Key Consensus:
• Revenue: ~$78–79 billion (up ~78% YoY from ~$44B in Q1 FY2026). Some analysts (e.g., Goldman Sachs) expect a beat by $1–2B. 
• EPS: ~$1.75–1.77 (roughly doubling YoY). 
• Data Center (vast majority of revenue, ~90%+): ~$72–73B expected, heavily driven by AI GPUs (Blackwell ramp) and networking. 
• Gross margin (non-GAAP): Around 74–75%, with some moderation expected as product mix shifts. 
Here are some Pros & Cons that we can view
Pros:
Explosive AI demand: Hyperscalers (Microsoft, Google, Amazon, Meta, etc.) continue massive capex increases for AI infrastructure. Strong Blackwell orders and a multi-quarter backlog (Jensen Huang has referenced ~$1T potential across Blackwell + Rubin through 2027)
Networking & software ecosystem: Growing contribution from high-speed networking (e.g., InfiniBand) and CUDA/software moat.
Cons:
•Gross margin pressure: Potential dilution from Blackwell mix, higher costs, or competitive dynamics. Consensus expects slight sequential moderation. 
• China/export restrictions: Ongoing U.S. curbs limit high-end sales; any negative updates or slower recovery could weigh on sentiment (though mitigated by other demand). 
• Competition & customer in-house chips: Hyperscalers developing custom ASICs (e.g., Google TPU, Amazon Trainium, Microsoft Maia) could eventually pressure margins/share long-term. AMD and others also compete
With those pointers addressed, what is your view for their stock movement for next week? Personally it's #bullish (*Not a financial advisor).
#NVDA #Semiconductor #chips #GPU #CPU #Datacenter #Blackwell #doubled #bull #bear
NVDA prediction (Single choice)Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
