Zacks Investment Research
01 Oct 2026, 13:55 UTC · 1h ago
Verdict
Headline takes no side. We score NVDA +1.00 across four claims — strongly bullish.
+1.00strongly bullish
More positive than 99% of ticker scores this week
What the story claims
4 claims · scored −1 bearish … +1 bullish · 0 new · 4 priced in
NVIDIA expects fiscal third-quarter revenues of $108 billion, plus or minus 2%.
Priced inanalysis of Q2 results reported earlier
So whatThis represents a 12.2% sequential increase over the Q2 revenue of $96.22 billion.
More positive than 93% of claims this week
NVIDIA's second-quarter fiscal 2027 revenues rose 106% year over year to $96.22 billion.
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Scored by the NIS engine · methodology.
Top 3 movers · tap to explore
Priced inanalysis of Q2 results reported earlier
So whatData Center revenue now accounts for 92.5% of total company turnover.
More positive than 87% of claims this week
Non-GAAP gross margin rose to 75% from 72.5% a year earlier.
Priced inanalysis of Q2 results reported earlier
So whatThe 250bps expansion suggests pricing power is scaling faster than the costs of the Blackwell transition.
More positive than 79% of claims this week
NVIDIA shares have gained 17.2% over the past three months.
Priced inmulti-quarter trend described in analysis
So whatThe stock outperformed the Zacks Computer and Technology sector by 11.4 percentage points.
More positive than 46% of claims this week
Which stocks this story touches
More positive than 99% of ticker scores this week
The company reported exceptional financial results, massive revenue growth, and strong demand for its Blackwell platform.
More negative than 62% of ticker scores this week
Mentioned as a peer that has been outperformed by NVIDIA and has seen a decline in share price.
More negative than 62% of ticker scores this week
Mentioned as a peer that has been outperformed by NVIDIA and has seen a slight decline in share price.
More negative than 59% of ticker scores this week
Mentioned as a peer that has been outperformed by NVIDIA despite a modest gain.
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2h ago
More positive than 74% of relationship scores this week
[mutual] The article identifies Intel as one of NVIDIA's major semiconductor peers.
More positive than 74% of relationship scores this week
[mutual] The article identifies Marvell Technology as one of NVIDIA's major semiconductor peers.
+0.2%
Price flat so far
$228.73 vs $228.38 close before publication (Sep 30) · not market-adjusted
NVDA chart →
