Nvidia (Finally) Missed; Time To Buy With Ease (Rating Upgrade)
Nvidia Corporation's Q1 '26 earnings beat expectations, but guidance missed due to China chip restrictions. Still, the stock moved over 5% higher in extended trading on Wednesday. China remains a significant uncertainty, but robust demand for Blackwell products and global AI infrastructure ambitions support my bullish case. Despite valuation being less attractive than in April, Nvidia's leadership in AI and strong product roadmap make it a buy in my books.
Nvidia CEO Jensen Huang joins 'Mad Money' host Jim Cramer to talk quarterly results, recent reports the Trump administration is trying to block chip sales to China, what's ahead for the company, and more.
While the top- and bottom-line numbers for Nvidia (NVDA) give a sense of how the business performed in the quarter ended April 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Nvidia (NVDA) came out with quarterly earnings of $0.81 per share, missing the Zacks Consensus Estimate of $0.85 per share. This compares to earnings of $0.61 per share a year ago.
Nvidia reported strong Q1 earnings with rising revenue and net income, but faces challenges from U.S. export restrictions on AI chips to China, that will impact future sales.
Nvidia Corporation reported its latest quarterly earnings for its fiscal first quarter after the market closed on Wednesday. I previously held a neutral view on Nvidia, but bought shares during the spring sell-off at $111, exiting in May for a 20%+ gain. NVDA's Q1 results show a big margin decline, but underlying growth remained appealing.
The 'Fast Money' traders react to Nvidia Q1 results.
"The core A.I. these is intact," says Austin Lyons after seeing Nvidia's (NVDA) earnings.
Nvidia's (NVDA) first-quarter revenue rose to a record high, topping analysts' expectations, but earnings missed as the chipmaker took a hit from new export curbs.
Nvidia reported solid first quarter earnings on Wednesday, providing some relief to anxious investors who have come to see the world's leading chip supplier as a bellwether for the overall tech industry.
The company continued to grow fast in its most recent quarter despite new rules restricting the sale of A.I chips to China.