Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether ...

Core Insights - The article discusses the investment positions of analysts in NVDA and AMD, indicating a positive outlook on these companies based on their stock ownership and derivatives [1]. Group 1 - Analysts have a beneficial long position in NVDA and AMD, suggesting confidence in the future performance of these stocks [1].

Core Viewpoint - Nvidia's FY26Q4 financial report significantly exceeded market expectations, showcasing robust growth in revenue and net profit, reinforcing its position as a leader in the AI chip market amidst ongoing debates about the sustainability of AI growth [4][16]. Revenue Performance - Total revenue reached $68.1 billion, a 73% year-over-year increase and a 20% quarter-over-quarter increase, surpassing the market consensus of $65.9 billion and previous guidance of $65 billion [3]. - Data center revenue for Q4 was $62.3 billion, up 75% year-over-year and 22% quarter-over-quarter, accounting for 92% of total revenue, driven by the ramp-up of Blackwell and Blackwell Ultra [5]. Profitability Metrics - GAAP gross margin was 75%, up 2 percentage points year-over-year and 1.6 percentage points quarter-over-quarter, slightly above the market expectation of 74.9% [8]. - GAAP net profit reached $42.96 billion, a 94% year-over-year increase and a 35% quarter-over-quarter increase, significantly exceeding the market expectation of $36.3 billion [8]. Business Segments - Gaming revenue for Q4 was $3.7 billion, a 47% year-over-year increase but a 13% quarter-over-quarter decline, representing 6% of total revenue [10]. - Networking revenue surged to $11 billion, a 263% year-over-year increase and a 34% quarter-over-quarter increase, marking the first time it surpassed $10 billion in a single quarter [9]. Future Guidance - For FY27Q1, Nvidia expects revenue of $78 billion, a 77% year-over-year increase, significantly above the market consensus of $72.8 billion, primarily due to the ramp-up of the Blackwell Ultra platform [11]. - The company anticipates continued growth in the data center segment, with orders exceeding previous revenue guidance of $500 billion [14]. Market Dynamics - Nvidia's management indicated that the AI market is evolving, with growth shifting from cloud computing to vertical industries and sovereign AI initiatives [13]. - The company has secured supply commitments totaling $95.2 billion, reflecting a significant increase in production capacity for semiconductors and related technologies [12]. Shareholder Returns - Nvidia repurchased $3.8 billion in shares and paid $243 million in dividends, with a remaining buyback authorization of $58.5 billion, indicating a balanced approach between shareholder returns and investment in growth [14].

Let's bring in Kevin Green, senior markets correspondent right away to help set up the action today. All right, KG, let's jump into it right away with Nvidia's latest results. Shares a little higher in the pre-market, not by much.Um, but you've talked about this, you know, well, actually they're flip-flopping literally as we uh speak right now, but this looks like it was a strong report generally across the board. What's your take. >> Yeah, I would agree.uh the market was kind of implying around a 4 and a.5 ...

Dan Ives of Wedbush raising his price target on the stock to 300, writing this. Nvidia is at the beginning of this transformation of superstar narrative playing out for the tech world. Dan joins us now from Dan, welcome to the show.I'm going to repeat myself. I feel like a broken record, but it's going to be asked if that's the case. Why is this stock done.Nothing for four months. Look, I think right now I'm in the streets, this glass half empty view. You look at these numbers, these are Michael Jordan like ...

Group 1: AI and Technology Developments - Major technology firms, including Amazon, Meta, and OpenAI, are set to sign a pledge at the White House to provide their own power for AI data centers [2] - Netflix CEO Ted Sarandos is in discussions regarding the acquisition of Warner Bros. Discovery, following political pressure related to board member Susan Rice [3] Group 2: Market and Economic Insights - Samsung has launched new flagship smartphones, with the S26 and S26+ models priced $100 higher than their predecessors, amid a global memory chip shortage [8][9] - Egg prices have sharply declined due to easing impacts from a bird flu outbreak, while prices for boneless chicken breast and ground beef have risen since January of last year [10][11] Group 3: Resignations and Controversies - Larry Summers announced his resignation from Harvard University amid a review of his connections to Jeffrey Epstein [4] - Dr. Richard Axel also resigned from his role at Columbia University, citing his past association with Epstein as a serious error in judgment [5] - Bill Gates addressed his relationship with Epstein, stating he did nothing illicit during their interactions [6]

来源：滚动播报 多家金融机构近期纷纷上调英伟达的目标价。摩根士丹利、韦德布什、美银全球研究部、花旗和梅利乌 斯研究等机构将英伟达的目标价分别上调至260美元、300美元、300美元、300美元和380美元。此外， 摩根大通和加拿大皇家银行也分别上调至265美元和250美元。汇丰银行则将其目标价从310美元下调至 295美元。 ...

英伟达（NVDA）首席执行官黄仁勋表示，人工智能智能体将使用而非蚕食企业软件工具，并在季度营 收增长73%和给出强劲指引后，重申了市场的强劲需求。 责任编辑：张俊 SF065 英伟达（NVDA）首席执行官黄仁勋表示，人工智能智能体将使用而非蚕食企业软件工具，并在季度营 收增长73%和给出强劲指引后，重申了市场的强劲需求。 责任编辑：张俊 SF065 ...

Core Insights - NVIDIA Corporation (NVDA) reported strong fourth-quarter fiscal 2026 results, with both revenue and earnings exceeding expectations and showing significant year-over-year growth [1][2] Financial Performance - Fourth-quarter non-GAAP earnings reached $1.62 per share, surpassing the Zacks Consensus Estimate by 6.58%, and increased 82% year over year and 25% sequentially [1] - Revenues for the fourth quarter climbed 73% year over year and 20% sequentially to $68.13 billion, beating the consensus mark by 3.9% [2] Segment Analysis - NVIDIA's revenues are categorized into two segments: Graphics and Compute & Networking [3] - The Graphics segment accounted for 9.5% of fourth-quarter revenues, rising 97% year over year and 6% sequentially to $6.48 billion [4] - Compute & Networking represented 90.5% of revenues, with a 71% year-over-year and 21% sequential increase to $61.65 billion [5] Market Platform Performance - Data Center revenues, making up 91.5% of total revenues, surged 75% year over year and 22% sequentially to $62.31 billion, driven by increased shipments of Blackwell GPU computing platforms [6] - Gaming revenues increased 47% year over year but fell 13% sequentially to $3.73 billion, accounting for 5.5% of total revenues [7] - Professional Visualization revenues rose 159% year over year and 74% sequentially to $1.32 billion, while Automotive sales totaled $604 million, up 6% year over year [8] Operating Metrics - Non-GAAP gross margin improved to 75.2%, reflecting a 170 basis point increase year over year [9] - Non-GAAP operating income jumped 81% year over year and 22% sequentially to $46.12 billion, with an operating margin of 67.7% [11] Cash Flow and Balance Sheet - As of January 25, 2026, NVIDIA's cash, cash equivalents, and marketable securities totaled $62.6 billion, up from $60.6 billion [12] - The company generated $36.19 billion in operating cash flow during the fourth quarter and $102.72 billion for fiscal 2026 [13] Future Guidance - For the first quarter of fiscal 2027, NVIDIA anticipates revenues of $78 billion, indicating a year-over-year increase of 77% [14]

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