Nvidia Earnings Release

Posted on | by Leon Hinde | Leave a Comment on Nvidia Earnings Release

NVIDIA Corporation – Common is under Algo Engine buy conditions. NVIDIA announces $80.0 billion additional share repurchase authorisation.

beat with $81.6bn Q1 FY27 revenue (up 85% year-on-year), guided Q2 to $91bn vs $86bn consensus, raised dividend and added $80bn buyback, shares fell ~1.5% after-hours

Financial Results for First Quarter Fiscal 2027
Record revenue of $81.6 billion, up 85% from a year ago
Record Data Center revenue of $75.2 billion, up 92% from a year ago


Announces $80.0 billion additional share repurchase authorization and increases its quarterly cash dividend from $0.01 per share to $0.25 per share. Record revenue for the first quarter ended April 26, 2026, of $81.6 billion, up 20% from the previous quarter and up 85% from a year ago. For the quarter, GAAP and non-GAAP earnings per diluted share were $2.39 and $1.87, respectively.

Nvidia

Posted on | by Leon Hinde | Leave a Comment on Nvidia

NVIDIA Corporation – Common fundamentals are strengthening, with accelerating revenue growth, expanding margins, and robust demand for key products. Their data center business, especially networking, is a standout, with networking revenues up 267% and the segment maintaining strong momentum.

FY2027 Q1 signals continued acceleration, with 77% YoY revenue growth and gross margin projected at 75%. Forward P/E of 20 is now below the sector, supporting a reiterated Strong Buy rating.

Magnificent 7

Posted on | by Leon Hinde | Leave a Comment on Magnificent 7

In Q4 2023, the group achieved a market-weighted average of 60% YoY operating profit expansion, while Apple contributed an underperforming 11%.

  • Tesla Q4: -47%
  • Apple Q4: +11%
  • Google Q4: +27%
  • Microsoft Q4: +33%
  • Meta Platforms Q4:+41%
  • Amazon Q4: +388%
  • Nvidia Q4: +980%

Apple and Google are under recent algo engine buy signals, and we’re now building exposure within the identified value ranges.