Nvidia will report third‑quarter fiscal 2027 results on Tuesday, 17 November 2026, after the market close, according to MarketBeat. Analysts tracked by MarketBeat expect earnings of US$2.47 a share on revenue of US$108.72 billion.
The update comes after a steep share price decline. Axios reports Nvidia’s stock has fallen nearly 30 percent over the past month. Axios also notes the drop has weighed on many Americans’ retirement balances because of Nvidia’s large weighting in major index funds.
Leadership and compliance concerns are adding to market nerves. Axios reports U.S. Treasury Secretary Scott Bessent has questioned Nvidia’s earnings quality, alleging potential improper chip sales to China and urging the board to appoint an outside chief executive. These are allegations; they have not been proven.
The company is also navigating a leadership transition. The Daily Beast reports former Nvidia CEO Jensen Huang resigned amid allegations of personal misconduct and national‑security concerns tied to his relationship with Alice Huang, a Singapore‑based executive. Those are allegations reported by The Daily Beast. What, if any, findings have been made in relation to those claims is not known.
Investors will look to Tuesday’s report and any guidance for clarity on demand for Nvidia’s AI chips and on compliance with export controls. It is not yet known whether Nvidia will address the Treasury Secretary’s allegations on the call, or outline a timeline for appointing any outside CEO.
The week’s AI trade focus also includes Anthropic’s listing plans. TechCrunch reports Anthropic has set an IPO price range of US$70 to US$78 a share. TechCrunch said that range would imply a valuation of about US$1.404 trillion; that valuation figure has not been confirmed independently.
What we know, and what we don’t
Nvidia’s earnings are scheduled for Tuesday after the close, with consensus forecasts at US$2.47 EPS on US$108.72 billion revenue.
Nvidia shares are down nearly 30 percent over the past month, with broad portfolio impacts due to index fund exposure. Axios also reports Treasury Secretary Scott Bessent has questioned Nvidia’s earnings and called for an external CEO over alleged improper China sales.
Confirmed, per The Daily Beast: Jensen Huang has resigned as CEO, amid allegations as described above.
Confirmed in part, per TechCrunch: Anthropic has set an IPO price range. The implied valuation of about US$1.404 trillion is not yet confirmed.
Unknown: whether Nvidia will respond to the Treasury Secretary’s allegations in its results or appoint an outside CEO, and how the company will guide on sales to China under current export rules.
Sources: MarketBeat; Axios; The Daily Beast; TechCrunch.
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