Nvidia (NVDA) Stock Rises After Q4 Earnings and Guidance Beat – Data Center Revenue Up 75%

TLDR

• Nvidia beat Q4 earnings estimates with EPS of $1.62 adjusted vs $1.53 expected
• Total revenue hit $68.13 billion, up 73% year-over-year
• Data center revenue grew 75% to $62.3 billion, driven by AI chip demand
• Q1 guidance of $78 billion far exceeded analyst estimates of $72.6 billion
• Nvidia shipped first Vera Rubin samples to customers this week, with production set for H2 2026

Nvidia posted strong fiscal fourth-quarter results on Wednesday, beating analyst estimates on both earnings and revenue.

Adjusted earnings per share came in at $1.62, topping the $1.53 Wall Street expected. Revenue reached $68.13 billion, ahead of the $66.21 billion estimate, and up 73% from $39.3 billion a year ago.

Net income nearly doubled to $43 billion, or $1.76 per share, compared to $22.1 billion, or 89 cents per share, in the same quarter last year.

NVIDIA Corporation, NVDA

The stock rose about 3.6% in after-hours trading following the report, adding to a 5% gain so far in 2026.

Data center revenue, which now makes up over 91% of Nvidia’s total sales, grew 75% year-over-year to $62.3 billion. That beat analyst expectations of $60.69 billion.

Hyperscalers — Alphabet, Amazon, Meta, and Microsoft — remained Nvidia’s largest customer group, accounting for just over 50% of data center revenue.

Networking Sales Surge

Within the data center segment, networking revenue stood out. Sales of networking parts hit $10.98 billion, up 263% year-over-year. The jump reflects strong demand for Nvidia’s NVLink technology and Spectrum-X Ethernet switches, including new deals with Meta.

Gross profit margin came in at 75.2%, slightly above the 75% estimate.

Gaming revenue grew 47% year-over-year to $3.7 billion, though it fell 13% from the prior quarter. Supply constraints are expected to weigh on the gaming business into fiscal 2027 and beyond, according to CFO Colette Kress.

Q1 Guidance Tops Estimates

Nvidia guided for Q1 revenue of $78 billion, plus or minus 2%. Analysts had expected $72.6 billion. The company said it did not factor in any data center revenue from China in that forecast.

Nvidia is expanding its supply chain outside Asia into the U.S. and Latin America. Blackwell GPUs are now being made at TSMC’s Arizona fabs, and some rack-scale systems are assembled at a Foxconn plant in Mexico.

The company shipped its first Vera Rubin samples to customers earlier this week. Vera Rubin is the next-generation successor to Grace Blackwell and is expected to deliver 10 times more performance per watt. Production shipments are on track for the second half of 2026.

Nvidia’s stock is up 5% in 2026, outperforming the Nasdaq, which is down 0.4% over the same period.

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