Nvidia’s Strong Q4 Performance and Outlook
Nvidia (NASDAQ: NVDA) reported a remarkable revenue growth of 73%, reaching $68.1 billion in its fiscal fourth quarter of 2026, which ended on January 25, 2026. The data center segment was the primary driver, with revenue up 75% year-over-year to $62.3 billion, accounting for over 91% of total sales. For the current fiscal first quarter, Nvidia forecasts revenue of approximately $78 billion, representing an expected 77% growth year-over-year.
The company’s stock has surged by about 19% over the past month, nearing its all-time closing high of $216.61. Despite strong momentum and a price-to-earnings ratio below its 10-year average, Nvidia faces potential challenges from customers developing their own chips and uncertainties regarding U.S.-China trade policies that could affect sales. Notably, the fiscal first-quarter guidance excludes any revenue from the Chinese data center market, highlighting an acknowledgement of those risks.
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