NVIDIA just handed another quarter to break the record.
The technology giant continues to face the uncertainty caused by geopolitical tensions and the woman of tariffs.
The stock rose 5 % after its profits.
10 shares we love better than Nvidia ›
Nafidia(Nasdaq: nvda) I just handed over another quarter to break the record, send his shares by 5 % and link it Microsoft As the most valuable company, its circulation publicly according to the market value, at the time of writing this report. Despite the strong results, questions that are still standing as the company faces the escalation of geopolitical pressure and uncertainty in customs tariffs. Let’s dismantle the latest performance of the chips maker and explore what the current challenges of investors mean in the long run to determine whether NVIDIA is buying, selling or selling.
Photo source: nvidia.
For the first quarter of the fiscal year 2026, NVIDIA recorded 44.1 billion dollars of revenue, which represents an increase of 69 % on an annual basis and an increase of 12 % over the previous quarter, and Q4 2025.
As for the prominent landmarks, the company’s data center revenues increased to $ 39.1 billion per quarter, which represents an increase of 73 % over the previous year. The administration has also announced that it will build factories in the United States in partnership with others to produce high -intelligent computers (AI), which may alleviate some of the tariff concerns.
In addition, NVIDIA continued to return the capital to shareholders, with a modest quarterly profit of $ 0.01 per share, and reinstated $ 14.1 billion in shares during a quarter. It is worth noting that the administration has spent 40 billion dollars over the past 12 months on the re -purchase of shares, which reduced the number of shares by only 0.8 % due to the huge market value of $ 3.4 trillion.
While NVIDIA continues to break the records, it faced geopolitical vendors mentioned above during the quarter. On April 9, the United States government suddenly requested NVIDIA to secure a license before shipping H20 chips to China. The problem? H2O was deeply included in the company’s strategy to the market and achieved $ 4.6 billion in this quarter. NVIDIA was left carrying the bag with an estimated amount of $ 4.5 billion of inventory that cannot be made and was unable to charge $ 2.5 billion of requests before the restrictions entered.
The China Market, which is seen as a reliable growth column, is now a major wild share for NVIDIA. With American companies being imprisoned, NVIDIA warned that the loss of access to this fast market of artificial intelligence, which amounts to $ 50 billion, will benefit foreign competitors approximately $ 50 billion.
After NVIDIA issued its financial profits in the first quarter, another development appeared: the Federal Court of President Donald Trump prevented from using emergency powers to impose a wide tariff. Although the decision, which the Trump administration intends to appeal, may reduce commercial tensions at the present time, it highlights the rapid change of commercial policy and put the brakes on the unparalleled NVIDIA growth.
Despite the geopolitical headache of the company, NVIDIA continues innovation. Its Blackweell chips-designed for AI’s large-scale work burdens-is the next large penetration of the company, according to CEO Jensen Huang. To support its growth, the company launched Blackwell Ultra and Nvidia Dynamo during the last quarter, designed to operate the next generation of artificial intelligence models. Huang said:
The global demand for NVIDIA AI’s infrastructure is incredibly strong. The AI’s distinctive symbol for reasoning has increased in just one year, and while artificial intelligence agents have become dominant, the demand for artificial intelligence computing will accelerate. Countries around the world recognize Amnesty International as a basic infrastructure – just like electricity and the Internet – and NVIDIA stands in the midst of this deep shift.
To support the development of its product in Blackwell, NVIDIA announced in April that it will build these chips and test them in Arizona and giant computers of artificial intelligence in Texas. Given the concerns of the company’s tariff, it is unlikely to be a coincidence that the administration has chosen the United States as a site to manufacture its latest products.
Looking forward, management projects are $ 45 billion of revenue for the next quarter, in addition to or minus 2 %. It is worth noting that this view includes $ 8 billion in the constant H20 restrictions, which will continue to influence the total margins. When excluding the 8 billion dollar losses, the administration believes it will achieve a range of “MID-70 %” margins later in 2026, which will be in line with its total margin by 75 % for the previous fiscal year.
Looking at the rise of Navidia stocks, it is still trading with very slope 45 times. However, the company has grown to a large extent, with a price rate of medium -sized for three years about 63.
As a clear leader in the world of fast -moving artificial intelligence, NVIDIA continues to break up a new floor, the last of which is with Blackwell chips from the next generation and AI Supercyces. For investors who focus on growth looking for transformational intelligence technology, NVIDIA is still a convincing long -term investment, even amid geopolitical risks and double -raising evaluation.
Before buying shares in NVIDIA, think about this:
the Motley Adviser is a lie The analyst’s team has just identified what they think 10 best stocks For investors to buy now … Nvidia was not one of them. The ten shares that made the pieces can produce monster revenues in the coming years.
Look at whenNetflixThis list was submitted on December 17, 2004 … if you invest $ 1,000 at the time of our recommendation,You will have 651,049 dollars! Or when NafidiaThis list was presented on April 15, 2005 … if you invest $ 1,000 at the time of our recommendation,You will have 828,224 dollars!
Now, it is worth notingStock consultantAverage overall return979 %-Suspicion in the market compared to171 %For S&P 500. Don’t miss the latest 10 best list, available when joiningStock consultant.
See the ten stocks »
*The stock consultant dates back from May 19, 2025
Collin Braantmeyer has positions in Microsoft and NVIDIA. Motley Fool has positions in Microsoft and NVIDIA and recommends it. Motley Fool recommends the following options: Long January $ 2026 $ 395 on Microsoft and Short January 2026 $ 405 calls on Microsoft. Motley Fool has a disclosure policy.
Do we buy? It was originally published by Motley Fool
Don’t miss more hot News like this! Click here to discover the latest in Business news!
