Key News Facts on Nvidia’s Fourth Quarter Earnings
On February 25, Nvidia (NASDAQ: NVDA) reported its fiscal fourth-quarter earnings for 2026, showcasing exceptional financial performance. The company’s stock has increased by 724% over the past four years, significantly outperforming the S&P 500 and Nasdaq Composite. Nvidia’s net income surged from under $5 billion to $120.1 billion in that timeframe, making it the second most profitable company globally, behind Alphabet.
The fiscal 2026 forecast projects revenue to reach $215.9 billion, with a gross margin of 71.1%. For the first quarter of fiscal 2027, Nvidia anticipates revenue of $78 billion and a gross margin of 75%, a 14.5% sequential increase and a 76.9% year-over-year boost. Despite a concentrated customer base—over 50% of data center revenue stemming from five major cloud providers—analysts remain optimistic about expanded future growth as the reliance on companies like Anthropic and OpenAI increases.
