#NVIDIA150BBuyback
About NVIDIA150BBuyback
A 28 de setembro, a NVIDIA aprovou uma autorização adicional de recompra de ações no valor de 150 mil milhões de dólares, elevando a sua capacidade remanescente de recompra para 235 mil milhões de dólares, com o programa previsto para decorrer até ao ano fiscal de 2028. O aumento ultrapassa a autorização de 80 mil milhões de dólares adicionada em maio e é a maior expansão de recompra dos últimos anos. A NVIDIA gerou 70 mil milhões de dólares em fluxo de caixa livre na primeira metade do ano fiscal de 2027 e gastou cerca de 40 mil milhões de dólares em recompras. À medida que o capex em IA aumenta, poderá a procura sustentar o fluxo de caixa para investimento, expansão e retornos aos acionistas?
Populares
Mais recentes
NVIDIA150BBuyback Publicações populares
A Nvidia aumenta a autorização para recompra de ações em 150 mil milhões de dólares, para 235 mil milhões de dólares até ao exercício fiscal de 2028
07:19 AM EDT, 28/09/2026 (MT Newswires) -- O conselho da Nvidia (NVDA) autorizou um adicional de 150 mil milhões de dólares ao programa existente de recompra de ações da empresa, aumentando a autorização total remanescente para 235 mil milhões de dólares, disse a empresa na segunda-feira.
A Nvidia espera realizar as recompras de ações ao abrigo do programa remanescente até ao ano fiscal de 2028, afirmou.
A Nvidia disse que o aumento é o maior aumento de autorização para recompra de ações na hist
NVIDIA’s $150B buyback increase is a signal of management confidence.
Its new share repurchase authorization lifts its remaining authorized repurchase capacity to $235B, expected to run through fiscal 2028. NVIDIA calls it the largest share repurchase authorization increase in its history.
Key figures
· Q2 FY2027 revenue: $96.2B, up 106% YoY
· Data Center revenue: $89.0B, up 117% YoY
· Q3 guidance: about $108B, plus or minus 2%
· Q1 returns: ~$20B, including repurchases and dividends
· Q2 capital returned to shareholders: around $26B, including repurchases and cash dividends
But a buyback authorization is capacity, not a fixed purchase schedule.
The impact depends on execution, share price, future cash generation, margins, and how much capital NVIDIA needs to sustain technology leadership across the AI stack.
That is the bigger market question.
AI spending is no longer just about buying more GPUs. It is about data centers, networking, power, AI factories, and whether customers can translate compute investment into durable economic returns.
If demand stays strong, the remaining $235B authorization may support the view that NVIDIA sees a multi-year cash-flow opportunity. If monetization slows or margins tighten, the trade-off between reinvestment and shareholder returns could become more visible.
Earlier in May, NVIDIA added $80B to its authorization and raised its quarterly dividend from $0.01 to $0.25 per share. The September move is a step-up in a broader capital-return policy, not a standalone event.
Two details sharpen the thesis. Q3 guidance assumes no Data Center compute revenue from China, making the $108B target a cleaner test of demand elsewhere while keeping policy risk in view. Q2 gross margin was 75.0%; Q3 guidance is 74.0%, plus or minus 50 basis points. Margin durability will help determine how much AI revenue can be reinvested in R&D and returned to shareholders.
For market participants, what matters more here: NVIDIA’s buyback size, AI demand, or whether AI customers can translate compute spending into durable returns?
#NVIDIA150BBuyback
NVIDIA’s enlarged authorization is less a forecast than an allocation signal: management sees enough balance-sheet flexibility to fund AI investment while returning capital. With the program running through fiscal 2028, the real test is whether rising AI capex continues converting into free cash flow rather than simply raising spending needs.
#NVIDIA150BBuyback
They realized their stock was too cheap $NVDA
Wall St Engine
$NVDA +1.5%
Nvidia added $150B to its buyback, the largest share repurchase authorization increase in history.
Jensen Huang: “Our cash generation gives us the capacity to invest in the technologies that advance this transformation and return capital to shareholders.”
Smashing 150 billion! Nvidia's epic stock buyback boost!!! #本周迎非农与PCE关键数据 #美伊继续磋商霍尔木兹开放条件
Nvidia directly adds a $150 billion buyback authorization, bringing the total authorized buyback to $235 billion, planned to continue through fiscal year 2028. This is the largest buyback expansion in its history.
In plain terms, the company is using a massive amount of cash to repurchase its own shares, reducing the number of shares circulating in the market, directly supporting the stock price, which
NVIDIA JUST ADDED ANOTHER $150B TO ITS BUYBACK $NVDA WAR CHEST.
NVIDIA’s board has approved an additional $150 billion share buyback authorization, bringing the remaining authorization to $235 billion.
• 💰 New authorization: $150B
• 📊 Total remaining authorization: $235B
• 🤖 NVIDIA says AI + accelerated computing remain key growth drivers
• 📅 Company expects to complete the remaining program by the end of FY2028
CEO Jensen Huang said NVIDIA cash generation allows the company to continue investing in AI while returning capital to shareholders.
AI prints the money.
NVIDIA buys back the shares.
Wall Street watches the machine keep running.