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.

Nvidia Slides Two Days While Chips Rally — Did Money Rotate to the Second Tier?

The split in semis held: Marvell +4.26%, AMD +3.04%, SOXL +2.11%, Intel +1.69%, while Nvidia fell 0.91% and Broadcom 1.13% — a second session of both heavyweights lagging, no named catalyst either day. Marvell has raised growth guidance three times since December, still 28% below its peak; Intel and ASML are pushing High-NA EUV toward volume production. Rotation out of the priciest name into second-tier design and fabs — but broadening like this is valuation-driven, not order-driven, and late gainers sell hardest when it turns. Keep adding Marvell, or buy Nvidia into a two-day slide?

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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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