NVDA · News · 20260919N

Guidance and Outlook

NVIDIA CORP · 2026-09-19 · Importance 88 · Surprise 82 · In source text

Third-party reporting states that NVIDIA generated $96.2 billion of revenue in its latest quarter, representing 106% year-over-year growth. Management is reportedly forecasting approximately 70% revenue growth for fiscal 2028. The outlook indicates continued strong AI infrastructure demand but also highlights competitive pressure from Broadcom, which reportedly has secured manufacturing capacity to double AI-chip revenue to about $115 billion in its next fiscal year.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiveprobable—NVIDIA's management is forecasting about 70% revenue growth in fiscal 2028.