Earnings
NVDA Q1 2026 Earnings: Data Center Revenue Surpasses $30B
NVIDIA's data center segment posted a 93% year-over-year increase, making it the largest quarterly data center revenue print in semiconductor history.
NVIDIA reported fiscal Q1 2026 results after market close Wednesday, beating consensus on both revenue and earnings per share by a comfortable margin.
Key metrics:
- Revenue: $44.1B (+69% YoY)
- Data center: $39.1B (+93% YoY)
- Gross margin: 78.4% (vs 77.1% expected)
- EPS (adjusted): $0.96 (vs $0.88 consensus)
Management guided Q2 revenue to $45B ± 2%, above the $43.9B consensus estimate at time of the call. CEO Jensen Huang cited Blackwell platform ramp, noting that shipments in Q1 exceeded internal plans.
The stock rose 5.7% in after-hours trading. On the CANSLIM framework, NVDA currently scores 6/7 — docked one point on the “I” criterion as institutional ownership has reached saturation levels that reduce the incremental buying fuel that drives continuation moves.