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Sentiment · FY2027 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Vivek Arya | Bank of America | 8 | 0% |
| Ben Reitzes | Melius Research | 8 | 13% |
| Joe Moore | Morgan Stanley | 7 | 0% |
| CJ Muse | Cantor Fitzgerald | 7 | 0% |
| Tim Arcuri | UBS | 7 | 14% |
| Aaron Rakers | Wells Fargo | 6 | 17% |
| Stacy Rasgon | Bernstein | 5 | 0% |
| Jim Schneider | Goldman Sachs | 4 | 0% |
| Atif Malik | Citigroup | 3 | 0% |
| Toshiya Hari | Goldman Sachs | 2 | 50% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 1 | 8 | 0% |
| Melius Research | 1 | 8 | 13% |
| Cantor Fitzgerald | 1 | 7 | 0% |
| Morgan Stanley |
| 1 |
| 7 |
| 0% |
| UBS | 1 | 7 | 14% |
| Wells Fargo | 1 | 6 | 17% |
| Goldman Sachs | 2 | 6 | 17% |
| Bernstein | 1 | 5 | 0% |
NVIDIA delivered record revenue of $82 billion, up 85% year over year, driven by sustained Blackwell architecture demand across hyperscalers, AI native clouds, and sovereign deployments. Data center revenue of $75 billion grew 92% year over year, with the new ACIE segment reaching $37 billion and growing 31% sequentially as AI demand diversified beyond hyperscale. The company introduced Vera CPU targeting a $200 billion agentic AI TAM with $20 billion in standalone CPU revenue visibility this year, while confirming Vera Rubin production shipments starting in Q3. With Q2 guided at $91 billion and the $1 trillion Blackwell/Rubin revenue target reiterated, NVIDIA's growth trajectory remains firmly intact despite continued exclusion of China data center revenue from guidance.
Product Launch | Demand | Revenue Growth | Innovation & R&D | Capex Investment | Competitive Dynamics | Cloud & AI | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 4 | 3 | 2 | 2 | 2 | 3 | 3 | |
| 2025Q4 | 5 | 4 | 3 | 4 | 1 | 1 | 2 | |
| 2026Q1 | 2 | 4 | 3 | 2 | 1 | 2 | 1 | |
| 2026Q2 | 4 | 5 | 5 | 1 | 2 | 2 | ||
| 2026Q3 | 2 | 2 | 2 | 1 | 4 | 2 | 1 | 2 |
| 2026Q4 | 4 | 4 | 3 | 5 | 4 | 5 | 3 | 2 |
| 2027Q1 | 3 | 1 | 3 | 2 | 1 | 4 | 1 | 1 |
| '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | '27Q1 | |
|---|---|---|---|---|---|---|---|
| Product Launch | 4 | 5 | 2 | 4 | 2 | 4 | 3 |
| Demand | 3 | 4 | 4 | 5 | 2 | 4 | 1 |
| Revenue Growth | 2 | 3 | 3 | 5 | 2 | 3 | 3 |
| Innovation & R&D | 2 | 4 | 1 | 1 | 5 | 2 | |
| Capex Investment | 2 | 2 | 2 | 4 | 4 | 1 | |
| Competitive Dynamics | 1 | 1 | 2 | 2 | 5 | 4 | |
| Cloud & AI | 3 | 1 | 2 | 1 | 3 | 1 | |
| Supply Chain | 3 | 2 | 1 | 2 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
NVDA NVIDIA Corporation | 9 | +85.2% | |
| ADI Analog Devices | 9 | +37.3% | |
| AMAT Applied Materials | 9 | +11.4% | |
| AMD Advanced Micro Devices, Inc. | 9 | +37.9% | |
| ARM Arm Holdings | 7 | +20.1% | |
| ASML ASML Holding | 9 | +13.3% | |
| AVGO Broadcom Inc. | 9 | +29.5% | |
| INTC Intel Corporation | 6 | +7.2% | |
| KLAC KLA Corporation | 7 | +11.5% | |
| LRCX Lam Research | 9 | +23.8% | |
| MCHP Microchip Technology | 9 | +35.1% | |
| MPWR Monolithic Power Systems | 10 | +26.1% | |
| MRVL Marvell Technology | 10 | +27.6% | |
| MU Micron Technology, Inc. | 9 | +196.3% | |
| NXPI NXP Semiconductors | 7 | +12.2% | |
| ON ON Semiconductor | 6 | +4.7% | |
| Q Qnity Electronics, Inc. | 10 | +17.6% | |
| QCOM Qualcomm | 3 | -3.5% | |
| SWKS Skyworks Solutions | 3 | -1.0% | |
| TER Teradyne | 9 | +87.0% | |
| TXN Texas Instruments | 9 | +18.6% |