Nvidia’s Anticipated Earnings Report: A Market Mover
Nvidia (NVDA) is set to unveil its fiscal 2026 fourth-quarter earnings after the market closes on Wednesday, February 25, 2026. This event is being touted by analysts as one of the most eagerly awaited earnings announcements of the year. Wall Street predicts that the AI chipmaker will report earnings of $1.53 per share, marking a 71.9% year-over-year increase, on revenue of $65.7 billion, signifying 67% growth.
The prediction markets are 95% confident that Nvidia will surpass analyst estimates. However, this high expectation suggests that an earnings beat may already be factored into the stock price. Investors will be keenly observing three key areas: revenue from the new Blackwell chip architecture, gross margin performance (with management aiming for the mid-70s range), and the potential resumption of sales to China following months of U.S. export restrictions.
In Nvidia’s previous earnings call, CEO Jensen Huang projected $500 billion in combined Blackwell and Rubin chip visibility through the end of calendar 2026. Several Wall Street analysts have upped their price targets in anticipation of the announcement, with a few forecasting that the stock could hit between $300-$390 per share by year-end if the company provides strong guidance. JPMorgan has reiterated its overweight rating, while Goldman Sachs has increased its price target to $200.
Nvidia’s earnings hold considerable influence over broader market sentiment, given that the company constitutes a significant portion of major indices and is considered a barometer for the entire AI industry. The stock is currently trading around $185 per share with a market capitalization surpassing $4.6 trillion, making it the most valuable company in the United States.
Source: Kiplinger