By Jack Delaney, The Motley Fool
Publication Date: 2026-05-24 18:45:00
Nvidia (NASDAQ: NVDA) reported its fiscal 2027 Q1 earnings on May 20, beating on both the top and bottom line. Revenue of $81.6 billion exceeded expectations of $78.8 billion, while earnings per share of $1.87 was higher than the $1.76 expected.
Still, the stock price didn’t respond positively. When you’re a $5 trillion company, it just becomes increasingly difficult to impress the market. The stock price has climbed nearly 1,400% in the last five years, and many wonder whether the biggest gains have already been made.
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That answer depends on a few factors, including expectations around investing time horizons.
A crowded arena
For artificial intelligence (AI), Nvidia has been the face of the investable opportunity with its advanced chips. That space, however, is becoming more crowded as companies look to become less reliant on the dominant chipmaker.
Nvidia’s own customers in big tech, like Meta Platforms, are developing their own custom chips. It’s also seeing competition heat up in the application-specific integrated circuit (ASIC) chip market. These are chips designed to perform specific functions. Cerebras Systems, which has an ASIC focus, went public in May.
It’s still a strong company
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