Nvidia's Q1 Earnings Beat Expectations Amid AI Boom and China Export Challenges
55 Sources
[1]
Why export restrictions aren't the only thing to pay attention to in Nvidia's earnings | TechCrunch
After the market closes on Wednesday, Nvidia will report earnings for the first quarter of its fiscal year 2026, which ended on April 27. While many in the industry are likely eager to hear how the recent whiplash surrounding U.S. chip export controls will impact Nvidia's international chip
[2]
Nvidia earnings to reveal hit from US export curbs on China
May 27 (Reuters) - Nvidia (NVDA.O), opens new tab investors will look for definitive answers on how much U.S. chip curbs on China will cost the company when it reports results on Wednesday, even as a pullback in other regulations is expected to open up new markets. In a fresh effort to stymie
[3]
Nvidia's earnings report might be messy, but that's not a reason to sell, Wall Street analysts say
Nvidia 's first-quarter earnings report on Wednesday afternoon could set the tone for Wall Street heading into June, but only if investors can agree on what the results truly mean about the artificial intelligence boom. The chip juggernaut has jumped 22% over the past month, even as Wall Street
[4]
Nvidia is due to post earnings after the bell. What analysts are saying ahead of the report
The bullish thesis on Nvidia remains in place ahead of earnings, but analysts have questions about the company's path forward. The tech giant is due to post fiscal first-quarter results after the bell. Analysts polled by LSEG expect the chipmaker to report adjusted earnings of 93 cents per share on
[5]
We're raising our Nvidia price target after a great quarter and rosy guidance
Nvidia shares jumped in extended trading Wednesday evening after the AI chipmaker reported better-than-expected quarterly revenue and earnings. It also provided an upbeat view of its current second quarter despite restrictions on what it can sell to China. Revenue in its fiscal 2026 first quarter
[6]
Nvidia is popping after earnings beat. Here's what Wall Street analysts had to say
Analysts liked what Nvidia had to say in its latest quarterly results . The artificial intelligence chip darling reported fiscal first-quarter earnings and revenue that beat analyst expectations. The company's data center business led the charge, with sales soaring 73% year over year. Nvidia's
[7]
Jim Cramer: These are the 2 things that can send Nvidia stock up another 40%
CNBC's Jim Cramer said there is a path for Nvidia to reach $200 a share -- more than 40% upside from Thursday morning's levels, even when factoring in its post-earnings surge. "The next leg in Nvidia has to be sovereign AI, or China. If they get both, then the stock goes to $200," Cramer said
[8]
Nvidia's earnings were not exceptional. How to make money in options if gains slow down
Nvidia's fiscal first-quarter results were strong, but tempered by challenges that kept them from being exceptional. The company reported record revenue of $44 billion, up 69% year over year and surpassing analyst estimates of $43.3 billion. Data center revenue, the core driver, reached $39.2
[9]
Nvidia's $43 billion question: Can Jensen Huang keep the AI hype train on track?
The $3.3 trillion chipmaker will report its fiscal first-quarter earnings for 2026 on Wednesday, and expectations are enormous. Analysts forecast a revenue surge to $43.26 billion, nearly 66% higher than the same quarter a year ago, with adjusted earnings per share jumping to $0.88 from $0.61, a
[10]
Nvidia Earnings Give the Volatile Stock Market Its Latest Test
Despite beating Wall Street estimates in each of the past three quarters, Nvidia's stock hasn't rallied on earnings over the last year. That includes the nearly 9% sell-off in February, which followed an update covering extremely high AI chip demand. FactSet estimates see first-quarter earnings of
[11]
What Analysts Think of Nvidia Stock Ahead of Earnings
Analysts may ask CEO Jensen Huang about sales in China after the Trump administration imposed tighter export controls. Nvidia (NVDA) is slated to report fiscal first-quarter results after the market closes Wednesday, with Wall Street expecting a record quarter from the world's second-most valuable
[12]
These Stocks Could Post Big Moves After Nvidia Earnings
Colin is an Associate Editor focused on tech and financial news. He has more than three years of experience editing, proofreading, and fact-checking content on current financial events and politics. He received his M.A. in journalism from The New School and his B.A. in history and political science
[13]
Nvidia Earnings Live: Traders Pricing in Big Stock Price Move After Results
Stephen Wisnefski is the Executive Editor of News at Investopedia. He has more than two decades of experience as a journalist and newsroom leader, including 25 years at Dow Jones and The Wall Street Journal. The stock market was in a holding pattern on Wednesday as investors awaited the latest
[14]
Watch These Nvidia Price Levels as Stock Surges After Strong Earnings Report
Nvidia (NVDA) shares jumped in extended trading on Wednesday after the AI chipmaker surpassed Wall Street's quarterly revenue expectations. The company announced after the closing bell that its fiscal first-quarter sales rose 69% to a record $44.06 billion, as major technology companies continue
[15]
Nvidia's golden run may hit a bump as analysts send out rare red flags before much-anticipated earnings call
Nvidia, the AI chip giant that has become a symbol of the artificial intelligence boom, is preparing to report its first-quarter earnings on Wednesday, May 28, but this time, analysts have flagged risks for the company's earnings, according to The Street. While, the chipmaker is still expected to
[16]
Nvidia earnings to reveal hit from US export curbs on China
Nvidia investors await clarity on the financial impact of US chip export curbs to China as the company prepares to report earnings. The restrictions may cost up to $4.5 billion per quarter. While new markets like the Middle East offer growth, China remains a major uncertainty for future
[17]
Nvidia to have final say on strong earnings season for Big Tech
Nvidia faces a crucial earnings test after a significant rally fueled by strong AI spending commitments from major customers and new demand from the Middle East. Investors are closely watching the supply of Blackwell chips, profit margins, and the impact of US export restrictions to China.Nvidia
[18]
Nvidia to report quarterly results on Wednesday -- here's what investors should watch for
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[19]
Piper Sandler Warns Of The "Last Wave Of Negative News" Ahead Of NVIDIA's Pivotal Q1'25 Earnings
This is not investment advice. The author has no position in any of the stocks mentioned. Wccftech.com has a disclosure and ethics policy. NVIDIA shares have been firmly pegged on a dizzying roller-coaster ever since DeepSeek released its R1 model back in January, having contended with peak AI
[20]
NVIDIA Q1 Earnings Preview: Analyst Cautions On Macro Uncertainty, China Restrictions - 'Stay Long The Stock' - NVIDIA (NASDAQ:NVDA)
All eyes turn to NVIDIA Corporation NVDA and the company's AI dominance, new products and questions for the China market when the company reports first-quarter financial results Wednesday after market close. Here are the analyst earnings estimates, what experts are saying ahead of the report and
[21]
A Peek at NVIDIA's Future Earnings - NVIDIA (NASDAQ:NVDA)
NVIDIA NVDA will release its quarterly earnings report on Wednesday, 2025-05-28. Here's a brief overview for investors ahead of the announcement. Analysts anticipate NVIDIA to report an earnings per share (EPS) of $0.93. The market awaits NVIDIA's announcement, with hopes high for news of
[22]
Nvidia May Beat Q1, But Q2 Sales Could Fall To $41 Billion On China Ban, BofA Securities Analyst Warns - NVIDIA (NASDAQ:NVDA)
BofA Securities analyst Vivek Arya reiterated a Buy rating on NVIDIA Corp NVDA with a $160 price target on Thursday. Arya updated his fiscal first quarter outlook following supply chain insights, investor discussions and Nvidia's remarks at the recent Computex trade show, particularly concerning
[23]
Nvidia Earnings Loom While AMD AI Could Change The Narrative - NVIDIA (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD)
Nvidia Corp NVDA may still be the emperor of AI's training stack, but Advanced Micro Devices Inc AMD is making a compelling case to become the infrastructure king of everything else. With Nvidia set to report first-quarter earnings on Wednesday, Wall Street expects fireworks - an EPS of 88 cents
[24]
What's Going On With Nvidia Shares Today? - NVIDIA (NASDAQ:NVDA)
Nvidia Corporation NVDA shares are trading higher Wednesday as investors brace for the company's first-quarter earnings report after market close. What To Know: The slight move upward reflects cautious optimism, with the stock under close watch given Nvidia's central role in the AI chip market and
[25]
Nvidia Earnings On Deck: Can AI Darling Beat The Street's High Bar Amid China Headwinds? - NVIDIA (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD)
All eyes will be on Nvidia Corp. NVDA this Wednesday after market close, with Wall Street intensely focused on whether the AI-chip giant can justify its rise amid rising geopolitical and regulatory headwinds, especially from President Donald Trump's recent China tariffs and restrictions. For the
[26]
Nvidia To Be Hit By China Chip Export Curbs Or Deliver Q2 Guidance Surprise After Middle East Deal? Here's What Charts Show Ahead Of Q1 Results - NVIDIA (NASDAQ:NVDA), Oracle (NYSE:ORCL)
While the export restrictions on Nvidia Corp.'s NVDA H20 AI chip have dented its earnings estimates for the first quarter, the recently signed contracts in the Middle East could surprise the second quarter guidance on the upside. What Happened: According to T3 Live, Nvidia's earnings estimates
[27]
Nvidia Q1 Earnings: Stock Bullish But Will H20 Chip Woes Impact? - NVIDIA (NASDAQ:NVDA)
Nvidia Corp NVDA is charging into its first-quarter earnings report on Wednesday with strong technical momentum, but investors might want to buckle up. Wall Street is expecting the company to report 88 cents in earnings on $43.21 billion revenue for the quarter, as it reports after market
[28]
Nvidia Stock Is Surging Thursday: What's Fueling The Move? - NVIDIA (NASDAQ:NVDA)
NVIDIA Corp NVDA shares are rising Thursday after the company beat expectations for the first quarter, boosted by a continued acceleration of its data center business. Multiple analysts reiterated Buy ratings or lifted price targets following the print. Q1 Earnings: Nvidia reported first-quarter
[29]
Bank Of America Hikes Nvidia Price Target To $180, Sees Annual Earnings Per Share To Hit $10 - NVIDIA (NASDAQ:NVDA)
Despite delivering a staggering 1,100% return since October 2022, Nvidia Corp NVDA may still have meaningful upside ahead. On Thursday, Bank of America's top semiconductor analyst Vivek Arya reiterated a Buy rating on the stock. He lifted his earnings forecasts and boosted the price target from
[30]
Nvidia Stock Has 'Significant Upside' As AI 'Godfather' Jensen Huang Delivers Another 'Robust Quarter' - NVIDIA (NASDAQ:NVDA)
NVIDIA Corporation NVDA analysts break down the impact of China export restrictions and what it means for the tech giant after the company reported first-quarter financial results and shared the lost revenue opportunity for China. The NVDA Analysts: Rosenblatt analyst Kevin Cassidy maintained a
[31]
Should You Buy Nvidia Stock Before May 28? Wall Street Has a Crystal-Clear Answer for Investors. | The Motley Fool
Nvidia (NVDA -1.02%) shares fell sharply earlier this year as investors worried about how tariffs and export curbs would impact revenue. However, the stock recouped its losses in May as hyperscale cloud companies raised their capital spending forecasts and the Trump administration revoked the
[32]
Buying Nvidia Stock Before May 28 Could Be Your Last Chance to Get This Magnificent Artificial Intelligence (AI) Stock on the Cheap | The Motley Fool
Though Nvidia (NVDA -1.02%) stock has been under pressure so far in 2025 owing to several factors outside of the company's control, such as tariffs and concerns that spending on artificial intelligence (AI) hardware could slow down thanks to the arrival of cost-efficient models, recent stock price
[33]
Prediction: This Insanely Cheap Artificial Intelligence (AI) Stock Will Skyrocket After May 29 (Hint: It's Not Nvidia) | The Motley Fool
Investors and analysts are eagerly looking forward to Nvidia's upcoming results for the first quarter of its fiscal 2026 (ended April 27), which will be released on May 28. That's not surprising as the company is the largest player in the fast-growing market for artificial intelligence (AI)
[34]
Is Nvidia Stock a Buy Before May 28?
Few companies have benefited more from the artificial intelligence (AI) hype cycle than Nvidia (NVDA -1.02%), as it makes billions by designing the hardware needed to run and train these advanced algorithms. However, in recent times, the company has run into challenges as Chinese competition and
[35]
Could Nvidia Stock Help You Retire a Millionaire? | The Motley Fool
Nvidia (NVDA -1.02%) shares soared more than 600% in the last three years. But the stock hasn't recorded any gains in 2025. Investors who are avoiding the stock because they feel the big gains are in the rearview mirror might be making a mistake. Nvidia has taken a breather so far this year amid
[36]
Nvidia's Big Moment Is Just Ahead. Here's What to Watch For.
All eyes are on Nvidia (NVDA 3.07%) today as it prepares to report earnings. Why is the report such a big deal? For a couple of reasons. Nvidia dominates an area that drove stock market gains over the past two years, and investors are looking for clear signals of what's ahead. I'm talking about
[37]
Nvidia Stock Pops as AI-Powered Earnings and Revenue Beat Wall Street's Expectations Despite Chinese Market Headwinds | The Motley Fool
In Q1, the tech giant continued to experience powerful demand for its products that enable AI capabilities. Shares of Nvidia (NVDA -0.27%) gained 4.9% in Wednesday's after-hours trading, following the artificial intelligence (AI) tech leader's release of a better-than-expected report for the first
[38]
Will Nvidia Soar After May 28? History Offers a Decidedly Clear Answer. | The Motley Fool
In 2023 and 2024, Nvidia (NVDA -1.02%) pretty much equaled a ticket to an investment win. Over that time period, shares of the artificial intelligence (AI) chip giant skyrocketed, gaining more than 800%. This was thanks to the company's dominance in the high-growth market that supercharged earnings
[39]
Can Nvidia Stock Hit New Heights? CEO Jensen Huang Just Provided Clear and Compelling Evidence That the Answer Is "Yes." | The Motley Fool
The chipmaker just answered bears who feared the company's growth streak had stalled. To say that investors were on the edge of their seats ahead of Nvidia's (NVDA -0.27%) highly anticipated financial report may well be an understatement. As the poster child for the artificial intelligence (AI)
[40]
Jensen Huang Says Nvidia's "Off to the Races." Here's What Could Happen Next. | The Motley Fool
Nvidia (NVDA 3.23%) has delivered such growth in recent years -- with revenue soaring in the double and triple digits and to record levels -- that investors were starting to wonder if the artificial intelligence (AI) giant soon would run out of steam. The concern was that Nvidia's best days might
[41]
This Operating Metric Is Going to Make or Break Nvidia Stock on May 28 | The Motley Fool
If you're just waiting for Nvidia's sales and earnings per share figures, you'll be missing out on the big picture. One of the most-anticipated days of the second quarter has arrived. Amid a flurry of economic data and President Donald Trump regularly changing his administration's tariff and trade
[42]
Prediction: Nvidia Will Underwhelm Wall Street on May 28 | The Motley Fool
Wall Street's favorite artificial intelligence (AI) stock has no room for error. May has been a month of monster news events. It began with Berkshire Hathaway's Warren Buffett announcing plans to step down as CEO by the end of the year. This was followed just days later by the Federal Reserve Open
[43]
Nvidia: Don't Worry About Margins (NASDAQ:NVDA)
Despite short term export risks, continued enterprise AI GPU demand reinforce my strong buy rating for NVDA shares. Nvidia Corporation (NASDAQ:NVDA) reported better-than-expected earnings for its first fiscal quarter of FY 2026 amid a continual spending boom on AI GPUs. Nvidia submitted a decent
[44]
Analysts issue rare warning on Nvidia stock before key earnings
Nvidia is the leading supplier of graphics processing units, which are essential for artificial intelligence. Its stock surged 171% last year and nearly 239% in 2023, as investors bet on its dominant role in the AI boom. While Nvidia's growth remains strong compared to other tech giants, its pace
[45]
Nvidia Q1 Earnings: Can AI Demand Outweigh Trade Risks?
Analysts also have different opinions on Nvidia's future. Some experts are setting price targets as high as $160, showing confidence in Nvidia's role in AI. Others are more cautious, with price targets closer to $120, pointing to possible trouble ahead due to global trade barriers. Also Read:
[46]
Nvidia earnings to reveal hit from U.S. export curbs on China
Nvidia investors will look for definitive answers on how much U.S. chip curbs on China will cost the company when it reports results on Wednesday, even as a pullback in other regulations is expected to open up new markets. In a fresh effort to stymie Beijing's access to cutting-edge technology,
[47]
BofA maintains NVIDIA stock Buy rating and $160 price target By Investing.com
On Tuesday, BofA Securities expressed continued confidence in NVIDIA Corporation (NASDAQ:NVDA), maintaining a Buy rating and a $160.00 price target for the stock. The $3.2 trillion market cap company, which boasts a perfect Piotroski Score of 9 according to InvestingPro, has demonstrated remarkable
[48]
Nvidia Earnings Preview: Can AI Powerhouse Deliver Another Blockbuster Quarter? | Investing.com UK
Looking for actionable trade ideas to navigate the current market volatility? Subscribe here to unlock access to InvestingPro's AI-selected stock winners for 45% off! As Nvidia (NASDAQ:NVDA) prepares to report its first-quarter results, Wall Street anticipates another exceptional performance from
[49]
Summit Insights raises NVIDIA stock rating to Buy By Investing.com
On Thursday, Summit Insights Group shifted its stance on NVIDIA Corporation (NASDAQ:NVDA), upgrading the stock from Hold to Buy. The firm's analyst, Kinngai Chan, noted that the concerns regarding double ordering of NVIDIA's Hopper generation AI GPU and the potential impact of China export controls
[50]
Bernstein maintains NVIDIA stock Outperform with $185 target By Investing.com
On Thursday, Bernstein analysts maintained a positive stance on NVIDIA Corporation (NASDAQ:NVDA), reiterating an Outperform rating with a price target of $185.00. The semiconductor company, known for its graphics processing units (GPUs) and boasting a market capitalization of $3.29 trillion, has
[51]
Can Nvidia Beat EPS Forecasts While Losing Ground in China? | Investing.com UK
On Wednesday, May 28th, Nvidia (NASDAQ:NVDA) is scheduled to report its Q1 earnings ending April 2025. To beat investor expectations, the dominant AI chip designer would have to beat the analyst forecast of $0.8 earnings per share (EPS), per Zacks Investment Research. In the year-ago quarter,
[52]
Nvidia Rides the AI Supercycle With Another Beat - And Still Looks Underpriced | Investing.com UK
Looking for actionable trade ideas to navigate the current market volatility? Subscribe here to unlock access to InvestingPro's AI-selected stock winners. NVIDIA Corporation (NASDAQ:NVDA) is usually the last of the big tech companies to report its quarterly results, and it followed that pattern
[53]
Munster previews NVIDIA's earnings, highlights U.S. chip restrictions By Investing.com
Investing.com -- Deepwater Asset Management's Managing Partner, Gene Munster, recently shared his insights on Nvidia (NASDAQ:NVDA)'s forthcoming earnings release, highlighting the impact of U.S. chip restrictions on China and the potential for the ongoing artificial intelligence (AI)
[54]
Nvidia's $5B Guidance Delta Reveals a Market Still Behind the Curve | Investing.com UK
Despite China being a larger-than-expected drag, Nvidia's overall Q2 guidance came in line with sell-side expectations -- and about $2-3 billion above buyside forecasts -- for a total delta exceeding $5 billion. The notable part is that the first half of 2025 was operationally challenging for
[55]
Nvidia earnings to reveal hit from US export curbs on China
(Reuters) - Nvidia investors will look for definitive answers on how much U.S. chip curbs on China will cost the company when it reports results on Wednesday, even as a pullback in other regulations is expected to open up new markets. In a fresh effort to stymie Beijing's access to cutting-edge
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Nvidia reports strong Q1 earnings, beating expectations despite China export restrictions. The company's focus on AI chip development and new markets offsets potential losses.
Nvidia's Q1 Earnings Surpass Expectations
Nvidia, the AI chipmaker giant, has reported its fiscal 2026 first-quarter earnings, surpassing Wall Street expectations despite facing challenges from U.S. export restrictions to China. The company's revenue increased by 69% year-over-year to $44 billion, beating the Street's estimate of $43 billion
5
. Adjusted earnings per share rose 57% to 96 cents, exceeding the consensus of 93 cents5
.
Source: Benzinga
AI Boom Drives Growth
The strong performance can be attributed to the ongoing AI revolution, with Nvidia's high-performance GPUs powering accelerated data centers worldwide. CEO Jensen Huang highlighted four key factors driving surge in demand:
- Advancements in reasoning AI, creating increased inference demand
- Rescinding of AI diffusion rules, opening up new markets
- Development of enterprise AI agents
- Growth in industrial AI and manufacturing
5
These factors underscore the rapid pace of AI advancements and its integration into various sectors, reinforcing Nvidia's position as a leader in the AI chip market.
Blackwell Chip Success and Future Innovations
Source: Benzinga
Nvidia's new Blackwell superchip, GB200, has seen a successful ramp-up despite initial supply chain issues. It contributed 70% of the $34 billion data center compute revenue in the quarter
5
. The company is already looking ahead, with sampling of the next-generation Blackwell Ultra (GB300) beginning this month and production shipments expected to start later this quarter5
.Navigating China Export Restrictions
While U.S. export restrictions on China have posed challenges, Nvidia has managed to mitigate potential losses. The company shipped $4 billion worth of H20 chips to China prior to the new export licensing requirement
5
. However, it was unable to ship an additional $2 billion due to the restrictions1
.Expanding into New Markets
Nvidia is actively exploring new growth opportunities, particularly in the realm of "Sovereign AI." Countries worldwide are investing in national AI platforms, creating a new market for Nvidia's products
5
. The Middle East has already shown interest through recent trade agreements, and Europe could be the next focus, with Huang planning to visit the continent soon5
.Related Stories
Hyperscaler Demand Remains Strong
Major cloud service providers and tech giants continue to drive demand for Nvidia's AI chips. The company reported that major hyperscalers are deploying nearly 1,000 NVL72 racks or 72,000 Blackwell GPUs per week, with expectations for further increases
5
. Microsoft, for example, has already deployed tens of thousands of Blackwell GPUs and is expected to scale up to hundreds of thousands5
.
Source: Motley Fool
Market Response and Analyst Perspectives
Nvidia's stock jumped in extended trading following the earnings report
5
. While some analysts, like Deutsche Bank's Ross Seymore, consider the stock overvalued after its recent run-up, others remain bullish. Morgan Stanley's Joseph Moore advised clients to continue buying the stock for the long haul, with a price target suggesting 18% potential upside4
.As Nvidia continues to navigate the complex landscape of AI chip development and international regulations, its strong performance and strategic focus on emerging markets position it well for future growth in the rapidly evolving AI industry.
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