NVIDIA Corporation (NVDA) will report its fourth-quarter fiscal 2026 results on February 25, after market close. The company anticipates revenues of $65 billion (+/- 2%) for the quarter, exceeding the Zacks Consensus Estimate of $65.56 billion, a 66.7% increase year-over-year. Additionally, quarterly earnings are expected to rise to $1.52 per share, reflecting a 70.8% growth from 89 cents per share reported a year ago.
NVIDIA’s Data Center business is projected to contribute significantly, with fourth-quarter revenues estimated at $58.72 billion. Demand from generative AI applications and large language models using NVIDIA’s GPUs have propelled this growth. Moreover, the Gaming segment is forecasted to generate $4.26 billion in revenues, while the Professional Visualization and Automotive segments are expected to report $757.6 million and $662.7 million respectively for the same period.
Over the past year, NVIDIA shares have increased by 39.8%, which is higher than the Zacks Semiconductor – General industry’s 37.3% gain. However, the company’s valuation remains attractive with a forward P/E of 25.38X, compared to the sector average of 28.1X.
