📈Nvidia Q1 Earnings May 20 Set as AI Trade's Next Reality Check
TL;DR
Nvidia reports fiscal Q1 2027 earnings after Wednesday's close. Wall Street expects revenue of $78.5 billion (up 78% YoY) and EPS of $1.76, with guidance assuming zero China data center revenue.
Nvidia reports fiscal Q1 2027 earnings after Wednesday's close. Wall Street expects revenue of $78.5 billion (up 78% YoY) and EPS of $1.76, with guidance assuming zero China data center revenue. Commentary on H200 supply and China re-entry will move the whole chip sector.
Key Points
Earnings: Wednesday, May 20, after market close
Consensus revenue $78.5B (+78% YoY), EPS $1.76 (+117% YoY)
Guidance assumes zero China data center revenue
Why It Matters
Nvidia remains the single biggest event for AI public markets each quarter. Any wobble on China or supply will cascade through chip, utility, and AI software stocks.
Quick Facts
Comments
Be the first to comment
Enjoyed this article?
Get it daily. 7am. Free. Reads in 5 minutes.
Join 3,487 builders reading daily.