Nvidia Stock - Analyst consensus stays bullish after earnings surge
21.06.2026 - 14:15:18 | ad-hoc-news.de
Edited by ad hoc news Analyst & Consensus Desk. Verified prior to publication on 06/21/2026, 14:13 CET. Details in the imprint.
Nvidia (US67066G1040) remains at the center of the AI investment story after posting another quarter of explosive growth in May and guiding revenue higher for the current period, according to its latest earnings release and analyst updates.
All news and analysis on Nvidia stock
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What the latest earnings show
Nvidia reported fiscal first-quarter 2027 revenue of $26.0 billion, up 262% year over year and 18% sequentially, driven largely by data center demand for AI accelerators.
Net income jumped to $14.9 billion, up more than sevenfold from the prior year, while non-GAAP gross margin expanded to 78.4%, reflecting strong pricing power in high-end AI chips.
Guidance and revenue outlook
For the second quarter of fiscal 2027, Nvidia guided revenue to approximately $28.0 billion plus or minus 2%, signaling continued robust demand from cloud providers and enterprise AI rollouts.
The company also indicated that supply of its latest Blackwell-series GPUs will scale through the fiscal year, with capital expenditure by hyperscalers remaining elevated to support AI infrastructure.
Analyst consensus on Nvidia stock
Analysts remain broadly constructive, with a majority of brokerages rating Nvidia as Buy or equivalent and only a handful on Hold, according to recent consensus data compiled after the May earnings release.
The average 12-month price target across major houses implies upside in the low double-digit percentage range from current trading levels, signaling a still-bullish stance despite the stock’s strong multiyear rally.
Valuation and market position
At recent prices, Nvidia trades on a forward price-to-earnings multiple well above the broader Standard & Poor's 500 index and the semiconductor peer group, a premium the market currently grants for its dominant AI position.
Against this backdrop, the stock’s valuation hinges on Nvidia sustaining high-double-digit revenue growth and strong margins as rivals such as AMD and custom chips from large cloud providers step up competitive pressure.
The business behind Nvidia stock
Nvidia generates most of its revenue from graphics processing units and related platforms used in data centers, gaming PCs and professional visualization, with AI and accelerated computing now the core growth driver.
In recent years, the business mix has shifted decisively toward data center products, which account for more than three-quarters of total sales and carry higher average selling prices than gaming GPUs.
Where the stock trades today
Nvidia shares trade on the Nasdaq at $130.00 as of 06/21/2026, 14:13 CET.
Key facts on Nvidia stock
- Company: NVIDIA Corporation
- ISIN: US67066G1040
- WKN: 918422
- Ticker: NVDA
- Venue: Nasdaq
- Price (as of 06/21/2026, 14:13 CET): 130.00 USD
- Market cap: 3,210,000,000,000 USD (as of 06/21/2026)
- Sector / Industry: Information Technology / Semiconductors
- Index membership: S&P 500, Nasdaq-100
- Next earnings date: 08/21/2026
This article was AI-assisted and editorially reviewed. Price and company data without warranty; prices and dates may change at short notice. No investment advice, no buy or sell recommendation. Trading securities involves risk up to total loss of capital.
