Nvidia has once again put its growth numbers at the center of the AI discussion. The company reported a record $96.2 billion in quarterly revenue and followed that result with guidance for an even larger $108 billion next quarter.
The NVDA stock price initially erased its losses and climbed about 5% after the results. The Kobeissi Letter estimated that the move added roughly $250 billion to Nvidia’s market value during after hours trading.
Those numbers already look enormous, but the comparison with Nvidia’s position only 4 years ago makes the latest guidance even more interesting. The Kobeissi Letter estimates that $108 billion in quarterly revenue would represent growth of about 1,730% over that period.
That leaves an important question for Nvidia stock. Can the company’s extraordinary revenue expansion keep pushing the NVDA stock price higher, or have expectations reached a level where even record results need something more?
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Nvidia Stock Price Jumps After Record $96.2 Billion Revenue
Nvidia’s latest results gave the market another indication of how quickly its business has expanded.
BREAKING: Nvidia, $NVDA, erases all losses and surges +5% after reporting record earnings results.
— The Kobeissi Letter (@KobeissiLetter) August 26, 2026
The stock has now added +$250 billion in market cap in after hours trading. pic.twitter.com/Gmw1gxxxAq
Quarterly revenue reached a record $96.2 billion. The Kobeissi Letter also noted that Nvidia is now a company valued above $5 trillion, which makes the scale of its recent growth especially notable.
The immediate stock reaction was positive. NVDA erased earlier losses and moved about 5% higher after the earnings results.
The Kobeissi Letter estimated that the rally added about $250 billion to Nvidia’s market capitalization during after hours trading.
A few numbers provide a simple picture of what happened:
- Quarterly revenue reached a record $96.2 billion.
- NVDA stock climbed about 5% after the results.
- Nvidia added roughly $250 billion in market value during after hours trading.
- Revenue was 106% higher compared with the previous year.
The last figure may be the most interesting.
Nvidia is already one of the world’s largest companies, but its revenue has more than doubled compared with the previous year. Maintaining triple digit growth becomes increasingly difficult as a company’s revenue base becomes larger.
That is why the next part of Nvidia’s earnings update deserves even more attention.
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Nvidia’s $108 Billion Guidance Puts Another Revenue Record Within Reach
Nvidia expects revenue to reach $108 billion during Q3. That would put the company above the $100 billion quarterly revenue level.
The Kobeissi Letter pointed out that Nvidia would generate a combined $204.2 billion across 6 months if the company reaches its Q3 guidance.
| Nvidia Revenue Figure | Amount |
|---|---|
| Latest Quarterly Revenue | $96.2 Billion |
| Q3 Revenue Guidance | $108 Billion |
| Projected 6 Month Total | $204.2 Billion |
| 4 Year Revenue Growth At $108 Billion | 1,730% |
The scale becomes clearer when the latest quarter and the next quarter are viewed together. Nvidia could produce more than $200 billion in revenue across only 6 months if management reaches the target.
The Kobeissi Letter described the potential 4 year growth as something without historical precedent for a company of Nvidia’s size.
Another detail makes the $108 billion guidance particularly interesting. Nvidia’s forecast assumes zero Data Center compute revenue from China.
Absolutely insane.
— The Kobeissi Letter (@KobeissiLetter) August 26, 2026
Nvidia, $NVDA, just guided $108 BILLION in revenue for Q3 alone.
And, this guidance assumes ZERO data center compute revenue from China.
This builds on the record $96.2 billion in revenue posted for last quarter for a projected total of $204.2 billion in 6…
That means the company expects to reach the enormous revenue target without relying on that part of its China business.
Several points therefore stand out:
- Q3 revenue could reach $108 billion.
- The guidance assumes zero Data Center compute revenue from China.
- Revenue across 2 quarters could total $204.2 billion.
- Reaching the forecast would represent about 1,730% growth across 4 years.
Those figures put Nvidia’s future revenue performance directly at the center of the NVDA stock price outlook.
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Nvidia’s Revenue Growth Gives The NVDA Stock Price A Powerful Fundamental Case
The Nvidia stock price prediction becomes interesting because the company’s valuation is being supported by actual revenue expansion.
Nvidia is worth more than $5 trillion based on the figures shared by The Kobeissi Letter. Such a valuation creates enormous expectations, but Nvidia’s revenue growth has also remained unusually high.
The company is producing 106% year over year revenue growth despite its enormous size.
That distinction matters. Smaller companies can sometimes double revenue because they start from a relatively low base. Nvidia is doubling revenue after already becoming one of the largest companies globally.
The $108 billion guidance takes that argument further. Nvidia would move from roughly $5.9 billion in quarterly revenue 4 years ago to $108 billion if the company reaches its forecast.
That works out to the roughly 1,730% growth figure cited by The Kobeissi Letter.
Such expansion gives the Nvidia stock price a strong fundamental foundation, although valuation remains an important consideration. A company valued above $5 trillion needs enormous earnings and revenue growth to keep supporting higher prices.
Nvidia is currently delivering that growth. The bigger question concerns how long the pace can continue.
If Nvidia, $NVDA, actually reports $108 billion in revenue for Q3 as they are guiding, that would mark +1,730% growth in 4 years.
— The Kobeissi Letter (@KobeissiLetter) August 26, 2026
Never in history has a company of this size grown at such a fast pace.
Once again, we are witnessing history. https://t.co/8RCCyTNFuR pic.twitter.com/bn4iroue28
Nvidia Stock Price Prediction Depends Heavily On The $108 Billion Target
Predicting an exact Nvidia stock price from the information available would require assumptions that go beyond the figures provided.
The earnings numbers still allow several possible scenarios to be considered.
Bullish Scenario: Nvidia reaches or exceeds its $108 billion revenue guidance. Another record quarter could strengthen the argument that AI related demand remains powerful enough to support the company’s rapid expansion.
Neutral Scenario: Nvidia reaches approximately $108 billion, but future guidance points toward slower growth. The NVDA stock price could then become more dependent on how the market values the company’s future revenue rather than another immediate growth acceleration.
Bearish Scenario: Nvidia falls noticeably below the $108 billion target. Such an outcome could create questions about whether expectations have moved ahead of the company’s actual growth rate.
The current numbers therefore create a straightforward framework:
- Revenue above $108 billion could strengthen the bullish Nvidia stock case.
- Revenue close to $108 billion would confirm management’s current expectations.
- Revenue materially below $108 billion could put pressure on the growth argument.
Nvidia’s valuation makes each outcome important because expectations are already extremely high.
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Nvidia Stock Now Faces The Challenge Of Maintaining Extraordinary Growth
Nvidia has already achieved something unusual. The company has reached a valuation above $5 trillion and is still producing year over year revenue growth of 106%.
The next target raises the bar again.
Management expects $108 billion in Q3 revenue even without Data Center compute revenue from China. Reaching that figure would bring Nvidia’s projected 6 month revenue to $204.2 billion and take its 4 year revenue expansion to roughly 1,730%.
The NVDA stock price reaction shows that record numbers can still produce a powerful market response. A roughly 5% move represents an enormous change in market value when applied to a company of Nvidia’s size.
The next test is therefore fairly clear. Nvidia has given the market a $108 billion target, and its ability to reach that number could play an important role in where the Nvidia stock price goes next.
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