Nvidia's fiscal Q1 revenue rose 85% to $81.6B, net margin above 70%. Stock up 25% in past year, P/E of 30 trails Walmart's 39. Alpha Score 76.
Nvidia's fiscal first-quarter revenue rose 85% from a year earlier to $81.6 billion, the company reported. Net income more than doubled, pushing the net profit margin above 70%. The company forecast $91 billion in revenue for the current quarter, implying more than 10% sequential growth.
The stock has gained 25% over the past 12 months, trailing the pace of earnings growth. Nvidia trades at a price-to-earnings ratio of 30. Walmart, a consumer staples giant with slower growth, carries a P/E of 39.
The gap between Nvidia's fundamental growth and its stock price gains has widened. Revenue growth of 85% in the latest quarter outpaced the 25% stock return over the same period. Net income growth ran even further ahead.
Nvidia is positioning for the next wave of AI demand. The company hired an orbital data center system architect, signaling ambitions to supply chips for satellite-based cloud servers. Rising use of agentic AI and physical AI is expected to sustain demand for its graphics processors.
Nvidia's Alpha Score, a proprietary measure of momentum and fundamentals, stands at 76 out of 100, a Strong rating. The stock traded at $210.96 on Monday, up 4%.
The company's guidance for the fiscal second quarter calls for $91 billion in revenue. The report is due in August.
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