By Beth McKenna
Publication Date: 2026-02-17 00:00:00
Key Points
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Given Nvidia’s great record of beating Wall Street’s earnings estimates, the probability seems very high that it will do so on Feb. 25.
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An “earnings beat,” however, doesn’t necessarily mean the stock will rise following the release.
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Nvidia (NASDAQ: NVDA) is scheduled to report its results for the fourth quarter of fiscal 2026 (ended Jan. 25) on Wednesday, Feb. 25, after the market close.
Nvidia’s earnings have become the most anticipated during the quarterly earnings season over the last few years. Its status as the leading maker of artificial intelligence (AI) chips and related AI infrastructure has made it a bellwether, or indicator, for the AI market. Moreover, to some degree, Nvidia is also considered a bellwether for the entire stock market. That’s because it’s the most valuable company on the S&P 500 index.
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Recent events suggest Nvidia will post fantastic quarterly results.
Image source: Getty Images.
Recent events point to a blow-out quarter
First, the hyperscalers (big tech companies that operate huge data centers) and other major software companies said they would further increase their already massive capital expenditures in 2026, with most of that spending going toward AI. This higher spending on AI data center…
