Bull of the Day: NVIDIA Corp. (NVDA)

NVDA delivered fiscal Q2 2027 earnings of $2.22 per share, beating consensus by $0.13 and extending its winning streak to five consecutive quarters. Revenue climbed 106% to $96.2 billion, powered by data center revenue that surged 117% to $89 billion.

Analysts responded by lifting fiscal 2027 earnings estimates to $9.25—representing 93.9% growth—and fiscal 2028 estimates to $15.33, a 65.8% increase. The stock now trades at a forward P/E of 24, despite year-to-date gains of 20.4% that outpace the S&P 500. Zacks Investment Research reinstated NVDA as a Rank #1 Strong Buy following the results.

The data center acceleration—accounting for more than 92% of total revenue—underscores continued enterprise AI infrastructure buildout. The valuation multiple remains compressed relative to the growth trajectory, with the forward P/E sitting well below historical tech-rally peaks even as earnings estimates approach triple-digit expansion rates.