Nvidia Call Puts Vera CPU in Focus as Analysts Model $20 Billion FY2027 Market
Analyst commentary after Nvidia Corp.’s earnings call put fresh focus on the company’s Vera CPU roadmap, citing management as indicating the standalone Vera CPU market could reach $20 billion in fiscal 2027. One estimate based on an $8,000 average selling price implied roughly 2.5 million CPUs and about 30.72 billion gigabits of SoCAMM demand, while a separate analyst callback said the figure may exclude LPDDR5/5X.
The discussion followed Nvidia’s fiscal first-quarter report, in which revenue rose 85% to $81.6 billion, adjusted earnings were $1.87 a share and data-center revenue climbed 92% to $75.2 billion. Nvidia forecast about $91 billion of revenue for the second quarter, authorized an additional $80 billion of share repurchases and raised its quarterly dividend to $0.25 a share.
From the sources (25 posts)
@jukan05GF Overseas Electronics & Communications NVIDIA (NVDA Buy): Earnings Preview — Product Mix Offsets the Impact of Rubin Delay Reiterate Buy rating; target price modestly raised to $308: Driven by rising market expectations ahead of the upc
@dnystedtNvidia’s supply chain partners in Taiwan see its first quarter (Q1) revenue hitting US$82 billion, higher than the US$80B the market expects, when the chip giant announces results May 20 (today), media report, adding Q2 guidance could be $9
@tradfi*NVIDIA 1Q DATA CENTER REVENUE $75.2B, EST. $73.48B *NVIDIA 1Q REV. $81.62B, EST. $79.19B $NVDA
@stockmktnewzNVIDIA $NVDA JUST REPORTED EARNINGS EPS of $1.85 beating expectations of $1.76🟢 Revenue of $81.6B beating expectations of $79B🟢
@financialjuice$NVDA NVIDIA Q1 Earnings & Q2 Guidance Adjusted EPS $1.87 Revenue $81.62B, est. $79.19B Sees Q2 Revenue $89.18B–$92.82B, est. $87.36B Sees Q2 Revenue $91.0B ±2% Adjusted Gross Margin 75.0% Sees Q2 Adjusted Gross Margin 74.5%–75.5% Data
@firstsquawkNVIDIA Q1 RESULTS: NVIDIA REPORTED Q1 REVENUE OF $81,615 MILLION (VS. IBES ESTIMATE OF $78,855 MILLION) AND NET INCOME OF $58,321 MILLION. ADJUSTED EPS CAME IN AT $1.87 (VS. ESTIMATE OF $1.76), WITH EPS OF $2.39, A GROSS MARGIN OF 74.9%, AN
@firstsquawkNVIDIA SHAREHOLDER RETURNS: NVIDIA ANNOUNCED AN ADDITIONAL $80 BILLION SHARE REPURCHASE AUTHORIZATION AND RAISED ITS QUARTERLY DIVIDEND TO $0.25 PER SHARE, PAYABLE JUNE 26, 2026. THE COMPANY RETURNED $20 BILLION TO SHAREHOLDERS IN Q1 FY27 T
@stockmktnewzJUST IN: Nvidia $NVDA just increased its quarterly dividend up to $0.25 per share from $0.01 per share Nvidia just announced a new $80B share buyback plan
@zerohedge*NVIDIA 1Q ADJ GROSS MARGIN 75% *NVIDIA REPORTS $80.0B ADDED SHARE BUYBACK AUTHORIZATION *NVIDIA MOVING TO A NEW REPORTING FRAMEWORK WITH TWO PLATFORMS
@unusual_whalesBREAKING Nvidia, $NVDA, earnings: - EPS: $1.87, est: $1.77 - Revenue: $81.6 billion, est: $78 billion
@gurgavinNVIDIA JUST REPORTED EARNINGS *NVIDIA REVENUE $81.62 B, EST. $79.19 B ( BEAT ✅) *NVIDIA ADJ EPS $1.85 , EST. $1.76 ( BEAT ✅ ) $NVDA
@firstsquawkNVIDIA CORP: NVIDIA WILL OPERATE TWO MARKET PLATFORMS — DATA CENTER AND EDGE COMPUTING — AS IT TRANSITIONS TO A NEW REPORTING FRAMEWORK THAT BETTER REFLECTS ITS CURRENT AND FUTURE GROWTH DRIVERS.
@firstsquawkNVIDIA CORP: THE COMPANY EXPECTS Q2 GAAP AND NON-GAAP GROSS MARGINS OF 74.9% AND 75.0%, RESPECTIVELY, PLUS OR MINUS 50 BASIS POINTS.
@deitaone*NVIDIA 1Q ADJ GROSS MARGIN 75% *NVIDIA REPORTS $80.0B ADDED SHARE BUYBACK AUTHORIZATION *NVIDIA MOVING TO A NEW REPORTING FRAMEWORK WITH TWO PLATFORMS
@kalshiBREAKING: Nvidia beat Q1 earnings • EPS: $1.85 vs $1.76 est • Revenue: $81.6B vs $79B est $NVDA -2% after-hours
@alphasenseinc$NVDA Earnings: - Record revenue of $81.6 billion, up 85% from a year ago - Record Data Center revenue of $75.2 billion, up 92% from a year ago - NVIDIA announces $80.0 billion additional share repurchase authorization and increases its qu
@stocksavvyshay$NVDA delivered 😏 • Revenue $81.6B vs Est. $79.2B • EPS $1.85 vs Est. $1.78 • Data Center $75.2B vs Est. $73.5B • Gross Margin 75% vs. Est. 75% Q2 Guidance • Revenue $90.6B vs Est. $87.2B • Gross Margin 75% vs. Est. 75%
@gurgavinJUST IN : NVIDIA JUST ANNOUNCED A NEW $80 BILLION DOLLAR STOCK BUYBACK $NVDA
@alphasenseincNVIDIA’s outlook for the second quarter of fiscal 2027 is as follows: - Revenue is expected to be $91.0 billion, plus or minus 2%. NVIDIA is not assuming any Data Center compute revenue from China in its outlook. - GAAP and non-GAAP gross
@kobeissiletterBREAKING: Nvidia stock, $NVDA, falls over -3% after posting record quarterly revenue of $81.6 billion and higher than expected EPS.
@wallstengineNvidia $NVDA Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $81.6B (Est. $78.8B-$79.2B) 🟢; +85% YoY 🔹 Adj. EPS: $1.87 (Est. $1.75-$1.78) 🟢; +140% YoY 🔹 Data Center Revenue: $75.2B (Est. $73B) 🟢; +92% YoY 🔹 Adj Gross Margin: 75.0% (Est. 74.5%) 🟢 Q2
@yahoofinance$NVDA Q1 earnings 💵 Revenue: $81.6B vs $79.18B expected 💲 EPS: $1.85 vs $1.77 expected
@financialjuiceNvidia: No shipments of data center hopper products to China $NVDA
@stockmktnewzNVIDIA $NVDA CEO JENSEN HUANG JUST SAID: "The buildout of AI factories — the largest infrastructure expansion in human history — is accelerating at extraordinary speed" "Agentic AI has arrived, doing productive work, generating real value
@brewmarketsNvidia earnings: • Revenue: $81.62B vs $78.85B expected • EPS: $1.87 vs $1.76 expected