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NVIDIA surprises with a 56% increase in sales – expectations missed!
NVIDIA reports 56% revenue increase in Q1 2026, boosted by AI demand. Analyst ratings and forecasts in focus.
NVIDIA surprises with a 56% increase in sales – expectations missed!
On August 27, 2025, NVIDIA released impressive numbers for the first fiscal quarter of 2026. Sales rose 56% compared to the same quarter last year to a whopping $46.7 billion. Analysts had been optimistic, forecasting a 53% rise to $45.9 billion, beating actual results.
A significant portion of revenue is attributable to the data center segment. Here sales rose to USD 41.1 billion, which also corresponds to an increase of 56% compared to the previous year. Despite this positive development, sales were slightly below expectations of USD 41.3 billion.
Margins and profit developments
The adjusted gross margin fell from 75.7% to 72.7% compared to the previous year, but remains at a high level. This suggests that NVIDIA faces margin challenges despite rising revenue. Further, GAAP earnings per diluted share increased 61% to $1.08 and non-GAAP earnings per diluted share also increased 54% to $1.08. This value exceeded analyst estimates of $1.05.
NVIDIA has established itself as dominant in the field of artificial intelligence in recent years. This trend is also reflected in the record sales achieved in 2024. Loud retail-news.de The most important sales drivers continue to be the high-performance chips, which are increasingly being used in AI applications.
Market environment and outlook
Despite the impressive numbers, there are indications that the outlook for NVIDIA leaves mixed feelings. While the company continues to benefit from strong demand in AI, competition and adapting to current market conditions could also present challenges. Overall, analysts remain optimistic, but are cautious about the future development of margins and demand.
NVIDIA's strong position in the data center strength segment and ability to grow during periods of high demand are critical to future growth. The coming quarters will show how the company responds to the current challenges and whether it manages to maintain its high growth rates.