February 25, 2026 04:52 PM EST
Nvidia’s Expects Revenue Growth To Accelerate This Quarter
FROM 7 minutes ago
Nvidia issued guidance that also came in well ahead of analysts’ expectations.
The company expects revenue to grow 77% year-over-year to $78 billion, plus or minus 2%, in the current quarter. That’s four percentage points faster than the company’s growth last quarter. Analysts were expecting a revenue forecast of about $72 billion.
Gross margins are expected to contract 10 basis points to 74.9%, plus or minus half a percentage point. That’s in line with expectations, and up from 71.3% in the year-ago quarter.
February 25, 2026 04:41 PM EST
Results Top Projections on Top and Bottom Lines
FROM 18 minutes ago
The AI chipmaker posted adjusted earnings of $1.62 per share for its fiscal 2026 fourth quarter, compared to the $1.53 that analysts were looking for.
Revenue soared 73% year-over-year to a record $68.13 billion. That compared with Street expectations for revenue of $66.2 billion, per analysts’ estimates compiled by Visible Alpha.
Nvidia’s data center sales climbed to a quarterly record of $62.3 billion, up 75% from a year ago, and above the analyst consensus as many of the company’s Big Tech customers continued to double down on AI infrastructure spending.
February 25, 2026 04:16 PM EST
Chip Stocks Gained Ahead of Nvidia’s Report
FROM 44 minutes ago
Semiconductor stocks rose broadly on Wednesday ahead of Nvidia’s earnings print.
The PHLX Semiconductor Index (SOX) rose 1.6% to close at a fresh record just shy of 8,500. The index was led Wednesday by shares of semiconductor manufacturing equipment maker Appleid Materials (AMAT), up 4.5%, and chip testing equipment maker Teradyne (TER), up 4.2%.
Mega-cap chip designers Broadcom (AVGO) and Micron (MU) both gave the index a boost with their 2% gains.
February 25, 2026 03:57 PM EST
A Make or Break Moment for the Stock Market?
FROM 1 hr 2 min ago
Nvidia’s earnings report lands at a precarious time for investors.
There’s been a sharp divergence in the performance of AI stocks this year. A memory shortage has been a tailwind for shares of data storage companies Sandisk (SNDK) and Western Digital (WDC), up 165% and 70% so far this year. On the flip side, software stocks like Intuit (INTU) and Workday (WDAY), both down roughly 40%, have been battered by worries AI deployments threaten to upend the industry.
Nvidia’s earnings report has the potential to be a wrecking ball or rocket fuel for the AI trade. Better-than-expected sales could reinforce Wall Street’s confidence in the AI infrastructure plays that have led the stock market for much of the past few years. Even a negative datapoint for Nvidia—specifically, profit margin pressure from soaring memory costs—could be a boon to stocks like Sandisk and Western Digital, whose margins would be expanding in kind.
If CEO Jensen Huang confirms Blackwell demand is on track with expectations and memory supply remains constrained, “then that’s another tailwind for Micron and the broader memory complex because it keeps the bottleneck narrative centered on memory supply and packaging,” said Shay Boloor, chief market strategist at Futurum Equities.
Strong results could also aggravate the anxiety hanging over industries that appear the most vulnerable to disruption from AI tools. A rosy sales forecast from Nvidia could signal AI demand will top expectations this year, increasing the sense of urgency for software companies threatened by large-scale AI deployments.
Then there’s Nvidia’s impact on the entire stock market. With a $4.8 trillion market capitalization, Nvidia accounts for almost 8% of the S&P 500, more than the consumer staples and utilities sectors combined. A large move in Nvidia’s stock price—as is expected—can completely offset the moves of hundreds of other stocks in the index.
Nvidia’s earnings report is also a major driver of market sentiment. Strong results can reinforce confidence in the Magnificent Seven, which have lagged the broader market so far this year. Underwhelming earnings or a tepid outlook, meanwhile, could raise questions about the trajectory of AI spending, and increase pressure on hyperscalers like Microsoft (MSFT) and Alphabet (GOOG) to show the hundreds of billions they’ve already poured into the technology will pay off soon.
February 25, 2026 03:35 PM EST
There Are Many Ways to Bet on Nvidia Earnings
FROM 1 hr 24 min ago
Some traders stand to win (or lose) big after Nvidia reports its results, even if they don’t own a single share—or, for that matter, if they don’t own any stocks at all.
Prediction markets have created finer slices of bets around high-profile company earnings, enabling folks to profit on a range of outcomes in addition to the direction of stock prices. A trader homing in on Nvidia (NVDA) could, for example, put money on a bet that asks “Will Nvidia beat quarterly earnings?” and walk away with winnings even if the outcome doesn’t move its shares at all.
There are also funkier bets.
One of them: “What will Nvidia say during their next earnings call?” As of Tuesday, bettors had put a higher probability, or 59%, on the chance the word “humanoid” will be uttered than on “tariff” or “Taiwan,” on which the odds were 54% and 49% respectively. These types of event contracts would appear to appeal to retail traders, with lower relative buy-ins, shorter time horizons to make a profit, and the idea that, with research, they can make educated bets.
Prediction market bettors can buy a single contract for pennies, and if they resolve in their favor, win $1. If someone were to buy 100 shares of a contract on the premise that someone on Nvidia’s conference call— CEO Jensen Huang, say, or some other company representative—says “humanoid,” and it happens, they would need to bet $59 to make a $41 net profit.
CFOTO / Future Publishing / Getty Images
The lower the odds, the higher the payoff. If someone says “VR” or “virtual reality,” which the market recently put a 16% probability on, a bettor could buy 100 shares of that contract for $16 and walk away with $84.
To the casual observer, these outcomes may seem random, and the event contracts on them a wild guess. Some bettors, however, have gotten creative in search of an edge.
An enterprising 21-year-old who placed a bet on the length of Charlie Puth’s singing of the national anthem at Super Bowl LX sat in the stadium parking lot with a stopwatch and a recording device to time rehearsals.
That bettors are placing a high probability on the word “humanoid” being uttered in Nvidia’s earnings call could have to do with the instances it has been said in the past in other contexts. An Investopedia scan of the term using transcripts provided by AlphaSense shows that company execs said it at least a couple of times in reference to robotics during company presentations at conferences from late October to early February.
February 25, 2026 03:06 PM EST
How Much Traders Expect Nvidia to Move After Earnings
FROM 1 hr 54 min ago
Traders are anticipating a sizable move in Nvidia shares after the earnings release.
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 could potentially push it to a new high of around $209, or drag it back down to $185.
The stock has taken a hit in recent months 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.
While optimism is running high ahead of today’s report, short bets against the stock have also grown, according to data from S3 Partners, underscoring some skepticism about its ability to deliver.
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 30% above current levels.