Convincing Business Figures from Nvidia
Nvidia has presented impressive results for the first quarter of fiscal year 2026:
- Revenue: $44.1 billion (previous year’s quarter: $26.04 billion; market expectation: $43.29 billion).
- Earnings per share: $0.96 (previous year’s quarter: $0.61; expected: $0.93).
- Gross margin: 71.3% (expected: 71%), with a forecast between 71.5% and 72.5% for the current quarter.
- Data Center as Revenue Driver: Revenue of about $39.1 billion in the last quarter.
Despite challenges in the China business, Nvidia forecasts revenue of about $45 billion for the next quarter. The strong demand for AI solutions and the introduction of the Blackwell-NVL72 AI supercomputer platform strengthen the company’s market position.
Positive Developments in Tariff Policy
There are speculations about possible relaxations in US tariff policy that could ease the burden on technology-oriented companies like Nvidia. Such political adjustments could help Nvidia overcome export restrictions and open up new markets.
Impact on the Markets
Strong business figures and positive political signals optimize the market:
- Stock Price Development: Nvidia’s stock rose by over four percent after the quarterly results.
- Investor Confidence: Analysts continue to recommend buying the stock, with a price forecast of about $164 per share.
- Growth Potential: Despite challenges, the company remains in a favorable position thanks to the AI boom.
Conclusion
Nvidia’s successes in the AI sector and optimistic expectations regarding US tariff policy strengthen investor confidence and make the company an attractive investment in the technology sector.