3 things Nvidia investors should look out for in its earnings call
From Yahoo Finance: 2025-05-28 10:01:00
Nvidia will report its first quarter results for fiscal year 2026, with analysts expecting a 46% jump in EPS to $0.88 and a 66% increase in revenue to $43.3 billion. The stock, a key player in the AI Revolution, faces investor concern over the pace of AI adoption and growth sustainability.
Investors are anxious about Nvidia’s earnings amid a potential AI slowdown. Last year, the company saw a record 262% revenue increase, but now faces slight share declines amid questions about the future of AI expansion.
Nvidia’s earnings call will reveal insights into the AI boom and the company’s future. Analysts will focus on the data center segment, demand signals from cloud providers, and competition pressure from AMD, Big Tech, and cost compression concerns.
Investors are eager to learn if Nvidia can maintain its pricing power and demand momentum. Updates on supply chain capacity, chip launches, and geopolitical risks will be crucial. Analysts may question CEO Jensen Huang on US export controls and China’s impact on revenue.
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