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Nvidia (NASDAQ:NVDA) is set to unveil its Q1 fiscal 2026 results tomorrow after the market close, and Wall Street's bar is high.
Analysts expect revenue of about $43.3 billionroughly a 66% jump year-over-yearand adjusted EPS near $0.87. Forecasts range from $0.73 per share at Barron's to $0.88 at FactSet, with most clustering around $0.85$0.87.
Those targets reflect ongoing strength in AI and data-center demand but leave room for downside if fresh China export curbs or broader macro uncertainty bite.
NVIDIA's track record suggests it can deliver. Over the past five quarters, the company has consistently topped revenue estimatesbeating by 7.2% in Q4 2024, then 5.7% in Q1, 4.7% in Q2, 5.8% in Q3 and 3.4% in Q4 2025.
Its EPS surprises have been even more pronounced, outpacing consensus by 16.8% in Q4 2024, 15.9% in Q1, 14.7% in Q2, 11.4% in Q3 and 12.2% in Q4 2025. Those results underscore NVIDIA's ability to leverage AI-driven growth into expanding marginseven as revenue-beat percentages moderate.
Investors will be watching tomorrow to see if NVIDIA can keep that streak alive or if the company's exceptional run of upside surprises finally meets a test.
This article first appeared on GuruFocus.