Nvidia (NVDA) delivered an exceptionally strong fourth quarter, beating expectations on both revenue and profit. Top-line growth accelerated from prior quarters, and earnings surged as demand for its artificial intelligence (AI) chips continued to expand across multiple markets. Nvidia’s revenue growth is being driven primarily by its data center segment. Demand remains robust across a broad customer base that includes hyperscalers, major cloud service providers, AI model developers, large enterprises, an ...

Management characterizes the current market as a fundamental platform shift where 'compute equals revenue,' as data centers transition from classical software execution to real-time token generation. The 'agentic AI' inflection point is driving exponential demand for inference, with management noting that tokens are now profitable for cloud service providers and productive for enterprises. Blackwell architecture adoption is accelerating based on 'extreme co-design,' delivering up to 50x better perform ...

Financial Data and Key Metrics Changes - Total revenue reached $68 billion, up 73% year-over-year, marking a record growth from the previous quarter [5][6] - Data center revenue for Q4 was $62 billion, increasing 75% year-over-year and 22% sequentially [8][19] - Full-year data center revenue totaled $194 billion, up 68% year-over-year [6] - Free cash flow for Q4 was $35 billion, with a total of $97 billion for fiscal year 2026 [19][20] - GAAP gross margin was 75%, with non-GAAP gross margin at 75.2%, reflecting an increase due to the ramp of Blackwell [18][19] Business Line Data and Key Metrics Changes - Data center business scaled nearly 13x since the emergence of ChatGPT in fiscal 2023 [6] - Networking revenue reached $11 billion, up more than 3.5x year-over-year, driven by strong demand for NVLink and Spectrum-X Ethernet [9][10] - Gaming revenue was $3.7 billion, up 47% year-over-year, supported by strong Blackwell demand [15] - Professional visualization revenue crossed $1 billion for the first time, totaling $1.3 billion, up 159% year-over-year [16] - Automotive revenue was $604 million, up 6% year-over-year, driven by demand for self-driving solutions [16] Market Data and Key Metrics Changes - Sovereign AI business more than tripled year-over-year, exceeding $30 billion, with significant contributions from Canada, France, the Netherlands, Singapore, and the UK [12] - Analyst expectations for 2026 CapEx across the top 5 cloud providers are up nearly $120 billion, approaching $700 billion [11] - The transition from classical machine learning to generative AI is driving significant capital spending from hyperscalers [10] Company Strategy and Development Direction - The company aims to deliver generational leaps in performance per watt and performance per dollar to sustain gross margins [60][61] - Focus on expanding partnerships with leading AI model makers and enhancing the ecosystem built on CUDA [33][24] - Introduction of the Rubin platform, which includes six new chips, is expected to enhance performance and reduce costs [14][15] - The company is committed to investing in technology and ecosystem development to drive long-term growth [20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth of cloud customers' cash flow, linking compute demand to revenue generation [29][30] - The company anticipates sequential revenue growth throughout calendar 2026, with strong demand for data center products [7][21] - Supply constraints are expected to impact gaming revenue in the near term, but improvements may lead to year-over-year growth later [50] Other Important Information - The company has secured inventory and capacity to meet future demand, reflecting longer demand visibility [19] - The introduction of stock-based compensation in non-GAAP results is aimed at attracting and retaining talent [20] Q&A Session Summary Question: Concerns about cloud customers' CapEx growth - Management is confident in cloud customers' cash flow growth due to the demand for compute in AI, linking compute directly to revenue generation [29][30] Question: Role of strategic investments in ecosystem growth - Management emphasized the importance of the ecosystem and investments in expanding NVIDIA's position across various AI applications [32][33] Question: Networking revenue growth and future expectations - Management noted the significant growth in networking revenue and the expectation for continued expansion driven by AI infrastructure [37][39] Question: Future roadmap for customized silicon - Management discussed the architectural decisions behind their CPUs and the focus on high data processing capabilities for AI workloads [76][78] Question: Deployment of capital and share repurchase strategy - Management highlighted the careful consideration of capital return while continuing to support ecosystem development and strategic investments [82]

NVIDIA (NasdaqGS:NVDA) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsBen Reitzes - Managing Director and Head of Technology ResearchColette Kress - EVP and CFOHarlan Sur - Executive Director of Equity ResearchJensen Huang - President and CEOMark Lipacis - Senior Managing DirectorToshiya Hari - VP of Investor Relations and Strategic FinanceConference Call ParticipantsAaron Rakers - Managing Director and Technology AnalystAntoine Chkaiban - Technology Infrastructure AnalystAtif Malik ...

Quick Read NVIDIA (NVDA) reports Q4 earnings tonight with Wall Street expecting $65.7B revenue versus $57.0B in Q3. Gross margin recovery to 75.0% matters more than revenue for NVIDIA as Blackwell transition pressured Q3 margins. Prediction markets show 93.8% beat probability. Only 35.5% expect NVIDIA above $200 by February 27. Nvidia made early investors rich, but there is a new class of 'Next Nvidia Stocks' that could be even better; learn more here. Wall Street has set the bar at $65.7 billio ...

Key Takeaways NVIDIA is set to report fiscal Q4 2026 earnings with revenues seen near $65B and EPS at $1.52. NVDA shares have shown unpredictable moves after earnings in recent quarters.NVIDIA's AI chip demand, data center growth and China H200 shipments support long-term upside.NVIDIA Corporation (NVDA) is all set to report its much-awaited fiscal 2026 fourth-quarter (ended Jan. 25) earnings after the closing bell on Feb. 25. With rising artificial intelligence (AI)-driven bubble concerns, this report coul ...

Core Viewpoint - Nvidia is expected to report strong earnings, with significant year-over-year growth anticipated in both earnings per share and revenue, driven by demand in the artificial intelligence sector [1][3]. Financial Performance - Analysts predict adjusted earnings of approximately $1.52 per share and revenue around $65.6 billion for the quarter ending January 25, 2026, representing a year-over-year growth of roughly 71% [3]. - The previous quarter's results showed adjusted earnings of $1.30 per share and revenue of $57 billion, which surpassed forecasts [3]. Product Development - A key focus for the upcoming earnings report will be the progress on the Blackwell architecture, which has been characterized by CEO Jensen Huang as experiencing exceptional demand [4]. - Production ramps and supply fulfillment for hyperscalers and enterprise clients are expected to significantly contribute to revenue growth [4]. Market Sentiment - Wall Street analysts maintain a 'Strong Buy' consensus on Nvidia, with 39 recent ratings indicating strong confidence in the stock [6]. - The average price target is set at $260.38, suggesting a potential upside of 40.77% from current levels [6]. Price Predictions - The highest price target among analysts is $352, while the lowest is $200, indicating a generally optimistic outlook despite a wide range of estimates [7]. - The projected upside reflects confidence in Nvidia's growth driven by demand for AI chips and data center solutions [7]. Potential Volatility - The wide gap between high and low forecasts suggests potential volatility related to earnings performance and broader market conditions [8]. - Elevated expectations mean that even strong results may not prevent stock price swings if forward guidance is disappointing, particularly concerning competition and supply-chain constraints [8].

[CPB]• Vol: 3,775,846-$2.137.21%$27.37[FactSet Research Systems][FDS]• Vol: 402,197-$14.717.15%$191.08 Losing Stocks[Genuine Parts][GPC]• Vol: 1,309,203-$18.2712.42%$128.89[Allegion][ALLE]• Vol: 746,619-$14.838.26%$164.67[General Mills][GIS]• Vol: 11,474,034-$3.497.21%$44.86[Campbell's] NVIDIA (NVDA) Trading 41% Below Analyst Targets After Recent Drop - 24/7 Wall St.[S&P 5006,845.10 +0.07%][Dow Jones49,557.20 +0.03%][Nasdaq 10024,693.40 +0.06%][Russell 20002,644.61 +0.21%][FTSE 10010,565.70 +0.92%][Nikkei 2 ...

For Immediate ReleasesChicago, IL – February 17, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include  NVIDIA Corporation (NVDA) , Super Micro Computer, Inc. (SMCI) , Advanced Micro Devices, Inc. (AMD) and Intel Corporation (INTC) .Here are highlights from Tuesday’s Analyst Blog:NVIDIA vs. SMCI: Which AI Hardware Stock ...

Core Viewpoint - Nvidia shares experienced a 5% increase following a stabilization in the Nasdaq after a technology-led sell-off, with Goldman Sachs reaffirming a 'Buy' rating and a price target of $250, indicating nearly 50% upside potential from the previous closing price of $171.88 [1] Group 1: Market Performance and Analyst Insights - Analyst James Schneider anticipates a positive quarter for Nvidia due to favorable supply-and-demand trends, with potential growth catalysts identified for the first half of 2026, including hyperscaler capital expenditure plans extending into 2027 [2] - Goldman Sachs highlighted strong results from new large language models utilizing Nvidia's Blackwell architecture, reinforcing the company's technological leadership [3] - The average Nvidia stock price target for 2026 is projected at $260, suggesting over a 40% upside from the current price, with Cantor Fitzgerald setting an even higher target of $300 and Evercore forecasting $352 [10] Group 2: Investment and Market Sentiment - Nvidia and Deutsche Telekom AG have launched a €1 billion ($1.2 billion) data center in Munich, marking a significant milestone for Nvidia in Europe and potentially serving as another growth catalyst [3] - Despite the positive outlook, there are concerns about the fragility of the rebound, particularly with rising AI investments, as hyperscalers are expected to invest over $600 billion in infrastructure this year, which could pressure Nvidia shares if sentiment shifts against large-scale spending [4][7] - Amazon's announcement of potential capital expenditures reaching $200 billion, over 50% higher than the previous year, has contributed to market jitters, leading to a 10% drop in its shares [5] Group 3: Upcoming Events and Strategic Moves - Nvidia's earnings report is scheduled for February 25, providing investors with approximately 20 days to position themselves ahead of what could be a critical report for the company this year [8] - Nvidia CEO Jensen Huang confirmed intentions to participate in OpenAI's next fundraising round and eventual IPO, dismissing reports of any strain between the two companies [6]