$NVDA (-0,28 %) presented strong business figures for the first quarter of the 2026 financial year on May 28, 2025 (BILD)
📊 Business figures Q1/2026
- Turnover44.1 billion USD - an increase of 69% compared to the previous year and 12% compared to the previous quarter.
- Data Center divisionUSD 39.1 billion in sales (+73 % year-on-year).
- Earnings per share (non-GAAP)USD 0.81; adjusted for special effects USD 0.96.
- Gross margin (non-GAAP)61 %; excluding the impact of H20 chips even 71.3 %(NVIDIA Newsroom)
⚠️ Challenges: China export ban
In April 2025, the US government restricted the export of H20 AI chips to China. This resulted in a one-time expense of USD 4.5 billion for excess inventory and unfulfilled purchase commitments. As a result, Nvidia was unable to realize additional revenue of USD 2.5 billion in the quarter. (The Guardian, NVIDIA Newsroom)
📉 Outlook & market reaction
Despite the strong figures, the outlook for the second quarter is below expectations. Analysts fear that export restrictions could lead to a drop in sales of up to USD 15 billion. Nevertheless, demand for AI hardware in other regions, particularly the Middle East, remains robust. Nvidia recently signed a major order for 18,000 Blackwell chips with Saudi AI startup Humain.The Guardian)
📈 Share price development
On May 28, 2025, Nvidia shares traded at USD 134.81 (approx. EUR 120). Despite the impressive business figures, the share price performance remained subdued due to geopolitical uncertainties. (finanzen.ch)
Stock market information for NVIDIA Corp (NVDA)
- NVIDIA Corp is equity in the USA market.
- Current price: 134.81 USD. Price change: with a change of -0.69 USD (-0.01 %) compared to the previous close.
- The last opening price was USD 136.0 and the intraday volume is 234759257.
- The intraday high is USD 137.24 and the intraday low is USD 134.29.
- Last trading time: Wednesday, May 28, 22:16:56 CEST.
🧠 Conclusion
Nvidia continues to show impressive growth in the AI sector, but faces challenges from geopolitical tensions and export restrictions. In the long term, the company remains well positioned, particularly through strong partnerships and a leading role in AI hardware.
