Nvidia's Q4 2026 Earnings Exceed Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy NVDA?
Source: Fool
- Strong Performance: Nvidia reported Q4 2026 revenue of $68.13 billion, a 73% year-over-year increase, surpassing Wall Street's estimate of $66.23 billion, showcasing the company's robust growth potential in the AI and GPU markets.
- Profitability Boost: The quarter's GAAP net income reached $42.96 billion, up 94% year-over-year, while adjusted EPS was $1.62, exceeding the expected $1.54 by 5.2%, reflecting the company's advantages in cost control and market demand.
- Data Center Strength: The data center platform generated $62.31 billion in revenue, a 75% increase year-over-year, accounting for over 50% of total data center revenue, indicating Nvidia's strengthening leadership among hyperscaler customers and a diversifying revenue base.
- Optimistic Outlook: Nvidia expects Q1 2027 revenue to hit $78 billion, representing a 77% year-over-year growth, with an anticipated adjusted EPS of $1.71, indicating strong growth potential in the coming quarters despite supply constraints from the Chinese market.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy NVDA?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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
Software Stocks Plunge: Figma and Axon Present Buying Opportunities
- Market Turmoil in Software Stocks: As of February 25, the iShares Expanded Tech-Software Sector ETF (IGV) has dropped 24% year-to-date, reflecting investor concerns over high valuations in software-as-a-service (SaaS) stocks, leading to a wave of selling that has impacted overall confidence in the software industry.
- Figma's Performance Recovery: Figma's stock has plummeted 74% since its IPO, yet the company reported a 40% revenue growth in Q4, reaching $303.8 million, indicating strong growth potential in its AI products, particularly through partnerships with Anthropic, which may enhance its competitive edge in the market.
- Strong Growth for Axon: Axon Enterprise's revenue increased by 39% to $797 million, with adjusted EBITDA rising 46% to $206 million, underscoring its leadership position in law enforcement technology and ongoing market demand for its products.
- Optimistic AI Investment Outlook: Axon has introduced the generative AI tool Draft One to improve the efficiency of law enforcement reports and forecasts $8 billion in revenue by 2028, implying an annual growth rate of about 30%, demonstrating its proactive strategy in the AI sector and future growth potential.
See More
Nvidia Reports Q4 Earnings Exceeding Expectations
- Strong Performance: Nvidia reported Q4 sales of $68.13 billion, exceeding market expectations of $66.21 billion, with adjusted EPS at $1.62, above the forecast of $1.53, indicating robust growth in its data center business.
- Surge in Data Center Revenue: The data center revenue for Q4 soared 75% year-over-year to $62.3 billion, reflecting strong demand for AI chips, although the company has yet to generate sales in the Chinese market, highlighting future growth potential.
- Optimistic Outlook: Nvidia forecasts current quarter sales of $78 billion, surpassing analysts' average estimate of $72.60 billion, demonstrating confidence in future performance despite a muted market reaction.
- Investor Sentiment Fluctuates: Despite strong earnings, Nvidia's stock initially rose 3% post-report but then retreated, with investors expressing concerns over management's comments regarding China, shifting sentiment from 'bearish' to 'extremely bullish'.
See More
Nvidia's Q4 2026 Earnings Exceed Expectations
- Strong Performance: Nvidia reported Q4 2026 revenue of $68.13 billion, a 73% year-over-year increase, surpassing Wall Street's estimate of $66.23 billion, showcasing the company's robust growth potential in the AI and GPU markets.
- Profitability Boost: The quarter's GAAP net income reached $42.96 billion, up 94% year-over-year, while adjusted EPS was $1.62, exceeding the expected $1.54 by 5.2%, reflecting the company's advantages in cost control and market demand.
- Data Center Strength: The data center platform generated $62.31 billion in revenue, a 75% increase year-over-year, accounting for over 50% of total data center revenue, indicating Nvidia's strengthening leadership among hyperscaler customers and a diversifying revenue base.
- Optimistic Outlook: Nvidia expects Q1 2027 revenue to hit $78 billion, representing a 77% year-over-year growth, with an anticipated adjusted EPS of $1.71, indicating strong growth potential in the coming quarters despite supply constraints from the Chinese market.
See More
Nvidia's Q4 Results Significantly Beat Expectations
- Significant Revenue Growth: Nvidia's Q4 revenue surged 73% year-over-year to $66.23 billion, with adjusted EPS rising 82%, easily surpassing Wall Street's expectation of $1.54, highlighting the company's robust performance in the AI sector.
- Optimistic Guidance: The company projects Q1 fiscal 2027 revenue of $78 billion, significantly exceeding analyst consensus of $72.03 billion, indicating a year-over-year growth rate of 77%, reflecting strong market demand for its data center and AI products.
- Market Share Stability: Despite a 13% decline in gaming revenue from the previous quarter, the diversification of data center revenue solidifies Nvidia's dominance in the GPU market, with over 50% of data center revenue coming from hyperscaler customers, showcasing a broad customer base.
- Innovation-Driven Growth: Nvidia's new GPU architecture, Blackwell, has driven powerful growth in professional visualization, while the continued adoption of its self-driving vehicle platform contributes to steady revenue growth, underscoring its critical role in future technological advancements.
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
Software Stocks Plunge: Figma and Axon Present Buying Opportunities
- Market Turmoil in Software Stocks: As of February 25, the iShares Expanded Tech-Software Sector ETF (IGV) has dropped 24% year-to-date, reflecting investor concerns over high valuations in software-as-a-service (SaaS) stocks, leading to a wave of selling that has impacted overall confidence in the software industry.
- Figma's Performance Recovery: Figma's stock has plummeted 74% since its IPO, yet the company reported a 40% revenue growth in Q4, reaching $303.8 million, indicating strong growth potential in its AI products, particularly through partnerships with Anthropic, which may enhance its competitive edge in the market.
- Strong Growth for Axon: Axon Enterprise's revenue increased by 39% to $797 million, with adjusted EBITDA rising 46% to $206 million, underscoring its leadership position in law enforcement technology and ongoing market demand for its products.
- Optimistic AI Investment Outlook: Axon has introduced the generative AI tool Draft One to improve the efficiency of law enforcement reports and forecasts $8 billion in revenue by 2028, implying an annual growth rate of about 30%, demonstrating its proactive strategy in the AI sector and future growth potential.
See More
Nvidia Reports Q4 Earnings Exceeding Expectations
- Strong Performance: Nvidia reported Q4 sales of $68.13 billion, exceeding market expectations of $66.21 billion, with adjusted EPS at $1.62, above the forecast of $1.53, indicating robust growth in its data center business.
- Surge in Data Center Revenue: The data center revenue for Q4 soared 75% year-over-year to $62.3 billion, reflecting strong demand for AI chips, although the company has yet to generate sales in the Chinese market, highlighting future growth potential.
- Optimistic Outlook: Nvidia forecasts current quarter sales of $78 billion, surpassing analysts' average estimate of $72.60 billion, demonstrating confidence in future performance despite a muted market reaction.
- Investor Sentiment Fluctuates: Despite strong earnings, Nvidia's stock initially rose 3% post-report but then retreated, with investors expressing concerns over management's comments regarding China, shifting sentiment from 'bearish' to 'extremely bullish'.
See More
Nvidia's Q4 2026 Earnings Exceed Expectations
- Strong Performance: Nvidia reported Q4 2026 revenue of $68.13 billion, a 73% year-over-year increase, surpassing Wall Street's estimate of $66.23 billion, showcasing the company's robust growth potential in the AI and GPU markets.
- Profitability Boost: The quarter's GAAP net income reached $42.96 billion, up 94% year-over-year, while adjusted EPS was $1.62, exceeding the expected $1.54 by 5.2%, reflecting the company's advantages in cost control and market demand.
- Data Center Strength: The data center platform generated $62.31 billion in revenue, a 75% increase year-over-year, accounting for over 50% of total data center revenue, indicating Nvidia's strengthening leadership among hyperscaler customers and a diversifying revenue base.
- Optimistic Outlook: Nvidia expects Q1 2027 revenue to hit $78 billion, representing a 77% year-over-year growth, with an anticipated adjusted EPS of $1.71, indicating strong growth potential in the coming quarters despite supply constraints from the Chinese market.
See More
Nvidia's Q4 Results Significantly Beat Expectations
- Significant Revenue Growth: Nvidia's Q4 revenue surged 73% year-over-year to $66.23 billion, with adjusted EPS rising 82%, easily surpassing Wall Street's expectation of $1.54, highlighting the company's robust performance in the AI sector.
- Optimistic Guidance: The company projects Q1 fiscal 2027 revenue of $78 billion, significantly exceeding analyst consensus of $72.03 billion, indicating a year-over-year growth rate of 77%, reflecting strong market demand for its data center and AI products.
- Market Share Stability: Despite a 13% decline in gaming revenue from the previous quarter, the diversification of data center revenue solidifies Nvidia's dominance in the GPU market, with over 50% of data center revenue coming from hyperscaler customers, showcasing a broad customer base.
- Innovation-Driven Growth: Nvidia's new GPU architecture, Blackwell, has driven powerful growth in professional visualization, while the continued adoption of its self-driving vehicle platform contributes to steady revenue growth, underscoring its critical role in future technological advancements.
See More
