Nvidia to Present at Goldman Sachs Conference on September
Nvidia is scheduled to speak at the Goldman Sachs Communacopia + Technology Conference on September 10, where executives may discuss strategy and outlook.
Nvidia is set to present at the Goldman Sachs Communacopia + Technology Conference on Thursday, September 10. The company's executive team may discuss corporate strategy, market demand, and its financial outlook, providing investors with a fresh perspective on the AI boom.
Nvidia's stock has gained 34% over the past year and is up 21% so far in 2026. This compares to gains of 18.3% over the past year and 12.3% in 2026 for the S&P 500 Index. The stock is nearing its all-time high of $236.54, reached on May 14.
Recent Financial Performance
In its fiscal 2027 second-quarter results Nvidia delivered extraordinary growth. Revenue soared 106% year-over-year to $96.22 billion. GAAP net income jumped 126% to $59.69 billion. Non-GAAP earnings per share came in at $2.22.
The Data Center division was the standout, generating $89 billion in revenue, a 117% year-over-year increase. This accounted for over 92% of Nvidia's total revenue. The Edge Computing segment generated $7.2 billion, up 27% year-over-year.
| Metric | Fiscal Q2 2027 Result |
|---|---|
| Revenue | $96.22 billion |
| Year-over-Year Revenue Growth | 106% |
| GAAP Net Income | $59.69 billion |
| Non-GAAP EPS | $2.22 |
| Data Center Revenue | $89 billion |
| Edge Computing Revenue | $7.2 billion |
The company's non-GAAP margin expanded by 2.5 percentage points to 75%. Nvidia returned approximately $26 billion to shareholders through share repurchases and cash dividends during the quarter and had about $99 billion remaining under its share repurchase authorization.
Strategic Position and Product Cycle
Nvidia sits at the heart of the artificial intelligence boom. Its graphics processing units power everything from ChatGPT and cloud platforms to autonomous vehicles and scientific research. The company's transformation from a gaming startup founded in 1993 to the world's most valuable publicly traded company, now valued at roughly $5.56 trillion, has been decades in the making.
Its early bet on high-performance computing became a major advantage when generative AI took off. The company has maintained a rapid product cycle, moving from its Hopper-based H100 accelerator to the newer Blackwell platform. It is now looking ahead to its upcoming Rubin architecture, expected to power the next generation of AI workloads. Sequential growth in the latest quarter was supported by the initial volume rollout of Rubin and continued production of Blackwell systems with major cloud partners.
Analyst Sentiment and Outlook
Wall Street's confidence in Nvidia remains pronounced. According to the source, NVDA stock carries a consensus "Strong Buy" rating. Of the 50 analysts covering the company, 45 recommend a "Strong Buy," three see it as a "Moderate Buy," one has a "Hold" rating, and one calls for a "Strong Sell."
The average price target is $325.17, implying about 44% potential upside. The Street-high target is $515, suggesting a potential rally of up to 128% from current levels.
Looking ahead, Nvidia projects fiscal third-quarter revenue of $108 billion, plus or minus 2%. The company stated it is not assuming any Data Center compute revenue from China in this outlook. Both GAAP and non-GAAP gross margins are expected to be around 74%, plus or minus 50 basis points. The September 10 conference presentation is viewed as the next potential catalyst for the stock.
