Going into earnings, is Nvidia stock a buy, a sell, or fairly valued?
Nvidia NVDA is set to release its first-fiscal quarter 2026 earnings report on May 28. Here’s Morningstar’s take on what to look for in Nvidia’s earnings and stock.
Key Morningstar Metrics for Nvidia
- Fair Value Estimate: $125.00
- Morningstar Rating: ★★★
- Economic Moat: Wide
- Morningstar Uncertainty Rating: Very High
Earnings release date
- Wednesday, May 28, after the close of trading
What to watch for in Nvidia’s fiscal Q1 earnings
China, tariffs, and geopolitics are at the forefront.
- Nvidia announced a $5.5 billion writeoff of H20 inventory for artificial intelligence chips targeted for China, as subsequent US restrictions have blocked Nvidia’s sale of these parts. We’ll be seeking insight into Nvidia’s revenue headwind from lost…
