By Jennifer Saibil
Publication Date: 2026-02-22 15:15:00
The stock is likely to make a big move.
Nvidia (NVDA +0.94%) remains the most talked-about stock on the market, even though its performance has been underwhelming recently. It’s roughly flat year to date, but it’s likely to make a big move after it reports fiscal 2026 fourth quarter (ended Jan. 25) earnings on Wednesday, Feb. 25, although it’s unclear in which direction.
Here’s what investors can expect, and what I’ll be watching for in the results.
Beating Wall Street’s expectations
Nvidia has a history of beating Wall Street’s expectations, and although they’re high for the fourth quarter, I suspect that will happen again. The Wall Street consensus for revenue is $65.6 billion, up from $39.3 billion last year, or a 65% increase (in line with internal guidance), and $1.52 in earnings per share (EPS), up from $0.89 last year.
Image source: Nvidia.
Nvidia has new products coming
The other important updates are likely to center around demand for the company’s new products. Demand has been explosive as the hyperscalers keep building out their artificial intelligence (AI) platforms. These platforms require Nvidia’s graphics processing units (GPUs) to support the incredible amounts of data they need to process for high-level AI applications. Even more, they’re invested in Nvidia’s ecosystems, which include its vertically integrated systems like the CUDA computing interface.
As of the end of the third quarter, CEO Jensen Huang said that the company had a path toward $500…
