NVIDIA Reports Season: A Big Bang with Impressive Numbers
NVIDIA, the leading provider of graphics processors and AI technologies, has released its recent quarterly numbers, wrapping up the reporting season with an impressive result. The figures came as a pleasant surprise and led to a strong market reaction.
Revenue and Profit
- Revenue: In the first quarter of the fiscal year 2026, NVIDIA generated a revenue of 44.1 billion USD. This exceeded market expectations, which were around 43.28 billion USD. Compared to the previous year, revenue rose significantly from 26.04 billion USD to 44.1 billion USD.
- Profit: Earnings per share also rose significantly, attributed to strong growth in AI and Data Center sectors. The exact earnings figures per share were not detailed, but it was mentioned that earnings per share in the first quarter of 2026 rose from 0.600 USD in the previous year.
Market Reaction
NVIDIA’s stock reacted positively to the quarterly results announcement. After hours, the stock price increased by 2.84 percent to 138.64 USD on NASDAQ. This positive reaction reflects investor confidence in the company’s future developments.
Expectations and Forecasts
Analysts had anticipated a revenue growth of 66 percent for the second quarter of 2025 compared to the second quarter of 2024, which corresponds to revenues of around 30 billion USD. Furthermore, earnings growth of 40 percent was forecasted, translating to profits of about 16.6 billion USD. The average price target for NVIDIA stock stands at 164 USD, representing an additional rise of 25 percent from the current level.
Challenges and Outlook
Despite the impressive numbers, NVIDIA faces challenges as the company has braced for declining growth rates. CEO Jen-Hsun Huang is expected to exceed market expectations once again, which poses a challenge given the current headwinds. However, NVIDIA’s strong position in AI and Data Centers could still serve as a crucial driver for future growth.
Overall, NVIDIA has demonstrated with its recent quarterly numbers that it remains a significant player in the technology industry and deserves investor trust. The positive figures and strong market reaction underscore the company’s ability to adapt to changing market conditions and continue to grow robustly.