AI giant Nvidia NVDA +0.91% ▲ will report its Q4 FY26 results tomorrow, February 25. The stock is up about 47% year-to-date, driven by strong demand for its AI chips. The company’s new Blackwell GPUs are gaining adoption among hyperscalers and large enterprise customers building AI systems. Wall Street expects Nvidia to post earnings of $1.52 per share, which would mark a 72% increase from the same period last year.
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Similarly, revenues are expected to rise by 68% from the same quarter last year, reaching $66.11 billion, according to data from the TipRanks Forecast page. Importantly, Nvidia has topped Wall Street’s earnings forecasts in each of the last nine quarters.
Analysts’ Opinions Ahead of Q4 Results
In a new report today, DA Davidson analyst Gil Luria reiterated a Buy rating on Nvidia and kept his $250 price target. Luria said Nvidia may no longer drive the broader market as much as it has in recent years, as investors are turning to other AI beneficiaries such as Alphabet GOOGL -1.11% ▼ , Broadcom AVGO -0.69% ▼ , memory chipmakers, and optical networking firms.
He views that shift as positive for Nvidia. Many other AI companies are valued on the assumption that AI spending will keep rising for years, while Nvidia’s share price already reflects expectations that AI demand could peak around 2026, which may limit downside risk.
Similarly, Truist Securities analyst William Stein kept a Buy rating on Nvidia and a $275 price target ahead of Wednesday’s earnings.
The five-star analyst expects strong fourth-quarter results, and more growth next quarter. Stein said recent checks with industry contacts still point to solid demand for AI data-center chips. He also noted that many tech firms are building larger order backlogs and that big cloud companies continue to raise AI spending, which should support demand for Nvidia’s products.
Is Nvidia a Good Stock to Buy?
On TipRanks, Nvidia stock commands a Strong Buy consensus rating based on 35 Buys, one Hold, and one Sell rating. The average Nvidia price target of $266.23 implies 40.29% upside potential from current levels.
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Nvidia (NVDA) Will Report Q4 Earnings Tomorrow. Here Is What to Expect
AI giant Nvidia NVDA +0.91% ▲ will report its Q4 FY26 results tomorrow, February 25. The stock is up about 47% year-to-date, driven by strong demand for its AI chips. The company’s new Blackwell GPUs are gaining adoption among hyperscalers and large enterprise customers building AI systems. Wall Street expects Nvidia to post earnings of $1.52 per share, which would mark a 72% increase from the same period last year.
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Similarly, revenues are expected to rise by 68% from the same quarter last year, reaching $66.11 billion, according to data from the TipRanks Forecast page. Importantly, Nvidia has topped Wall Street’s earnings forecasts in each of the last nine quarters.
Analysts’ Opinions Ahead of Q4 Results
In a new report today, DA Davidson analyst Gil Luria reiterated a Buy rating on Nvidia and kept his $250 price target. Luria said Nvidia may no longer drive the broader market as much as it has in recent years, as investors are turning to other AI beneficiaries such as Alphabet GOOGL -1.11% ▼ , Broadcom AVGO -0.69% ▼ , memory chipmakers, and optical networking firms.
He views that shift as positive for Nvidia. Many other AI companies are valued on the assumption that AI spending will keep rising for years, while Nvidia’s share price already reflects expectations that AI demand could peak around 2026, which may limit downside risk.
Similarly, Truist Securities analyst William Stein kept a Buy rating on Nvidia and a $275 price target ahead of Wednesday’s earnings.
The five-star analyst expects strong fourth-quarter results, and more growth next quarter. Stein said recent checks with industry contacts still point to solid demand for AI data-center chips. He also noted that many tech firms are building larger order backlogs and that big cloud companies continue to raise AI spending, which should support demand for Nvidia’s products.
Is Nvidia a Good Stock to Buy?
On TipRanks, Nvidia stock commands a Strong Buy consensus rating based on 35 Buys, one Hold, and one Sell rating. The average Nvidia price target of $266.23 implies 40.29% upside potential from current levels.
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