Earnings Preview: What To Expect From NVIDIA's Report

Core Insights - NVIDIA Corporation (NVDA) has a market capitalization of $4.3 trillion and operates in advanced graphics, compute, and networking solutions across various sectors including gaming, data center, professional visualization, and automotive markets [1] Financial Performance - NVIDIA is expected to announce its fiscal Q4 2026 results soon, with analysts predicting a profit of $1.45 per share, representing a 70.6% increase from $0.85 per share in the same quarter last year [2] - For fiscal 2026, analysts forecast NVIDIA to report an EPS of $4.43, which is a 51.2% increase from $2.93 in fiscal 2025, and an anticipated EPS of $7.03 in fiscal 2027, reflecting a year-over-year growth of 58.7% [3] Stock Performance - Over the past 52 weeks, NVIDIA shares have risen by 29.3%, outperforming the S&P 500 Index's gain of 13.3% and the State Street Technology Select Sector SPDR ETF's return of 21.2% [4] Recent Results and Outlook - NVIDIA reported record Q3 2026 results, achieving an EPS of $1.30 and record revenue of $57 billion, with Data Center revenue reaching $51.2 billion, a 25% increase from Q2 and a 66% increase year-over-year, driven by high demand for Blackwell AI chips and cloud GPUs [5] - The company has provided a strong Q4 outlook with expected revenue of $65 billion and highlighted significant AI infrastructure deals, including a partnership with OpenAI for a 10-gigawatt deployment [5] Analyst Ratings - The consensus among analysts for NVDA stock is strongly optimistic, with a "Strong Buy" rating from 43 out of 49 analysts, while the average price target is $255.78, indicating a potential upside of 43.6% from current levels [6]