Nvidia's Revenue Growth Accelerates in Q3 with Strong Q4 Guidance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 25 2026
0mins
Should l Buy NVDA?
Source: NASDAQ.COM
- Accelerated Revenue Growth: Nvidia reported a 62% year-over-year revenue increase in fiscal Q3, reaching $57 billion, indicating strong performance in AI infrastructure spending, although optimism may already be priced into the stock.
- Strong Data Center Performance: The data center revenue surged 66% year-over-year to $51.2 billion in Q3, up from $41.1 billion in Q2, underscoring Nvidia's leadership and robust demand in the AI chip market.
- Stable Profitability: Nvidia's GAAP gross margin held steady at 73.4% in Q3, down from 74.6% a year earlier, reflecting effective cost control amid rapid business expansion and high demand.
- Optimistic Future Outlook: The company guided for fiscal Q4 revenue of approximately $65 billion, implying a 65.4% increase from $39.3 billion last year, showcasing confidence in the AI market, but also suggesting that current stock prices may reflect overly high growth expectations.
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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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