NVIDIA (NVDA) Q1 FY2027 revenu

NVIDIA (NVDA)

Q1 FY2027 revenue hit $81.6B (+85% YoY), with Data Center ~$75B (+92%). Q2 guidance is ~$91B (±2%) at ~75% gross margins (China data-center compute excluded). Demand visibility remains strong (multi-year customer commitments; hyperscaler capex forecasts continue rising). Partnerships and platform expansions (including software/models) reinforce the ecosystem.

Shares trade around $215 (market cap ~$5.2T), consolidating after strong gains. Consensus is Strong Buy with average targets near $300–$310 (substantial upside). Valuation has compressed to more reasonable levels relative to growth.

Future potential: Highest conviction in pure AI compute. Leadership in GPUs, full-stack offerings, and infrastructure financing platforms position it well for sustained multi-year growth. Key near-term catalyst: Aug 26 earnings. Risks include competition, export controls, and any slowdown in hyperscaler spend. Core holding for AI portfolios.

Consensus at $93.6B, Morgan Stanley at $91.1B — Which Bar Is Nvidia Clearing?

Nvidia reports Wednesday after the close (Thursday morning Beijing). Consensus is ~$2.13 EPS on ~$93.63bn revenue; Morgan Stanley models $91.1bn — same print, two verdicts. The harder threshold is behavioral: the stock has fallen the day after earnings four quarters running, so a beat alone no longer pays. It has also told big customers AI server prices rise 15%+ early next year on memory costs: its margin protected, theirs squeezed. Mean target $304.73, ~42% upside. Jackson Hole and Warsh's debut land the same week. Add before the print, wait for both to clear, or rotate to suppliers?

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Consensus is ~$2.13 EPS on ~$93.63bn revenue; Morgan Stanley models $91.1bn — same print, two verdicts. The harder threshold is behavioral: the stock has fallen the day after earnings four quarters running, so a beat alone no longer pays. It has also told big customers AI server prices rise 15%+ early next year on memory costs: its margin protected, theirs squeezed. Mean target $304.73, ~42% upside. Jackson Hole and Warsh's debut land the same week. Add before the print, wait for both to clear, or rotate to suppliers?","image":"https://community-static.tradeup.com/news/b41155e98aed5ef07f32e2a10551be8a"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>NVIDIA (NVDA)\nQ1 FY2027 revenue hit $81.6B (+85% YoY), with Data Center ~$75B (+92%). Q2 guidance is ~$91B (±2%) at ~75% gross margins (China data-center compute excluded). Demand visibility remains strong (multi-year customer commitments; hyperscaler capex forecasts continue rising). Partnerships and platform expansions (including software/models) reinforce the ecosystem.\nShares trade around $215 (market cap ~$5.2T), consolidating after strong gains. Consensus is Strong Buy with average targets near $300–$310 (substantial upside). Valuation has compressed to more reasonable levels relative to growth.\nFuture potential: Highest conviction in pure AI compute. Leadership in GPUs, full-stack offerings, and infrastructure financing platforms position it well for sustained multi-year growth. Key near-term catalyst: Aug 26 earnings. Risks include competition, export controls, and any slowdown in hyperscaler spend. Core holding for AI portfolios.</body></html>","htmlText":"<html><head></head><body>NVIDIA (NVDA)\nQ1 FY2027 revenue hit $81.6B (+85% YoY), with Data Center ~$75B (+92%). Q2 guidance is ~$91B (±2%) at ~75% gross margins (China data-center compute excluded). Demand visibility remains strong (multi-year customer commitments; hyperscaler capex forecasts continue rising). Partnerships and platform expansions (including software/models) reinforce the ecosystem.\nShares trade around $215 (market cap ~$5.2T), consolidating after strong gains. Consensus is Strong Buy with average targets near $300–$310 (substantial upside). Valuation has compressed to more reasonable levels relative to growth.\nFuture potential: Highest conviction in pure AI compute. Leadership in GPUs, full-stack offerings, and infrastructure financing platforms position it well for sustained multi-year growth. Key near-term catalyst: Aug 26 earnings. Risks include competition, export controls, and any slowdown in hyperscaler spend. Core holding for AI portfolios.</body></html>","text":"NVIDIA (NVDA) Q1 FY2027 revenue hit $81.6B (+85% YoY), with Data Center ~$75B (+92%). Q2 guidance is ~$91B (±2%) at ~75% gross margins (China data-center compute excluded). 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