Updated: November 18, 2025
On Tuesday, November 18, 2025, “Nvidia earnings date” is one of the most searched phrases in markets – and for good reason. The next Nvidia (NVDA) earnings report is scheduled for Wednesday, November 19, 2025, after the U.S. market close, and the entire AI trade is effectively bracing around that moment. [1]
Below is a detailed, news-style explainer you can use today to answer the two big questions: exactly when Nvidia reports, and why this particular earnings date is driving so much market volatility.
1. Nvidia earnings date and time: the official schedule
Nvidia’s next earnings report is for its third quarter of fiscal year 2026, covering the period that ended October 26, 2025. [2]
According to Nvidia’s own investor relations and press releases, here’s the confirmed schedule for Wednesday, November 19, 2025: [3]
- Earnings date: Wednesday, November 19, 2025
- Earnings release:
- Described as “after the market closes”
- Nvidia says results will be publicly announced at approximately 1:20 p.m. Pacific Time (4:20 p.m. Eastern)
- Conference call:
- 2:00 p.m. Pacific / 5:00 p.m. Eastern
- Hosted by Nvidia management to discuss Q3 FY2026 results and guidance
- How to listen:
- Live audio webcast in listen‑only mode on Nvidia’s investor relations site (investor.nvidia.com)
- Written CFO commentary will be posted online immediately after the results are released [4]
That makes today, November 18, 2025, the final full trading day before earnings – and markets are treating tomorrow’s NVDA numbers as a macro‑level event, not just a single-company update.
2. Why today’s Nvidia earnings date is moving global markets
Nvidia is no longer just a chip stock; it’s one of the largest public companies in the world and a massive weight in major indices. Recent analysis notes that mega‑cap tech names now account for more than 40% of the S&P 500, with Nvidia alone estimated around 8% of the index’s value. [5]
That concentration means one earnings report can shake trillions of dollars in portfolios:
- Options markets imply that Nvidia’s earnings could trigger about a 7% move in either direction, according to multiple analyses. [6]
- A Reuters breakdown estimates that this translates into a potential $320 billion swing in Nvidia’s market value – the largest post‑earnings move ever for the company, based on a current valuation in the neighborhood of $4.6 trillion. [7]
- Because Nvidia is such a large component of the S&P 500 and Nasdaq‑100, a sharp move in NVDA could tug the entire U.S. equity market sharply higher or lower. [8]
In short: the Nvidia earnings date is effectively a market event, not just a company event.
3. Market mood on November 18, 2025: nervous and “risk‑off”
The trading session on November 18 is being shaped by two big catalysts later this week:
- Nvidia’s Q3 FY2026 earnings after the bell on November 19, and
- A delayed U.S. jobs report that could affect interest‑rate expectations. [9]
Key points from today’s pre‑market and early trading commentary:
- A broad tech and index sell‑off has been unfolding, with the Nasdaq, S&P 500, and small‑cap indices all under pressure, as investors de‑risk into the earnings and macro data. [10]
- Commentators describe an equity “mudslide” where Nvidia earnings are one of the main reasons traders are pulling back risk ahead of Wednesday’s close. [11]
- Separate coverage from outlets like Barron’s and others notes that NVDA shares have already slipped in recent sessions, reflecting doubts about whether the AI trade can live up to sky‑high expectations. [12]
Despite the pullback, Nvidia stock is still up around 37–40% in 2025 year‑to‑date, depending on the source, even after recent volatility. [13]
4. What Wall Street expects from Nvidia’s Q3 FY2026 results
Different data providers quote slightly different consensus figures, but they all cluster in a fairly tight range. As of today, November 18, 2025, here’s the broad picture:
Consensus estimates (rounded ranges)
Across sources including Investopedia, Business Insider, Kiplinger, and Zacks‑powered research: [14]
- Revenue: roughly $54–55.5 billion
- Nvidia’s own guidance for Q3 is $54 billion ±2%, implying about 50%+ year‑over‑year growth. [15]
- Adjusted earnings per share (EPS): between $1.24 and $1.26 is the typical range of expectations. [16]
- Data center revenue: analysts expect Nvidia’s data‑center segment to bring in around $48–49+ billion, remaining the overwhelming majority of total revenue as Blackwell‑based systems ramp. [17]
In other words, the Street is expecting another massive quarter, but the bar is very high. Many analysts explicitly assume that Nvidia will “beat and raise” – both topping estimates and lifting forward guidance. [18]
5. Why this Nvidia earnings date is a referendum on the AI boom
Analysts and strategists are treating November 19 as a test of the AI narrative itself:
- Commentaries from outlets like Kiplinger and Interactive Brokers’ educational arm highlight concerns that AI infrastructure spending may be outpacing near‑term returns, raising “AI bubble” questions. [19]
- At the same time, Nvidia continues to sign huge AI infrastructure deals, including a new partnership where Anthropic commits $30 billion of spend to Microsoft Azure, backed by up to $15 billion in combined investments from Microsoft and Nvidia. [20]
- Large investors such as SoftBank and Peter Thiel’s Thiel Macro have recently sold out of their Nvidia positions, moves widely discussed in the context of high valuations and crowded positioning. [21]
Put together, this earnings date is seen as a “make‑or‑break” moment for sentiment:
- A strong beat with bullish guidance could reassure markets that AI data‑center capex remains on track and justify Nvidia’s premium multiple. [22]
- Any sign of slower orders, margin pressure, or weaker guidance could reinforce bubble fears and weigh not just on NVDA but across AI‑exposed tech stocks. [23]
6. Confusion about November 18 vs. November 19: which date is correct?
If you’ve seen “Nvidia earnings date: November 18” floating around this week, you’re not imagining it. Some financial calendars and data providers still show November 18, 2025 as the upcoming NVDA earnings date. For example, one prominent earnings page lists November 18 alongside a revenue forecast of $54.8 billion. [24]
However, the most authoritative and up‑to‑date sources now line up around November 19:
- Nvidia’s official press release (October 29, 2025) sets the conference call on Wednesday, November 19 at 2 p.m. PT, and says written CFO commentary will be posted right after results are announced around 1:20 p.m. PT. [25]
- Multiple earnings preview articles and trading desks (including IG, FastBull, and others) explicitly state that Nvidia will report after the U.S. market close on November 19, 2025. [26]
- A live earnings blog from Kiplinger also answers the question “What time is Nvidia’s earnings release?” and notes that the report normally drops between 4:20 p.m. and 4:30 p.m. ET, followed by a 5 p.m. ET call – again on Wednesday, November 19. [27]
Bottom line:
For investors reading this on November 18, 2025, the correct Nvidia earnings date is tomorrow – Wednesday, November 19, 2025, after the closing bell.
Any remaining references to November 18 likely reflect outdated calendar data or initial placeholder estimates that were never fully updated.
7. How to follow Nvidia’s earnings on November 19, 2025
If you want to track Nvidia’s Q3 FY2026 earnings in real time, here’s a simple checklist for tomorrow:
- Mark the key times (convert to your time zone):
- Results hit the wire around 4:20–4:30 p.m. ET (1:20–1:30 p.m. PT).
- The live conference call begins at 5:00 p.m. ET (2:00 p.m. PT). [28]
- Where to find the numbers first:
- What to listen for on the call:
- Updated guidance for Q4 FY2026 and full‑year 2026. [31]
- Commentary about Blackwell and Blackwell Ultra ramp, and whether data‑center backlog is still growing. [32]
- Any detail on China‑related headwinds, export controls, and potential shifts in demand. [33]
- Nvidia’s perspective on the durability of AI infrastructure spending amid growing “bubble” talk. [34]
- How traders are likely to react:
8. Key takeaways for “Nvidia earnings date” on November 18, 2025
For anyone searching “Nvidia earnings date” today, these are the crucial points:
- Confirmed date: The next Nvidia earnings report is scheduled for Wednesday, November 19, 2025, not November 18.
- Time: Results will be released after the U.S. market close, around 4:20–4:30 p.m. ET, followed by a 5:00 p.m. ET earnings call. [37]
- Expectations: Wall Street is looking for ~$54–55.5 billion in revenue and $1.24–$1.26 in adjusted EPS, with data‑center sales again doing most of the heavy lifting. [38]
- Market impact: Options and derivatives markets are pricing in a possible 7%+ move in NVDA, implying roughly a $320 billion swing in market value – enough to jolt the entire S&P 500. [39]
- Narrative stakes: This earnings date doubles as a verdict on the 2025 AI infrastructure boom – and could either calm bubble worries or intensify them. [40]
If you’re publishing or optimizing coverage today, make sure your article, ticker pages, and metadata clearly reflect November 19, 2025 after market close as the Nvidia earnings date – and highlight the outsized macro importance of tomorrow’s release.
References
1. www.ig.com, 2. nvidianews.nvidia.com, 3. nvidianews.nvidia.com, 4. nvidianews.nvidia.com, 5. www.interactivebrokers.com, 6. www.investopedia.com, 7. www.reuters.com, 8. www.interactivebrokers.com, 9. www.nasdaq.com, 10. www.nasdaq.com, 11. www.nasdaq.com, 12. www.barrons.com, 13. www.investopedia.com, 14. www.investopedia.com, 15. www.ig.com, 16. www.investopedia.com, 17. www.ig.com, 18. www.investopedia.com, 19. www.kiplinger.com, 20. www.reuters.com, 21. www.kiplinger.com, 22. www.ig.com, 23. www.kiplinger.com, 24. www.investing.com, 25. nvidianews.nvidia.com, 26. www.ig.com, 27. www.kiplinger.com, 28. nvidianews.nvidia.com, 29. nvidianews.nvidia.com, 30. nvidianews.nvidia.com, 31. www.ig.com, 32. www.ig.com, 33. www.ig.com, 34. www.kiplinger.com, 35. www.investopedia.com, 36. www.interactivebrokers.com, 37. nvidianews.nvidia.com, 38. www.ig.com, 39. www.reuters.com, 40. www.kiplinger.com
