Nvidia (NASDAQ: NVDA) is set to report its fiscal 2026 fourth-quarter earnings on February 25, 2026, with Wall Street anticipating a revenue increase to $65.6 billion, a 65% rise from $39.3 billion the previous year. Earnings per share (EPS) are projected to reach $1.52, up from $0.89 last year. The company’s performance has been flat year-to-date but is expected to make a significant move following the earnings announcement.
CEO Jensen Huang stated that Nvidia is aiming for $500 billion in revenue from its Blackwell and Rubin chip lines through 2026, supported by strong demand from hyperscalers developing artificial intelligence (AI) platforms. The company predicts an infrastructure spending of $3 trillion to $4 trillion in AI by 2030, while facing high demand for its GPUs, with all its product lines sold out.
Despite trading at high multiples—24 times trailing sales and 46 times earnings—Nvidia’s valuation reflects its strong growth potential. Analysts caution that any signs of slowed growth could negatively impact the stock’s performance post-earnings.
