NVIDIA Corporation (NVDA) reported revenues of $81.6 billion for the fiscal first quarter of 2027, marking an 85% year-over-year increase and a 20% sequential increase. Its Data Center revenues hit a record $75.2 billion, up 92% year over year. The company expects revenues to reach $91 billion for the fiscal second quarter, maintaining a non-GAAP gross margin of around 75%.
Broadcom Inc. (AVGO) saw its AI semiconductor revenues reach $10.8 billion in the fiscal second quarter of 2026, a 143% increase year over year. The company anticipates that these revenues will rise to $16 billion in the fiscal third quarter, reflecting over 200% year-over-year growth. Broadcom reported an adjusted EBITDA margin of 69% for the fiscal second quarter and expects to maintain a margin of about 68% in the next quarter.
NVIDIA’s election as a stronger investment choice is supported by its lower debt-to-equity ratio of 3.8%, compared to Broadcom’s 71.5%, along with a higher return on equity of 99.7% versus Broadcom’s 50.1%. NVIDIA holds a Zacks Rank #2 (Buy), while Broadcom is rated Zacks Rank #3 (Hold).
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