Nvidia Shares Climb 5% After-Hours on Strong Q2 Results and Ambitious FY28 Revenue Forecast
Yahoo Finance ·
Nvidia announced second-quarter revenue of $96.2 billion, surging 106% year-over-year and beating the $92.1 billion consensus. Adjusted net income reached $2.22 per share, surpassing Wall Street projections of $2.09. The dominant data center segment generated $89 billion. Looking ahead, Nvidia projected third-quarter revenue of $108 billion, exceeding the $103.9 billion estimate. Chief Financial Officer Colette Kress stated that the company anticipates approximately 70% revenue growth for fiscal year 2028. Additionally, Amazon Web Services committed to deploying two million additional Nvidia GPUs across its global infrastructure between 2027 and 2028 as part of an expanded strategic partnership. Despite memory semiconductor supply constraints and rising component costs, the stellar guidance and major cloud deal propelled NVDA stock up about 5% in after-hours trading following initial volatility.
AI 시장 분석
Nvidia reported second-quarter revenue of $9.62 billion, beating the market estimate of $9.21 billion, and projected third-quarter revenue at $10.8 billion. Notably, projecting 70% revenue growth through fiscal year 2028 dispelled market concerns regarding the profitability of AI investments relative to costs. Driven by this strong performance and the announcement of a large-scale partnership with AWS, Nvidia's stock surged 5% in after-hours trading. Investors should carefully monitor the sustainability of AI infrastructure demand and margin changes resulting from supply chain constraints.
상승 영향
- AI — Nvidia's Q2 revenue of $9.62 billion exceeded expectations, and its FY28 70% growth outlook proved the practical monetization of AI infrastructure demand.
하락 영향
- Semiconductors — Despite maximum operation by suppliers like Samsung Electronics and SK Hynix, memory supply-demand mismatches persist, and rising component costs led Nvidia to notify product price hikes of over 15%.
DYAX 전담 분석
Nvidia's Q2 revenue surged 106% year-over-year to $9.62 billion, with the data center segment leading growth at $890 billion. Furthermore, it proved strong fundamentals by signing a contract with AWS to deploy 2 million next-generation GPUs between 2027 and 2028. This proves that AI hardware demand is not a temporary phenomenon and has a causal relationship leading to revenue expansion across the related ecosystem.
The bullish scenario solidifies its AI chip monopoly by maintaining a gross margin around 74% despite memory supply shortages, while the bearish scenario involves memory semiconductor supply constraints from Samsung Electronics and SK Hynix, alongside intensified competition from customer in-house chip development, exerting downward pressure on margins. Key indicators to watch include the achievement of Q3 guidance, high-bandwidth memory (HBM) procurement costs, and supply-demand conditions.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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