Key HighlightsNvidia shares rallied 8.7% Thursday, delivering a $442 billion market capitalization increase—the second-largest one-day gain in historySecond-quarter revenue reached $96.22 billion, representing a 105.9% year-over-year surge and surpassing the $92.27 billion consensusManagement projected 70% revenue expansion for the upcoming fiscal year, significantly exceeding analyst expectations of 45%Friday’s opening price stood at $227.98, placing the company’s valuation near $5.52 trillionWall Street analysts hold a “Moderate Buy” rating with a consensus target price of $322.61Nvidia experienced a dramatic 8.7% rally Thursday following the release of exceptional quarterly results and forward guidance that exceeded Wall Street’s projections. Friday’s session commenced with shares trading at $227.98.NVIDIA Corporation, NVDAThe chipmaker delivered second-quarter earnings per share of $2.22, surpassing the $2.09 consensus projection. Quarterly revenue totaled $96.22 billion, marking a 105.9% increase from the prior year and exceeding analyst forecasts of $92.27 billion.However, the company’s forward-looking guidance generated even greater excitement. Management outlined expectations for approximately 70% revenue growth in the next fiscal year, substantially outpacing the 45% expansion rate anticipated by market analysts.Bloomberg Intelligence characterized the projection as “jaw-dropping,” estimating it suggests potential upside exceeding $100 billion compared to existing consensus figures.JPMorgan analysts suggested the guidance may actually be understated. The investment bank highlighted that Nvidia “explicitly characterized the outlook as supply-constrained, with unconstrained demand pacing materially higher.”Historic Market Capitalization SurgeThursday’s 8.7% advance contributed $442 billion to Nvidia’s total market capitalization during a single trading day. This performance represents the second-largest one-day valuation increase in equity market history, exceeded only by Microsoft’s $450 billion jump recorded less than 30 days earlier.Nvidia previously claimed that distinction when it added $440 billion in market value after former President Trump unveiled a 90-day tariff suspension in April of the previous year.The semiconductor manufacturer also maintains the unfortunate record for the largest single-session market cap decline, experiencing nearly $600 billion in lost value amid investor concerns regarding China’s DeepSeek AI platform.Nvidia currently ranks as the world’s most valuable publicly traded company, commanding a market capitalization approaching $5.52 trillion.Wall Street Ratings and Ownership StructureFollowing the quarterly report, Sanford C. Bernstein elevated its price objective on Nvidia from $315 to $400 while reaffirming an “outperform” designation. Truist Financial similarly increased its target from $307 to $346, accompanied by a “buy” recommendation.Overall, 48 analysts assign a Buy rating to the stock, two recommend Strong Buy, and four maintain a Hold position. The consensus price target registers at $322.61.Institutional stakeholders control 65.27% of outstanding Nvidia shares. State Street Corp maintains a position exceeding 991 million shares valued at approximately $184.9 billion. Geode Capital Management possesses more than 588 million shares worth roughly $109.4 billion.Regarding insider transactions, company directors divested a collective 1.9 million shares valued at approximately $410 million during the previous 90-day period.The board has approved an $80 billion share repurchase authorization. Additionally, Nvidia announced a quarterly dividend distribution of $0.25 per share, scheduled for October 1 payment to shareholders registered as of September 10.The equity’s 52-week trading range extends from $164.07 to $236.54, while the 50-day moving average registers at $207.95 and the 200-day moving average stands at $200.66.The post Nvidia (NVDA) Soars Nearly 9% Following Exceptional Q2 Results and Revenue Projection appeared first on Blockonomi.