Key Highlights

  • Nvidia (NASDAQ:NVDA) reports fiscal third-quarter 2027 results on Tuesday, November 17, 2026 after the close, with a conference call at 5:00 PM Eastern Time.
  • The company guided Revenue to about USD 108 billion, plus or minus 2%, for the quarter that ended on October 25, 2026.
  • The stock fell 4.27% to USD 178.67 on November 9, its lowest close since April, after the board opened an independent review of reports involving CEO Jensen Huang.
  • The board said it has no reason to believe company secrets or national security were compromised, and Huang remains chief executive and is cooperating with the review.

The Probe Hanging Over the Print

On Sunday, November 8, 2026, the board of Nvidia (NASDAQ:NVDA) said a committee of independent directors, assisted by outside counsel, would review reports that Huang had been the target of a foreign intelligence effort through a personal relationship. In a memo to employees the same day, Huang admitted to an extramarital affair, apologized and said he would cooperate fully. The board expressed confidence in Huang and his Leadership team. US lawmakers from three House committees have since requested a closed-door briefing on the company's security protocols, proposing November 18, one day after earnings. The White House has said it has no information that Huang did anything wrong. On Monday, the shares lost USD 7.97 to USD 178.67, erasing about USD 192 billion of market value, even as the broader chip sector rallied strongly. The stock had already fallen about 26% over the prior month amid the AI infrastructure selloff.

What the Numbers Need to Show

Guidance of about USD 108 billion of quarterly revenue sets a very high bar in absolute terms, so investors will focus on the size of any beat and on the outlook for the January quarter. Data Center revenue, driven by Blackwell systems and the next-generation platforms, remains the main driver. Gross Margin is another focus, because memory and component costs have risen across the industry. The call will also be the first chance for analysts to ask management directly about the board review, leadership continuity and whether any customers or partners have raised concerns. Nvidia has never publicly set out a succession plan, and Huang is the only chief executive in the company's history. Clear answers on governance could matter as much as the revenue figure. China remains a smaller part of sales because of export restrictions on the most advanced chips, but any change in policy would be watched closely.

Risks and What to Watch

The main near-term risk for Nvidia (NASDAQ:NVDA) is headline risk from the review and from Congress. Any finding that sensitive information was shared, or any change in leadership, would likely hit the shares harder than an Earnings miss. A second risk is spending. Last week's selloff reflected worries that some data center projects could slow after the midterm elections, so any sign of order delays from large cloud customers would weigh on the stock. On the other side, a strong beat and confident guidance could narrow the discount that opened on November 9, especially after rival chip makers rallied. The shares rose about 1% after hours on November 9 and were higher before the open on November 10. Key items are the revenue figure against USD 108 billion, January quarter guidance, gross margin and any update from the board committee.

Where Things Stand

Nvidia (NASDAQ:NVDA) reports on November 17, 2026 with guidance near USD 108 billion of revenue, a week after its shares fell 4.27% to the lowest close since April on news of a board review involving Jensen Huang. The board says no secrets were compromised and Huang stays CEO. Results, guidance and governance answers on the 5:00 PM call, plus a requested congressional briefing on November 18, will shape the next move.