tech
February 25, 2026
Nvidia earnings are out after market close. Here's what Wall Street expects to see
Analysts remain bullish on Nvidia given strong AI capex expected this year, healthy AI compute demand and the stock's valuation relative to hyperscaler peers.
TL;DR
- Nvidia is expected to report fiscal fourth-quarter results after Wednesday's close.
- The company's shares are up 5.6% year to date, outperforming other 'Magnificent Seven' tech stocks.
- Analysts are bullish due to strong AI capital expenditures, ongoing AI compute demand, and Nvidia's lower P/E ratio compared to peers.
- Many analysts maintain strong buy or buy ratings, with some setting price targets suggesting substantial upside.
- Expectations are for Nvidia to beat consensus estimates and raise future guidance, driven by demand for AI chips like Blackwell and Vera Rubin.
- Nvidia's CEO Jensen Huang will present at upcoming conferences, potentially providing more color on AI developments and future opportunities.
- Concerns about memory costs are mitigated by strong AI compute demand and pre-locked pricing for HBM.
- Demand for its GB200/GB300 racks is expected to remain solid, even with export uncertainties to China.
- The company is expected to continue executing across all segments, with data center growth driven by GPU-accelerated deep learning.
- PC gaming is also anticipated to be a strong revenue driver, offsetting declines in PC OEM.
Continue reading the original article