Nvidia reported a 105.85% year-over-year revenue increase to $96.22 billion in Q2 fiscal 2027, driven by a 117% surge in its Data Center segment. The company maintains strong profitability with a net margin of 55.6% and generated $21.34 billion in free cash flow that quarter. Despite widespread AI market fears, Nvidia's management forecasts continued growth with Q3 revenue guidance of $108 billion and expects demand to outpace supply through fiscal 2028. The author prefers Nvidia over competitors AMD and Broadcom due to its unique AI platform and software ecosystem, viewing it as a critical infrastructure player in the AI era with robust financial health and expanding market opportunities.
As of Sep 22, 2026 23:02 WIB, Nvidia (NVDA) shares are trading at USD 228.34 on Pluang, showing a modest 0.42% increase for the day. Despite the strong revenue growth and bullish outlook highlighted in the news, Pluang users currently lean more towards selling Nvidia with 64% of order activity as Sell versus 36% Buy. Nvidia's market cap stands at $5.49 trillion, reflecting its dominant position in the tech sector.
Nvidia's stock price targets from both Wall Street analysts and a proprietary valuation model have converged, signaling strong upside potential. The 24/7 Wall St. model sets a 12-month target of $310.20, implying nearly 40% gain from the current $227...
Nvidia Corporation maintains a Strong Buy rating, driven by strong revenue guidance and resilient gross margins despite memory cost pressures. The company expects $108 billion in revenue for the October quarter with a 74% gross margin, and a 71% marg...
Nvidia is evolving beyond its role as a GPU leader into a dominant AI ecosystem driven by substantial cash flows and strategic investments. The company is leveraging financing partnerships and supply commitments to create a self-reinforcing cycle tha...
Ahead of the Trump-Xi summit, Boeing and Nvidia show contrasting China exposure. Boeing awaits potential aircraft orders from China, which could unlock significant backlog value, while Nvidia has already excluded China data center revenue from its ou...
AI-related stocks, including chipmakers like NVIDIA, have experienced market volatility due to public debates and warnings about AI risks. Despite concerns, AI adoption in the U.S. is rapidly increasing, with demand for AI inference and capital spend...
