Nvidia Seesaws As Q4 Results 2026 Guidance Top Expectations Amid Msn

Bonisiwe Shabane

-Dec 31, 2025, 1:59 PM

nvidia seesaws as q4 results 2026 guidance top expectations amid msn

Tech juggernaut Nvidia continued its winning streak on Wednesday, posting record quarterly revenue of $39.3 billion, up 12% from last quarter and 78% from a year ago, compared with Wall Street’s projection of $38.3... Sales for the year came in at $130.5 billion, up 114% from the previous year. The company forecast revenue for next quarter to hit $43 billion, slightly above the Street’s projections. Gross margins dipped for a second consecutive quarter, however, coming in at 73.5%, matching the guidance CFO Colette Kress offered last quarter. She said margins are expected to temporarily drop into the low 70s amid the Blackwell rollout. “Another amazing quarter from the company,” said Will Rhind, founder and CEO of GraniteShares, who manages leveraged ETFs that give investors double the exposure to long or short positions on the stock.

“The only slight thing that I guess you could probably nitpick on is [margins].” Today, the company’s data center business accounts for most of its sales as customers, including nearly all of Big Tech, race to amass as much compute power as possible. The data center division’s $35.6 billion in revenue increased 93% from the same quarter last year and beat the Street’s expected number of $34.2 billion. Nvidia stock rose 171% in 2024, accounting for more than a fifth of the S&P 500’s overall gain. The company’s earnings are viewed as a reckoning for the whole generative AI trade, making the chip behemoth’s financial results a momentous occasion for the entire equities landscape. Rhind noted this latest batch of earnings comes as the market deals with increased uncertainty about issues such as tariffs and inflation.

Nvidia reported fiscal third-quarter earnings and revenue that topped Wall Street expectations on Wednesday and provided stronger-than-expected sales guidance for the fourth quarter. Shares of the AI chipmaker rose more than 4% in extended trading. Here's how the company did, compared with estimates from analysts polled by LSEG: Nvidia said it expects about $65 billion in sales in the current quarter, versus $61.66 billion expected by analysts. The company said net income in the quarter rose 65% to $31.91 billion, or $1.30 per share, from $19.31 billion, or 78 cents per share, in the year-ago period. AXTEK LDO AXTEK BMS AXTEK LCD DREIVER AXTEK LED DRIVER

3Peak Nations Fremont Micro Devices GigaDevice TDK Others Flash IC Chip EEPROM IC CHIP MCU Microprocessor Analog Analogue Chips 32-bit(Flash)MCU 8-bit(Flash)MCU TinyPower TM Voltage Detector LDO & Detector RAM Mapping LCD Controller & Driver High Noise Immunity LCD Controller & Driver DC to DC Converter ACDC -On-board Converter Module DC/DC -Fixed Input Converter Signal lsolation -Transceiver Module Signal lsolation -lsolation Amplifier Driver-LED/GBT Driver(SiC/GaN) Auxiliary Module -Auxiliary Device Electrical Component -Transformer Nvidia Corporation (NVDA), valued at $2.7 trillion by Tech Behemoth, is set to release another promising earnings report, fueled by its strong performance in AI solutions. The company, known for its cutting-edge graphics, computing, and networking solutions, has grown from its PC graphics roots to become a major player in the artificial intelligence (AI) industry.

As it prepares to announce its fiscal Q1 income for 2026, analysts expect a 41.4% increase from the same quarter last year. NVIDIA’s strong track record continues to impress, with the company exceeding Wall Street’s bottom-line expectations in the last four quarters. Its previous quarter generated a record EPS of $0.85, outperforming consensus estimates by 7.6%. This expansion is being driven by increased demand for AI and cloud computing solutions, particularly in the data center business. The company reported a 77.9% year-over-year increase in revenue, reaching $39.3 billion in Q4, aided in part by a 93% increase in data center revenue to $35.6 billion. The success of its next-generation AI chip, Blackwell, drove NVIDIA’s strong quarterly performance.

Despite these short-term fluctuations, Wall Street analysts remain bullish on Nvidia’s prospects, recommending 37 out of 43 as “strong purchases”. The average price target for NVidia stocks is $ 167.80, representing a potential 54.3% increase over current levels. NVIDIA stock has risen 23.9% in the last 52 weeks, outperforming both the S&P 500 index and the technology-focused SPDR fund. Despite this impressive performance, the company’s shares fell 8.5% following its fourth-quarter earnings report. This decline has been attributed to investors’ concerns about low-cost AI models, such as Deepseek from China, as well as the potential impact of geopolitical tensions and tariffs on Nvidia’s supply chains. Analysts predict Nvidia’s earnings will increase by 36.9% to 4.01 in FY 2026, compared to FY 2025.

In addition, the company’s EPS is expected to grow even faster in fiscal year 2027. Morgan Stanley attributes this growth to Nvidia’s 95% share of the global GPU market, highlighting the company’s dominance in the AI sector. As the global AI boom accelerates, Nvidia’s role in developing the core systems and backbone of AI is critical. The AI Revolution began with Nvidia technology, which powers the generative AI model with its GPU, and will continue with AI applications in healthcare, robotics, and autonomous driving. NVidia’s proactive approach reinforces the company’s expected future growth as a leader in AI computing infrastructure. Disclosure: Some of the links in this article are affiliate links and we may earn a small commission if you make a purchase, which helps us to keep delivering quality content to you.

The company announced a guidance of $65 billion in revenue for Q4, well above the $61.66 billion expected by Wall Street. The NVIDIA company has continued to be one of the most successful tech companies of all in the era of AI. It is creating the tools that many other companies are using to develop AI technology, and with the help of numerous strategic partnerships, NVIDIA continues to expand its capabilities for growth as well. So much so that it guided heavily over the Wall Street estimate for Q4 FY26, forecasting a few extra billion on top of the total revenue expected of the company for the upcoming quarter. NVIDIA posted its forecast for Q4 FY26 alongside its Q3 FY26 earnings results. There, the company shared that its forecast for Q4 FY26 revenue is set at $65 billion.

That was substantially more than the $61.66 billion that Wall Street was hoping to see in forecasts. It should come as little surprise that NVIDIA is sure of itself for the times ahead. The company has shown nothing but growth in the current tech landscape where AI continues to trend and it continues to sell the hardware that powers numerous company investments into the technology. It also helps that NVIDIA has invested in itself with deals like Anthropic that allow the companies to collaborate on new Large Language Models (LLMs) while Anthropic adopts NVIDIA technology in its work. If NVIDIA’s forecasts are correct, it looks like the company is set to continue its success through the end of its fiscal 2026. As we watch for more news and updates from the company, stay tuned to the NVIDIA topic for more updates.

Nvidia Seesaws As Q4 Results 2026 Guidance Top Expectations Amid Msn

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