Nvidia Corporation's Q4 FY2026 results exceeded expectations, with revenue up 73% y/y to $68.1B and EPS up 82% y/y to $1.62. NVDA's Data Center segment, driven by Blackwell and NVLink, continues to power outsized growth; management guided for strong sequential sales growth throughout FY2027. With a 5-year expected CAGR return of 16.27%, NVDA stock remains a decent Buy in my book. Read on to learn more.
Nvidia on Thursday posted $68 billion in sales in its fiscal fourth quarter, a 20% jump that beat analyst expectations and helped quiet the drumbeat about a looming artificial-intelligence bubble.
Nvidia CFO: We have yet to generate any revenue in China. 🇨🇳💰
Chip giant and world's most valuable company Nvidia reported record profits in its most recent quarter on Wednesday, as demand for AI compute continues to skyrocket.
Nvidia Corporation delivered an exceptional Q4, decisively beating revenue and EPS estimates, with robust YoY and QoQ growth driven by AI and hyperscaler demand. NVDA's operational leverage is evident: gross margin expanded by 2 points, operating income rose 84% YoY, and the Blackwell platform is scaling efficiently. Forward guidance suggests fiscal 2027 revenue could exceed $340B, supporting a base case for 70% upside over 4–5 years if NVDA maintains dominance.
Nvidia Corporation concluded a remarkable fiscal year, driven by surging demand for its AI-focused data center chips. NVDA's revenues and earnings nicely beat Street estimates, while current quarter revenue guidance was well ahead of expectations. Despite such a strong growth profile, NVDA stock trades at a very reasonable valuation when compared to industry peers.
Total profit for the fiscal year was $120 billion, the company said. Three years ago, it was just $4.4 billion.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) delivered another blockbuster quarter on Wednesday, blowing past Wall Street expectations as demand for artificial intelligence (AI) chips continues to soar. The chipmaker reported fourth-quarter revenue of $68.13 billion, topping analyst estimates of $65.91 billion and marking a 73% increase from a year earlier.
The chipmaker's earnings arrive in a market still shaky with AI jitters.
Chip maker recorded net income of $43 billion, a 35% year-over-year jump as the AI industry's appetite continued to grow.
Bloomberg's Caroline Hyde and Ed Ludlow preview Nvidia's earnings as investors look for fresh clues on AI's market impact. Plus, Anthropic loosens its central safety policy amid a growing dispute with the US Defense Department over guardrails.
Fears of AI taking away revenue from software and other companies – dubbed the SaaSpocalypse -- is sending their stock prices plunging 20% or more, as I wrote Feb. 6 in Forbes.