NVIDIA's Record Revenue Drives Shares Near All-Time Highs Amid Institutional Buying Frenzy
NVIDIA Corporation (NVDA) has been on a remarkable run since its outlier buy signal in June 2000, with institutions driving shares up by 89,250%. The company's computer graphics processors, chipsets, and related software are leading the AI wave, and its $500 billion AI infrastructure financing platform is aimed at attracting third-party capital. In its second-quarter fiscal 2027 earnings report, NVDA showed record quarterly revenue of $96 billion, a 100% year-over-year gain, with data center revenue reaching $89 billion (an 18% sequential gain). The company also issued quarterly revenue guidance of $108 billion (plus or minus 2%).
The strong financial performance has attracted Big Money investors, with institutions buying NVDA shares over the past year. This is evident from the large volumes in NVDA shares, as shown by MoneyFlows data. In fact, NVDA has been a top-rated stock at MoneyFlows for years, with unusual buy pressure and growing fundamentals.
The company's fundamental analysis is also impressive, with 3-year sales growth rate of +101.8% and 3-year EPS growth rate of +266.2%. Estimated EPS is expected to ramp higher this year by +69.9%. The author notes that marrying great fundamentals with MoneyFlows software has found some big winning stocks over the long term.
The NVDA action isn't new, but it's worth taking notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio. However, as always, investors should do their own research and consult with financial advisors before making any investment decisions.