Should You Invest in Nvidia Stock Amid Rising Revenue?

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Nvidia Reports Strong Q4 2026 Results

Nvidia (NASDAQ: NVDA) reported a 73% year-over-year revenue increase to $68.1 billion for its fiscal fourth quarter, exceeding analysts’ expectations of $66.2 billion. Adjusted earnings per share rose 82% to $1.62, outperforming the consensus estimate of $1.53. The company’s data center segment led this growth with a 75% revenue boost to $62.3 billion, driven by strong demand for AI infrastructure.

In the data center segment, Nvidia’s networking portfolio increased more than 3.5 times to $11 billion, with significant contributions from products like NVLink and InfiniBand. Nvidia anticipates a first-quarter revenue of around $78 billion, reflecting a 77% increase year-over-year. Financially, the company generated $36.2 billion in operating cash flow and ended the fiscal year with $62.6 billion in cash and marketable securities.

Despite the strong performance, Nvidia faced challenges in China, reporting no revenue from that market. The company also saw a 47% increase in gaming revenue to $3.7 billion, and professional visualization sales jumped 74% to $1.3 billion. Looking ahead, Nvidia expects to meet increasing demand through secured inventory and capacity until 2027.

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