NVIDIA Corporation (NVDA)

Outperform Recap: Q2 FY27

A First Full-Year Guide at Roughly 70% Growth, Paid For With 350 Basis Points of Gross Margin and a $27 Billion Cash-Flow Swing

Outperform Recap: Q1 FY27

The Framework Doubled to a Trillion and the Buyback Came Back, But the Guide Finally Landed Under the Street

Outperform Recap: Q4 FY26

The Margin Fear Died and a Capital-Allocation Question Replaced It: $25.8 Billion of Strategic Outlays Against a $3.8 Billion Buyback

Outperform Recap: Q3 FY26

The Beat Was Real, the Guide Was Bigger, and the Stock Round-Tripped Eight Points Anyway: Initiating at Outperform