Nvidia Earnings Preview: Significant Revenue Growth Expected
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy NVDA?
Source: Fool
- Revenue Growth Expectation: Nvidia is forecasting first-quarter revenue for FY 2027 to reach $78 billion, representing a substantial 76.8% year-over-year increase, indicating sustained strong demand in the AI and data center markets driving its performance.
- Historical Performance Beats Expectations: In FY 2026, Nvidia reported a staggering $215.93 billion in revenue, up 65% year-over-year, with a gross margin of 71.1% and net income of $120.06 billion, showcasing its formidable competitiveness in the high-end GPU market.
- Surge in Capital Expenditures: Major cloud service providers like Amazon and Google are planning to increase capital expenditures to $725 billion in 2026, nearly double the rate from 2025, which will further drive demand for Nvidia chips and support its future revenue targets.
- New Partnership: Nvidia has partnered with Iren to invest up to $2.1 billion to support 5 gigawatts of computing power, which not only strengthens its market position but also lays a foundation for future growth.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 222.320
Low
200.00
Averages
264.97
High
352.00
Current: 222.320
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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