2026 Q4 -tulosraportti
67 päivää sitten
‧1 t 6 min
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Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q4 -tulosraportti 25.2. | ||
2026 Q3 -tulosraportti 19.11.2025 | ||
2026 Q2 -tulosraportti 27.8.2025 | ||
Vuosittainen yhtiökokous 2025 25.6.2025 | ||
2026 Q1 -tulosraportti 28.5.2025 |
Asiakkaat katsoivat myös
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Liity keskusteluun Nordnet Socialissa
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·8 t sittenNVIDIA before Q1 FY27 — is $1 trillion in order book just a start? I've been reading up ahead of the Nvidia report on May 20th, and I must say — it's hard not to get a little excited. This is no longer just a chip company, it's the backbone of the entire AI infrastructure that is now being rolled out globally. What the market expects on May 20th Consensus is around $78.8 billion in revenue and EPS of $1.78 — that's approx 79 % year-on-year growth. The company's own guidance was $78 billion, so analysts expect a small beat. The interesting thing: the stock has actually fallen approx 8 % from its peak beforehand, and several commentators believe Nvidia must deliver 80 %+ growth for us to see a real pop. Expectations are therefore high, but not unreasonable given the order book. The really big story — $1 trillion through 2027 At GTC 2026 in March, Jensen Huang doubled his own forecast. From $500 billion cumulatively through 2026 to $1 trillion+ through 2027. It's not a pipe dream — it's concrete order visibility on the Blackwell and Rubin platforms. Vera Rubin goes into mass production in the second half of 2026, Rubin Ultra in 2027, Feynman in 2028. The annual product cadence forces hyperscalers to upgrade much faster than any competitor can respond to. Analysts are almost unanimous 44 out of 48 analysts have Strong Buy. Average price target is around $255–270, with Evercore ISI at a Street-high of $352. Goldman raised to $250 after the last quarter. Consensus for FY27 is $367 billion in revenue — 70 % growth. Long-term, some point towards $555 billion in FY31. Nvidia itself estimates the total addressable market at $3–4 trillion per year by 2030, and they currently capture approx half of the AI spending. Risks — brief H20 export to China is still a question mark. The margin trend down towards 71–72 % should be closely monitored. And custom silicon (Google TPU, Amazon Trainium) is taking a tiny bite. But the CUDA ecosystem is a moat that won't disappear overnight. My conclusion I am long and won't add before the report — the risk/reward before the numbers is not good when 79 % growth is already priced in. But if we see a dip after the report on a “mere” in-line, then it's a buying opportunity in my eyes. The underlying story is still strong and long. What do you think — is the $1 trillion story priced in, or do we still have room upwards?
2 päivää sitten2 päivää sittenIt's funny how the bubble keeps on inflating at a ridiculous pace. Nvidia is somewhat derisked after the small pullback.
·5 t sitten · MuokattuAre you referring to the -2% over the last 6 months with your claim about a violent pace? 🙃🫡
·2 päivää sitten · MuokattuUnder 200, Oh well, especially🥴NVIDIA is a dead stock for my part. 100000 down the drain..🤮😂😂 The price is completely irrational, jumping off the NVIDIA boat, the amount will just disappear slowly but surely, don't even bother with Stop-Loss, after 25 years with NVDA as a bloodfan.. Waiting until this AI bubble has burst, and NVIDIA is back as Graphics cards and video games as main focus... probably just as stupid to start with AMD, intel... Will have to be funds going forward, like an old pensioner😆😆
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
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Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q4 -tulosraportti
67 päivää sitten
‧1 t 6 min
0,01 USD/osake
Viimeisin osinko
0,02%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·8 t sittenNVIDIA before Q1 FY27 — is $1 trillion in order book just a start? I've been reading up ahead of the Nvidia report on May 20th, and I must say — it's hard not to get a little excited. This is no longer just a chip company, it's the backbone of the entire AI infrastructure that is now being rolled out globally. What the market expects on May 20th Consensus is around $78.8 billion in revenue and EPS of $1.78 — that's approx 79 % year-on-year growth. The company's own guidance was $78 billion, so analysts expect a small beat. The interesting thing: the stock has actually fallen approx 8 % from its peak beforehand, and several commentators believe Nvidia must deliver 80 %+ growth for us to see a real pop. Expectations are therefore high, but not unreasonable given the order book. The really big story — $1 trillion through 2027 At GTC 2026 in March, Jensen Huang doubled his own forecast. From $500 billion cumulatively through 2026 to $1 trillion+ through 2027. It's not a pipe dream — it's concrete order visibility on the Blackwell and Rubin platforms. Vera Rubin goes into mass production in the second half of 2026, Rubin Ultra in 2027, Feynman in 2028. The annual product cadence forces hyperscalers to upgrade much faster than any competitor can respond to. Analysts are almost unanimous 44 out of 48 analysts have Strong Buy. Average price target is around $255–270, with Evercore ISI at a Street-high of $352. Goldman raised to $250 after the last quarter. Consensus for FY27 is $367 billion in revenue — 70 % growth. Long-term, some point towards $555 billion in FY31. Nvidia itself estimates the total addressable market at $3–4 trillion per year by 2030, and they currently capture approx half of the AI spending. Risks — brief H20 export to China is still a question mark. The margin trend down towards 71–72 % should be closely monitored. And custom silicon (Google TPU, Amazon Trainium) is taking a tiny bite. But the CUDA ecosystem is a moat that won't disappear overnight. My conclusion I am long and won't add before the report — the risk/reward before the numbers is not good when 79 % growth is already priced in. But if we see a dip after the report on a “mere” in-line, then it's a buying opportunity in my eyes. The underlying story is still strong and long. What do you think — is the $1 trillion story priced in, or do we still have room upwards?
- 2 päivää sitten2 päivää sittenIt's funny how the bubble keeps on inflating at a ridiculous pace. Nvidia is somewhat derisked after the small pullback.·5 t sitten · MuokattuAre you referring to the -2% over the last 6 months with your claim about a violent pace? 🙃🫡
- ·2 päivää sitten · MuokattuUnder 200, Oh well, especially🥴NVIDIA is a dead stock for my part. 100000 down the drain..🤮😂😂 The price is completely irrational, jumping off the NVIDIA boat, the amount will just disappear slowly but surely, don't even bother with Stop-Loss, after 25 years with NVDA as a bloodfan.. Waiting until this AI bubble has burst, and NVIDIA is back as Graphics cards and video games as main focus... probably just as stupid to start with AMD, intel... Will have to be funds going forward, like an old pensioner😆😆
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
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-
Myynti
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-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q4 -tulosraportti 25.2. | ||
2026 Q3 -tulosraportti 19.11.2025 | ||
2026 Q2 -tulosraportti 27.8.2025 | ||
Vuosittainen yhtiökokous 2025 25.6.2025 | ||
2026 Q1 -tulosraportti 28.5.2025 |
2026 Q4 -tulosraportti
67 päivää sitten
‧1 t 6 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q4 -tulosraportti 25.2. | ||
2026 Q3 -tulosraportti 19.11.2025 | ||
2026 Q2 -tulosraportti 27.8.2025 | ||
Vuosittainen yhtiökokous 2025 25.6.2025 | ||
2026 Q1 -tulosraportti 28.5.2025 |
0,01 USD/osake
Viimeisin osinko
0,02%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·8 t sittenNVIDIA before Q1 FY27 — is $1 trillion in order book just a start? I've been reading up ahead of the Nvidia report on May 20th, and I must say — it's hard not to get a little excited. This is no longer just a chip company, it's the backbone of the entire AI infrastructure that is now being rolled out globally. What the market expects on May 20th Consensus is around $78.8 billion in revenue and EPS of $1.78 — that's approx 79 % year-on-year growth. The company's own guidance was $78 billion, so analysts expect a small beat. The interesting thing: the stock has actually fallen approx 8 % from its peak beforehand, and several commentators believe Nvidia must deliver 80 %+ growth for us to see a real pop. Expectations are therefore high, but not unreasonable given the order book. The really big story — $1 trillion through 2027 At GTC 2026 in March, Jensen Huang doubled his own forecast. From $500 billion cumulatively through 2026 to $1 trillion+ through 2027. It's not a pipe dream — it's concrete order visibility on the Blackwell and Rubin platforms. Vera Rubin goes into mass production in the second half of 2026, Rubin Ultra in 2027, Feynman in 2028. The annual product cadence forces hyperscalers to upgrade much faster than any competitor can respond to. Analysts are almost unanimous 44 out of 48 analysts have Strong Buy. Average price target is around $255–270, with Evercore ISI at a Street-high of $352. Goldman raised to $250 after the last quarter. Consensus for FY27 is $367 billion in revenue — 70 % growth. Long-term, some point towards $555 billion in FY31. Nvidia itself estimates the total addressable market at $3–4 trillion per year by 2030, and they currently capture approx half of the AI spending. Risks — brief H20 export to China is still a question mark. The margin trend down towards 71–72 % should be closely monitored. And custom silicon (Google TPU, Amazon Trainium) is taking a tiny bite. But the CUDA ecosystem is a moat that won't disappear overnight. My conclusion I am long and won't add before the report — the risk/reward before the numbers is not good when 79 % growth is already priced in. But if we see a dip after the report on a “mere” in-line, then it's a buying opportunity in my eyes. The underlying story is still strong and long. What do you think — is the $1 trillion story priced in, or do we still have room upwards?
- 2 päivää sitten2 päivää sittenIt's funny how the bubble keeps on inflating at a ridiculous pace. Nvidia is somewhat derisked after the small pullback.·5 t sitten · MuokattuAre you referring to the -2% over the last 6 months with your claim about a violent pace? 🙃🫡
- ·2 päivää sitten · MuokattuUnder 200, Oh well, especially🥴NVIDIA is a dead stock for my part. 100000 down the drain..🤮😂😂 The price is completely irrational, jumping off the NVIDIA boat, the amount will just disappear slowly but surely, don't even bother with Stop-Loss, after 25 years with NVDA as a bloodfan.. Waiting until this AI bubble has burst, and NVIDIA is back as Graphics cards and video games as main focus... probably just as stupid to start with AMD, intel... Will have to be funds going forward, like an old pensioner😆😆
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
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Osto
-
Myynti
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-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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Dataa ei löytynyt