Nvidia Q1 EPS $1.87 on $81.6B, Free Cash Flow $48.6B and $265 Target
NVDA•NVDA•NVDA•NVDA•Nvidia's Q1 non-GAAP EPS of $1.87 on $81.6B revenue beat consensus, driving record data center margins and free cash flow of $48.6B, and raising its price target to $265. Chinese firms are advancing local AI chips and LLMs, signaling increased competition in global AI infrastructure.
Nvidia reported Q1 non-GAAP EPS of $1.87 on $81.6 billion in revenue, surpassing consensus estimates. The data center segment delivered record margins, supported by strong demand for AI GPUs and accelerated cloud deployments.
Following the robust quarter, the price target was raised to $265 based on a 27x P/E on $9.80 normalized EPS. Free cash flow surged to $48.6 billion, highlighting improved profitability and balance sheet strength.
China is pushing homegrown AI chips and large language models, aiming to reduce reliance on foreign technology. This development could pressure Nvidia's market share in data center infrastructure over the next several quarters.
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