- Nvidia’s second-quarter revenue reached $46.74 billion, marking a 56% increase compared to the previous year, surpassing estimates of $46.23 billion.
- Data center revenue was $41.1 billion, growing 56% year-over-year, slightly below the estimate of $41.29 billion.
- Gaming revenue hit $4.3 billion, a 49% increase from last year, exceeding the expected $3.82 billion.
- Professional Visualization revenue rose by 32% to $601 million, beating the forecasted $532 million.
- Automotive revenue climbed 69% to $586 million, slightly missing the estimate of $592.7 million.
- The adjusted gross margin was reported at 72.7%.
- Adjusted operating expenses increased by 36% to $3.80 billion, lower than the anticipated $4.02 billion.
- Adjusted operating income stood at $30.17 billion, showing a growth of 51%, exceeding the estimated $29.36 billion.
- Research and Development (R&D) expenses grew by 39% to $4.29 billion, below the estimate of $4.44 billion.
- Adjusted earnings per share (EPS) were reported at $1.05.
- Free cash flow amounted to $13.45 billion, experiencing a slight 0.2% decline compared to the previous year.
- Nvidia projects full-year fiscal 2026 operating expense growth to be in the high-30% range.
- Market sentiment includes 71 buy recommendations, 8 holds, and 1 sell.
NVIDIA Corp on Smartkarma
Analysts on Smartkarma are closely monitoring NVIDIA Corp, providing insightful coverage on the company’s strategic moves and market challenges. Baptista Research highlights NVIDIA’s delicate position amidst escalating geopolitical tensions, where the chipmaker navigates U.S. export controls and China’s tech self-reliance push. To comply, NVIDIA has introduced adjusted chip designs and revamped its supply chain to maintain its foothold in the vital Chinese market.
Contrastingly, Raghav Vashisht‘s bearish view emphasizes regulatory hurdles in China for NVIDIA, while pointing out AMD’s potential advantages with less political scrutiny. As the analysts delve into NVIDIA’s market dynamics, strategic trade-offs, and upcoming earnings, investors are provided with a comprehensive outlook on the company’s performance and the challenges it faces in the ever-evolving technology landscape.
A look at NVIDIA Corp Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 5 | |
| Resilience | 5 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.8 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on the Smartkarma Smart Scores, NVIDIA Corp is positioned for a positive long-term outlook. With a high score in Growth, Resilience, and Momentum, the company shows strong potential for future expansion and performance. This indicates that NVIDIA is likely to experience ongoing growth, maintain its strength in the face of challenges, and sustain its positive momentum in the market. While the Value and Dividend scores are moderate, the high scores in key areas suggest that investors may see solid returns over time with NVIDIA Corp.
NVIDIA Corporation, known for designing and developing 3D graphics processors and software, is demonstrating robust characteristics according to the Smartkarma Smart Scores. Catering to the personal computer market, the company’s products deliver interactive 3D graphics to a broad audience. With notable scores in Growth, Resilience, and Momentum, NVIDIA Corp appears well-positioned for sustained success and growth in the foreseeable future.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Analytics and News
- ✓ Events & Webinars
