NVIDIA Corporation's Stock Analysis

NVIDIA Reports Record Revenue and Increases Share Repurchase Authorization

NVIDIA announced record revenue of $81.6 billion for the first quarter of fiscal 2027, representing an 85% increase compared to the same period last year and a 20% increase from the previous quarter. The company also reported record Data Center revenue of $75.2 billion, up 92% year-over-year, and announced an additional $80 billion share repurchase authorization. Furthermore, NVIDIA raised its quarterly cash dividend from $0.01 to $0.25 per share, set to be paid on June 26, 2026.

The financial results also highlighted a GAAP gross margin of 74.9% and earnings per diluted share of $2.39. NVIDIA is transitioning to a new reporting framework focused on two main market platforms: Data Center and Edge Computing. The company indicated continued strong demand for its products, particularly in the Data Center segment, while also noting a strategic expansion into AI and autonomous technology markets. As of the end of the first quarter, NVIDIA had $38.5 billion remaining under its share repurchase authorization.

May 20, 2026 16:21:19

NVIDIA Appoints New Board Member with Compensation Details

NVIDIA Corporation has appointed Suzanne Nora Johnson to its Board of Directors and the Audit Committee, effective July 13, 2026. This appointment increases the total number of directors from ten to eleven. Ms. Nora Johnson's compensation package includes an initial equity grant of restricted stock units valued at $255,000, vesting semi-annually over three years, and a pro-rated annual equity grant with a similar target value. Additionally, she will receive a pro-rated annual cash retainer of $85,000, payable quarterly starting on her appointment date.

The company will also enter into an indemnity agreement with Ms. Nora Johnson related to her service on the Board. The terms of this agreement are outlined in a previous filing. This strategic addition to the Board may influence investor perceptions and the company's governance structure.

May 08, 2026 16:35:07

NVIDIA Announces Leadership Changes and New CAO Appointment

Donald Robertson, Vice President and Chief Accounting Officer of NVIDIA, plans to retire on May 4, 2026, but will continue to support the company as VP of Finance until July 1, 2026. Scott Gawel has been appointed as the new VP and CAO, effective the same day, coming from Intel Corporation where he held the position of Corporate VP and CAO from 2022 to 2026.

Scott Gawel's compensation package includes an annual base salary of $800,000 and restricted stock units with a combined target value of $12,875,000, which will vest over four years. He will also participate in the company's standard benefit programs and will enter into an indemnity agreement for protection against certain expenses incurred in his role as an officer of the company.

Apr 27, 2026 16:10:30

NVIDIA Adopts Variable Compensation Plan for Fiscal Year 2027

NVIDIA Corporation's Compensation Committee has adopted a Variable Compensation Plan for Fiscal Year 2027, which allows eligible executive officers to earn cash payments based on the company's performance against specific corporate goals. The Performance Goals are linked to revenue achievements for the fiscal year ending January 31, 2027, and include various compensation plan levels, such as threshold, base, and stretch targets.

To qualify for awards under the 2027 Plan, participants must remain employees until the payment date. The target award opportunities for named executive officers have been outlined in the plan, which is detailed in an exhibit accompanying this report.

Mar 06, 2026 16:11:25

NVIDIA Reports Record Revenue and Shareholder Returns for Q4 2026

NVIDIA reported record revenue of $68.1 billion for the fourth quarter ended January 25, 2026, marking a 20% increase from the prior quarter and a 73% increase year-over-year. The company achieved full-year revenue of $215.9 billion, up 65% from the previous year. Data Center revenue also reached a record $62.3 billion for the quarter, up 22% sequentially and 75% year-over-year, driven by demand for accelerated computing and AI solutions. NVIDIA returned $41.1 billion to shareholders through share repurchases and dividends, with $58.5 billion remaining under its share repurchase authorization.

In the Gaming segment, revenue for the fourth quarter was $3.7 billion, reflecting a 47% increase year-over-year but a 13% decrease sequentially due to inventory moderation. Professional Visualization revenue surged 159% year-over-year to $1.3 billion, while Automotive revenue reached $604 million, up 6% from the previous year. NVIDIA plans to pay a cash dividend of $0.01 per share on April 1, 2026. The company expects first-quarter fiscal 2027 revenue of approximately $78.0 billion, with gross margins anticipated at around 74.9%.

Feb 25, 2026 16:31:25

NVIDIA Board Member Resignation Announcement

Persis Drell has resigned from NVIDIA's Board of Directors, effective January 20, 2026. Her resignation is attributed to her pursuit of a new professional opportunity and not due to any disagreements with the company regarding its operations or policies.

Jan 23, 2026 17:01:33

NVIDIA Reports Record Revenue and Strong Data Center Growth

NVIDIA reported record revenue of $57.0 billion for the third quarter ended October 26, 2025, representing a 22% increase from the previous quarter and a 62% increase year-over-year. The Data Center segment achieved record revenue of $51.2 billion, up 25% sequentially and 66% from the prior year, driven by demand for accelerated computing and AI applications. The company's gross margins were 73.4% for GAAP and 73.6% for non-GAAP, with earnings per diluted share at $1.30.

In the first nine months of fiscal 2026, NVIDIA returned $37.0 billion to shareholders through share repurchases and dividends. The company announced plans for a quarterly cash dividend of $0.01 per share, to be paid on December 26, 2025. Looking ahead, NVIDIA expects fourth-quarter revenue to be around $65.0 billion, with gross margins projected to improve slightly. The company continues to expand its partnerships and product offerings in the AI and data center sectors, including collaborations with OpenAI and various tech leaders.

Nov 19, 2025 16:20:44

NVIDIA Reports Q2 Fiscal 2026 Financial Results and Outlook

NVIDIA reported revenue of $46.7 billion for the second quarter of fiscal 2026, marking a 6% increase from the previous quarter and a 56% increase year-over-year. Data Center revenue constituted $41.1 billion of this total, also reflecting a 5% sequential growth and a 56% rise compared to the same period last year. The company experienced significant demand for its Blackwell architecture, which saw a 17% sequential growth. Notably, NVIDIA did not record any H20 sales to China-based customers during this quarter, but benefited from a $180 million release of previously reserved H20 inventory, contributing to its financial performance. GAAP earnings per diluted share were reported at $1.08, while non-GAAP earnings per diluted share were $1.05.

For the third quarter of fiscal 2026, NVIDIA anticipates revenue to be around $54.0 billion, with expected GAAP and non-GAAP gross margins of 73.3% and 73.5%, respectively. The company plans to continue its share repurchase program, having approved an additional $60 billion for buybacks. NVIDIA's cash, cash equivalents, and marketable securities reached $56.8 billion, up from $34.8 billion a year ago, indicating a strong liquidity position. The upcoming quarterly cash dividend of $0.01 per share will be paid on October 2, 2025, to shareholders of record as of September 11, 2025.

Aug 27, 2025 16:22:14

Ellen Ochoa Resigns from NVIDIA Board of Directors

Ellen Ochoa has resigned from the Board of Directors of NVIDIA Corporation, effective July 31, 2025. Her resignation includes her role on the Nominating and Corporate Governance Committee and is attributed to personal reasons. There were no disagreements with the company regarding its operations, policies, or practices.

Aug 05, 2025 16:31:08

NVIDIA Reports Q1 Fiscal 2026 Results Amid Export License Issues

NVIDIA announced its financial results for the first quarter of fiscal 2026, reporting revenue of $44.1 billion, which is a 12% increase from the previous quarter and a 69% rise compared to the same quarter last year. Data center revenue reached $39.1 billion, up 10% from Q4 and up 73% year-over-year. The company incurred a $4.5 billion charge related to excess inventory and purchase obligations due to new U.S. export licensing requirements for its H20 products, resulting in a diminished demand and an inability to ship an additional $2.5 billion of H20 revenue in the quarter. Gross margins were reported at 60.5% for GAAP and 61.0% for non-GAAP, with a significant impact from the H20 charge lowering the non-GAAP gross margin to 71.3% if excluded. Earnings per diluted share were $0.76 GAAP and $0.81 non-GAAP, with adjusted figures reaching $0.96 when excluding the H20 charge and tax impact.

In addition to the financial results, NVIDIA highlighted advancements in its AI infrastructure and partnerships aimed at expanding its capabilities in AI and computing. The company is working on building factories in the U.S. and has announced several collaborations, including a partnership with HUMAIN in Saudi Arabia and initiatives with major tech companies like Google and Oracle. NVIDIA also plans to pay a quarterly cash dividend of $0.01 per share on July 3, 2025. The company is preparing for a revenue outlook of approximately $45.0 billion for the next quarter, reflecting a loss in H20 revenue due to the recent export controls.

May 28, 2025 16:21:30