Key Takeaways
- Nvidia is set to report quarterly results after the closing bell Wednesday, with expectations running high for record-beating numbers.
- Options pricing suggests traders see the stock moving close to 6% in either direction by the end of the week.
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Nvidia is set to report earnings after the closing bell today, with traders anticipating a sizable move from the AI chipmaker’s stock.
Options pricing suggests traders expect Nvidia (NVDA) shares could move close to 6% in either direction by the end of the week. A move of that size from the stock’s recent level around $196 could potentially push it to a new high just above $207, or drag it back down to $185.
The stock has taken a hit in recent months, with shares down more than 5% from their late-October record closing high as a series of splashy circular deals with other major tech players and worries about an AI bubble weighed on enthusiasm for some of the biggest names in the AI trade.
Why This Matters for Investors
A strong showing from Nvidia could help inject some fresh enthusiasm back into parts of the AI trade that have flagged in recent months.
With many of Nvidia’s Big Tech clients doubling down on AI infrastructure spending, analysts are anticipating nothing short of blockbuster results. Nvidia is seen reporting adjusted earnings per share for its fiscal fourth quarter of $1.53 on a 68% year-over-year jump in revenue to a record $66.2 billion, according to estimates collected by Visible Alpha.
However, whisper numbers could be even higher. Ahead of Wednesday’s report, several Wall Street analysts indicated the chipmaker could face a particularly challenging setup this earnings season, with expectations running high for Nvidia to top consensus estimates. Short bets against the stock have also grown, according to data from S3 Partners, underscoring some skepticism about its ability to deliver.
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Still, Wall Street analysts are widely bullish the chipmaker’s stock will not only return to its earlier highs, but exceed them in the next 12 months. Twelve of the 13 analysts with current ratings compiled by Visible Alpha recommend buying the stock, compared to one neutral rating. Their mean target around $253 is nearly a third above Tuesday’s close.
UPDATE—Feb. 25, 2026: This article has been updated since it was first published to reflect more recent analyst estimates and prices.