Nvidia eyes earnings with cautious near term outlook

Nvidia approaches earnings with strong growth signals but a cautious near term view from Morgan Stanley.

Nvidia braces for earnings as Morgan Stanley flags near term caution

Nvidia heads into earnings with momentum from AI demand and hyperscalers’ capital spending. The company guides fiscal Q2 revenue around 45 billion dollars with margins above 70 percent, a pace that would mark about 50 percent year over year growth.

Analysts say the long term story stays intact even as the near term looks muted. The stock market has priced in aggressive AI demand, but the quarterly outlook could still swing on supply and policy details. Nvidia’s push into data centers is supported by large R&D investments and a growing ecosystem of customers. The balance between supply, demand, and regulatory factors will shape how the stock performs into 2026.

Highlights

The coming weeks will reveal how much of the hype Nvidia can turn into real growth.