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NVIDIA's earnings report is out! Can it reignite the AI rally?
富途業績Sir
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【Contest】NVIDIA earnings are imminent—can its stock price hit a new all-time high this week? 🎁 Win a share of 100,000 points!

Contest at the end! Vote correctly to win a share of 100,000 points 👇
What is the ultimate ceiling for tech stocks? Is it $2 trillion? $3 trillion? Or even $5 trillion? Numbers once considered unattainable now sit in NVIDIA’s rearview mirror. Ever since securing its throne as the 'world’s most valuable stock,' NVIDIA’s only true rival has been itself.More precisely, it’s the earnings report NVIDIA delivers to the market.
Dear fellow investors,$NVIDIA (NVDA.US)$It will release its Q1 FY2027 earnings after U.S. market hours on Wednesday, May 20!The market is closely watching whether it can inject fresh momentum into the global AI bull narrative. Ahead of this earnings release, market activity has already been intensifying:Last week alone, NVIDIA’s stock posted seven consecutive gains, briefly pushing its market cap above a record $5.7 trillion,leaving it less than 10% away from the $6 trillion milestone—an unprecedented peak no company has ever reached.
Interestingly, the closer it gets to this threshold, the more ambivalent the market becomes.Entering this week, NVIDIA's stock price has moderately pulled back from its recent highs, with its current market cap hovering around $5.38 trillion.From unstoppable momentum to volatile trading at elevated levels—is this a consolidation phase before another breakout, or a sign that upward momentum is running out?
[Gift]Contest at the end! Vote correctly to win a share of 100,000 points 👇 What is the ultimate ceiling for tech stocks? Is it $2 trillion? $3 trillion? Or even $5 trillion? Numbers once considered unattainable now sit in NVIDIA’s rearview mirror. Ever since securing its throne as the 'world’s most valuable stock,' NVIDIA’s only true rival has been itself.[Onlooker]More precisely, it’s the earnings report NVIDIA delivers to the market. [Cheerlead]Dear fellow investors,$NVIDIA (NVDA.US)$It will release its Q1 FY2027 earnings after U.S. market hours on Wednesday, May 20!The market is closely watching whether it can inject fresh momentum into the global AI bull narrative. Ahead of this earnings release, market activity has already been intensifying:Last week alone, NVIDIA’s stock posted seven consecutive gains, briefly pushing its market cap above a record $5.7 trillion,[Awesome]leaving it less than 10% away from the $6 trillion milestone—an unprecedented peak no company has ever reached. Interestingly, the closer it gets to this threshold, the more ambivalent the market becomes.Entering this week, NVIDIA's stock price has moderately pulled back from its recent highs, with its current market cap hovering around $5.38 trillion.From unstoppable momentum to volatile trading at elevated levels—is this a consolidation phase before another breakout, or a sign that upward momentum is running out?[Thinking Face] Regarding this earnings report, the market widely expects NVIDIA to once again deliver an impressive result—beating expectations and raising guidance. Institutions expect NVIDIA’s Q1 FY2027 (corresponding to calendar Q1 2026) to...
Regarding this earnings report, the market widely expects NVIDIA to once again deliver an impressive result—beating expectations and raising guidance.
Analysts project that NVIDIA will report revenue of $79.119 billion for fiscal Q1 2027 (corresponding to calendar Q1 2026), up 79.56% year-over-year; and earnings per share of $1.749, surging 130.12% year-over-year.
Institutions like Citi have even preemptively 'bet' that revenue could climb above $80 billion—far exceeding the consensus estimate.The core driver behind this optimism is the faster-than-expected production ramp-up and robust demand for NVIDIA’s Blackwell-series chips, particularly the B300.Meanwhile, CEO Jensen Huang’s vision of trillion-dollar-scale AI computing infrastructure unveiled at GTC 2026, along with the efficiency revolution brought by the newly launched Vera Rubin platform, has injected strong momentum into the company’s long-term growth narrative.Against this backdrop, several top-tier investment banks—including Bank of America, UBS Group, and Morgan Stanley—have recently raised their price targets collectively, with Bank of America projecting a target of $320 and Wells Fargo & Co. setting its target even higher at $315.
However, high expectations conceal an underlying game of strategic positioning.The market has been conditioned by multiple consecutive quarters of significant beats to the point where it has become desensitized to 'beating expectations.' The real question now isn’t whether NVIDIA can beat expectations, but by how much it needs to exceed them to truly satisfy a market that has already priced in extremely optimistic forecasts.
The market is currently focused on several key questions:
> Can revenue and net profit significantly surpass already elevated consensus estimates?
> Is data center revenue growth still bulletproof?
> Can gross margins remain near the high level of around 75%?
> Will guidance for the next quarter reach or even exceed $90 billion, confirming that the growth trajectory remains intact?
Recent developments have added further drama to NVIDIA’s stock movement: CEO Jensen Huang made a last-minute appearance aboard Trump’s charter flight to China, drawing intense market attention.Although exports of the H200 chip to China have received approval, they have yet to generate meaningful revenue, making the Chinese market a critical variable for the future.Meanwhile, progress on the next-generation Rubin platform is under close watch.The company is reportedly planning trial production in June and delivery to leading cloud vendors in July; the timeline for Rubin's mass production and order visibility discussed on the earnings call will directly impact its valuation potential beyond 2027.
On the competitive front, it faces pressure from multiple directions:$Cerebras Systems (CBRS.US)$Having just completed the largest IPO globally in 2026 to date with $5.55 billion in raised capital, its stock surged 68% on its debut day,$Amazon (AMZN.US)$$Alphabet-A (GOOGL.US)$and custom ASIC chips from major cloud providers continue to erode its market share...
[Gift]Contest at the end! Vote correctly to win a share of 100,000 points 👇 What is the ultimate ceiling for tech stocks? Is it $2 trillion? $3 trillion? Or even $5 trillion? Numbers once considered unattainable now sit in NVIDIA’s rearview mirror. Ever since securing its throne as the 'world’s most valuable stock,' NVIDIA’s only true rival has been itself.[Onlooker]More precisely, it’s the earnings report NVIDIA delivers to the market. [Cheerlead]Dear fellow investors,$NVIDIA (NVDA.US)$It will release its Q1 FY2027 earnings after U.S. market hours on Wednesday, May 20!The market is closely watching whether it can inject fresh momentum into the global AI bull narrative. Ahead of this earnings release, market activity has already been intensifying:Last week alone, NVIDIA’s stock posted seven consecutive gains, briefly pushing its market cap above a record $5.7 trillion,[Awesome]leaving it less than 10% away from the $6 trillion milestone—an unprecedented peak no company has ever reached. Interestingly, the closer it gets to this threshold, the more ambivalent the market becomes.Entering this week, NVIDIA's stock price has moderately pulled back from its recent highs, with its current market cap hovering around $5.38 trillion.From unstoppable momentum to volatile trading at elevated levels—is this a consolidation phase before another breakout, or a sign that upward momentum is running out?[Thinking Face] Regarding this earnings report, the market widely expects NVIDIA to once again deliver an impressive result—beating expectations and raising guidance. Institutions expect NVIDIA’s Q1 FY2027 (corresponding to calendar Q1 2026) to...
Putting all these factors together makes it easy to understand why this earnings report has become the focal point everyone is watching with bated breath.So here’s the question: Can NVIDIA ride this strong earnings momentum to launch a second breakout wave and push its stock price to new highs?What do fellow investors think?
[Prize Activity]
🏆Event 1: Guess the Stock Price | Total points pool upgraded to 100,000!
Vote to participate$NVIDIA (NVDA.US)$Can the stock break to a new high within this week?Fellow investors who guess correctly will split 100,000 points!
🏆Event 2: Speak Your Mind | Win Double Points!
It’s not just about guessing the direction; we want to hear your logic.
How to participate: Reply in the comment section of this post, including the following two points:
1️⃣ Clear stance: Yes OR No
2️⃣ What’s your take on NVIDIA’s latest earnings—what is its biggest risk or opportunity?
🎁 All eligible comments (more than 30 words, original and well-reasoned) will receive 66 points each.
Note: Both Activity 1 and Activity 2 will end at 21:30 Beijing time on May 22; rewards from the activities are stackable; the list of winners will be announced and rewards distributed collectively after the conclusion of this earnings season.
📅 Earnings Live Stream
Starting at 5:00 AM Beijing Time on Thursday, May 21—reserve now so you don’t miss it! NVIDIA Q1 2027 Earnings Live Broadcast (Simultaneous Interpretation)
NVIDIA’s earnings are about to be released—how can you deploy strategies effortlessly? 'Earnings Express': AI cuts through the noise and helps you build an options strategy in three steps >>
[Gift]Contest at the end! Vote correctly to win a share of 100,000 points 👇 What is the ultimate ceiling for tech stocks? Is it $2 trillion? $3 trillion? Or even $5 trillion? Numbers once considered unattainable now sit in NVIDIA’s rearview mirror. Ever since securing its throne as the 'world’s most valuable stock,' NVIDIA’s only true rival has been itself.[Onlooker]More precisely, it’s the earnings report NVIDIA delivers to the market. [Cheerlead]Dear fellow investors,$NVIDIA (NVDA.US)$It will release its Q1 FY2027 earnings after U.S. market hours on Wednesday, May 20!The market is closely watching whether it can inject fresh momentum into the global AI bull narrative. Ahead of this earnings release, market activity has already been intensifying:Last week alone, NVIDIA’s stock posted seven consecutive gains, briefly pushing its market cap above a record $5.7 trillion,[Awesome]leaving it less than 10% away from the $6 trillion milestone—an unprecedented peak no company has ever reached. Interestingly, the closer it gets to this threshold, the more ambivalent the market becomes.Entering this week, NVIDIA's stock price has moderately pulled back from its recent highs, with its current market cap hovering around $5.38 trillion.From unstoppable momentum to volatile trading at elevated levels—is this a consolidation phase before another breakout, or a sign that upward momentum is running out?[Thinking Face] Regarding this earnings report, the market widely expects NVIDIA to once again deliver an impressive result—beating expectations and raising guidance. Institutions expect NVIDIA’s Q1 FY2027 (corresponding to calendar Q1 2026) to...
[Gift]Contest at the end! Vote correctly to win a share of 100,000 points 👇 What is the ultimate ceiling for tech stocks? Is it $2 trillion? $3 trillion? Or even $5 trillion? Numbers once considered unattainable now sit in NVIDIA’s rearview mirror. Ever since securing its throne as the 'world’s most valuable stock,' NVIDIA’s only true rival has been itself.[Onlooker]More precisely, it’s the earnings report NVIDIA delivers to the market. [Cheerlead]Dear fellow investors,$NVIDIA (NVDA.US)$It will release its Q1 FY2027 earnings after U.S. market hours on Wednesday, May 20!The market is closely watching whether it can inject fresh momentum into the global AI bull narrative. Ahead of this earnings release, market activity has already been intensifying:Last week alone, NVIDIA’s stock posted seven consecutive gains, briefly pushing its market cap above a record $5.7 trillion,[Awesome]leaving it less than 10% away from the $6 trillion milestone—an unprecedented peak no company has ever reached. Interestingly, the closer it gets to this threshold, the more ambivalent the market becomes.Entering this week, NVIDIA's stock price has moderately pulled back from its recent highs, with its current market cap hovering around $5.38 trillion.From unstoppable momentum to volatile trading at elevated levels—is this a consolidation phase before another breakout, or a sign that upward momentum is running out?[Thinking Face] Regarding this earnings report, the market widely expects NVIDIA to once again deliver an impressive result—beating expectations and raising guidance. Institutions expect NVIDIA’s Q1 FY2027 (corresponding to calendar Q1 2026) to...
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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