Nvidia Set to Report Q1 Earnings Amid AI Boom and Soaring Expectations
Wall Street anticipates a 66% jump in revenue and strong profit growth as Nvidia rides the AI infrastructure wave. Analysts remain divided on whether the stock can regain its $1,000 mark post-split.
Nvidia corp (NASDAQ : NVDA) is scheduled to report its first-quarter earnings for fiscal year 2026 on Wednesday, 28 May 2025, after the market closes.
Wall Street analysts, on average, expect the chipmaker to post quarterly revenue of $43.38 billion—representing a 66% increase year-over-year—and adjusted net income of $21.29 billion, or 87 cents per share, up from $15.24 billion, or 61 cents per share, in the same period last year, according to Investopedia.
Wedbush analysts attribute Nvidia's continued momentum to a surge in AI infrastructure investment from hyperscalers such as Meta, Alphabet, Apple, Amazon, and Microsoft. “Spending on AI in particular ends up flowing to [Nvidia], which supplies a disproportionate amount of the AI server value,” they noted.
Nvidia’s earnings report comes alongside another key technology player—enterprise software company Nutanix (NTNX), which is also set to report late Wednesday.
In a recent development, Nvidia CEO Jensen Huang praised U.S. President Donald Trump’s technology initiatives as the company announced a partnership with Swedish businesses to expand AI infrastructure in Sweden. The collaboration includes telecom giant Ericsson and pharmaceutical firm AstraZeneca, with Nvidia providing its latest AI data center platform, Reuters reported.
Stock Split Hopes Meet $1,000 Price Debate
Despite Nvidia's meteoric rise and dominance in the AI chip market, investors are questioning whether its stock can again breach the $1,000 threshold post its 10-for-1 stock split in 2024. While the split made shares more accessible to retail investors, it did not guarantee a quick return to the pre-split price. Analysts are divided—some foresee a climb back to $1,000, while others cite current valuation levels, growing competition, and trade restrictions as potential headwinds.
With market optimism high, all eyes will be on Nvidia's results and outlook, which could either reinforce its leadership in AI or temper expectations for future growth.
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