Nvidia Earnings in Focus After Stock Loses 7.5% in Seven-Day Losing Streak

Nvidia enters its earnings report today, August 26, 2026, after a seven-session losing streak that erased roughly 7% of its value. The stock snapped that skid Tuesday, closing up 2.2% to end the longest losing run since 2022. Nvidia reports fiscal second-quarter results after market close, with Wall Street expecting revenue near $92 billion. That figure would represent roughly 97% year-over-year growth for the AI chipmaker.

How Bad Was Nvidia’s Losing Streak

Seven Straight Sessions of Selling

Nvidia shares fell in seven consecutive trading sessions before Tuesday’s rebound, marking the stock’s worst run since 2022. Shares closed Monday at $208.48, down 2.91% that day alone. The stock had touched its highest close since mid-May on August 13, before this sharp reversal began.

Broader Semiconductor Weakness Added Pressure

The tech-heavy Nasdaq pulled back roughly 3% during Nvidia’s rough patch, while Nvidia itself dropped over 7%. Marvell Technology rallied 4.8% Tuesday alongside Nvidia’s rebound, reflecting a broader semiconductor sector recovery. Memory bottlenecks and rising AI infrastructure costs had weighed on sentiment across the group.

$NVDA just hit its longest losing streak since 2022.

Seven straight red days. Down about 7% while the S&P 500 only fell 1.2% over that same stretch.

Wall Street still expects $91.9 billion in revenue when Nvidia reports tomorrow after the close. We've been tracking this exact…

— Noah Perrin | Elliott Wave & ICT (@TradeCycles) August 25, 2026

What Wall Street Expects From Today’s Report

Revenue and EPS Forecasts Signal Another Record Performance.

Wall Street projects Nvidia will report approximately $92 billion in revenue and adjusted EPS of $2.09. That would mark roughly 99% year-over-year EPS growth alongside the revenue jump. Nvidia’s own guidance called for $91 billion, plus or minus 2%, for the same period.

Options Market Prices In a Bigger Stock Move

Options traders are pricing in a roughly 5.4% post-earnings move for Nvidia shares. Some traders are positioning for asymmetric downside risk, suggesting even a solid beat might not prevent a sharp decline. Guidance quality matters more than the headline number this quarter.

Why Strong Earnings Haven’t Guaranteed Stock Gains

A Pattern of Post-Earnings Disappointment

Nvidia stock has fallen in response to earnings in six of the past eight quarters, including the last four straight. That pattern reflects how elevated expectations have made simple beat-and-raise results insufficient for investors. Analysts will scrutinize Q3 guidance and the Blackwell-to-Vera Rubin product transition closely.

Nvidia Trails Its Own Sector This Year

Nvidia shares have gained just 12% to 13% year-to-date through August 25, 2026. That trails the PHLX Semiconductor Index, which has surged roughly 61% over the same period. Wall Street maintains an overwhelmingly bullish stance, with 58 of 61 analysts rating the stock Buy or Strong Buy.

NVIDIA EARNINGS ARE DUE TODAY AT 4:20 PM ET

Nvidia reports after the U.S. market closes today.

Wall Street expects:

– $92.2B revenue

– 97% YoY growth

The numbers are huge, but the bigger question is whether companies like Microsoft, Amazon and Google are still willing to… pic.twitter.com/YGycMNZWcD

— CryptoSavingExpert ® (@CryptoSavingExp) August 26, 2026

Key Factors That Could Move Nvidia Stock Today

Price Increases and Supply Chain Dynamics

Nvidia recently raised AI server prices by more than 15%, citing surging memory costs. That move could benefit memory suppliers like Samsung Electronics and SK Hynix. Higher server pricing also raises the AI investment burden on major buyers including Microsoft, Amazon, and Google.

Circular Financing Questions Persist

Investors continue scrutinizing Nvidia’s involvement in a $500 billion AI infrastructure platform and a $105 billion guarantee tied to OpenAI’s data centers. These financing arrangements have drawn increased attention as AI infrastructure spending faces greater investor skepticism heading into this report.

Our Take

Nvidia’s earnings arrive at a pivotal moment for AI-trade sentiment following its worst losing streak since 2022. Strong headline numbers alone may not satisfy elevated expectations this quarter. Watch guidance, margins, and Vera Rubin commentary for the real market signal.

Disclaimer:

The content shared by Meyka AI PTY LTD is for research and informational purposes only. Meyka is not a financial advisory service, and the information provided should not be treated as investment or trading advice.