Nvidia Expected to Report 71% EPS Growth for Q4 FY2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3d ago
0mins
Source: NASDAQ.COM
- Earnings Expectations: Nvidia is set to report its Q4 FY2026 earnings on February 25, with an expected earnings-per-share (EPS) of $1.52, representing a 71% increase year-over-year, indicating strong performance amid ongoing AI demand.
- Revenue Growth: Projected revenue for the quarter is $65.47 billion, reflecting a nearly 66.5% year-over-year increase, showcasing Nvidia's leading position and robust market demand in the competitive AI chip sector.
- Margin Focus: Nvidia's gross margin was 73.4% last quarter, and investors will closely monitor this metric, as an increase would further solidify its market dominance, while a decrease could raise concerns among stakeholders.
- China Market Dynamics: Although Nvidia plans to reopen chip sales to China in response to U.S. government restrictions, recent media reports suggest that the Chinese government may block these sales, which could pose a potential threat to the company's revenue if confirmed.
Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 187.670
Low
200.00
Averages
264.97
High
352.00
Current: 187.670
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
