Nvidia, the AI giant, is set to report its Q1 FY26 earnings on May 28 after market close, with analysts expecting $0.73 per share in earnings and $43.3 billion in revenues. The stock has risen over 28% in the past year, driven by its leadership in AI hardware, strategic partnerships with Microsoft, Alphabet, and Meta, and new initiatives in regions like the Middle East.
Despite near-term growth limitations due to the China AI chip ban and supply issues with its high-end GB200 systems, most analysts remain optimistic about Nvidia’s long-term potential. Analysts maintain a strong Buy rating ahead of Q1 earnings, citing robust demand in AI and data center markets, as well as robust spending by top cloud providers.
Nvidia is working to overcome supply and regulatory challenges by developing new AI GPUs that comply with export rules and strengthening its partnerships with major cloud providers. These efforts are expected to position the company well for steady growth despite near-term headwinds.
Analysts, including Christopher Rolland of Susquehanna and John Vinh of KeyBanc, remain bullish on Nvidia’s stock, citing strong long-term growth potential and robust demand in key markets. With a Strong Buy consensus rating from Wall Street, analysts see 23.85% upside potential in NVDA stock.
Source: https://www.tipranks.com/news/is-nvidia-stock-nvda-a-buy-ahead-of-q1-earnings