NVDA Q2 FY2027 Earnings Preview (Aug 26)

Consensus revenue $92.07B, BofA/UBS expect $94-95B beat, Q3 guidance ~$107-108B. Options imply 8.8% move. Historical sell-the-news pattern (14 of 20 beats led to declines). Goldman Sachs flags post-earnings dip and vendor financing risks. Retail sentiment has flipped to bullish, a contrarian signal.