NVIDIA Corporation, founded in 1993, is a globally renowned technology company based in Santa Clara, California. Initially recognized for its groundbreaking graphics processing units (GPUs), Nvidia has expanded its innovation footprint into artificial intelligence (AI), data centers, automotive technology, and high-performance computing.
The company’s GPUs have become the gold standard in gaming, professional visualization, and AI training, powering everything from advanced gaming experiences to autonomous vehicles and cutting-edge research. With a commitment to pushing the boundaries of technology, Nvidia continues to lead the industry in developing solutions that address the world’s most complex challenges, solidifying its position as a pioneer in the tech landscape.
NVIDIA Fiscal Q4 2026
NVIDIA (NVDA) reported record results for the fourth quarter and full fiscal year 2026. Quarterly revenue reached $68.1 billion, up 20% from the prior quarter and 73% year‑over‑year (above forecasts). This is driven largely by Data Center revenue of $62.3 billion, which rose 22% sequentially and 75% from last year.
Full‑year revenue climbed to $215.9 billion, up 65%. Quarterly gross margins were about 75%, and full‑year margins were just over 71%.
While earnings per diluted share reached $1.76 GAAP and $1.62 non‑GAAP for the quarter, they were above expectations.
NVIDIA returned $41.1 billion to shareholders during the year and ended the quarter with $58.5 billion remaining under its repurchase authorization. The company will pay its next quarterly dividend of $0.01 per share on April 1, 2026, to shareholders of record on March 11.
Highlights
- Data Center revenue hit $62.3B for the quarter and $193.7B for the year, driven by accelerated computing and AI.
- NVIDIA introduced the Rubin platform, offering up to 10× lower inference cost, with major cloud providers set to deploy it.
- Blackwell Ultra showed up to 50× better performance and 35× lower cost for agentic AI compared with Hopper.
- NVIDIA formed a major multiyear partnership with Meta across cloud, on‑prem, and AI infrastructure.
- Leading inference providers cut AI costs by up to 10× using open‑source models on Blackwell.
- NVIDIA launched Nemotron 3 open models and tools for agentic AI, physical AI, and autonomous systems.
- Gaming revenue reached $3.7B for the quarter and $16B for the year, supported by strong Blackwell demand.
- Professional Visualization revenue surged to $1.3B for the quarter and $3.2B for the year, driven by Blackwell GPUs.
- Automotive revenue reached $604M for the quarter and $2.3B for the year, supported by autonomous driving platforms.
- NVIDIA expanded major partnerships across industries, including AWS, CoreWeave, Siemens, Dassault, Lilly, and Anthropic, to accelerate AI, robotics, drug discovery, and industrial digitalization.
Outlook
NVIDIA expects first-quarter fiscal 2027 revenue of approximately $78 billion, noting it as a key tool for attracting talent.
The company projects gross margins of around 75%, operating expenses of $7.5–$7.7 billion, including $1.9 billion in stock-based compensation, and assumes no data-center compute revenue from China.
For the full fiscal year, NVIDIA anticipates a 17–19% tax rate, excluding discrete items or major tax‑environment changes.
Board Statements
Jensen Huang, founder and CEO of NVIDIA, said computing demand is accelerating at an exponential pace, marking the arrival of the agentic‑AI inflection point.
According to Huang, NVIDIA’s Grace Blackwell with NVLink now stands as the leading platform for inference, offering an order‑of‑magnitude reduction in cost per token. Also, the upcoming Vera Rubin architecture is poised to push that advantage even further.
He noted that enterprise adoption of AI agents is surging, and that customers are rapidly investing in AI compute, the factories, in his words, that will drive the AI industrial revolution and fuel their future growth.
Impact on the Stock Market
NVIDIA’s results point to a strong long‑term outlook for the stock, even though the short‑term reaction has been uneven.
The company delivered record revenue and guidance that exceeded expectations, reinforcing its dominant position in AI infrastructure and strengthening confidence in its growth trajectory.
Despite this, the stock’s initial jump faded as broader market worries, such as geopolitical tensions and overall risk sentiment, pulled shares back.
In the bigger picture, the results deepen the fundamental case for NVDA, but near‑term price movement may continue to fluctuate as investors balance NVIDIA’s momentum with external market pressures.
NVIDIA’s exceptionally strong earnings are viewed as a major long‑term positive for the stock, even though the short‑term market response has been uneven.
The company posted record quarterly revenue of $68.1 billion, far above expectations, and offered strong guidance that initially boosted investor sentiment. Markets around the world were closely watching the report, and both the results and the outlook exceeded forecasts.
Despite impressive numbers, the stock lost much of its early after-hours gains. Market caution, geopolitical tensions, and macro uncertainty weighed on sentiment.
These results reinforce NVIDIA’s leadership in AI. They also strengthen their long-term growth story, but Near-term trading may remain choppy. Investors are balancing strong fundamentals with wider economic risks.
Staying above $200 allows a move toward the $212 all-time high. A clean breakout above that level could trigger new bullish momentum.
