Nvidia Reports Outstanding Quarterly Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 hours ago
0mins
Source: Fool
- Strong Earnings Report: Nvidia's Q1 2026 results showcased significant growth, exceeding market expectations and highlighting its robust competitiveness in AI and graphics processing sectors.
- Stock Price Increase: As of May 28, 2026, Nvidia's stock rose by 2.08%, reflecting strong investor confidence in the company's future growth potential and solidifying its leadership position among tech stocks.
- Positive Market Reaction: The favorable response from investors to the earnings report drove the stock price up, indicating market recognition of Nvidia's ongoing innovation capabilities in high-performance computing and AI, potentially attracting more institutional investor interest.
- Optimistic Strategic Outlook: Nvidia's impressive earnings not only raised market expectations for its future performance but may also encourage the company to increase investments in R&D and market expansion to maintain its industry-leading position.
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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: 214.750
Low
200.00
Averages
264.97
High
352.00
Current: 214.750
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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- AI Wealth Potential: The rapid advancement of artificial intelligence has sparked discussions about the world's first trillionaire, indicating the expanding economic impact and investment opportunities within the AI sector.
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See More
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- AWS Revenue Growth: AWS reported a 28% year-over-year revenue increase in Q1, reaching $37.6 billion, marking its fastest growth in 15 quarters, indicating strong customer demand and market potential, with an annual run rate of $150 billion.
- Chip Business Surge: Amazon's custom silicon business achieved a $20 billion annual revenue run rate in Q1, with nearly 40% quarter-over-quarter growth, and is projected to continue growing at a triple-digit rate, further solidifying its position in the data center chip market.
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See More
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- Nvidia's Strong Performance: In its fiscal Q1 2027, Nvidia reported an 85% year-over-year revenue increase to $81.6 billion, with its data center business growing 92%, indicating robust demand in the AI market despite competitive pressures from customers designing their own chips.
- Broadcom's AI Revenue Surge: Broadcom's AI semiconductor revenue skyrocketed 143% year-over-year to $10.8 billion in fiscal Q2 2026, with total revenue climbing 48% to $22.2 billion, showcasing its rapid expansion potential in the AI sector.
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See More
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- Capital Expenditure Plan: Amazon plans to invest approximately $200 billion in capital expenditures in 2026, the largest among major tech companies, although this scale has unnerved the market, causing the stock to drop to around $198.
- AWS Revenue Growth: Amazon Web Services (AWS) reported a 28% year-over-year revenue increase in Q1, reaching $37.6 billion, marking its fastest growth in 15 quarters and elevating the segment to a $150 billion annual run rate, reflecting strong market demand.
- Custom Chip Business: Amazon's custom silicon business surpassed a $20 billion annual revenue run rate in Q1, with nearly 40% quarter-over-quarter growth, and is expected to continue growing at a triple-digit rate, solidifying its position in the data center chip market.
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