AI Leader Nvidia's Quarterly Results Soar, Exceeding Expectations by 20% Over Q3

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Nvidia's Q4 Revenue Soars 20% QoQ, Exceeding Expectations; Stock Rally Continues

Nvidia designs the graphics processing units that have become the backbone of the global artificial intelligence boom

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Moneycontrol•26-02-2026, 08:32

Nvidia's Q4 Revenue Soars 20% QoQ, Exceeding Expectations; Stock Rally Continues

•Nvidia reported Q4 revenue of $68.1 billion, a 20% QoQ jump and 73% YoY increase, surpassing analyst expectations of $65.7 billion.
•Full fiscal year 2026 revenue reached $215.9 billion, marking a 65% annual increase, driven by accelerating demand for AI-focused chips.
•CEO Jensen Huang highlighted the 'agentic AI inflection point' and skyrocketing enterprise adoption, with customers investing heavily in AI compute.
•Strong profitability maintained with quarterly GAAP gross margin at 75.0% and non-GAAP at 75.2%; diluted EPS at $1.76 (GAAP) and $1.62 (non-GAAP).
•Nvidia returned $41.1 billion to investors via buybacks and dividends in fiscal 2026 and projects Q1 fiscal 2027 revenue of $78.0 billion.

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