Ahead of earnings, analysts remain sharply split on the near-term outlook for NVIDIA Corp. (NASDAQ:NVDA), with some warning that supply bottlenecks and rising competition could limit upside even as artificial intelligence demand remains strong.

Others, however, continue to view the chip giant as the central force driving the AI investment boom and a key barometer for broader tech spending trends.

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NVIDIA is scheduled to report quarterly results today, May 20, 2026. Wall Street expects revenue of $78.67 billion and earnings of $1.76 per share.

Seaport Research Warns Supply Constraints Could Limit Upside