Nvidia Set to Report 2026 Fiscal Year Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 22 2026
0mins
Should l Buy NVDA?
Source: Yahoo Finance
- Data Center Revenue and AI Demand: Nvidia's last earnings call projected total revenue of $65 billion for Q4, and investors will be keenly watching if this target is met, particularly focusing on the performance of its data center division, which is crucial for gauging overall AI market demand.
- Pricing Power Analysis: While Nvidia has dominated the chip and AI hardware space, achieving an operating gross margin of 76% in 2024, this figure fell to 69.5% in 2025, prompting investors to scrutinize management's guidance on future margins and any shifts in competitive positioning.
- China Market Dynamics: Nvidia faced restrictions preventing the sale of older chips in China throughout 2025, but with Huang's lobbying efforts showing some progress, investors will be looking for updates on the potential $50 billion opportunity in China and its implications for fiscal 2026.
- Management Outlook: The enthusiasm and language used by Nvidia's management regarding future growth opportunities will be a focal point for investors, particularly in light of AI demand and the impact of new technologies on sustained revenue growth.
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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: 175.750
Low
200.00
Averages
264.97
High
352.00
Current: 175.750
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
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.
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