NVIDIA CORPORATION NVDA is expected to report its long -awaited 2026. Fiscal revenue of the second quarter (end July 30) after closing the bell August 27. This message may be the most important NVIDIA, especially after a recent agreement with the US Government to re -enter the Chinese market and among the record data center costs. Therefore, it is important to investigate the strategic actions that investors may consider before the upcoming income report.
Almost three months have passed since NVIDIA reported the results of the first quarter. Her revenue increased by 69%by $ 44.1 billion a year. Similar results are also expected in the fiscal second quarter and the income will be provided for $ 46.03 billion, ie 53.2% per year.
In addition, NVIDIA profit per share (EPS) is expected to be $ 1.00 compared to $ 0.68 in the same quarter a year ago, accounting for a 47.1% increase per year. NVIDIA’s four -quarter income surprise is a positive 3.9%on average, indicating that stocks can grow in the second quarter.
Image Source: Zacks Investment Research
The NVIDIA new generation of Blackwell Ultra graphics processing devices (GPU) architecture undergo high demand as it can carry out artificial intelligence (AI) task 50 times faster than the previous Hopper Architecture. The presentation of these Blackwell Ultra GB300 GUS in the second half of the year began in large quantities. Because the fiscal second quarter includes July, there is a good chance that the sales of the Blackwell Ultra GB300 GPU will increase NVIDIA revenue and profit.
In the first fiscal quarter, Nvidia lost $ 2.5 billion sales and sold its H20 chips to China due to restrictions on US government. But April The Trump administration allowed NVIDIA to export its H20 chips to China, determining that the company has to share 15% of its revenue from the sale of this chip with the government. Now that NVIDIA is expected to sell $ 8 billion worth of chips worth in the second quarter, with the removal of export restrictions, the company will help the company recover some of the lost income and increase its results in the quarter of the last quarter.
When Nvidia H20 chips go to China and the demand for Blackwell chips remains strong, the cards are excellent fiscal second -quarter results, usually increasing their shares. In addition, the future of Nvidia seems promising as the company will benefit from the continuous growth of the data center capital costs (Capex). Its GPU, which in power data centers, is in demand as customers are planning to increase their Capex to determine more AI data centers to meet the rising counting capacity needs.