Nvidia Stuns Wall Street Again as Revenue Surges 73%
For the fiscal fourth quarter ended in January, Nvidia reported revenue of $68.127 billion, representing a 73% year-over-year increase.
Quick overview
- Nvidia's latest earnings report exceeded market expectations, with a revenue of $68.127 billion for the fourth quarter, a 73% year-over-year increase.
- The company's net income rose to $39.552 billion, reflecting a 79% increase from the previous year, and earnings per share reached $1.62, surpassing market predictions.
- The data center segment remains a key growth driver, with revenue hitting $62.3 billion, up 75% year-over-year.
- CEO Jensen Huang highlighted the surge in enterprise adoption of AI, positioning Nvidia as a leader in the AI infrastructure market.
The tech giant once again delivered results that beat market expectations and forecast record revenue for the next quarter. The data center business remains the main engine of growth.
U.S. earnings season delivered one of its biggest highlights on Wednesday with Nvidia’s latest report. The company, now firmly established as a key barometer for the artificial intelligence industry, not only exceeded market expectations for the fourth quarter of fiscal year 2026 but also issued guidance for the current period that reignited optimism on Wall Street.
Following the release of the results, the company’s shares rose nearly 3% in after-hours trading, climbing back above the $200 level and reflecting strong investor confidence.
Results beat consensus estimates
For the fiscal fourth quarter ended in January, Nvidia reported revenue of $68.127 billion, representing a 73% year-over-year increase. The figure exceeded consensus estimates compiled by Investing.com, which had projected revenue of $65.56 billion (an annual increase of 66.7%).
On profitability, the company posted net income of $39.552 billion, up 79% from the same period a year earlier. Earnings per share (EPS) came in at $1.62, an 82% year-over-year jump and well above the $1.52 expected by the market.
Performance was once again driven by the artificial intelligence business. In particular, revenue from the data center segment reached $62.3 billion, up 22% from the previous quarter and 75% year over year.
AI strategy and the next generation of chips
“Computing demand is growing exponentially — the inflection point of agent-based AI has arrived. Grace Blackwell, with NVLink, is the queen of inference today, delivering much lower cost per token, and Vera Rubin will extend that leadership even further,” said Jensen Huang, founder and CEO of the company.
He also emphasized that “enterprise adoption of AI agents is surging,” adding that clients are accelerating investments in AI infrastructure, which he described as “the factories powering the AI industrial revolution and its future growth.”
- Check out our free forex signals
- Follow the top economic events on FX Leaders economic calendar
- Trade better, discover more Forex Trading Strategies
- Open a FREE Trading Account
- Read our latest reviews on: Avatrade, Exness, HFM and XM
