After an exceptional Q1 FY27 results, NVIDIA looks favorably positioned to maintain its topline momentum further, driven by robust demand for Blackwell architecture across hyperscalers and enterprises. NVDA's industry-leading margins are also expected to remain resilient, supported by strong pricing power and a favorable mix of high-value AI systems, despite continued elevated R&D spending. Following recent underperformance and multiple compression, NVDA trades at a compelling 22.3x forward P/E, well below its five-year average and close peers valuation.
Nvidia (NASDAQ: NVDA) is paying its first boosted dividend tomorrow, June 26, 2026, marking the commencement of its new share buyback strategy announced in March.
The market looks to recover on Thursday, and the following three chip stocks are going to be no different.
Nvidia stock was rising on Thursday despite rivals announcing custom AI chips.
Nvidia's rise in one market highlights a major shift in the networking industry. In Q1 2026, Nvidia's data center Ethernet switch sales hit $2.1 billion.
NVIDIA is a Buy as its base case no longer depends on Chinese data center compute revenue. NVDA's data center, AI, networking, and platform businesses are compounding strongly ex-China, with Q1 revenue up 85% and robust $91B guidance. China now represents high-value optional upside, not a key valuation pillar; partial reopening or compliant chip sales would further boost upside.
Today's amazing figure represents +1215% earnings growth in one year. Even at NVIDIA's best, they weren't doing these numbers.
STX has outperformed NVDA over the past year as AI-driven data center storage demand fuels strong revenue growth and profitability.
Nvidia CEO Jensen Huang told shareholders on Wednesday that if a commercial opportunity conflicts with U.S. national security, the company would prioritize American interests. "Trying to cobble together data centers with some smuggled products is a dead end," he said.
Nvidia NVDA shares edged higher on Wednesday as the chipmaker stabilized following a broader semiconductor-sector selloff, with market participants assessing whether the stock is establishing a new trading range. Despite recent volatility, the stock has largely held above the psychologically important $200 level since breaking out of its previous range in April.
Nvidia stock has repeatedly bounced off lows of $200, indicating a new trading range for the chip maker.
One of Nvidia's (NASDAQ: NVDA) most prolific insider traders – Director Mark Stevens – accelerated his selling activity and dumped 1.8 million NVDA shares worth a total of $407 million in June.