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NVDA reports $81.6B Q1 revenue, $91B Q2 guide — stock falls 1.5% after hours
- Nvidia beat Q1 consensus and guided Q2 revenue to ~$91B, roughly 4.6% above the ~$87B analyst estimate
- Despite the beat-and-raise, shares fell roughly 1.5% in extended trading — a classic 'sell the news' reaction
- CEO Jensen Huang reiterated the $1 trillion combined Blackwell/Rubin revenue forecast through 2027 and highlighted a new Vera CPU targeting a $200B market
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Conclusion
Q1 revenue $81.6B beat consensus; Q2 guide $91B vs ~$87B est (+4.6%). Pre-earnings Q1 FY EPS consensus $1.77, Q2 next-quarter consensus $1.96 (earnings_estimate snapshot 2026-05-19). Stock fell 1.5% in after-hours trading. The $1 trillion Blackwell/Rubin revenue forecast was originally announced at GTC 2026 in March and was reiterated (not updated) during the May 20 earnings call. Vera CPU targets a $200B TAM. Reuters article published 2026-05-21 04:44 UTC, tagged across 13 NVDA-linked symbols.