NVIDIA Corporation (NVDA)
Nvidia's stock wrapping up tough week as Wall Street focuses more on competition than growth
Nvidia shares are set to post the sharpest decline since November as Meta and OpenAI turn to alternatives for their artificial intelligence infrastructure. Earlier this week, Nvidia said revenue growth in the April quarter should accelerate to 77%, but analysts see growth slowing after the current fiscal year.
Revisiting Comparative Valuations In Light Of Nvidia's Earnings (Upgrade)
Nvidia Corporation delivered outstanding earnings, with 73% YoY revenue growth and EPS of $1.62, exceeding expectations, yet its stock price dropped 5%. NVDA's forward P/E has dropped below 25x, and its PEG ratio is now 0.66—half of last year's level—making it a compelling buy. Tech sector PEG ratios have broadly improved, reducing valuation risk and increasing overall comfort with tech investments.
Nvidia: Becoming The Berkshire Of Technology Is Bullish For Shareholders
Nvidia Corporation delivered record Q4 results with 73.21% YoY revenue growth, reinforcing its central role in the global AI infrastructure buildout. NVDA trades at its cheapest valuation in years—22.36x current-year earnings—despite robust guidance and hyperscaler CapEx expansion through 2026. NVDA's AI platform flywheel is accelerating, with next-gen chips (Rubin) promising 10x inference cost reductions and strong ecosystem adoption.
Why Nvidia Now Has A 'Good Enough' Problem
Nvidia delivered strong FY 2026 results but stock performance was muted due to expectations being merely met and not substantially exceeded. NVDA's AI-driven Compute & Networking segment now dominates revenue and operating income, while Graphics is steadily shrinking to near-irrelevance. AMD's Meta deal, featuring significant GPU discounts and open-source ROCm adoption, threatens NVDA's pricing power and historic CUDA moat.
Nvidia Beats by $2 Billion and Guides Higher but Wall Street Sells Anyway
Yesterday we were watching whether Nvidia's Q4 results would finally break the stock out of its range.
Nvidia: Numbers Were Too Good
NVIDIA Corporation delivered another blockbuster quarter with FQ4'26 revenue of $68.1B (+73% YoY) and robust FQ1'27 guidance of $78B. The AI chip company maintains exceptional operating margins (68%) and forecasts gross margins of 75% for FQ1'27, despite rising operating expenses. AI chip market growth offers NVDA a clear path to $1 trillion in sales by 2028, with consensus revenue estimates rising sharply through FY29.
Nvidia Q4 Earnings: The Numbers Don't Add Up
Nvidia Corporation delivered a comprehensive beat in Q4 FY2026, with EPS of $1.62 and revenue of $68.13B, yet shares dipped post-earnings. My Strong Buy rating remains, as NVDA's Data Center segment now drives over 91% of sales, with networking and sovereign AI revenue surging. Guidance for Q1 FY2027 is $78B revenue—well above consensus—excluding China, and Vera Rubin's rollout could spark a dual-revenue cycle.
One Big Reason Nvidia's Stock Is Stuck In The Mud: Lack Of Direct Shareholder Rewards
NVIDIA delivered exceptional Q4 and FY26 results, with revenue up 73% and net income up 94% year-over-year. NVDA's networking business exceeded expectations, generating $11B in quarterly revenue and over $31B for the year, highlighting the successful integration of Mellanox. Despite $97B in FY26 free cash flow, shareholder returns remain minimal, with a $0.01/share token dividend (pun intended) and modest buybacks barely offsetting stock-based compensation.
Is AI boom over as Nvidia wipes $260 billion and Coreweave stock falls 11% in a day?
The immediate aftermath of Nvidia's (NASDAQ: NVDA) latest earnings report, published in the afternoon of February 25, appeared to confirm the artificial intelligence (AI) boom is very much ongoing, with the equity rallying more than 5% within an hour.
Nvidia's Moat, Proven By A 6-Year-Old Chip
Nvidia (NASDAQ:NVDA) has just released impressive Q4 FY26 earnings, showcasing an extraordinary 73% increase in year-over-year revenue and a 75% rise in net profits. However, beneath these headline figures lies a captivating and surprising trend: Nvidia's six-year-old Ampere (A100) chips are still nearly impossible to obtain.
Nvidia's Blowout And Retail's Resilience In The Last Big Week For Q4 Earnings
Blowout reports from Nvidia and retailers such as Home Depot and TJX boosted Q4 EPS growth. Despite uncertainty swirling around US trade policy and AI, American CEOs remain confident on future growth. Next week, 1,068 companies are expected to report, including results from CrowdStrike, Ross Stores, Abercrombie & Fitch, Gap and more.
An Indian company is set to build a $2 billion AI hub with Nvidia's GPUs and go public. Here's what we know so far
India's Yotta Data Services is building a $2 billion AI hub using Nvidia's chips. Yotta says demand for GPUs exceeds supply in India.
