Nvidia Posts $81.6B Q1 Revenue, Up 85% — Adds $80B Buyback
Nvidia reported record first-quarter revenue of $81.6 billion, an 85% year-over-year increase, with Data Center revenue alone hitting $75 billion — up 92% and also a record. The company authorized an $80 billion share buyback program and raised its quarterly dividend from $0.01 to $0.25 per share. Forward guidance came in ahead of consensus estimates, though some investors had priced in an even more aggressive outlook, contributing to volatile post-earnings trading.
Nvidia's results confirm that AI infrastructure spending by hyperscalers — Microsoft, Google, Amazon, Meta — remains at full throttle, which is directly supportive of the broader semiconductor and AI supply chain. The $80 billion buyback reduces share count over time, mechanically supporting the stock price. However, the exclusion of China from forward guidance caps the upside narrative and explains why the stock reaction was muted despite objectively exceptional numbers.
May 28, 2025: Nvidia's post-earnings analyst calls and any updated price targets from major banks. June 11, 2025: US CPI inflation report — affects how aggressively the Fed might cut rates, which matters for high-valuation tech stocks. June 17-18, 2025: Next FOMC meeting and rate decision.
- Nvidia slips as Q1 results, guidance top estimates; adds $80B share buyback · Seeking Alpha
- Nvidia reports 85% revenue jump but still excludes China in outlook · Nikkei Asia
- Nvidia in charts: Data Center revenue soars 92% to record $75B · Seeking Alpha
- Nvidia: Quarterly earnings beat expectations, dividend increased · Manager Magazin
- Nvidia earnings and guidance beat expectations, unveils new $80B share buyback · Investing.com
- Nvidia gets tepid reaction to forecast, boosts investor rewards · Fortune
- Nvidia posts record revenue as AI chip demand surges · Quartz
- Nvidia forecasts revenue above estimates, announces $80 billion share buyback · Investing.com
- Bitcoin miners tied to AI rise as Nvidia posts big earnings beat and strong outlook · CoinDesk
- Asian Stocks to Rise as Nvidia Whipsaws on Results: Markets Wrap · Bloomberg
- Nvidia's revenue blows past Wall Street expectations as AI boom accelerates · The Guardian Business
- AI revolution accelerates: Nvidia shatters sales records again · NZZ Wirtschaft
- Shares rally on Nvidia earnings, Samsung strike suspension · Investing.com
- AI chip leader Nvidia announces $74.5 billion profit, $102 billion buyback - so why did its shares slide? · The Straits Times Business
- NVIDIA projects $91B Q2 revenue while outlining $80B buyback and $0.25 quarterly dividend · Seeking Alpha
- Nvidia raises dividend to $0.25, announces $80B buyback · Seeking Alpha
- Nvidia Asian suppliers rally after AI fuels strong Q1 earnings · Investing.com
- Asia stocks rally on upbeat Nvidia earnings, KOSPI surges 8% on Samsung union deal · Investing.com
- Nvidia's Huang spurs Asia tech rally with AI and robots hype · Bloomberg
- Stifel raises Nvidia stock price target to $282 on strong results · Investing.com
- Mizuho raises Nvidia stock price target to $300 on Blackwell strength · Investing.com
- Nvidia 'largely conceded' China AI chip market to Huawei, Huang says · Seeking Alpha
- Raymond James raises Nvidia stock price target to $330 on results · Investing.com
- Stock market: Infineon share rises following Nvidia earnings · Manager Magazin
- TD Cowen reiterates Nvidia stock rating on AI demand strength · Investing.com
- KeyBanc raises Nvidia stock price target to $310 on strong results · Investing.com
- Jefferies raises Nvidia stock price target to $300 on AI strength · Investing.com
- Bitcoin rises near $78k with Nvidia earnings, Iran peace prospects in focus · Investing.com
- JPMorgan raises Nvidia stock price target to $280 on growth outlook · Investing.com
- Melius raises Nvidia stock price target to $400 on TAM growth · Investing.com
- Swiss Life grows and acquires German Telis Group · Handelsblatt
- Nvidia's blockbuster earnings; SpaceX files for IPO - what's moving markets · Investing.com
- DAX largely unchanged – no NVIDIA momentum · Handelsblatt
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