{
  "id": 3682718,
  "title": "Wedbush Delivers Blunt Message on Nvidia Stock Ahead of Earnings",
  "url": "https://urgent.news/2026/08/25/wedbush-delivers-blunt-message-on-nvidia-stock-ahead-of-earnings",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-08-25T19:11:16.000Z",
  "source": {
    "name": "Yahoo Finance",
    "slug": "yahoo-finance",
    "url": "https://finance.yahoo.com/markets/stocks/articles/wedbush-delivers-blunt-message-nvidia-191116393.html"
  },
  "original_language": "en",
  "account": "Wedbush's Matt Bryson issues a stern warning about Nvidia's stock ahead of its earnings release on August 26. Despite strong performance, supply constraints may limit the chipmaker's growth. Nvidia's shares have risen nearly 14% since the start of 2026, but they are still down about 10% from their May 52-week high. The stock has gained over 11% from its recent July low, indicating investor willingness to buy dips ahead of earnings. Nvidia faces memory shortages that are driving up costs, with prices for AI servers potentially increasing by over 15%. Strong guidance for continued shipment ramping despite component shortages could provide a significant catalyst for NVDA stock. Nvidia is expected to report $91 billion in revenue for the current quarter, with analysts expecting an average earnings estimate of $2.09 per share. Options markets anticipate a 6% move in either direction after earnings, with roughly $324.5 billion in market value potentially swinging in a single session. Nvidia has beaten consensus estimates for four consecutive quarters, but every beat has been met with a selloff, suggesting the market now demands perfection. The company is building an AI ecosystem through technology licensing, investment in startups, and hiring, but NVDA's valuation remains high, with a price-to-earnings ratio of 38x and a price-to-sales ratio of 24x. Analyst sentiment is overwhelmingly bullish, with a 48-strong buy consensus and an average price target of $306.92, implying more than 44% upside from current levels.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}