Nvidia Reports 73% Revenue Growth in Q4 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy NVDA?
Source: stocktwits
- Significant Revenue Growth: Nvidia reported Q4 2026 revenue of $68.1 billion, marking a substantial 73% year-over-year increase and surpassing analyst expectations of $66.12 billion, highlighting the company's robust performance in the AI sector.
- Strong Margin Performance: The company's gross margin for Q4 stood at 75.2%, with an annual gross margin of 71.3%, indicating successful cost management and pricing strategies that enhance profitability.
- Optimistic Future Outlook: Nvidia forecasts Q1 2026 revenues to be around $78 billion, exceeding Wall Street's consensus of $71.64 billion, reflecting strong market confidence in its AI business.
- Investor Sentiment Shift: Retail sentiment on Stocktwits for NVDA shares surged from 'bearish' to 'extremely bullish' in the past 24 hours, indicating optimistic expectations for the company's future growth, contributing to a 52% rise in stock price over the past year.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 192.850
Low
200.00
Averages
264.97
High
352.00
Current: 192.850
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.
Nvidia's Q4 Results Exceed Expectations Significantly
- Strong Performance: Nvidia reported an adjusted earnings per share of $1.62 for the quarter ending January 25, with revenue soaring 73% year-over-year to $68.13 billion, significantly exceeding Wall Street's forecast of $65.91 billion, indicating robust market demand and execution.
- Data Center Revenue Surge: Data center revenue reached $62.13 billion, surpassing expectations of $60.36 billion, reflecting a surge in enterprise demand for AI computing, further solidifying Nvidia's leadership in the AI sector.
- Optimistic Outlook: The company anticipates revenue of $78 billion for the upcoming fiscal first quarter, excluding any revenue from China, showcasing confidence in global markets while also indicating a cautious stance towards the Chinese market.
- Dividend Announcement: Nvidia declared a quarterly dividend of $0.01 per share to be paid on April 1, enhancing investor confidence and demonstrating the company's ability to return value to shareholders supported by strong cash flow.
See More
Analysts Claim Nvidia is Massively Undervalued
- Market Underestimation: Dan Ives from Wedbush Securities pointed out that Wall Street analysts have severely underestimated Nvidia's valuation, particularly ahead of the upcoming fourth-quarter earnings report, indicating a neglect of the company's potential.
- Surge in AI Demand: Ives emphasized that with the skyrocketing demand for artificial intelligence, Nvidia's chips play a crucial role in driving the AI revolution, making its future earnings pivotal.
- Performance Expectations: Ives anticipates a 'gold medal performance' from Nvidia, reflecting not only his confidence in the company's strong earnings but also potentially influencing investor perceptions of its stock.
- Stock Price Reaction: At the time of writing, Nvidia's shares were trading 2% higher, indicating a positive market response to the optimistic expectations surrounding the upcoming earnings report and analyst sentiments.
See More
Tech Stocks Outperform Market with Strong Returns
- Nvidia's AI Chip Demand: Nvidia's net income reached $31.9 billion, up 65% year-over-year, indicating strong demand in the AI chip market, positioning it to potentially become the world's most profitable publicly traded company and solidifying its market leadership.
- Micron's Strategic Shift: Micron reported a 57% year-over-year revenue increase in Q1 FY26 and has exited the consumer market to focus on AI infrastructure, suggesting significant strategic importance and anticipated revenue acceleration and profit growth in upcoming quarters.
- Amazon's Potential Rally: Despite Amazon's flat stock performance over the past year, its online advertising and cloud services showed year-over-year growth rates of 14% and 24%, respectively, highlighting strong fundamentals, with Morgan Stanley raising its price target to $300, indicating a potential stock rebound ahead.
- Market Focus on Tech Stocks: As tech stocks demonstrate robust performance, investor interest in companies like Nvidia, Micron, and Amazon is rising, particularly due to ongoing growth in AI and cloud computing, which may attract more mainstream investors moving forward.
See More
Nvidia Chips Lead AI Boom with Record Growth
- Nvidia's Performance Surge: Nvidia's net income reached $31.9 billion, a 65% year-over-year increase, reflecting strong demand in the AI chip market, positioning it to potentially become the world's most profitable publicly traded company and solidifying its market leadership.
- Micron's Successful Transformation: Micron reported a 57% year-over-year revenue growth in Q1 FY26 and has shifted its focus solely to AI infrastructure, indicating effective strategic adjustments that are expected to lead to higher profits and accelerating revenue in upcoming quarters.
- Amazon's Untapped Potential: Despite Amazon's stock being flat over the past year, its online advertising and cloud services are showing strong growth rates of 24% and over 100% respectively, highlighting robust fundamentals, with Morgan Stanley raising its price target to $300, suggesting significant upside potential.
- Long-Term Tech Stock Returns: Over the past five years, tech stocks like the S&P 500 and State Street Technology ETF have risen by 81% and 116% respectively, demonstrating the strong performance of the tech sector and attracting considerable investor interest.
See More
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- Strong Market Performance: As of 2026, Micron Technology and Sandisk have seen stock price increases of 46% and 169%, respectively, primarily driven by a surge in memory demand from AI applications, indicating robust performance in a rapidly growing market.
- Micron's Technical Edge: With 80% of its revenue derived from DRAM, Micron is poised to benefit from the increasing demand for high-bandwidth memory (HBM), with the HBM industry's revenue expected to rise by 58% in 2026, further enhancing Micron's revenue and profitability.
- Sandisk's Growth Potential: As a NAND flash storage company, Sandisk is projected to double its revenue in the current fiscal year, driven by skyrocketing SSD demand fueled by AI, with analysts forecasting a more than 13-fold increase in earnings, reflecting strong market demand.
- Optimistic Investment Outlook: Both companies are capitalizing on similar growth drivers in the memory market, with significant revenue and earnings growth anticipated, making either stock a promising choice for investors looking for future gains.
See More
Nvidia CEO: Markets Misjudge AI Threat to Software Firms
- Strong Earnings Report: Nvidia's fiscal fourth-quarter revenue surged 73% year-over-year to $68.13 billion, surpassing analysts' expectations of $66.21 billion, indicating robust sales driven by strong AI demand.
- Optimistic Guidance: The company projected first-quarter revenue of $78 billion, plus or minus 2%, significantly exceeding analysts' forecast of $72.6 billion, reflecting sustained confidence in AI hardware spending.
- Market Reaction: Following the earnings report, Nvidia shares rose by 2% in after-hours trading, showcasing investor optimism about the company's growth potential, despite mixed views on the threat AI poses to the software sector.
- Industry Warning: Investment manager Dan Niles cautioned that AI could automate workflows and lower prices, putting some software companies at risk of failure, while emphasizing that firms in the database and cybersecurity sectors are likely to be more resilient.
See More
Nvidia's Q4 Results Exceed Expectations Significantly
- Strong Performance: Nvidia reported an adjusted earnings per share of $1.62 for the quarter ending January 25, with revenue soaring 73% year-over-year to $68.13 billion, significantly exceeding Wall Street's forecast of $65.91 billion, indicating robust market demand and execution.
- Data Center Revenue Surge: Data center revenue reached $62.13 billion, surpassing expectations of $60.36 billion, reflecting a surge in enterprise demand for AI computing, further solidifying Nvidia's leadership in the AI sector.
- Optimistic Outlook: The company anticipates revenue of $78 billion for the upcoming fiscal first quarter, excluding any revenue from China, showcasing confidence in global markets while also indicating a cautious stance towards the Chinese market.
- Dividend Announcement: Nvidia declared a quarterly dividend of $0.01 per share to be paid on April 1, enhancing investor confidence and demonstrating the company's ability to return value to shareholders supported by strong cash flow.
See More
Analysts Claim Nvidia is Massively Undervalued
- Market Underestimation: Dan Ives from Wedbush Securities pointed out that Wall Street analysts have severely underestimated Nvidia's valuation, particularly ahead of the upcoming fourth-quarter earnings report, indicating a neglect of the company's potential.
- Surge in AI Demand: Ives emphasized that with the skyrocketing demand for artificial intelligence, Nvidia's chips play a crucial role in driving the AI revolution, making its future earnings pivotal.
- Performance Expectations: Ives anticipates a 'gold medal performance' from Nvidia, reflecting not only his confidence in the company's strong earnings but also potentially influencing investor perceptions of its stock.
- Stock Price Reaction: At the time of writing, Nvidia's shares were trading 2% higher, indicating a positive market response to the optimistic expectations surrounding the upcoming earnings report and analyst sentiments.
See More
Tech Stocks Outperform Market with Strong Returns
- Nvidia's AI Chip Demand: Nvidia's net income reached $31.9 billion, up 65% year-over-year, indicating strong demand in the AI chip market, positioning it to potentially become the world's most profitable publicly traded company and solidifying its market leadership.
- Micron's Strategic Shift: Micron reported a 57% year-over-year revenue increase in Q1 FY26 and has exited the consumer market to focus on AI infrastructure, suggesting significant strategic importance and anticipated revenue acceleration and profit growth in upcoming quarters.
- Amazon's Potential Rally: Despite Amazon's flat stock performance over the past year, its online advertising and cloud services showed year-over-year growth rates of 14% and 24%, respectively, highlighting strong fundamentals, with Morgan Stanley raising its price target to $300, indicating a potential stock rebound ahead.
- Market Focus on Tech Stocks: As tech stocks demonstrate robust performance, investor interest in companies like Nvidia, Micron, and Amazon is rising, particularly due to ongoing growth in AI and cloud computing, which may attract more mainstream investors moving forward.
See More
Nvidia Chips Lead AI Boom with Record Growth
- Nvidia's Performance Surge: Nvidia's net income reached $31.9 billion, a 65% year-over-year increase, reflecting strong demand in the AI chip market, positioning it to potentially become the world's most profitable publicly traded company and solidifying its market leadership.
- Micron's Successful Transformation: Micron reported a 57% year-over-year revenue growth in Q1 FY26 and has shifted its focus solely to AI infrastructure, indicating effective strategic adjustments that are expected to lead to higher profits and accelerating revenue in upcoming quarters.
- Amazon's Untapped Potential: Despite Amazon's stock being flat over the past year, its online advertising and cloud services are showing strong growth rates of 24% and over 100% respectively, highlighting robust fundamentals, with Morgan Stanley raising its price target to $300, suggesting significant upside potential.
- Long-Term Tech Stock Returns: Over the past five years, tech stocks like the S&P 500 and State Street Technology ETF have risen by 81% and 116% respectively, demonstrating the strong performance of the tech sector and attracting considerable investor interest.
See More
Micron and Sandisk Benefit from Surge in AI Demand
- Strong Market Performance: As of 2026, Micron Technology and Sandisk have seen stock price increases of 46% and 169%, respectively, primarily driven by a surge in memory demand from AI applications, indicating robust performance in a rapidly growing market.
- Micron's Technical Edge: With 80% of its revenue derived from DRAM, Micron is poised to benefit from the increasing demand for high-bandwidth memory (HBM), with the HBM industry's revenue expected to rise by 58% in 2026, further enhancing Micron's revenue and profitability.
- Sandisk's Growth Potential: As a NAND flash storage company, Sandisk is projected to double its revenue in the current fiscal year, driven by skyrocketing SSD demand fueled by AI, with analysts forecasting a more than 13-fold increase in earnings, reflecting strong market demand.
- Optimistic Investment Outlook: Both companies are capitalizing on similar growth drivers in the memory market, with significant revenue and earnings growth anticipated, making either stock a promising choice for investors looking for future gains.
See More
Nvidia CEO: Markets Misjudge AI Threat to Software Firms
- Strong Earnings Report: Nvidia's fiscal fourth-quarter revenue surged 73% year-over-year to $68.13 billion, surpassing analysts' expectations of $66.21 billion, indicating robust sales driven by strong AI demand.
- Optimistic Guidance: The company projected first-quarter revenue of $78 billion, plus or minus 2%, significantly exceeding analysts' forecast of $72.6 billion, reflecting sustained confidence in AI hardware spending.
- Market Reaction: Following the earnings report, Nvidia shares rose by 2% in after-hours trading, showcasing investor optimism about the company's growth potential, despite mixed views on the threat AI poses to the software sector.
- Industry Warning: Investment manager Dan Niles cautioned that AI could automate workflows and lower prices, putting some software companies at risk of failure, while emphasizing that firms in the database and cybersecurity sectors are likely to be more resilient.
See More
