Nvidia Poised to Outperform Tech Sector in Q3 FY2026 Earnings

On November 19, 2025, Nvidia (NVDA) is scheduled to report its fiscal Q3 2026 earnings. The AI chip giant is facing the broader tech sell-off, but its strong positioning in the AI market gives it a chance to defy the industry downturn.

Analysts expect Nvidia to post revenue around $54 billion, up from $46.7 billion in the previous quarter. The consensus EPS estimate is $1.23 per share, representing a year-over-year growth of about 52%. Nvidia's latest Blackwell GPU architecture is driving robust demand in data centers globally, as enterprises invest heavily in AI infrastructure.

The company's long-term contracts with major clients also provide confidence in its growth trajectory. While risks remain, such as export restrictions and supply chain challenges, Nvidia's leadership in AI hardware is unmatched. Its continuous R&D investment ensures its architecture stays ahead of competitors, keeping the company at the forefront of the AI market.

Investors will closely watch Nvidia's margins and forward guidance when the company reports earnings. Strong profit margins and an optimistic outlook could fuel a rally, while cautious statements may dampen sentiment. Nvidia's ability to navigate these headwinds and deliver positive results will be crucial in determining if it can outperform the broader tech sector once again.