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AC Dantzler, age 45, of Baton Rouge, Louisiana, was sentenced to 74 months in federal prison following his conviction for distribution of fentanyl and methamphetamine.
NVIDIA (NASDAQ: NVDA) will release earnings on November 17 after the market closes. Wall Street expects another big quarter from the artificial intelligence chipmaker. But when investors already anticipate strong growth, impressive numbers alone may not be enough. NVIDIA also needs to show that customers remain willing to keep spending heavily on AI infrastructure.
Table of Contents
Ahead of its November earnings report, investors have plenty to consider. Revenue expectations are approaching $109 billion, analysts continue to issue bullish calls, and concerns about the financing behind the AI boom are becoming harder to ignore.
For shareholders, the question is straightforward: Can NVIDIA deliver enough growth to keep those concerns from taking over the conversation?
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Estimates have NVIDIA’s quarterly revenue at about $108.98 billion. That sales estimate implies growth of roughly 91% against revenue of $57 billion in the same quarter last year.
The company itself has forecast third-quarter revenue of $108 billion, plus or minus 2%. That puts Wall Street’s current estimate slightly above management’s midpoint, suggesting analysts expect the company to do somewhat better than its central forecast.
Still, beating the published estimate is only part of the challenge.
Investors also develop their own expectations, especially for a company that attracts this much attention. A modest earnings beat could receive a muted response if shareholders were counting on something much bigger.
That makes management’s outlook for the following quarter particularly important.
The Business Investors Will Watch Closely
NVIDIA’s data-center business remains central to the story.
In its previous quarter, data-center revenue reached $89 billion, up 117% from a year earlier. Total company revenue climbed 106% to $96.2 billion, while adjusted earnings reached $2.22 per share. Those figures help explain why expectations remain so high. Investors want evidence that demand can keep expanding even after such extraordinary growth.
They will also be listening for updates on NVIDIA’s Vera Rubin platform. In August, the company said the platform was ramping into full production, with systems running at partners including Microsoft Azure, Google Cloud, Oracle Cloud Infrastructure, and CoreWeave.
For investors, the practical questions involve delivery schedules, customer adoption, and how smoothly new products translate into sales.
Profitability deserves attention, too. NVIDIA forecasts a third-quarter gross margin of about 74%, compared with 75% in the previous quarter. Gross margin measures the revenue remaining after direct product costs, before other operating expenses. Investors will want to understand whether any pressure is temporary or could persist as the product mix changes.
Recent Upgrades and Higher Price Targets
More recently, BNP Paribas analyst Karl Ackerman raised his price target to $345 from $285. Barron’s reported that his optimism included the growing opportunity from AI agents, which require additional computing hardware.
Other firms have reinforced existing bullish positions. Cantor Fitzgerald reiterated its Overweight rating with a $350 target on October 1. Rosenblatt reiterated Buy with a $390 target on September 29. Those were renewed endorsements, rather than fresh rating upgrades.
Taken together, these calls show continued confidence in NVIDIA’s growth opportunity. But price targets are forecasts, and they depend on assumptions about demand, profits, and what investors will pay for those profits.
The earnings report will give investors fresh evidence to judge those assumptions.
According to McKinsey, the current AI market is worth $4 trillion. But a new form of AI – "Sovereign AI" – is about to overturn the entire industry, unleashing a $248 trillion disruption.
How? By making data centers owned by SpaceX, Google, OpenAI and Anthropic obsolete (especially when it comes to major scientific breakthroughs). America's first "Sovereign AI factory" is set to open before the end of the year. One company is poised to profit.
NVIDIA does not need to prove that AI is a meaningful business. Its results already demonstrate that. What shareholders need now is confidence that the next stage of growth can support the expectations attached to the stock. A strong quarter would help. Clear evidence of durable demand, healthy profitability, and continued customer investment would make the report far more convincing.
ASML (NASDAQ: ASML) sent two strong signals in its Q3 report: one company-specific and the other is AI industry-wide. The company-specific signal is that demand is high—so high, in fact, that planned 30% capacity increases over the next two years won’t cover it. According to CEO Christophe Fouque....
U.S. stocks recovered late Thursday as Treasury yields fell, helping the Dow finish sharply higher while the S&P 500 gained about 0.3% and the Nasdaq edged into positive territory. The rebound came despite a hotter-than-expected September producer price index report, which renewed concerns that elevated inflation and borrowing costs could pressure equity valuations.
Technology and semiconductor shares remained volatile. CoreWeave rebounded after an early decline as NVIDIA CEO Jensen Huang expressed confidence in the AI cloud company's financial position, though debt and borrowing-cost concerns lingered. Dell shares extended their decline following a Barclays downgrade that questioned whether higher memory prices, rather than increased enterprise AI demand, were driving hardware revenue growth. Several chipmakers and semiconductor-equipment stocks also declined.
Investors also rotated toward more defensive areas of the market, including health care and consumer staples. Walmart advanced after Deutsche Bank upgraded the retailer to Buy, citing its potential to gain market share as persistent inflation makes value-oriented shopping more attractive. In corporate news, Westamerica Bancorporation reported third-quarter earnings and revenue above FactSet estimates, while KFC announced plans to begin switching its U.S. beverage supplier from PepsiCo to Coca-Cola in January 2027.
ASML (NASDAQ: ASML) sent two strong signals in its Q3 report: one company-specific and the other is AI industry-wide. The company-specific signal is that demand is high—so high, in fact, that planned 30% capacity increases over the next two years won’t cover it. According to CEO Christophe Fouque...
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Each pick includes coverage numbers and an honest bear case. Five of the seven have raised payouts for 17 to 56 straight years.
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Fastenal (NASDAQ: FAST) had a good Q3, but raised concerns about margin compression. Investors should not get this wrong: the slim gross margin contraction is primarily due to customer mix, with some additional price-cost pressure, and is offset by several factors. Operating margin and profitabilit...
Rumors are circulating that Elon Musk is preparing to acquire three publicly traded companies.
Dr. Mark Skousen, who met Musk in person and called the SpaceX listing months early, says he has identified all three targets in what he calls Elon's $2.1 Trillion Hit List.
See the three companies before the rumors become headlines.
Electronic design automation (EDA) company Synopsys (NASDAQ: SNPS) is coming off one of its strongest stretches of 2026, with shares up 30% over the past month. The company’s recently announced deal with Amazon.com (NASDAQ: AMZN) and partnership with OpenAI were two key catalysts for the stock. Af...
Domino’s Pizza’s (NASDAQ: DPZ) Q3 report left something to be desired, but the market got it wrong and sold off in its wake. While near-term headwinds persist, the company is sustaining growth, expanding its footprint, and trading at a massive discount to historical norms. Key factors for investor...
Shares of Apple Inc. (NASDAQ: AAPL) dipped on Oct. 9 after rumors swirled that the tech giant had trimmed production on components for its new iPhone 18 Pro phones due to slow demand. While the stock has since recovered and remains up about 27% year to date (YTD), the suggestion that iPhone demand ...
In early October, the technology sector looked set to extend its rally to fresh all-time highs. Now, that move is in serious question. The Invesco QQQ Trust (NASDAQ: QQQ), which tracks the Nasdaq-100, pushed above the key $750 level and reached a record high near $763 on Oct. 6, only to reverse and...
A few years ago, Solaris Energy Infrastructure (NYSE: SEI) was best known for managing sand at oil wells. Today, the company is building private power plants for data centers, and Wall Street is treating it like an AI infrastructure play. The stock has climbed sharply this year, and earnings guida...
Meta Platforms, Inc. engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality headsets, and wearables worldwide. It operates in two segments, Family of Apps and Reality Labs. The Family of Apps segment offers Facebook, which enables people to share, discuss, discover, and connect with interests; Instagram, a community for sharing photos, videos, and private messages, as well as feed, stories...
Should I Buy Meta Platforms Stock? META Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Meta Platforms was last updated on Friday, October 16, 2026 at 1:05 AM.
Meta Platforms Bull Case
Meta Platforms, Inc. has strengthened its competitive position in the artificial intelligence sector with the release of the Muse Wonder and Muse Wonder Full AI models, which ranked second in a 57-model accounting benchmark ahead of models from OpenAI and Google, indicating the company is successfully narrowing the gap with leading AI developers.
The company recently expanded the utility of its WhatsApp platform by introducing free guest voice and video calling for non-account holders, a strategic move that removes registration and download barriers to potentially improve user adoption and increase the business utility of the messaging service.
Meta Platforms, Inc. is currently trading at $736.72, which is below the consensus price target of $801.53 and the "Moderate Buy" rating assigned by analysts, suggesting that the stock may still have room for appreciation as the market digests recent positive developments in its AI capabilities.
Wall Street analysts remain broadly constructive on the stock, with recent reports from firms like Bank of America and Guggenheim reiterating Buy ratings and raising price targets to $810 and $850 respectively, citing the company's large user base and the potential for future revenue generation from personal AI agents.
The company demonstrated strong revenue growth in its most recent quarterly report, with revenue of $60.80 billion representing a 28.0% year-over-year increase, which exceeded analyst estimates and highlights the continued strength of its core digital advertising business.
Meta Platforms Bear Case
Meta Platforms, Inc. is pouring over $130 billion into artificial intelligence infrastructure, a massive capital expenditure that is pressuring free cash flow and raising concerns among investors about the timeline for monetization and the potential for valuation compression.
Goldman Sachs recently lowered its price target on the stock from $860 to $762, citing rising operating expenses and warning that accelerated investment in Meta Superintelligence Labs could lead to significant pressure on the company's financial metrics and free cash flow.
Insider selling has been notable recently, with CEO Mark Zuckerberg selling 27,474 shares at an average price of $777.44 and COO Javier Olivan selling 946 shares at $728.10, transactions that, while executed under pre-arranged plans, represent a reduction in direct ownership by key executives.
The company's Reality Labs division continues to bleed billions in losses, a persistent drag on overall profitability that contrasts with the strong performance of its Family of Apps segment and raises questions about the long-term viability of its hardware and virtual reality investments.
Meta Platforms, Inc. faces increasing regulatory and political scrutiny, including a recent order from a Brazilian judge to treat runoff candidates equally and inquiries from Senate Democrats regarding the company's $6.6 billion in research tax credits for AI data centers, which could lead to additional compliance costs or reputational risk.
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