NVDA NVIDIA
Price Chart
Executive Summary
NVIDIA reported record Q1 FY27 revenue of $81.6B (+85% YoY), beating consensus of $79.12B, and non-GAAP EPS of $1.87 vs $1.77 estimate. Data Center revenue surged 92% YoY to $75.2B. Q2 guidance of $91B revenue (+12% QoQ) signals continued AI infrastructure acceleration, augmented by an $80B share repurchase authorization and a dividend increase from $0.01 to $0.25 per share.
Key Financial Metrics
Actionable Insight
The strong guidance and capital return program (dividend + buyback) indicate management confidence in sustained AI demand. Traders should watch for potential upside to Q2 guidance as customer orders for Vera Rubin platform ramp. The stock may gap up on open; consider maintaining long positions.
Key Facts
- Revenue $81.6B, +85% YoY, beat by 3.15%
- Non-GAAP EPS $1.87 vs $1.77 consensus, +5.65% beat
- Data Center revenue $75.2B, +92% YoY
- Q2 FY27 revenue guidance $91.0B (±2%), raised sequentially
- Quarterly dividend raised from $0.01 to $0.25 per share
- Board authorized additional $80B share repurchase
Financial Impact
Revenue beat by ~$2.5B (3.1%), EPS beat by $0.10 (5.6%), Q2 guidance implies ~12% sequential growth.
Risk Factors
- China revenue excluded from guidance (geopolitical risk)
- Competitive pressure from AMD and custom ASICs
- Potential supply constraints for Blackwell/Blackwell Ultra
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3298888 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
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May 20, 2026
3d ago
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Press Release
| — | awaiting T+5 | — | — |
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May 12, 2026
11d ago
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DEFA14A
| $225.84 $220.61 | ▼ −2.31% | ▼ −1.16% | $215.33 (−4.65%) |
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May 8, 2026
15d ago
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8-K
| $219.32 $222.20 | ▲ +1.31% | ▲ +1.40% | $215.33 (−1.82%) |
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May 1, 2026
22d ago
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ANALYST-UPGRADE
| $179.90 $180.28 | ▲ +0.21% | ▼ −0.20% | $215.33 (+19.70%) |
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Apr 29, 2026
24d ago
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Press Release
| — | awaiting T+5 | — | — |
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Mar 30, 2026
7w ago
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Court Ruling
| $165.12 $178.02 | ▲ +7.81% | ▲ +3.51% | $215.33 (+30.41%) |
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Mar 23, 2026
8w ago
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Press Release
| $175.54 $165.12 | ▼ −5.94% | ▼ −2.37% | $215.33 (+22.67%) |
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Mar 16, 2026
9w ago
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Press Release
| $181.98 $175.20 | ▼ −3.73% | ▼ −1.07% | $215.33 (+18.33%) |
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Mar 16, 2026
9w ago
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Press Release
| $181.98 $175.20 | ▼ −3.73% | ▼ −1.07% | $215.33 (+18.33%) |
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Mar 16, 2026
9w ago
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Press Release
| $181.98 $175.20 | ▼ −3.73% | ▼ −1.07% | $215.33 (+18.33%) |
US Market Status
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