NVIDIA (NVDA) all-time high by ___?

Futures Jump After Nvidia's Unprecedented 2028 Guidance Stuns Markets

Futures Jump After Nvidia's Unprecedented 2028 Guidance Stuns Markets

Nvidia Soars 7% In Premarket As It Leads Upswing In Chip Stocks After Strong Earnings. • Nvidia said it expects revenue to rise by 70% in the next fiscal year as it sought to calm market jitter about demand for AI compute.

Nvidia Soars 7% In Premarket As It Leads Upswing In Chip Stocks After Strong Earnings. • Nvidia said it expects revenue to rise by 70% in the next fiscal year as it sought to calm market jitter about demand for AI compute.

$NVDA - NVIDIA: GOLDMAN EXPECTS STOCK TO STAY RANGE-BOUND • • Goldman Sachs reiterated its Buy rating on NVIDIA with a $285 price target after a solid quarter and guidance above Wall Street expectations. • • However, elevated expectations could keep shares range-bound near term. • • Key investor focus: NVIDIA’s $1T data-center revenue target, $500B partner financing platform, future gross margins, and demand for CPU-only racks driven by agentic AI.

$NVDA - NVIDIA: GOLDMAN EXPECTS STOCK TO STAY RANGE-BOUND • • Goldman Sachs reiterated its Buy rating on NVIDIA with a $285 price target after a solid quarter and guidance above Wall Street expectations. • • However, elevated expectations could keep shares range-bound near term. • • Key investor focus: NVIDIA’s $1T data-center revenue target, $500B partner financing platform, future gross margins, and demand for CPU-only racks driven by agentic AI.

Nvidia shares jumped 7% in premarket trading after the company announced strong sales forecasts yesterday.

Nvidia shares jumped 7% in premarket trading after the company announced strong sales forecasts yesterday.

NVIDIA (NVDA) F2Q27 Earnings Highlights F2Q Results Slightly Exceed Expectations - Revenue: USD 96.2 billion (+18% QoQ, +106% YoY), GF Securities 94.5 billion, Bloomberg Securities 92.3 billion, Buy-Side Advisors 94.6 billion - Data Center Revenue: USD 89 billion - Gross Margin: 75%, GF Securities 75.1%, Bloomberg Securities 75% - EPS: $2.22, GF Securities $2.15, Bloomberg Securities $2.09, Buy-Side Advisors $2.18 F3Q Revenue Guidance Fully In Line with Us but Slightly Above Market Expectations, GM Slightly Below Expectations - Revenue Guidance: USD 108±2% billion, GF Securities 108 billion, Bloomberg Securities 104 billion, Buy-Side Advisors 109 billion - Gross margin guidance: 73.5-74.5% (official guidance: 74.0% ±50bps), GF Securities 75.1%, Bloomberg 74.8% - Vera Rubin has shipped, F3Q is expected to contribute approximately 20% of DC revenue - Storage costs exceeded expectations, F4Q gross margin guidance is 71-72%, rebounding to FY28 72-73% following the price increase in F1Q28 - Full-year OPEX growth is low-50s FY28 revenue guidance exceeded expectations - FY28 revenue is expected to increase by 70% YoY - 70% growth is due to supply constraints, customer-forecasted demand is 100% growth Data Center - Hyperscale F2Q revenue $49 billion (+13% QoQ), F4Q and FY28 will see renewed acceleration - AWS Expanded collaborations, adding 2 million GPUs to F2Q29 - ACI&E F2Q revenue of $40 billion (+25% QoQ), driven by Neoclouds capacity expansion (expected 8GW by the end of 2026) - Sovereign AI F2Q revenue +35% QoQ, achieved through Regional NeoCloud CPU - Vera CPUs are now in full production, shipping to OCI, SpaceX, and AWS - $20 billion in Server CPU demand, FY28 CPU revenue more than doubled year-on-year Neoclouds - Revenue-sharing model, Nvidia shares a portion of upside revenue when NeoCloud revenue exceeds guaranteed levels - Nvidia can "Get paid twice": hardware sales + Rental Revenue Sharing - Driving TAM expansion, bringing billions of dollars in revenue in the medium to long term Capital return - F2Q Buyback of $20 billion, quarterly dividend of $6 billion - Year-to-date (YTD) reaches approximately 60% of FCF (originally planned ≥50%) > Other Summary - Nvidia AI Factory revenue per GW increases: Hopper approximately $18 billion/GW → Blackwell $25 billion/GW → Vera Rubin $40 billion/GW - Networking revenue F2Q +18% QoQ, Spectrum-X Ethernet year-over-year growth of 2.6x - Frontier AI Labs' growth exceeds its own B/S-supported investment scale, Nvidia has invested approximately $50 billion - OpenAI commits to deploying 12GW by 2030 - Partnering with SoftBank Energy to deploy computing power at Portsmouth Campus (initial deployment 4.25GW) - Inventory rises to $32 billion, Vera Rubin stockpiling - DSO rises to 60-day payment period extended for large purchases by some major customers - F2Q sales of H200 to China account for less than 1% of total DC revenue; guidance excludes China revenue - Groq 3 LPX full production; Nebius to be the first to adopt it > Stock Performance - After-hours stock price rose more than 4%, driven by the company's FY28 revenue +70% YoY guidance, rapid Vera Rubin ramp-up, and optimistic CPU outlook.

NVIDIA (NVDA) F2Q27 Earnings Highlights F2Q Results Slightly Exceed Expectations - Revenue: USD 96.2 billion (+18% QoQ, +106% YoY), GF Securities 94.5 billion, Bloomberg Securities 92.3 billion, Buy-Side Advisors 94.6 billion - Data Center Revenue: USD 89 billion - Gross Margin: 75%, GF Securities 75.1%, Bloomberg Securities 75% - EPS: $2.22, GF Securities $2.15, Bloomberg Securities $2.09, Buy-Side Advisors $2.18 F3Q Revenue Guidance Fully In Line with Us but Slightly Above Market Expectations, GM Slightly Below Expectations - Revenue Guidance: USD 108±2% billion, GF Securities 108 billion, Bloomberg Securities 104 billion, Buy-Side Advisors 109 billion - Gross margin guidance: 73.5-74.5% (official guidance: 74.0% ±50bps), GF Securities 75.1%, Bloomberg 74.8% - Vera Rubin has shipped, F3Q is expected to contribute approximately 20% of DC revenue - Storage costs exceeded expectations, F4Q gross margin guidance is 71-72%, rebounding to FY28 72-73% following the price increase in F1Q28 - Full-year OPEX growth is low-50s FY28 revenue guidance exceeded expectations - FY28 revenue is expected to increase by 70% YoY - 70% growth is due to supply constraints, customer-forecasted demand is 100% growth Data Center - Hyperscale F2Q revenue $49 billion (+13% QoQ), F4Q and FY28 will see renewed acceleration - AWS Expanded collaborations, adding 2 million GPUs to F2Q29 - ACI&E F2Q revenue of $40 billion (+25% QoQ), driven by Neoclouds capacity expansion (expected 8GW by the end of 2026) - Sovereign AI F2Q revenue +35% QoQ, achieved through Regional NeoCloud CPU - Vera CPUs are now in full production, shipping to OCI, SpaceX, and AWS - $20 billion in Server CPU demand, FY28 CPU revenue more than doubled year-on-year Neoclouds - Revenue-sharing model, Nvidia shares a portion of upside revenue when NeoCloud revenue exceeds guaranteed levels - Nvidia can "Get paid twice": hardware sales + Rental Revenue Sharing - Driving TAM expansion, bringing billions of dollars in revenue in the medium to long term Capital return - F2Q Buyback of $20 billion, quarterly dividend of $6 billion - Year-to-date (YTD) reaches approximately 60% of FCF (originally planned ≥50%) > Other Summary - Nvidia AI Factory revenue per GW increases: Hopper approximately $18 billion/GW → Blackwell $25 billion/GW → Vera Rubin $40 billion/GW - Networking revenue F2Q +18% QoQ, Spectrum-X Ethernet year-over-year growth of 2.6x - Frontier AI Labs' growth exceeds its own B/S-supported investment scale, Nvidia has invested approximately $50 billion - OpenAI commits to deploying 12GW by 2030 - Partnering with SoftBank Energy to deploy computing power at Portsmouth Campus (initial deployment 4.25GW) - Inventory rises to $32 billion, Vera Rubin stockpiling - DSO rises to 60-day payment period extended for large purchases by some major customers - F2Q sales of H200 to China account for less than 1% of total DC revenue; guidance excludes China revenue - Groq 3 LPX full production; Nebius to be the first to adopt it > Stock Performance - After-hours stock price rose more than 4%, driven by the company's FY28 revenue +70% YoY guidance, rapid Vera Rubin ramp-up, and optimistic CPU outlook.

Economy / Nvidia beats Wall Street expectations with revenue of $96.2 billion in the second quarter of 2026

Economy / Nvidia beats Wall Street expectations with revenue of $96.2 billion in the second quarter of 2026

$nvda turned higher AH +5% on this juicy F2028 revenue guidance +70% vs. consensus +45%. • • Says chip supply is limiting factor. • • Pared gains to +3% after guiding gross margins down ~200bps for next year.

Nvidia's Q2 earnings report: Record-high revenue and net profit; August-October revenue projected at $108 billion.

Nvidia's Q2 earnings report: Record-high revenue and net profit; August-October revenue projected at $108 billion.

Nvidia's stock fell by about 2% in after-hours trading despite the company's second-quarter earnings exceeding expectations. The company announced its second-quarter financial results, reporting adjusted earnings per share of $2.22, compared to expectations of $2.10. Revenue reached $96.2 billion for the quarter ending July 26, 2026, an increase of 18% from the previous quarter and 106% year-over-year. The company projected third-quarter revenue of approximately $108 billion, while the average forecast was $105 billion. #Arabic_Business

NVIDIA Q2 Revenue Reaches $96.2 Billion, Q3 Guidance Set at $108.0 Billion • • NVIDIA reported fiscal Q2 2027 revenue of $96.2 billion, up 106% year over year and above the $92.2 billion consensus estimate. Data Center revenue reached $89.0 billion, up 117% and above the $85.8 billion estimate, while non-GAAP diluted EPS came in at $2.22, beating expectations of $2.10. Non-GAAP gross margin was 75.0%, in line with estimates. NVIDIA guided fiscal Q3 revenue to $108.0 billion, plus or minus 2%, above the $104.2 billion consensus estimate, with the outlook assuming no Data Center compute revenue from China. The company said its Vera Rubin platform has entered full production and returned about $26.0 billion to shareholders through share repurchases and cash dividends during the quarter.

NVIDIA Q2 Revenue Reaches $96.2 Billion, Q3 Guidance Set at $108.0 Billion • • NVIDIA reported fiscal Q2 2027 revenue of $96.2 billion, up 106% year over year and above the $92.2 billion consensus estimate. Data Center revenue reached $89.0 billion, up 117% and above the $85.8 billion estimate, while non-GAAP diluted EPS came in at $2.22, beating expectations of $2.10. Non-GAAP gross margin was 75.0%, in line with estimates. NVIDIA guided fiscal Q3 revenue to $108.0 billion, plus or minus 2%, above the $104.2 billion consensus estimate, with the outlook assuming no Data Center compute revenue from China. The company said its Vera Rubin platform has entered full production and returned about $26.0 billion to shareholders through share repurchases and cash dividends during the quarter.

Nvidia announced its second-quarter financial results, reporting adjusted earnings per share of $2.22, compared to expectations of $2.10. The company also announced revenue of $96.2 billion for the quarter ending July 26, 2026, representing an 18% increase over the previous quarter and a 106% increase year-over-year. #Arabic_Business

Nvidia announced its second-quarter financial results, reporting adjusted earnings per share of $2.22, compared to expectations of $2.10. The company also announced revenue of $96.2 billion for the quarter ending July 26, 2026, representing an 18% increase over the previous quarter and a 106% increase year-over-year. #Arabic_Business

$NVDA - again!

$NVDA - again!

Nvidia tops earnings estimates, guides to $108 billion in revenue next quarter. • The tech bellwether reported fiscal second-quarter results after the bell on Wednesday.

Nvidia tops earnings estimates, guides to $108 billion in revenue next quarter. • The tech bellwether reported fiscal second-quarter results after the bell on Wednesday.

Raymond James today raised its price target on Nvidia $NVDA stock up to $352 from $330 while maintaining its Strong Buy rating

$NVDA - NVIDIA TARGET RAISED TO $352 — RAYMOND JAMES SEES MORE UPSIDE • • Raymond James raised its NVIDIA price target from $330 to $352, maintaining a Strong Buy rating. • • The firm sees NVIDIA’s CPU business accelerating, potentially reaching 5% of total revenue by 2028 and even becoming a global leader in CPU revenue. • • Despite strong 20%+ growth expectations, NVIDIA trades below the S&P 500 on a CY27 P/E basis. • • Raymond James believes this discount is unjustified given NVIDIA’s AI leadership, competitive moat and strong cash generation.

Nvidia's stock price fell for the seventh consecutive day as its earnings report neared its close; market focus shifted to demand visibility for 2028.

$NVDA - NVIDIA COULD MOVE “VERY, VERY FAST” • • Cantor Fitzgerald remains highly bullish on NVIDIA, reiterating its Overweight rating and $350 price target, with the stock still a Top Pick. • • Analyst C.J. Muse says investors remain underweight NVIDIA, creating potential for a sharp rally. • • Key catalysts include stronger visibility into data-center revenue, rising hyperscaler spending through 2027–28, sustained neocloud growth and increasing acceptance of GPUs as a financeable asset class.

$NVDA - NVIDIA COULD MOVE “VERY, VERY FAST” • • Cantor Fitzgerald remains highly bullish on NVIDIA, reiterating its Overweight rating and $350 price target, with the stock still a Top Pick. • • Analyst C.J. Muse says investors remain underweight NVIDIA, creating potential for a sharp rally. • • Key catalysts include stronger visibility into data-center revenue, rising hyperscaler spending through 2027–28, sustained neocloud growth and increasing acceptance of GPUs as a financeable asset class.

$NVDA - NVIDIA EARNINGS COULD IGNITE THE STOCK • • Rosenblatt remains bullish on NVIDIA, reiterating its Buy rating and $325 price target ahead of earnings. • • Analyst Kevin Cassidy expects NVIDIA to beat Wall Street estimates on both revenue and profit, with third-quarter guidance also likely to exceed expectations. • • The upcoming Vera Rubin architecture rollout could provide another major growth catalyst. • • Rosenblatt believes NVIDIA’s strong momentum and leadership in AI remain firmly intact.