “From an R&D perspective, Nvidia is investing quite aggressively. They’ve accelerated the cadence at which they bring out compute technology to the marketplace. So we’ve got the H series of GPUs, Hopper 100, Hopper 200 out today. Nvidia you know, widely has talked about the Blackwell series which is coming out.”
He follows that up with: “Just beyond that there’s the new architecture that Nvidia announced earlier this year called Reuben that’s coming out in 2026, so they’re investing. They’re investing on new technologies faster than we’ve ever seen.”
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