Nvidia (NVDA) earnings report Q4 2026
Nvidia CEO Jensen Huang speaks at the 2026 CES event in Las Vegas on January 6, 2026.
Bridget Bennett | Bloomberg | Getty Images
Nvidia It is scheduled to report fourth-quarter financial results after the close of regular trading on Wednesday.
According to LSEG consensus estimates, Wall Street’s expectations are as follows:
- EPS: $1.53 corrected
- Revenues: 66.2 billion dollars
Analysts expect revenue growth of 68% from $39.3 billion a year ago. This represents an 11th consecutive quarter of growth of over 55% for the company that has benefited most from the AI boom.
This streak is likely to continue for another period, with analysts predicting 65% growth to reach $72.6 billion in the quarter ending in April, according to LSEG.
Wall Street got a good preview of what four major hyperscalers can expect in the coming quarters: Alphabet, Amazon, Meta And Microsoft – reported quarterly results a few weeks ago. According to analysts’ estimates of capital expenditures, total annual capital expenditures could approach $700 billion as technology giants build their artificial intelligence infrastructures.
Much of this goes directly to Nvidia, which dominates the market for AI chips. The company sells its expensive graphics processing units to the largest tech companies as well as high-value AI startups OpenAI and Anthropic.
Nvidia, which came to the fore by providing graphics cards used for video games, now generates approximately 90% of its revenue from data center hardware. The data center business is expected to grow 70% to $60.7 billion, according to StreetAccount.
One area of potential concern for investors is the rising price of memory, which is facing a global shortage due to rising demand. Micron Chief operating officer Sumit Sadana told CNBC in January that demand “far exceeds our ability to provide this memory.”
For Nvidia, memory is a critical component of AI systems, and analysts will be watching the company’s gross margin closely for indications that it’s able to pass those costs on to customers.
In its last earnings call in November, Nvidia said gross margin this quarter would be around 75%, up from 73.5% in the third quarter.
Analysts at Cantor expect Nvidia’s margin to be slightly higher, writing in a report last week that “this is clearly an area of focus for investors with the ongoing rack-scale ramp and increasing memory pricing.” Analysts who recommended the stake purchase said management could minimize the impact through “close and early collaboration across the supply chain.”
Nvidia executives will brief analysts on the earnings call at 5pm ET.
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