---
title: "Nvidia's Next Earnings Could Shock Wall Street: UBS Sees Billions Above Guidance"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/295965853.md"
description: "UBS anticipates Nvidia will exceed its fiscal Q2 revenue guidance by several billion dollars, projecting $94-95 billion against the current $91 billion forecast. The firm maintains a Buy rating with a $280 price target, citing steady Blackwell demand and accelerating Rubin platform shipments. UBS also expects strong October-quarter guidance of $107-108 billion and highlights potential long-term earnings growth to over $15 per share by 2027."
datetime: "2026-08-14T18:51:10.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/295965853.md)
  - [en](https://longbridge.com/en/news/295965853.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/295965853.md)
generator: "portal-rs"
---

# Nvidia's Next Earnings Could Shock Wall Street: UBS Sees Billions Above Guidance

UBS expects Nvidia to top its fiscal second-quarter revenue outlook by several billion dollars, while retaining a Buy rating and $280 price target ahead of the results.

The firm projects revenue of $94 billion to $95 billion for the July quarter, above Nvidia's current $91 billion forecast. UBS also expects the company to guide for about $107 billion to $108 billion in October-quarter revenue.

Analysts said Blackwell demand remains steady as the next-generation Rubin platform begins contributing sooner than expected. UBS sees Rubin shipments accelerating toward 500,000 GPUs a month as Blackwell production gradually gives way to the newer architecture.

The firm expects Nvidia's earnings call to offer more visibility into its longer-term profit trajectory, including a potential path toward more than $15 in annual earnings per share in 2027 and $20 in 2028. Nvidia shares edged 0.5% higher Friday.

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**