SANTA CLARA, California, August 14, 2026, 22:48 PDT — U.S. cash markets were closed for the weekend.
- NVIDIA closed at $225.62, up about 0.1% Friday and more than 12% in August.
- Wall Street expects $91.9 billion of quarterly sales, only 1% above management’s guidance midpoint.
- Edge Computing generated 7.8% of first-quarter revenue; robotics sales are not disclosed separately.
NVIDIA NASDAQ:NVDA enters the weekend with a 12%-plus August gain. Yet the shares barely moved Friday after fresh details of its LG robotics work. The contrast matters: investors still value the company mainly on data-center execution, not humanoid-robot promise.
The numbers are stark. Data Center produced $75.2 billion last quarter, or 92.1% of total revenue. Edge Computing, which includes robotics and automotive products, supplied $6.4 billion. Robotics itself remains undisclosed.
NVIDIA finished Friday at $225.62. That was roughly 4.6% below its $236.54 record. Using the latest reported 24.2 billion shares outstanding, the closing price implies a market value near $5.46 trillion.
| Friday market tape | Move | Investor read-through |
|---|---|---|
| NVIDIA NASDAQ:NVDA | -0.06% | Held firm before earnings |
| Advanced Micro Devices NASDAQ:AMD | More than +4% | AI-chip demand remained selective |
| Broadcom NASDAQ:AVGO | -5.94% | Sharpest large-chip decline |
| S&P 500 | -0.17% | Broad market eased |
LG and NVIDIA plan a next-generation bipedal humanoid for early 2027. The project will use NVIDIA’s Isaac GR00T model and Jetson Thor platform. Work also covers wheeled robots and vehicle computing. The commercial terms were not disclosed.
Chief Executive Jensen Huang said in May that “agentic AI has arrived, doing productive work, generating real value.” NVIDIA then reorganized reporting around Data Center and Edge Computing. That change gives investors a cleaner, though still broad, measure of physical-AI progress. NVIDIA
| Fiscal Q1 2027 platform | Revenue | Share of total | Year-on-year growth |
|---|---|---|---|
| Data Center | $75.2 billion | 92.1% | 92% |
| Edge Computing | $6.4 billion | 7.8% | 29% |
| Total | $81.6 billion | 100% | 85% |
The next hard test arrives August 26. Analysts expect adjusted earnings of $2.08 a share on $91.9 billion of sales. Revenue would rise about 97% from a year earlier. Management’s midpoint is $91.0 billion.
| Fiscal Q2 2027 test | Company guide / prior result | Wall Street estimate | Gap |
|---|---|---|---|
| Revenue | $91.0 billion midpoint | $91.9 billion | +$0.9 billion |
| Adjusted EPS | $1.87 in fiscal Q1 | $2.08 | +11.2% sequentially |
| Non-GAAP gross margin | 75.0% guide, ±0.5 point | Not cited | Execution benchmark |
The narrow sales gap raises the bar. A consensus result would beat guidance by just 1%. Investors may therefore focus more on the next outlook, Rubin shipments and margins than the headline quarter.
Wall Street remains strongly positive. The average target of $302.83 implies roughly 34% upside from Friday’s close. Still, the range is wide. That reflects uncertainty around AI spending, China limits and the pace of Rubin deployment.
| Analyst / consensus | Recommendation | Price target | Upside from $225.62 |
|---|---|---|---|
| Bank of America | Buy | $350 | 55.1% |
| KeyBanc | Overweight | $330 | 46.3% |
| S&P Global consensus | Strong Buy | $302.83 | 34.2% |
| Bernstein | Outperform | $275 | 21.9% |
| Citi | Buy | $270 | 19.7% |
Risks: A valuation near $5.5 trillion leaves little room for a weak outlook. Delays in Rubin, tighter export rules or slower customer spending could outweigh early robotics wins. The company also does not break out robotics revenue.
For the week ahead, U.S. trading resumes Monday. The main setup is positioning before August 26 results. Robotics can support the long-term story. Near-term, the stock still trades on data-center sales, margins and forward guidance.
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