No. of Recommendations: 0
Quarterly #s look good imo. Continuing to just hold (top 8 position). Stock up nearly 5% after hours to $219.53.
From Seeking Alpha:
Nvidia press release (NVDA): Q2 Non-GAAP EPS of $2.22 beats by $0.13.
Revenue of $96.22B (+105.9% Y/Y) beats by $4.06B.
Data Center revenue of $89.0 billion, up 117% from a year ago.
During the second quarter of fiscal 2027, NVIDIA returned approximately $26.0 billion to shareholders in the form of shares repurchased and cash dividends.
NVIDIA’s outlook for the third quarter of fiscal 2027 is as follows:
Revenue is expected to be $108.0 billion vs consensus of $104.61B, plus or minus 2%. NVIDIA is not assuming any Data Center compute revenue from China in its outlook.
GAAP and non-GAAP gross margins are expected to be 74.0%, plus or minus 50 basis points.
GAAP and non-GAAP operating expenses are expected to be approximately $9.2 billion and $9.0 billion, respectively.
