By Adam Spatacco
Publication Date: 2026-05-10 12:29:00
Nvidia (NVDA +1.73%) stands at the center of the artificial intelligence (AI) revolution, and the company’s upcoming earnings report on May 20 has investors buzzing. With the stock having delivered generational returns over the last few years, you might be wondering whether to add shares ahead of the print or wait for the results.
The data we already have offers a compelling case for buying now — not because of short-term timing strategies, but rather because of durable secular tailwinds and a valuation that still offers a reasonable entry point for those seeking long-term upside.
While Wall Street’s consensus sets a high bar, based on Nvidia’s various catalysts, the company looks poised to clear it. Meanwhile, history and valuation reinforce the case for action over hesitation.
Image source: Nvidia.
What are Wall Street’s expectations for Nvidia’s Q1 results?
According to data compiled by Yahoo! Finance, Wall Street analysts expect Nvidia to deliver $78.8 billion in revenue and $1.77 in earnings per share (EPS) for the quarter. These figures are in line with management’s own guidance from the prior quarter, which pointed to $78 billion in sales excluding any business from China.
Several powerful catalysts support its chances of meeting — or exceeding — these targets. First, AI hyperscalers dramatically raised their capital expenditure plans after delivering their own first-quarter results. Microsoft, Amazon, Alphabet, and Meta Platforms collectively signaled…
