The strong guidance and capital return program (dividend + buyback) indicate management confidence in sustained AI demand. Traders should watch for potential upside to Q2 guidance as customer orders for Vera Rubin platform ramp. The stock may gap up on open; consider maintaining long positions.
Price Chart
Executive Summary
NVIDIA reported record Q1 FY27 revenue of $81.6B (+85% YoY), beating consensus of $79.12B, and non-GAAP EPS of $1.87 vs $1.77 estimate. Data Center revenue surged 92% YoY to $75.2B. Q2 guidance of $91B revenue (+12% QoQ) signals continued AI infrastructure acceleration, augmented by an $80B share repurchase authorization and a dividend increase from $0.01 to $0.25 per share.
Key Financial Metrics
Key Facts
- Revenue $81.6B, +85% YoY, beat by 3.15%
- Non-GAAP EPS $1.87 vs $1.77 consensus, +5.65% beat
- Data Center revenue $75.2B, +92% YoY
- Q2 FY27 revenue guidance $91.0B (±2%), raised sequentially
- Quarterly dividend raised from $0.01 to $0.25 per share
- Board authorized additional $80B share repurchase
Financial Impact
Revenue beat by ~$2.5B (3.1%), EPS beat by $0.10 (5.6%), Q2 guidance implies ~12% sequential growth.
Risk Factors
- China revenue excluded from guidance (geopolitical risk)
- Competitive pressure from AMD and custom ASICs
- Potential supply constraints for Blackwell/Blackwell Ultra
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3298888 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 21d ago | ANALYST-UPGRADE | — | awaiting T+5 | — | — |
Sep 3, 2026 29d ago | 8-K | $228.45 $218.29 | ▼ −4.45% | ▼ −3.30% | $230.86 (+1.05%) |
Sep 3, 2026 29d ago | 3 | $228.45 $218.29 | ▼ −4.45% | ▼ −3.30% | $230.86 (+1.05%) |
Sep 2, 2026 4w ago | Insider Cluster | $224.41 $218.36 | ▼ −2.70% | ▼ −1.74% | $230.86 (+2.87%) |
Sep 2, 2026 4w ago | Insider Cluster | $224.41 $218.36 | ▼ −2.70% | ▼ −1.74% | $230.86 (+2.87%) |
Aug 31, 2026 4w ago | 144 | $220.78 $225.73 | ▲ +2.24% | ▲ +2.38% | $230.86 (+4.57%) |
Aug 26, 2026 5w ago | Press Release | $227.98 $228.45 | ▲ +0.21% | ▼ −0.06% | $230.86 (+1.26%) |
Aug 26, 2026 5w ago | Press Release | $227.98 $228.45 | ▲ +0.21% | ▼ −0.06% | $230.86 (+1.26%) |
Aug 26, 2026 5w ago | 8-K | $209.66 $224.41 | ▲ +7.04% | ▲ +7.16% | $230.86 (+10.11%) |
Aug 24, 2026 5w ago | Press Release | $208.48 $220.78 | ▲ +5.90% | ▲ +5.43% | $230.86 (+10.73%) |
US Market Status
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