Post
--
橙子Joyce
·
--
NVIDIA’s impressive earnings report caused its market value to surge by $442 billion in a single day; after the close, its market cap reached $5.49 trillion, marking the company’s second-largest single-day gain in history and completely breaking the “stock price must fall on earnings day” curse. The strong results dispelled the gloom over AI trading, catching short-sellers off guard, and also boosted the entire technology sector.
Although earnings expectations far exceeded forecasts, they may still be somewhat on the conservative side. The company has clearly described the current situation as “supply constrained.” If supply were not constrained, actual demand growth would be significantly higher.
NVIDIA’s outstanding growth is deeply embedded in Wall Street’s collective perception. Investors generally expect its performance to come in above expectations, which has led to its stock falling on six of the past eight earnings release days. This week, many options traders are still betting on the stock price to drop after the earnings announcement.
“Accelerated growth driven by architecture evolution (1:1 delivery ratio between LPU and NVL rack implementations, as well as the launch of the Vera intelligent CPU rack).”
“Capital returns remain strong. In fiscal 2027’s second quarter, the return amount hit a record $26 billion, including $20 billion in share repurchases and a quarterly dividend of $0.25 per share, totaling $6 billion.”
“Capacity ramp-up for Rubin and LPU is faster than expected. Vera Rubin has started mass production and shipments this month. All hyperscale data center, AI cloud platform, and system OEM vendors have placed orders, making it NVIDIA’s fastest-growing chip to date.
Groq 3 LPX is also now fully in production and will begin mass production and shipping later this quarter, with Neocloud NEBIUS becoming the first adopter. Revenue from the Vera Rubin chips is expected to account for about 20% of data center revenue in fiscal 2027’s third quarter.”
NVIDIA’s latest earnings report lifted Wall Street’s optimism, with a number of major banks—including Morgan Stanley, Citigroup, and Mizuho Bank—raising their target prices. Twenty-six investment banks increased their target price for NVIDIA by $250–$550!
I began investing in NVIDIA stock in the summer of 2020, and my understanding of the company has been very thorough and comprehensive. I have continued to invest in NVIDIA shares. I highly recommend that you allocate and buy NVIDIA stock as part of your investment portfolio.
$NVDA.US
Although earnings expectations far exceeded forecasts, they may still be somewhat on the conservative side. The company has clearly described the current situation as “supply constrained.” If supply were not constrained, actual demand growth would be significantly higher.
NVIDIA’s outstanding growth is deeply embedded in Wall Street’s collective perception. Investors generally expect its performance to come in above expectations, which has led to its stock falling on six of the past eight earnings release days. This week, many options traders are still betting on the stock price to drop after the earnings announcement.
“Accelerated growth driven by architecture evolution (1:1 delivery ratio between LPU and NVL rack implementations, as well as the launch of the Vera intelligent CPU rack).”
“Capital returns remain strong. In fiscal 2027’s second quarter, the return amount hit a record $26 billion, including $20 billion in share repurchases and a quarterly dividend of $0.25 per share, totaling $6 billion.”
“Capacity ramp-up for Rubin and LPU is faster than expected. Vera Rubin has started mass production and shipments this month. All hyperscale data center, AI cloud platform, and system OEM vendors have placed orders, making it NVIDIA’s fastest-growing chip to date.
Groq 3 LPX is also now fully in production and will begin mass production and shipping later this quarter, with Neocloud NEBIUS becoming the first adopter. Revenue from the Vera Rubin chips is expected to account for about 20% of data center revenue in fiscal 2027’s third quarter.”
NVIDIA’s latest earnings report lifted Wall Street’s optimism, with a number of major banks—including Morgan Stanley, Citigroup, and Mizuho Bank—raising their target prices. Twenty-six investment banks increased their target price for NVIDIA by $250–$550!
I began investing in NVIDIA stock in the summer of 2020, and my understanding of the company has been very thorough and comprehensive. I have continued to invest in NVIDIA shares. I highly recommend that you allocate and buy NVIDIA stock as part of your investment portfolio.
$NVDA.US
Disclaimer: Includes third-party opinions. No advice. Binance AI may be used without guarantee. See T&Cs.