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May 21, 2026
NVIDIA (NVDA) Delivers Record Results with +85% Revenue Growth

NVIDIA (NVDA) Delivers Record Results with +85% Revenue Growth

Key Takeaways

  • NVIDIA reported record revenue of $81.6 billion for the first quarter ended April 26, 2026, up 85% year-over-year.
  • Revenue exceeded analyst expectations and rose 20% sequentially from the prior quarter.
  • Data Center segment continued to drive growth with strong demand for AI accelerators.
  • The company increased its quarterly cash dividend from $0.01 to $0.25 per share.
  • Results highlighted sustained momentum in artificial intelligence infrastructure spending.
  • Investor sentiment turned positive following the better-than-expected performance.

Putting This Quarter into Context

NVIDIA Corporation runs on a fiscal year that ends in late January, so the first quarter of fiscal 2027, which closed on April 26, 2026, gives investors a timely look at how the company is holding up in graphics processing units and artificial intelligence. After strong results in previous periods, this report provided new details on demand trends in the data center market and the broader semiconductor environment as AI adoption continues to expand.

The Numbers Behind the Results

NVIDIA posted record revenue of $81.6 billion for the quarter, an 85% jump from the same period last year and a 20% increase from the prior quarter. The company also raised its quarterly cash dividend to $0.25 per share from the previous $0.01 level. Data Center revenue stayed the main growth engine, supported by ongoing strength in AI computing solutions. These results beat Wall Street consensus, with earnings per share reaching $1.87 against expectations of $1.76. Gross margins remained solid, reflecting efficient operations and a favorable product mix. No major shortfalls appeared in key operating metrics. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry.

How the Market Reacted

After the earnings release on May 20, 2026, NVIDIA shares moved with some initial volatility but closed higher as investors focused on the revenue beat and the dividend increase. Market participants viewed the results as confirmation of steady AI-related demand, which supported positive sentiment in after-hours trading. Analysts pointed out that the sequential growth helped reinforce confidence in the company’s overall growth path, even at current valuation levels.

What Comes Next

Investors will pay close attention to NVIDIA’s guidance for the next quarter, especially any updates on Data Center revenue trends and supply chain conditions. Demand signals from hyperscale customers and enterprise AI deployments remain key themes. Margin sustainability will hinge on product mix and cost management as production of next-generation chips ramps up. Broader industry factors, such as competition in the AI accelerator space and global semiconductor capacity expansions, could also shape future performance. Upcoming catalysts like new product launches and major technology conferences may offer more clarity on long-term growth drivers. Monitoring these areas will help assess how NVIDIA continues to navigate evolving market opportunities.

Enhancing My Research with AI Tools

As part of my ongoing analysis, I regularly use Tickeron’s AI-powered tools to scan for patterns and compare performance across sectors. One resource I find particularly useful is Tickeron’s AI Screener, which lets me filter stocks and ETFs by technical patterns, fundamentals, trends, volatility, and AI-driven signals. It helps identify trade ideas and market opportunities more efficiently than manual screening, and I often turn to it when evaluating companies like NVIDIA against their peers. If you’re looking to add a similar layer to your own research, this tool is worth exploring for its customizable filters and real-time insights.

The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.

Disclaimers and Limitations

Related Ticker: NVDA

NVDA sees its Stochastic Oscillator ascending out of oversold territory

On June 16, 2026, the Stochastic Oscillator for NVDA moved out of oversold territory and this could be a bullish sign for the stock. Traders may want to buy the stock or buy call options. Tickeron's A.I.dvisor looked at 55 instances where the indicator left the oversold zone. In of the 55 cases the stock moved higher in the following days. This puts the odds of a move higher at over .

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where NVDA advanced for three days, in of 363 cases, the price rose further within the following month. The odds of a continued upward trend are .

NVDA may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.

Bearish Trend Analysis

The Momentum Indicator moved below the 0 level on June 23, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on NVDA as a result. In of 80 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are .

The Moving Average Convergence Divergence Histogram (MACD) for NVDA turned negative on May 21, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 46 similar instances when the indicator turned negative. In of the 46 cases the stock turned lower in the days that followed. This puts the odds of success at .

NVDA moved below its 50-day moving average on June 22, 2026 date and that indicates a change from an upward trend to a downward trend.

The 10-day moving average for NVDA crossed bearishly below the 50-day moving average on June 17, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In of 18 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are .

Following a 3-day decline, the stock is projected to fall further. Considering past instances where NVDA declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .

The Aroon Indicator for NVDA entered a downward trend on June 18, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.

Fundamental Analysis (Ratings)

The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 62, placing this stock better than average.

The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron Seasonality Score of (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating fairly steady price growth. NVDA’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (25.840) is normal, around the industry mean (21.591). P/E Ratio (31.953) is within average values for comparable stocks, (328.689). Projected Growth (PEG Ratio) (0.642) is also within normal values, averaging (2.076). Dividend Yield (0.001) settles around the average of (0.013) among similar stocks. P/S Ratio (20.121) is also within normal values, averaging (60.374).

The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Broadcom Inc. (NASDAQ:AVGO), Micron Technology (NASDAQ:MU), Advanced Micro Devices (NASDAQ:AMD), Intel Corp (NASDAQ:INTC), Texas Instruments (NASDAQ:TXN), Marvell Technology (NASDAQ:MRVL), QUALCOMM (NASDAQ:QCOM), Analog Devices (NASDAQ:ADI).

Industry description

The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.

Market Cap

The average market capitalization across the Semiconductors Industry is 195B. The market cap for tickers in the group ranges from 13.43K to 4.85T. NVDA holds the highest valuation in this group at 4.85T. The lowest valued company is CYBL at 13.43K.

High and low price notable news

The average weekly price growth across all stocks in the Semiconductors Industry was -0%. For the same Industry, the average monthly price growth was -2%, and the average quarterly price growth was 93%. UMC experienced the highest price growth at 21%, while POET experienced the biggest fall at -15%.

Volume

The average weekly volume growth across all stocks in the Semiconductors Industry was 13%. For the same stocks of the Industry, the average monthly volume growth was 7% and the average quarterly volume growth was 288%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 63
P/E Growth Rating: 44
Price Growth Rating: 38
SMR Rating: 76
Profit Risk Rating: 62
Seasonality Score: 26 (-100 ... +100)
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a manufacturer of computer graphics processors, chipsets, and related multimedia software

Industry Semiconductors

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Semiconductors
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2788 San Tomas Expressway
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NVIDIA (NVDA) Delivers Record Results with +85% Revenue Growth