Nvidia Posts Massive Revenue Growth as AI Demand Keeps Surging

Nvidia reported another strong quarter, with revenue rising 85% year over year and data center sales continuing to drive most of the business. The company said its latest results beat analyst expectations and showed that demand for AI chips remains very strong.

The data center segment now accounts for 92% of revenue, and Nvidia said this part of the business grew 92% from a year earlier. The company also reported free cash flow of $48.6 billion and gross margin of 74.9%, showing that it is still generating strong profits as sales expand.

Nvidia lifted its guidance for the next fiscal year and said AI demand is broadening beyond the biggest cloud companies. It pointed to growing interest from enterprises, edge computing customers, businesses, and governments as possible future revenue sources.

The company also announced a new $80 billion stock buyback authorization and a higher dividend. At the same time, investors are watching whether the stock can keep rising after another powerful earnings report has already pushed expectations very high.

Nvidia reported 85% year-over-year revenue growth, strong data center sales, and free cash flow of $48.6 billion.

The data center segment is now the main driver, making up 92% of revenue.

Yes. Nvidia lifted its guidance for the next fiscal year.

The company announced a new $80 billion stock buyback plan and a higher dividend.

Seeking Alpha

Nvidia's earnings delivered an 85% Y/Y revenue surge and higher FY27 guidance, reiterating its primacy in the AI buildout. Despite another stellar quarter, NVDA's price action highlights concerns that much of its upside may be fully priced into the shares. Other chip names moved on Samsung's labor d...

Seeking Alpha

Nvidia Corporation is reiterated as a Strong Buy with a $398/share price target, driven by robust AI demand and expanding enterprise adoption. Vera Rubin's 2027 launch is expected to significantly improve AI inferencing efficiency and expand NVDA's total addressable market, especially in enterprise...

Seeking Alpha

Nvidia delivered record data center revenues and robust free cash flow, far surpassing analyst expectations for the first fiscal quarter. NVDA's data center segment now accounts for 92% of revenues, with 92% year-over-year growth and strong gross profit margin stability at 74.9%. A new $80B stock bu...

Proactive Investors

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD), the world's most valuable chipmaker, delivered quarterly revenue of $82 billion and free cash flow of $48.6 billion, yet the real story lies in the structural overhaul taking shape beneath the headline numbers. The company restructured its reporting into two seg...

Bloomberg Technology

Hyperscalers' capex boom is closely watched as the ultimate barometer of how long the AI cycle lasts. Nvidia's earnings show demand broadening and rising faster elsewhere, reducing chipmakers' overdependence on mega-cap tech.

Bloomberg Technology

Nvidia beat analysts' estimates with its latest results and forecast, and used its latest quarterly report to tout progress in diversifying the company. Though investment in artificial intelligence has continued to surge from large data center clients, Nvidia predicted that a vast array of other bus...

Finbold

Despite publishing a blockbuster quarterly earnings report that featured a double beat and record revenue above $81 billion on May 21, Nvidia (NASDAQ: NVDA) suffered a sharp stock market drop in the subsequent session.

CNBC

Nvidia reported another blockbuster earnings quarter on Wednesday, with revenue surging and the company touting huge opportunities in edge computing and CPUs. But investors weren't impressed, with the stock dropping nearly 2% on Thursday.

Benzinga

NVIDIA Corp.'s (NASDAQ:NVDA) latest quarterly results reinforced Wall Street's confidence in the company's leadership across AI infrastructure, with analysts from Wolfe Research, UBS, and Bernstein highlighting strong demand trends, expanding market opportunities, and resilient long-term growth pros...

Barrons

Nvidia stock has become even more inexpensive on a price-to-earnings basis and compared with Wall Street's targets.

CNBC

Lenovo reported its highest-ever fourth-quarter revenue and strongest full-year results in its history. The standout performer was AI-related revenue, which surged 84% in the fourth quarter to account for 38% of total group revenue.

CNBC Television

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Market Watch

There's confidence in the business, but some analysts want to see it go higher.

Seeking Alpha

Nvidia Corporation delivered a blowout quarter, raising its dividend 2,400% and authorizing $80B in new buybacks, signaling a major capital return shift. NVDA now commits to returning ~50% of free cash flow to shareholders, supporting a model of aggressive dividend growth and substantial share repur...

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NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) just posted the largest quarter in semiconductor history.

Zacks Investment Research

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Invezz

Shares of Nvidia (NVDA) continued to drift lower Friday following the company's blockbuster earnings report, but the muted reaction has also made the stock appear increasingly attractive to analysts. Nvidia shares fell around 1.2% to $216.26 in early trading after dropping 1.8% Thursday in the sessi...

Bloomberg Technology

Gerber Kawasaki Wealth and Investment Management co-founder and CEO Ross Gerber previews Nvidia's first-quarter earnings report and what it might signal for the AI industry on "Bloomberg The Close."

Investors Business Daily

Nvidia stock heads for a two-day losing streak Friday despite an earnings beat in the first quarter.

Benzinga

NVIDIA Corp. (NASDAQ:NVDA) delivered another blowout quarter on Wednesday, beating Wall Street expectations on both revenue and earnings as demand for AI infrastructure continued to power growth across its data center business.

Zacks Investment Research

NVIDIA's post-earnings dip spotlights ETFs loaded with NVDA exposure as investors weigh booming AI demand against supply-chain risks.

The Motley Fool

Arm gained for the second day in response to Nvidia's CPU forecast. Nvidia expects $20 billion in revenue this year from Vera CPU, which is licensed from Arm.

ETF Trends

Nvidia (NVDA) earnings are now a thing of the past with markets having effectively digested another stellar quarter from the largest company by market capitalization.

Investors Business Daily

Dell stock hit a record high on Friday after getting bullish reports from Wall Street analysts following its annual conference in Las Vegas.

Zacks Investment Research

DELL's AI server business surges with a $43B backlog and $50B revenue target as enterprise and hyperscale AI demand accelerates.

Schwab Network

Futurum president Dan O'Brian sits down with Sam Vadas to talk about Nvidia's (NVDA) earnings and the ripple effects it created across tech stocks. He outlines how the numbers don't just show demand for AI chips, but the whole AI stack.

The Motley Fool

Nvidia's fiscal first-quarter revenue rose 85% year over year, reaching a record $81.6 billion. Management also raised the dividend 25-fold and authorized an additional $80 billion in share repurchases.

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