NVIDIA Earnings Season: A Big Bang with Impressive Numbers
NVIDIA, the leading provider of graphics processors and AI technologies, has released its latest quarterly figures, concluding the earnings season with an impressive result. The numbers were positively surprising and triggered a strong market reaction.
Revenue and Profit
- Revenue: In the first quarter of the fiscal year 2026, NVIDIA achieved a revenue of 44.1 billion USD. This exceeded market expectations, which were around 43.28 billion USD. Compared to the previous year, revenue significantly increased from 26.04 billion USD to 44.1 billion USD.
- Profit: Earnings per share also rose significantly, attributed to strong growth in the fields of AI and Data Centers. Exact earnings per share figures were not detailed, but it was mentioned that earnings per share in the first quarter of 2026 increased from 0.600 USD in the previous year.
Market Reaction
The NVIDIA stock reacted positively to the quarterly figures release. After-hours, the share price rose by 2.84 percent to 138.64 USD on the NASDAQ. This positive reaction reflects investor confidence in the company’s future development.
Expectations and Forecasts
Analysts expected a revenue growth of 66 percent for the second quarter of 2025 compared to the second quarter of 2024, which corresponds to a revenue of about 30 billion USD. Additionally, a profit growth of 40 percent was forecasted, which translates to a profit of approximately 16.6 billion USD. The average price target for NVIDIA stock is 164 USD, indicating a further increase of 25 percent from the current level.
Challenges and Outlook
Despite the impressive numbers, NVIDIA faces challenges as the company has tuned into declining growth rates. CEO Jen-Hsun Huang is expected to exceed market expectations again, which poses a challenge given the current resistances. However, NVIDIA’s strong position in the fields of AI and Data Centers could still be an important driver for future growth.
Overall, with its latest quarterly figures, NVIDIA has demonstrated that it remains an important player in the technology industry and deserves investor confidence. The positive numbers and strong market reaction underline the company’s ability to adapt to changing market conditions and continue to grow strongly.