- Nvidia will release its earnings next week
- The entire chip industry—and tech stocks in general—could be significantly impacted
- Which semiconductor stocks should you watch in light of this event?
Nvidia () will report its fiscal second-quarter 2027 results on August 26, in what could be a pivotal event for the broader semiconductor and technology sectors. As the world’s leading AI chipmaker, any significant earnings surprise could have implications well beyond Nvidia’s own stock.
Analysts expect revenue of around $91.8 billion, broadly in line with the company’s guidance of $91 billion, plus or minus 2%. Consensus EPS stands at approximately $2.07.
AI-related enthusiasm also returned to the market on Monday after Anthropic issued bullish revenue projections for 2028 of $190 billion to $200 billion, reigniting interest in AI infrastructure stocks. Micron Technology gained 3.8% during the session.
Nvidia shares closed Monday at $225.16, within reach of their all-time high of $236.54.
6 Semiconductor Stocks to Watch Ahead of Nvidia’s Earnings
Against this backdrop, and given that Nvidia’s earnings could impact the entire sector, we turned to the Investing.com screener to identify semiconductor stocks that meet the following criteria:
- Market capitalization greater than $1 billion
- Semiconductor industry
- Upside potential of more than 10% according to InvestingPro’s Fair Value, which synthesizes several recognized financial models
- Upside potential of more than 10% according to analysts
- Piotroski score of at least 5
This research has allowed us to identify 6 stocks:
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Specifically, these semiconductor stocks show upside potential ranging from 13.2% to 35.7% based on Fair Value and from 14.5% to 37.6% based on analyst consensus.
Among these stocks are:
- NVIDIA remains the key bellwether for the AI semiconductor sector, with its August 26 earnings likely to influence sentiment across the broader technology market. In its latest quarter, revenue surged 85% year over year to a record $81.6 billion, driven by 92% growth in data center revenue, while EPS of $1.87 topped consensus. Management expects revenue of around $91 billion for the current quarter. Analysts see 33.3% upside, compared with 19.1% based on Fair Value, suggesting that expectations remain high.
- (AVGO) will report on September 3, a week after Nvidia, with investors watching closely for further evidence of sustained AI chip demand. Revenue rose 48% to $22.2 billion in the latest quarter, while AI semiconductor revenue jumped 143% and accounted for 68% of the segment. Management expects current-quarter revenue of about $29.4 billion. However, the stock has fallen more than 5% in August and trades at nearly 66x earnings. Analysts still see 35.1% upside, although Fair Value points to a more modest 13.2%. However, many other stocks on the list offer more attractive profiles, particularly in terms of valuation.
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Disclaimer: This article is written for informational purposes only. It is not intended to encourage the purchase of any assets and does not constitute an offer, solicitation, recommendation, or advice to invest. I would like to remind you that all assets are evaluated from multiple perspectives and are highly risky; therefore, any investment decision and the associated risk are the sole responsibility of the investor. Additionally, we do not provide any investment advisory services.
