Am I the only one confused about why NVIDIA crushed earnings and the stock still went red? And whats with the big jump in Dividend π
u/Alpha_Stock_BigBull ·
Reddit β r/wallstreetbets
· May 23, 2026 at 05:13
· ⬆ 33 pts
· 💬 81 comments
| View on Reddit ↗
No analysis available.
Score33
Comments81
Upvote %65%
▶ Full Post Text
NVIDIA just reported its Q1 2026 results (fiscal Q1 FY27, quarter ended April 26) and it's another all-time high across the board.
Revenue came in at $81.6 billion, up 85% from a year ago and 20% from last quarter.
Net income hit $58.3 billion β up 211% YoY. Non-GAAP EPS of $1.87 beat the Street's $1.77 estimate by over 5%.
The entire growth story is Data Center, which pulled in $75.2 billion β up 92% YoY.
Hyperscalers and AI cloud providers are absorbing Blackwell GPUs faster than any product ramp in NVIDIA's history. Even networking (InfiniBand, NVLink) surged 199% YoY β customers are buying full AI systems, not just chips.
Gross margins expanded to 74.9% from just 60.5% a year ago, and NVIDIA announced an $80 billion buyback plus raised its quarterly dividend from $0.01 to $0.25 per share (the dividend jump is huge, and a big news for major shareholders).
Q2 guidance came in at $91 billion β well above Wall Street's \~$87B expectation. China remains excluded from guidance entirely after export controls wiped out H20 sales last year.
So why did the stock dip \~1%? Because at this point, beating estimates is the baseline. Wall Street has priced in perfection β and anything short of a shock to the upside barely moves the needle.
Not financial advice. Do your own research.