NVIDIA (NVDA) Update — 27 Sept 2026
Latest reported price: about $224.58 at the latest available close.
O2 FY2027 revenue: $96.2B, up 106% YoY and 18% QoQ. EPS was $2.46 GAAP / $2.22 non-GAAP.
Forward outlook: NVIDIA guided Q3 revenue to about $108B ± 2% and expects roughly 70% revenue growth for FY2028.
AI infrastructure: NVIDIA continues expanding Vera Rubin, AI-factory and robotics initiatives; its latest updates include Vera Rubin inference performance and new AI data-center infrastructure partnerships.
Risk: Competition is increasing, including AMD's expanding AI business, while Chinese companies are developing domestic alternatives amid U.S. export restrictions.
Regulatory risk: Reuters reported that the U.S. Justice Department is investigating aspects of NVIDIA's licensing arrangement with AI startup Group.
Short-term view: NVDA remains heavily driven by AI spending and its revenue outlook, but at ~$225 investors should watch earnings expectations, American spending, competition, and export restrictions closely.
If you want, I can also give you .NVDA support, resistance and possible entry levels for Monday
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Latest reported price: about $224.58 at the latest available close.
O2 FY2027 revenue: $96.2B, up 106% YoY and 18% QoQ. EPS was $2.46 GAAP / $2.22 non-GAAP.
Forward outlook: NVIDIA guided Q3 revenue to about $108B ± 2% and expects roughly 70% revenue growth for FY2028.
AI infrastructure: NVIDIA continues expanding Vera Rubin, AI-factory and robotics initiatives; its latest updates include Vera Rubin inference performance and new AI data-center infrastructure partnerships.
Risk: Competition is increasing, including AMD's expanding AI business, while Chinese companies are developing domestic alternatives amid U.S. export restrictions.
Regulatory risk: Reuters reported that the U.S. Justice Department is investigating aspects of NVIDIA's licensing arrangement with AI startup Group.
Short-term view: NVDA remains heavily driven by AI spending and its revenue outlook, but at ~$225 investors should watch earnings expectations, American spending, competition, and export restrictions closely.
If you want, I can also give you .NVDA support, resistance and possible entry levels for Monday
please like share and follow