His hints of several main customers encourage NVIDIA GPU demand.
Strong demand for Blackwell can increase NVIDIA Q1 results and its prospects for the rest of the year.
These 10 stocks could have been blamed for another wave of millionaire ›
Every previous time that shares Nvidia(NASDAQ: NVDA) Fell 30% or more, giving investors a huge purchase. The story seems to be repeated.
NVIDIA returned strongly with a reduction in 37%at the beginning of this year compared to the previous peak time. Is it too late to get involved? I don’t think so. Here are three reasons why by May 28th. NVIDIA shares were transferred to the fist.
Why May 28 It is then that Nvidia is expected to announce its first quarter of the 2026 fiscal year, which ended in 2025. April 27, the results. A quarter -income updates often provide a beautiful catalyst for chips.
Based on previous NVIDIA results, there is a serious reason why investors can optimistically optimistically assess the Q1 update by increasing the company’s share price. The GPU manufacturer was provided with a total estimates of Wall Street earnings in each of the previous four quarters at least 5%.
Naturally, bruising of earnings does not always mean the price of NVIDIA shares. For example, the company reported that an adjusted revenue per share (EPS) – $ 0.89 in the fourth fiscal 2025. In the quarter, the analysts hoped that the EPS would be adjusted to be $ 0.85. However, NVIDIA shares decreased despite better than expected revenue.
This can be repeated, even if Nvidia outperforms Wall Street earnings. But I am such that investors are looking for a reason to be again high -flying promotions again. If I am right, a positive earnings surprise can only be what they need to renew the accumulation of stock.
We cannot assume that NVIDIA will overcome earnings just because they have done it in the past. However, the advice of several main customers encourages the company’s prospects to exceed expectations.
Amazon CEO Andy Jassy said in the first quarter -profit call call that Amazon Web Services (AWS) aggressively implemented Nvidia AI chips and her Training chips. He added ”[A]Quickly, when we actually use capacity, it is consumed. “Jassy noted that AWS would deploy” much more “from the next generation of GPU and his Training crisps in the next few months.
Image Source: NVIDIA.
Microsoft Continues to expand its data center capacity by opening new data centers in the last quarter of 10 countries. CFO AMY Hood said the Fiskal 2025 Q3 revenue call that demand exceeds AI service capacity. She revealed that Microsoft expects[s] To have certain AI capacity restrictions from June. “It’s good for Nvidia.
Sundar Pichai, Google CEO and its patronage AlphabetHighlighted Google relationships with NVIDIA’s C1 revenue call. The Pichs noted: “Our strong relationship with NVIDIA continues to be the main advantage of us and our customers.” He added that Google Cloud was the first cloud supplier to offer NVIDIA B200 and GB200 Blackwell GUS customers and planned to install NVIDIA New Vera Rubin GPU.
Speaking about Blackwell, NVIDIA CEO, Jensen Huang, said in the last update of his company that demand for new GPU was “extraordinary”. CFFO Colette Kress mentioned in our comments: “We have introduced $ 11 billion in Blackwell’s revenue to satisfy the high demand. It is the fastest product ramp in our company’s history, without precedent with its speed and scale. “
I hope Blackwell will be the main source of good news at NVIDIA when the company reports its fiscal 2026. The first quarter result later this month. Kress expects the “significant ramp” in the new GPU in the first quarter.
Still, good news will probably not be related to Q1 numbers. NVIDIA plans to spend its Blackwell Ultra GPU in the second half of this year. Blackwell Vera Rubin Chips is expected to start transporting 2026. I wouldn’t be surprised if NVIDIA provides a pink perspective on these next -generation chips in their Q1 update.
Although I think the purchase of NVIDIA shares until May 28th For these three reasons, there may be a smart step, one reason why investors may want to detain. Trump administration rates and common trade policy continue to cause great uncertainty to the economy, especially NVIDIA.
I am not sure that relaxation with China has recently been as positive as my investors. Exceptionally high tariff pauses last only 90 days. Chinese imports of 30% of rates remain in place and China will continue to take 10% rates for US imports.
NVIDIA could overcome earning expectations and provide an optimistic perspective for the rest of the year. But if trading dynamics change worse from now until May 28, it may not be enough to increase stocks in the near future.
However, for a long time, I think the future of Nvidia remains bright. If you are buying stocks and hold them in the next five to 10 years, I predict you will make money – whether you buy it in the next few weeks or in the next few months.
Have you ever felt you missed the boat by buying the most successful promotions? Then you will want to hear it.
In rare cases, our team of expert analysts ask a “Double down” stock Recommendation for companies that they think are going to appear. If you are worried that you have already missed the opportunity to invest, now is the best time to buy before it’s too late. And the numbers speak by themselves:
NVIDIA:If you invested $ 1,000 when we doubled in 2009,You would have $ 351,127!*
Apple: If you invested $ 1,000 when we doubled in 2008, You would have $ 406!*
Netflix: If you invested $ 1,000 when we doubled in 2004, You would have $ 642,582!*
We are currently providing alerts to “double down” to three incredible companiesPossible when you log inShare advisorAnd at any time, there may be another such option at any time.
See. 3 shares »
*The stock advisor returns from 2025. May 12
Suzanne Frey, Alfabet executive, is a member of the Board of Motley Fool. John Mackey, former CEO of Whole Foods Market, a subsidiary of Amazon, is a member of the Board of Motley Fool. Keith speeighs occupy positions in the alphabet, Amazon and Microsoft. Motley Fool has positions and recommends Alfabet, Amazon, Microsoft and NVIDIA. The Motley fool recommends the following options: 2026. January 395 USD calls Microsoft and briefly 2026. January $ 405 Microsoft calls. The Motley fool has a disclosure policy.
3 Reasons to Buy NVIDIA Stock Hand on Fist by May 28th. Initially announced by The Motley Fool
