Nvidia earnings on May 21, 2026 showed a sharply stronger quarter as AI-infrastructure demand boosted data-center sales. Management broadened its customer base, authorized a large share repurchase, and set firm revenue guidance for the next quarter.

NVIDIA Corporation (NVDA) reported fiscal first-quarter revenue of $81.6 billion, an 85% increase from a year earlier, according to the company’s earnings release. Data Center revenue reached $71.3 billion, up 73% year over year, making it the company’s largest business segment for the period.

GAAP net income was $18.8 billion, with diluted GAAP earnings per share of $0.76 and non-GAAP diluted EPS of $0.81. Quarterly gross margin stood at 60.5% on a GAAP basis and 61.0% on a non-GAAP basis.

For the second fiscal quarter, Nvidia set revenue guidance of $85.0 billion, plus or minus 2%, implying a range of about $83.3 billion to $86.7 billion.

The board authorized an additional $60.0 billion in share repurchases, with no expiration date specified. The company declared a quarterly cash dividend of $0.01 per share, payable on July 3, 2026, to shareholders of record on June 11.

Nvidia will report under two operating segments going forward: Data Center and Gaming & AI. The earnings materials noted that the rollout of the Blackwell platform is underway. Management said demand is broadening beyond hyperscalers to include enterprises, governments, and internet companies.

The new repurchase authorization, dividend, and revenue guidance reflect an assertive capital-return strategy as Nvidia expands its AI infrastructure business.

Nvidia Corporation is a Buy, driven by exceptional growth, elite margins, and structural AI infrastructure demand. NVDA reported $68.1B in revenue (+73% YOY) with 75% gross margins, underscoring durable, high-quality growth. NVDA's roadmap, ecosystem expansion, and direct partner investments reinforce its competitive moat and long-term leadership.

Nvidia's Just Getting Started; It's Time To Buy (Rating Upgrade)

Shares of Dell Technologies (DELL) rose about 4% on Tuesday ahead of the company's fiscal first-quarter 2027 earnings report, as investors focused on whether accelerating demand for artificial intelligence infrastructure can justify the stock's sharp rally this year. The company is scheduled to report results after the market closes on May 28.

Dell rallies before earnings as Wall Street bets on AI growth

Nvidia stock wavers after realizing a 4% weekly loss despite an earnings beat for its first quarter.

Nvidia Wavers After Weekly Loss Follows Earnings Beat; Is Nvidia A Buy Now?

Shares of Nvidia remained under pressure on Tuesday despite the company delivering another blockbuster earnings report last week. The stock was wobbly in early trading.

Nvidia stock remains wobbly after earnings: buy, sell or hold?

Advanced Micro Devices, Inc. delivered strong Q1 results, driven by robust data center product growth. AI demand remains high, positioning AMD as a key player despite Nvidia's competitive inference product. I see the ongoing AI arms race and massive capex as catalysts for AMD's recurring revenue growth.

AMD: Still Good As Number 2

NVIDIA NASDAQ: NVDA tends to dominate headlines within the artificial intelligence (AI) trade. However, Broadcom NASDAQ: AVGO has quite clearly made a name for itself as a custom chip giant, briefly eclipsing a $2 trillion market capitalization.

After NVIDIA, Broadcom's Earnings Are Next—Here's What to Watch

Nvidia might be following a similar trajectory to Cisco, according to Ned Davis Research.

Nvidia Sales Growth Looks Like Cisco. That's Not Necessarily a Bad Thing.

Nvidia Corporation is poised for a renewed rally after completing a corrective move near key support levels. Despite strong earnings and stable 75% margins, its stock is driven by sentiment, as noted by the "illogical" decline after earnings. The corrective structure appears complete, with confluence around $209–$213 supporting a bullish setup.

Nvidia Stock: The Bigger Setup For Higher Is Now Here (Technical Analysis, Upgrade)

For the past two years, Nvidia Corp (NASDAQ:NVDA) has emerged as Wall Street's preferred way to bet on artificial intelligence. It benefited from an arms race among AI developers scrambling to secure computing power.

The Next Threat To Nvidia Isn't A Chipmaker — It's An IPO

In this video, I will cover Nvidia's (NVDA 1.86%) earnings report, discuss the current market state, and explain why the most obvious buys will become even more obvious once the stock rises. Watch the short video to learn more, consider subscribing, and click the special offer link below.

Could Nvidia Be the Most Obvious Buy in the Stock Market Right Now?

Technology giants including Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Amazon.com, Inc. (NASDAQ:AMZN) and Alphabet Inc. (NASDAQ:GOOGL) have committed hundreds of billions of dollars toward AI infrastructure, while investors continue to question whether those investments will ultimately generate adequate returns.

Nvidia's Jensen Huang Says AI Has Crossed A Critical Threshold: 'Tokens Are Now Profitable'

Nvidia's $81 Billion Blowout Hides A Major Warning

Agentic AI is creating a large addressable market for AMD. The company will have to battle multiple competitors.

AMD Stock Investors Just Got Fantastic News From Nvidia's CEO Jensen Huang

Nvidia: Expecting A Triple-Digit Earnings And FCF Growth In FY2027

Lenovo is increasingly emerging as one of the quieter winners of the global artificial intelligence spending boom, with analysts pointing to the company's expanding server business, resilient margins and strengthening role in AI infrastructure as key drivers behind a potential re-rating of the stock. Analysts say the world's largest personal-computer maker is benefiting from a surge in demand for AI servers as hyperscalers and Chinese internet companies ramp up investments in computing infrastructure to support generative AI and agentic AI applications.

Lenovo's AI expansion sparks fresh optimism around stock valuation

Nvidia is driving a paradigm shift by restructuring its revenue reporting to emphasize its AI platform capabilities over its GPU hardware roots. Despite delivering robust revenue growth, record gross margins, and increased capital returns, Nvidia shares remain pressured by muted earnings surprises and China-related headwinds. I see strong parallels to Apple's 2018 transition, suggesting that initial investor skepticism around Nvidia's new reporting structure may fade as the market adapts.

Nvidia: Echoes Of Apple's 2018 Turnaround

NVIDIA remains a "Buy," driven by robust Q1 results, record data center revenue, and strong margin expansion. NVDA's Q1 non-GAAP EPS of $1.87 and $81.6 billion in revenue beat consensus, with free cash flow surging to $48.6 billion. I raise my price target to $265, reflecting improved profitability and a 27x P/E on $9.80 normalized EPS.

Nvidia: Why $265 Is In Play Fundamentally And Technically

Nvidia has been labeled "overvalued" for years due to its rapid growth. The numbers don't back that up, as it trades at a lower valuation than other top chipmakers.

This AI Stock Has Been Called Overvalued for 3 Years. The Bears Keep Losing.

Nvidia recently announced a significant increase to its payout. The company's robust financials give it plenty of room to make further hikes in the future.

Is Nvidia the Most Underrated Dividend Growth Stock to Own?

Nvidia pulls back to a key technical support zone after a strong breakout, with traders watching whether the 20-day moving average holds or signals deeper retracement.

Nvidia (NVDA) Price Forecast: Pullback Tests Trend Structure

For the past two years, Wall Street has embraced a simple AI investment thesis: the more companies adopt artificial intelligence, the more productive they become. That narrative has helped propel Nvidia Corp. (NASDAQ:NVDA) to the center of the market's AI boom.

Nvidia's Biggest Bull Case Has A Catch: Uber And Microsoft Are Discovering AI's Hidden Cost

Nvidia has delivered another blockbuster quarter, but one top-ranked investor says the market is still missing the bigger story. The chipmaker reported record first-quarter revenue of $81.6 billion, up 85% from a year earlier, as demand for AI infrastructure continued to surge.

Top investor says Nvidia stock could surge another 40%: here's why

NVDA's diversified customer base, including neoclouds and enterprises reliant on CUDA/general GPUs, tempers the hyperscaler-driven ASIC competition risks. These reasons are also why NVDA may remain the dominant GPU player while potentially holding “70-75% of the AI accelerator market through 2030”. The upcoming launch of NVIDIA's Groq 3 LPU Inference chip may address the growing inferencing demand while delivering improved token cost efficiency, supporting their competitive positioning.

Nvidia: ASIC Discount Applied Prematurely - Reiterate Strong Buy

Nvidia (NVDA) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

NVIDIA Corporation (NVDA) Is a Trending Stock: Facts to Know Before Betting on It

Nvidia sells its high-end processors to almost every AI company, giving it a better perspective than most have on how these companies work. Nvidia has a five-year option to buy up to 30 million Iren shares at $70 apiece, and late last year it invested $5 billion in Intel when it traded for under $25 per share.

Nvidia Is Buying Equity In Other AI Stocks, And It Can Be A Long-Term Catalyst

IREN (IREN 2.22%) has become one of the market's more intriguing AI infrastructure stories after its Nvidia (NVDA 1.86%) partnership. The upside case is enormous if the company can scale GPU cloud services, data centers, and AI factory infrastructure.

Is Iren Stock Still a Buy After Its 500% Rally?

Cryptocurrency prediction markets are projecting a cautious outlook for Nvidia (NASDAQ: NVDA) stock in June 2026, with expectations that the AI giant will trade within a narrow range.

Crypto markets predict Nvidia stock price for June 2026

Bank of America's Vivek Arya walked onto CNBC with a number that sits well above consensus.

BofA's Vivek Arya Sees Nvidia at $350 as Agentic AI Drives an “Unprecedented” Chip Cycle

Nvidia Corporation reported 85% revenue and 140% EPS growth, underscoring dominant AI-driven expansion and robust fundamentals. NVDA's 2400% dividend increase, from $0.01 to $0.25 per quarter, signals a potential shift toward high dividend growth. With a fortress balance sheet, $80B in new buyback authorization, and a forward P/E of 24.7x, NVDA appears undervalued versus historical multiples.

Nvidia: AI Dominance Continues, But Let's Talk About The 2400% Dividend Raise

Revenue from its latest chip design hasn't even started coming in the door. Nvidia reaffirmed its projection of $3 trillion to $4 trillion in data-center capital expenditure by 2030.

3 Reasons Nvidia Still Has Plenty of Room to Run

The AI boom was supposed to follow a familiar technology cycle.

What Nvidia's CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention

Advanced Micro Devices is positioned as a rising competitor to Nvidia, especially as AI workloads shift toward inference and agent-driven tasks. My Strong Buy thesis for AMD rests on CPU parity with NVDA's Vera, accelerating ROCm adoption, and Helios rack-scale solutions challenging NVDA's dominance. ROCm's rapid enterprise and hyperscaler uptake, highlighted by Meta's 6GW GPU commitment, signals growing confidence in AMD's open, full-stack AI ecosystem.

Advanced Micro Devices: 3 Things Favor This Nvidia Competitor, Reiterate Strong Buy

Nvidia maintains its AI chip dominance, with robust and sustainable growth rates, while expanding opportunities beyond hyperscalers. NVDA's Vera CPU presents a $20 billion annualized opportunity, but GPUs and integrated systems will continue driving the bulk of future growth. Despite underperformance versus peers and market skepticism, NVDA trades at just above 20x forward earnings, with EPS CAGR projected above 40% for three years.

Nvidia: Market's Skepticism Creates A Massive Mispricing

Nvidia (NASDAQ: NVDA) has increased its dividend payout, further strengthening the company's appeal to investors seeking both growth and income.

Nvidia just increased dividend payout; Here's how much 100 NVDA shares will earn on June 26

Nvidia just increased dividends; Here's how much 100 NVDA shares will earn on June 26

Nvidia raised its quarterly dividend 25-fold and added $80 billion to its share buyback authorization. Last quarter's free cash flow nearly doubled from a year earlier, comfortably covering the larger payouts.

Nvidia's Board Just Authorized an Additional $80 Billion Buyback. Here's What That Really Signals to Investors.

For years, investors treated artificial intelligence as a GPU story.

Nvidia's Hidden $60 Billion Business Is About to Overtake Broadcom

Nvidia's ACIE segment reached $37 billion after 31% sequential growth, nearly matching hyperscaler revenue levels already. H100 rental pricing rose 20% year-to-date despite massive AI compute expansion, signaling extraordinary infrastructure monetization strength. Data center networking revenue nearly tripled year over year to $15 billion as AI scaling bottlenecks shifted toward interconnects.

Nvidia Is Becoming The AI Economy

Nvidia is rated a buy, driven by exceptional growth, strong profitability, and a compelling forward valuation relative to its sector and history. Q1 revenue surged 85% YoY to $81.62B, with Q2 guidance of $91B, reflecting accelerating AI infrastructure demand and robust data center expansion. NVDA's forward P/E is 24.1x—well below its five-year average—while its forward PEG ratio of 0.57x signals undervaluation relative to its growth potential.

Nvidia: Cheaper Than It Looks With A 0.57x Forward PEG Ratio

A trading expert has warned that Nvidia (NASDAQ: NVDA) stock's technical structure is hinting at a possible correction that could see the equity lose the $200 support level and plunge toward $160.

Trading expert sets date when Nvidia stock will crash to $160

Nebius Group is upgraded to Strong Buy with a new price target of $256.91, reflecting 20% upside and robust earnings growth. Q1 2026 revenues surged 684% year-over-year to $399 million, with Cloud AI revenues up 841% and EBITDA margins rising to 32.5%. Guidance for 2026 includes $3–$3.4 billion in revenues, 40% margins, and increased capital expenditures of $20–$25 billion, driven by hyperscaler contracts.

Nebius: My Best AI Infrastructure Pick Gets A Strong Buy Upgrade

Nvidia CEO Jensen Huang said on Saturday that his forecast of a $200 billion market for CPUs includes ​China, signalling Nvidia still sees significant long-term demand in the market ‌amid ongoing U.S.-China technology tensions.

Nvidia says its forecast for $200 billion CPU market includes China

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.

Nvidia Just Crushed Earnings Estimates, but the Stock Fell. Here's What Happened (and What Could Happen Next).

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.

NVDA Earnings & Ripple Effects Across the AI, Quantum Industries

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

Dell's AI Data Center Expansion Gains Pace: What Lies Ahead?

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

Dell Stock Surges Ahead Of AI-Driven Fiscal Q1 Report

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.

Nvidia Earnings in the Books, But This ETF Remains Useful

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

Buy These ETFs as NVIDIA Posts Record Q1 Revenues, Beats on Earnings

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.

Why Arm Stock Was Gaining Again Today

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.

Nvidia Crushes Earnings, But AI Chip Supply Crunch Looms

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

Nvidia Slumps Amid 'Parabolic' Data Center Demand, Earnings Beat; Is Nvidia A Buy Now?

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."

Ross Gerber Says AI Efficiency Gains Already 'Amazing'

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 session immediately following earnings.

Nvidia stock continues to struggle after earnings, but analysts remain firmly bullish

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Here's Why Nvidia (NVDA) is a Strong Growth Stock

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

Nvidia Will Form The $6 Trillion Club On This Date

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 repurchases. My projections show NVDA could grow its dividend at a 50% annual rate and retire nearly 10% of shares over five years, compounding shareholder returns.

Nvidia Is Becoming An Incredible Dividend Growth Compounder And Is Undervalued

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

Nvidia made one of the biggest buyback announcements ever. It may not be enough.

Fundstrat's Tom Lee  joins 'Closing Bell' to talk if the AI trade can take another leg higher from here.

Nvidia earnings shows 'unrelenting demand', says Fundstrat's Tom Lee

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

Nvidia Stock Looks Even Cheaper After Earnings

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 prospects.

NVIDIA Lags AI Rivals Even As It Sits 'At The Center Of All AI': Analyst

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.

Nvidia stock wipes nearly $100 billion since blockbuster earnings

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.

The Tech Download: What you might have missed in Nvidia's earnings — a $200 billion opportunity and edge computing

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.

Nvidia Shows AI Opportunity Extends Beyond Hyperscalers

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 businesses and governments would soon become a bigger source of revenue.

Nvidia Targets New Revenue Engine Beyond Hyperscalers

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 segments: data centre and edge computing.

Nvidia's $82bn quarter masks a company being rebuilt from within

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.

Lenovo shares jump 15% on record earnings as AI revenue nearly doubles

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 buyback authorization, a higher dividend, and expanding free cash flow margins reinforce the company's aggressive capital return and acquisition strategy.

Nvidia: Why New Highs Are Unavoidable

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 and edge compute. NVDA forecasts strong multi-year growth, supported by hyperscaler capital outlays potentially reaching $1T in 2027 and $3-4T by decade's end.

Nvidia: Multi-Year AI Megatrend Confirmed

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 dispute and growing hyperscaler adoption of Marvell's custom AI ASICs.

Nvidia Revenue Rockets 85%: 3 Undervalued Top AI Chip Stocks

Nvidia posted an 85% Y/Y revenue surge with strong AI demand and enterprise adoption, leading to a "Strong Buy" rating and $398 target. Despite stellar results and record data center revenues, concerns about full stock pricing persist. A new $80B stock buyback and restructuring indicate aggressive growth strategies and reduced mega-cap dependence.

Nvidia earnings showed AI demand lifting revenue and margins; board authorized $60.0 billion buybacks and set $85.0 billion Q2 guidance, tightening supply.

Nvidia Earnings Signal AI-Driven Momentum

SpaceX IPO may concentrate early passive demand in Nasdaq-tracking funds after S&P kept eligibility rules unchanged, shaping fund flows and debut liquidity.

SpaceX IPO Draws Trader Attention Ahead of Nasdaq Debut

DocuSign earnings raised fiscal 2027 revenue guidance after Q1 profit rose as AI-native IAM boosted revenue and cash flow, supporting sentiment.

DocuSign Earnings Raise Revenue Outlook

Anthropic IPO confidential S-1 leaves timing and terms unset and makes near-term share supply and investor demand dynamics uncertain for traders.

Anthropic IPO Filed Confidentially; Timing Unset

Lululemon cuts outlook, lowering FY26 revenue and profit forecasts; weak Q2 guidance and softer U.S. demand reshape near-term investor expectations.

Lululemon Cuts Outlook as U.S. Demand Slows

Blackstone caps withdrawals at BCRED under tender rules; pro-ration to the quarterly limit forces traders to reassess private-credit liquidity.

Blackstone Caps Withdrawals at BCRED

Five Below earnings showed strong Q1 results and a raised FY2026 outlook, but shares fell as tariff assumptions triggered near-term trader volatility.

Nvidia Earnings Signal AI-Driven Momentum

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