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Meanwhile, Wall Street expects Nvidia to report EPS (earnings per share) of $1.75, reflecting 116% year-over-year growth. Revenue is estimated to rise 79% to $78.82 billion.
UBS Analyst Expects Market-Beating Q1 Results
Arcuri expects Nvidia to report Q1 FY27 revenue in the $81 billion range, suggesting a beat of about $3 billion compared to the midpoint of guidance at $78 billion. The 5-star analyst expects Q2 FY27 revenue outlook to at least meet investors’ expectations in the range of about $90 billion to $91 billion.
He believes that the company is on track to commence Rubin chip/compute board production this quarter, though some adjustments to rack-level cooling systems might push large-scale rack production into the September-October period. Arcuri doesn’t expect this to be an issue as demand for Blackwell remains robust. As a result, ODMs (original design manufacturers) could continue Blackwell production through the end of the year, helping offset any one-to-two-month delay in Rubin rack production.
