Nvidia Set to Report Q4 and FY 2026 Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy NVDA?
Source: NASDAQ.COM
- Earnings Report Preview: Nvidia is set to release its Q4 and FY 2026 earnings on February 25 after market close, with expectations of continued revenue growth driven by strong demand in the AI chip market, reinforcing its industry leadership.
- Chinese Market Opportunity: The U.S. recently granted Nvidia permission to sell its H200 chips to China, requiring a 25% sales share; Nvidia plans to scale up H200 production to meet potential demand, with the Chinese market valued at approximately $50 billion annually, which could act as a catalyst for stock performance.
- Technological Innovation Strategy: Nvidia is developing a laptop system that integrates a central processing unit, graphics processing unit, and neural processing unit, indicating its expansion potential beyond AI data centers, while its partnership with Nokia will enhance AI applications in telecom networks.
- Market Expectations and Risks: Despite Nvidia's significant leadership in AI, the analyst team notes that it was not included in the current list of top investment stocks, prompting investors to carefully assess its future growth potential against market competition risks.
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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: 191.550
Low
200.00
Averages
264.97
High
352.00
Current: 191.550
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 Set to Announce Q4 Earnings Results
- Earnings Expectations: Nvidia is set to announce its Q4 earnings on February 25, with consensus EPS estimates at $1.54, reflecting a 73% year-over-year increase, and revenue estimates at $66.12 billion, up 68.1%, indicating strong growth potential.
- Market Reaction: BNP Paribas anticipates a 'classic beat/raise' for the quarter but does not expect significant market-moving news until the GTC conference in March, suggesting investors should focus on future product announcements.
- Product Line Expansion: Analyst Jeff Pu expects Nvidia to launch a language processing unit (LPU) at the GTC event to enhance its inferencing product portfolio, along with a potential CPO for scale-out switches, demonstrating the company's ongoing innovation in the AI sector.
- Industry Impact: Despite Nvidia's consistent earnings beats over the past two years and a stock price increase of over 48% in the last year, concerns about its slowing growth rate may affect the stock performance of other semiconductor companies.
See More
U.S. Approves Nvidia's H200 Chip Exports to China, Shipments Delayed
- Export Approval Status: Although the Trump administration granted Nvidia approval to export its H200 chips to China last December, Commerce Assistant Secretary David Peters stated that no shipments have occurred yet, highlighting the complexities and potential delays in the export process.
- Chinese Market Preparation: Chinese officials have allowed major tech companies like Alibaba, Tencent, and ByteDance to prepare orders, with expectations of hundreds of thousands of H200 chips being ordered, indicating strong demand for AI chips in the Chinese market.
- National Security Considerations: Trump noted on social media that the export conditions would ensure continued strong national security for the U.S., reflecting that national security remains a critical factor in U.S.-China trade relations.
- Market Reaction Expectations: Despite the order preparations, the delay in chip shipments may impact Nvidia's market performance, particularly as investors closely watch its upcoming earnings report for performance expectations.
See More
Market Rebounds Ahead of Trump's State of the Union Address
- Market Recovery: Dow Jones futures rebounded on Tuesday, regaining key support levels, indicating a gradual restoration of investor confidence despite Monday's sell-off.
- Futures Movement: S&P 500 and Nasdaq futures also rose, reflecting an overall positive market sentiment, likely influenced by the upcoming State of the Union address by Trump.
- Tariff Uncertainty: The tariff policies mentioned by Trump in his address remain in flux, which could affect market expectations regarding future economic policies, prompting investors to closely monitor developments.
- Geopolitical Tensions: Ongoing tensions between the U.S. and Iran may impact market sentiment, leading investors to adopt a more cautious approach towards risk assets ahead of the State of the Union address.
See More
Nvidia Set to Report Q4 and FY 2026 Earnings
- AI Demand Outlook: Nvidia is set to report its earnings on February 25, with significant attention on its insights regarding AI demand, particularly for the upcoming Rubin platform, which will directly influence revenue expectations for the coming quarters.
- China Market Export Progress: The U.S. recently granted Nvidia permission to sell its H200 chips to China, requiring a 25% revenue share, and Nvidia is scaling up production to meet potential demand; if the Chinese market opens, it could be worth $50 billion annually.
- Development Plans and Partnerships: Nvidia is working on a laptop system that integrates a CPU, GPU, and NPU, and has partnered with Nokia to advance AI applications in telecom networks, which will set the stage for the company's long-term growth.
- Market Reaction Expectations: Given Nvidia's dominance in the AI chip market, its earnings report will serve as a bellwether for the entire industry, and investors will closely monitor its performance and future strategies to assess potential impacts on stock prices.
See More
Nvidia Set to Report Q4 and FY 2026 Earnings
- Earnings Report Preview: Nvidia is set to release its Q4 and FY 2026 earnings on February 25 after market close, with expectations of continued revenue growth driven by strong demand in the AI chip market, reinforcing its industry leadership.
- Chinese Market Opportunity: The U.S. recently granted Nvidia permission to sell its H200 chips to China, requiring a 25% sales share; Nvidia plans to scale up H200 production to meet potential demand, with the Chinese market valued at approximately $50 billion annually, which could act as a catalyst for stock performance.
- Technological Innovation Strategy: Nvidia is developing a laptop system that integrates a central processing unit, graphics processing unit, and neural processing unit, indicating its expansion potential beyond AI data centers, while its partnership with Nokia will enhance AI applications in telecom networks.
- Market Expectations and Risks: Despite Nvidia's significant leadership in AI, the analyst team notes that it was not included in the current list of top investment stocks, prompting investors to carefully assess its future growth potential against market competition risks.
See More
Rocket Lab Stock Recovery Potential Analysis
- Market Confidence Rebounds: Despite Rocket Lab (NASDAQ: RKLB) experiencing a stock price decline due to a late-stage testing failure of a crucial asset, 80% of bettors on prediction markets remain optimistic about the company's fourth-quarter performance, anticipating a bottom-line beat, indicating strong investor confidence in its future.
- Revenue Structure Shift: By late 2021, Rocket Lab's space systems segment surpassed launch services, now accounting for nearly three-quarters of total revenue, highlighting the growth potential in satellite construction and possibly providing stability for future revenues.
- New Rocket Development Challenges: The development of Rocket Lab's new rocket, Neutron, faced a significant setback with a rupture in the stage 1 fuel tank; however, the company plans to continue advancing the project, reflecting its commitment and expectations for future launch services.
- Optimistic Financial Outlook: Analysts project a 34.6% year-over-year revenue growth for Rocket Lab in the fourth quarter, exceeding $178 million, with an expected net loss of $0.10 per share, but strong revenue growth may alleviate some market concerns regarding its stock price.
See More
Nvidia Set to Announce Q4 Earnings Results
- Earnings Expectations: Nvidia is set to announce its Q4 earnings on February 25, with consensus EPS estimates at $1.54, reflecting a 73% year-over-year increase, and revenue estimates at $66.12 billion, up 68.1%, indicating strong growth potential.
- Market Reaction: BNP Paribas anticipates a 'classic beat/raise' for the quarter but does not expect significant market-moving news until the GTC conference in March, suggesting investors should focus on future product announcements.
- Product Line Expansion: Analyst Jeff Pu expects Nvidia to launch a language processing unit (LPU) at the GTC event to enhance its inferencing product portfolio, along with a potential CPO for scale-out switches, demonstrating the company's ongoing innovation in the AI sector.
- Industry Impact: Despite Nvidia's consistent earnings beats over the past two years and a stock price increase of over 48% in the last year, concerns about its slowing growth rate may affect the stock performance of other semiconductor companies.
See More
U.S. Approves Nvidia's H200 Chip Exports to China, Shipments Delayed
- Export Approval Status: Although the Trump administration granted Nvidia approval to export its H200 chips to China last December, Commerce Assistant Secretary David Peters stated that no shipments have occurred yet, highlighting the complexities and potential delays in the export process.
- Chinese Market Preparation: Chinese officials have allowed major tech companies like Alibaba, Tencent, and ByteDance to prepare orders, with expectations of hundreds of thousands of H200 chips being ordered, indicating strong demand for AI chips in the Chinese market.
- National Security Considerations: Trump noted on social media that the export conditions would ensure continued strong national security for the U.S., reflecting that national security remains a critical factor in U.S.-China trade relations.
- Market Reaction Expectations: Despite the order preparations, the delay in chip shipments may impact Nvidia's market performance, particularly as investors closely watch its upcoming earnings report for performance expectations.
See More
Market Rebounds Ahead of Trump's State of the Union Address
- Market Recovery: Dow Jones futures rebounded on Tuesday, regaining key support levels, indicating a gradual restoration of investor confidence despite Monday's sell-off.
- Futures Movement: S&P 500 and Nasdaq futures also rose, reflecting an overall positive market sentiment, likely influenced by the upcoming State of the Union address by Trump.
- Tariff Uncertainty: The tariff policies mentioned by Trump in his address remain in flux, which could affect market expectations regarding future economic policies, prompting investors to closely monitor developments.
- Geopolitical Tensions: Ongoing tensions between the U.S. and Iran may impact market sentiment, leading investors to adopt a more cautious approach towards risk assets ahead of the State of the Union address.
See More
Nvidia Set to Report Q4 and FY 2026 Earnings
- AI Demand Outlook: Nvidia is set to report its earnings on February 25, with significant attention on its insights regarding AI demand, particularly for the upcoming Rubin platform, which will directly influence revenue expectations for the coming quarters.
- China Market Export Progress: The U.S. recently granted Nvidia permission to sell its H200 chips to China, requiring a 25% revenue share, and Nvidia is scaling up production to meet potential demand; if the Chinese market opens, it could be worth $50 billion annually.
- Development Plans and Partnerships: Nvidia is working on a laptop system that integrates a CPU, GPU, and NPU, and has partnered with Nokia to advance AI applications in telecom networks, which will set the stage for the company's long-term growth.
- Market Reaction Expectations: Given Nvidia's dominance in the AI chip market, its earnings report will serve as a bellwether for the entire industry, and investors will closely monitor its performance and future strategies to assess potential impacts on stock prices.
See More
Nvidia Set to Report Q4 and FY 2026 Earnings
- Earnings Report Preview: Nvidia is set to release its Q4 and FY 2026 earnings on February 25 after market close, with expectations of continued revenue growth driven by strong demand in the AI chip market, reinforcing its industry leadership.
- Chinese Market Opportunity: The U.S. recently granted Nvidia permission to sell its H200 chips to China, requiring a 25% sales share; Nvidia plans to scale up H200 production to meet potential demand, with the Chinese market valued at approximately $50 billion annually, which could act as a catalyst for stock performance.
- Technological Innovation Strategy: Nvidia is developing a laptop system that integrates a central processing unit, graphics processing unit, and neural processing unit, indicating its expansion potential beyond AI data centers, while its partnership with Nokia will enhance AI applications in telecom networks.
- Market Expectations and Risks: Despite Nvidia's significant leadership in AI, the analyst team notes that it was not included in the current list of top investment stocks, prompting investors to carefully assess its future growth potential against market competition risks.
See More
Rocket Lab Stock Recovery Potential Analysis
- Market Confidence Rebounds: Despite Rocket Lab (NASDAQ: RKLB) experiencing a stock price decline due to a late-stage testing failure of a crucial asset, 80% of bettors on prediction markets remain optimistic about the company's fourth-quarter performance, anticipating a bottom-line beat, indicating strong investor confidence in its future.
- Revenue Structure Shift: By late 2021, Rocket Lab's space systems segment surpassed launch services, now accounting for nearly three-quarters of total revenue, highlighting the growth potential in satellite construction and possibly providing stability for future revenues.
- New Rocket Development Challenges: The development of Rocket Lab's new rocket, Neutron, faced a significant setback with a rupture in the stage 1 fuel tank; however, the company plans to continue advancing the project, reflecting its commitment and expectations for future launch services.
- Optimistic Financial Outlook: Analysts project a 34.6% year-over-year revenue growth for Rocket Lab in the fourth quarter, exceeding $178 million, with an expected net loss of $0.10 per share, but strong revenue growth may alleviate some market concerns regarding its stock price.
See More
