US · Technology · Semiconductors
EPS came in at 2.22 against a street estimate of 2.09 — a beat of 6.2%.
Analysts rate NVIDIA Corporation a strong buy (55 buy, 7 hold, 1 sell out of 63) with an average price target of $327.18.
CONFIDENT NVIDIA delivered Q2 record $96B revenue (+106% YoY), guided FY28 +70% growth (supply-constrained). Margin pressure from memory costs temporary; new full-stack AI factory platform expands TAM. Non-hyperscaler business now 50% of data center. Q2 FY27 Call did not provide regional revenue breakdowns by geography. Analysts pressed visibility into 70% guidance (rarely guidance full-year), demand vs supply gap, and agentic AI inference share. Management emphasized first-time full-year guidance reflects supply chain confidence, clarified unconstrained demand is 'significantly higher,' and explained agentic workloads drive 15-100x compute multiplier. Gross margin reset acknowledged as temporary memory scarcity tied to AI buildout itself, recoverable via pricing in FY28. 2026-08-26…
Full summary in the app.
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|---|---|
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| Document | Date |
|---|---|
| Company announcement · Q3 FY2027 NVIDIA CORPORATION – FORM 8-K SUMMARY Filing Date: September 3, 2026 --- HEADLINE NUMBERS • NVIDIA agreed to acquire Hugging Face for approximately | 2026-09-03 |
| Quarterly report · Q2 FY2027 NVIDIA CORPORATION FORM 10-Q SUMMARY For Quarter Ended July 26, 2026 --- HEADLINE NUMBERS • Q2 2027 Revenue: $96,221 million (up 106% YoY from $46, | 2026-08-26 |
| Results announced · Q3 FY2027 NVIDIA Q2 FISCAL 2027 FINANCIAL RESULTS HEADLINE NUMBERS • Revenue: $96.2 billion, up 106% year-over-year and up 18% quarter-over-quarter • Data Cen | 2026-08-26 |
| Material agreement · Q3 FY2027 NVIDIA CORPORATION – FORM 8-K SUMMARY Filed: August 17, 2026 --- HEADLINE NUMBERS • $105 billion: Cumulative capped payment obligation for NVIDIA's | 2026-08-17 |
| Board / officer change · Q2 FY2027 NVIDIA CORPORATION - FORM 8-K SUMMARY Filing Date: July 2, 2026 --- BUSINESS & SEGMENT HIGHLIGHTS • Ajay K. Puri, Executive Vice President of World | 2026-07-02 |
| Quarterly report · Q1 FY2027 NVIDIA CORPORATION - Q1 FY2027 (ENDED APRIL 26, 2026) SUMMARY HEADLINE NUMBERS • Revenue: $81,615 million (up 85% from $44,062 million in Q1 FY2026) | 2026-05-20 |
| Proxy statement · Q2 FY2027 NVIDIA CORPORATION PROXY SUMMARY FOR RETAIL INVESTORS --- CEO COMPENSATION & CHANGES • Jen-Hsun Huang (CEO) total compensation: Exact figures not s | 2026-05-12 |
| Annual report FY2026 NVIDIA CORPORATION - FORM 10-K SUMMARY FOR RETAIL INVESTORS Fiscal Year Ended January 25, 2026 --- HEADLINE NUMBERS • Market capitalization as of J | 2026-02-25 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.25 / share ex-date Sep 10, 2026 · pay Oct 1, 2026 | 2026-09-10 |
| Dividend | $0.25 / share ex-date Jun 4, 2026 · pay Jun 26, 2026 | 2026-06-04 |
| Dividend | $0.01 / share ex-date Mar 11, 2026 · pay Apr 1, 2026 | 2026-03-11 |
| Dividend | $0.01 / share ex-date Dec 4, 2025 · pay Dec 26, 2025 | 2025-12-04 |
| Dividend | $0.01 / share ex-date Sep 11, 2025 · pay Oct 2, 2025 | 2025-09-11 |
| Split | 10 : 1 effective Jun 10, 2024 | 2024-06-10 |
| Announcement | Date |
|---|---|
| Definitive agreement to acquire Hugging Face for approximately $11.9 billion NVIDIA agreed to acquire Hugging Face, a popular open-source AI platform, for approximately $11.9 billion plus up to $1.0 billion in employee retention incentives. The deal is expected to cl | 2026-09-03 |
| Q3 FY2027 revenue guidance of $108.0 billion provided NVIDIA reported exceptional Q2 fiscal 2027 results with revenue of $96.2 billion, doubling year-over-year (up 106%) and growing 18% sequentially. Data Center revenue hit $89.0 billion, up 11 | 2026-08-26 |
| Partnership to develop large-scale AI data center campus in Ohio NVIDIA announced a multi-year partnership with SB Energy to develop a massive AI data center campus in Ohio (Portsmouth Site). OpenAI will be the tenant using NVIDIA's AI computing infrastru | 2026-08-17 |
| $80B share repurchase authorization and increased quarterly dividend NVIDIA reported exceptional Q1 fiscal 2027 results with record revenue of $81.6 billion, up 85% year-over-year and 20% sequentially. Data Center revenue hit $75.2 billion, up 92% annually, d | 2026-05-20 |
| Q4 FY2026 revenue guidance of $65.0 billion provided NVIDIA reported record Q3 fiscal 2026 results with $57.0 billion in revenue, up 22% from the prior quarter and 62% year-over-year. Data Center revenue hit a record $51.2 billion, up 25% sequ | 2025-11-19 |
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Google PlayApp StoreData updated 2026-09-18.