Nvidia Earnings: What to Watch for on Feb. 25 | The Motley Fool

One of the most-watched events of the quarter is happening in just a few hours: Nvidia (NVDA +0.79%) is set to report fourth-quarter and fiscal 2026 earnings. The report is scheduled for Feb. 25 after the market closes.

Why is this such a big deal? Nvidia is the leader in one of the world’s highest-growth areas — artificial intelligence (AI). The company dominates the AI chip market and has built out a portfolio of complementary products and services, too. This has resulted in explosive earnings growth, and Nvidia’s visibility on AI advancements and trends makes it a bellwether for the entire industry.

Here’s what to watch for in the upcoming report:

1. The state of AI demand

We already have some clues about what to expect here. AI players from chip manufacturer Taiwan Semiconductor Manufacturing to cloud giants such as Alphabet spoke of soaring demand during their recent earnings reports.

But it will be important to hear comments from Nvidia regarding the demand it’s seen in recent weeks, as well as demand ahead for the Rubin platform, set for release later this year. Demand is key because it gives us an idea of what revenue may look like in the quarters to come.

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$4.7T

Day’s Range

$187.40 – $193.77

52wk Range

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170M

Gross Margin

70.05%

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0.02%

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