[Stock Prediction] Nvidia’s Big Test: Growth or Peak?

Tiger_Earnings
05-27

$NVIDIA(NVDA)$ is set to report its fiscal Q1 2026 earnings after market close on May 28 (ET). According to Bloomberg consensus, the numbers look strong once again — revenue is expected to hit $43.27 billion, up 66% year-over-year, with adjusted net income of $22.26 billion and EPS of $0.886.

The ramp-up of the Blackwell architecture is well underway, with H200 shipments accelerating and major cloud players like Microsoft and Google now accounting for over half of Nvidia’s total revenue. Still, pressure is building on the cost side. Gross margin is expected to fall from 73% last quarter to 69.65% this quarter due to weaker yield rates at TSMC and higher packaging costs in Malaysia. R&D spending jumped 49% YoY, with nearly half dedicated to the upcoming Blackwell Ultra.

Investors will also be watching how sustainable this growth really is. While data center now makes up 86% of total revenue, the top five customers account for 58%, raising concerns around customer concentration and pricing power. AMD’s MI300X and Google’s next-gen AI chips are already nibbling at Nvidia’s inference market share. Meanwhile, export restrictions, HBM supply constraints, and the Q2 ramp-up of its Vietnam facility are key variables that could impact delivery schedules and profitability.

🗓 Nvidia ’s earnings call will be held on May 29, 2025, at approximately 05:00 SGT. To set a reminder, click here.

How to Join

  • Comment below with your bullish or bearish view on Nvidia’s stock, and explain why.

Rewards

  • 10 Tiger Coins for sharing a valid comments

  • 50 Tiger Coins for correctly predicting the stock’s post-earnings move

  • One lucky winner will receive a $5 stock voucher

Events Duration

  • 27 May to 29 May 2025 at 05:00

🔥Don't forget to follow @Tiger_Earnings, Tiger's official account for providing key information during earnings season 📖📖📖

📖 For a beginner's guide to financial statements, click here.

Show Time: Over $150! NVIDIA to Hit New Highs in June?
Nvidia CEO sells shares worth nearly $900 million, while the stock hitting $150! Semiconductor stock shoot yesterday, with Broadcom hitting all time highs, AMD jumping nearly 7%, Nvidia nearing all time highs. Still chance in semiconductor? Are you bullish on Nvidia's pick? Finally is time to set all time high? Will a pullback follow after $150? How to trade?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • MHh
    05-27
    MHh
    I am bearish for the short term. We know there will definitely be demand for it and currently no one really rivals it well. However, trump makes it difficult for NVDA to sell to China which is easily one of the biggest market and NVDA has not found a way around it yet that won’t antagonist trump. Even if the earnings beat expectations, the expected outlook with some really difficult challenges may worry some investors. However, it is the darling of many investors and I expect to see a rebound soon.
    @LuckyPiggie @Universe宇宙 @Wayneqq @SPOT_ON @HelenJanet @Fenger1188 @DiAngel @Kaixiang @Success88 come join
  • Aqa
    05-27
    Aqa
    Bullish on $NVIDIA(NVDA)$ and looking forward to its fiscal Q1 2026 earning results after market close on Wednesday, May 28 (ET). At least 5% upward apparent this round. The market is expecting no nasty surprise in this Q1 earnings report. Thanks @Tiger_Earnings @icycrystal @1PC
  • 1PC
    05-27
    1PC
    I'm Bullish 📈🚀 on NVDA $NVIDIA(NVDA)$ still holding onto it [Happy]. The market will be Choppy in the Short Term 🙏 but I'm holding on Longer 😁. @Jes86188 @Aqa @Barcode @yourcelesttyy
  • Shyon
    05-27
    Shyon
    I'm bullish on Nvidia. Despite short-term margin pressure from rising costs and yield challenges, the company continues to dominate the AI accelerator market. The strong revenue growth, driven by surging demand for H200 and the Blackwell architecture, reinforces Nvidia's position as the core infrastructure provider for generative AI workloads. With Microsoft, Google, and other hyperscalers making up a growing portion of revenue, Nvidia is clearly entrenched in long-term AI capex cycles.

    While customer concentration and competition from AMD and custom silicon are worth watching, Nvidia’s unmatched software ecosystem (CUDA, TensorRT), early Blackwell Ultra investments, and rapid facility expansion show they’re playing the long game. I'm confident the post-earnings move will be positive given strong fundamentals and guidance potential.

    Price to be 140 after earnings!

  • eskynet
    05-27
    eskynet
    My view is Nvidia continues to impress with its massive YoY growth — 66% revenue jump and $22.26B in adjusted net income is no small feat. The data center segment alone now drives 86% of revenue, a testament to Nvidia’s dominance in AI and cloud computing.


    However, there are growing concerns. Heavy reliance on a few large customers (top 5 making up 58%), cost pressures from TSMC yields and Malaysian packaging, plus rising R&D and competition from AMD and Google — these factors could squeeze margins and test pricing power.


    Blackwell’s ramp-up and H200 acceleration offer near-term momentum, but long-term sustainability will depend on how Nvidia navigates concentration risk and evolving supply chain dynamics.


    Bullish in the near term, but cautiously watching gross margin and customer diversification.


    #Nvidia #NVDA #EarningsPreview #AIChips #StockWatch #GrowthVsPeak
  • icycrystal
    05-27
    icycrystal
    @HelenJanet @LMSunshine @koolgal @Shyon @SPACE ROCKET @Aqa @rL @GoodLife99 @Universe宇宙

    $NVIDIA Corp(NVDA)$ probably will do well these years since AI is becoming more sophisticated... lots of research and improvements will be done and if the company can manage it well complete with a good business model, should do well [Wow] [Wow] [Wow]

    $NVIDIA(NVDA)$ is set to report its fiscal Q1 2026 earnings after market close on May 28 (ET). According to Bloomberg consensus, the numbers look strong once again — revenue is expected to hit $43.27 billion, up 66% year-over-year, with adjusted net income of $22.26 billion and EPS of $0.886.

    Comment below with your bullish or bearish view on Nvidia’s stock, and explain why.


    Rewards


    10 Tiger Coins for sharing a valid comments

Leave a comment
10
9