---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000871671.md"
description: "$NVIDIA(NVDA.US) down slightly on gross margin guide of 74% in Oct. Street was at 75.0%.Big picture, the AI growth story is intact. Now have to wait for the call.Besides the margin guide, the numbers looked great. They reported revenue growth of 106% yy, compared to 107% in April (adjusting for China sunset a year ago). The reported growth in July is similar growth rates as April in face of law of large numbers is a win.Street was looking for 95% yy growth in July. Guide was a similar upside that they showed last quarter. Guided up 3%. Last quarter guided the out quarter up 4.3%. That's also a win.Source: Gene Munster"
datetime: "2026-08-26T23:00:25.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000871671.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000871671.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000871671.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# $NVIDIA(NVDA.US) down slightly on gross margin gui…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

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