NVIDIA Corp. (NVDA) reported strong fourth-quarter fiscal 2026 earnings on October 12, 2026, with adjusted earnings per share of $1.62, surpassing the Zacks Consensus Estimate of $1.52 and the previous year’s $0.89. Revenues reached $68.127 billion, exceeding estimates of $65.421 billion and showing a year-over-year growth of 73.3%, marking the eleventh consecutive quarter of over 50% revenue growth.
Data Center revenues, which comprise 91% of total revenues, surged 75% year-over-year to $62.3 billion, driven by increased shipments of the Blackwell GPU computing platforms. NVIDIA forecasts first-quarter fiscal 2027 revenues of approximately $78 billion, above the consensus estimate of $69.25 billion. Additionally, four major clients—Microsoft, Alphabet, Meta, and Amazon—plan to invest $650 billion in 2026 for AI infrastructure, a 71.1% year-over-year increase.
NVIDIA’s automotive revenues increased 6% year-over-year to $604 million, while the gaming sector reported $3.7 billion in sales, a 47% rise year-over-year. The company maintains a bullish outlook, projecting $3 to $4 trillion in AI infrastructure spending by the decade’s end.
