By Miko Ilas
Publication Date: 2026-02-27 21:06:00
NVIDIA Corp. (NASDAQ:NVDA) is one of 15 stocks with the biggest hedge fund momentum, after gaining 27 hedge fund holders during the fourth quarter of 2025. On February 25, NVIDIA Corp. (NASDAQ:NVDA) reported record revenue for its fourth quarter ended January 25, 2026, of $68.1 billion, up 20% from the previous quarter and up 73% from a year ago. For fiscal 2026, revenue was $215.9 billion, up 65% from a year ago.
For the quarter, GAAP and non-GAAP earnings per diluted share were $1.76 and $1.62, respectively. For fiscal 2026, GAAP and non-GAAP earnings per diluted share were $4.90 and $4.77, respectively. During fiscal 2026, NVIDIA returned $41.1 billion to shareholders through share repurchases and cash dividends. As of the end of the fourth quarter, the company had $58.5 billion remaining under its share repurchase authorization. Jensen Huang, founder and CEO of NVIDIA, said, “Enterprise adoption of agents is skyrocketing. Our customers are racing to invest in AI compute — the factories powering the AI industrial revolution and their future growth.”
NVIDIA expects its revenue for the first quarter of fiscal 2027 to be around $78.0 billion, plus or minus 2%, excluding data center compute revenue from China. GAAP and non-GAAP gross margins are expected to be 74.9% and 75.0%, respectively, plus or minus 50 basis points, inclusive of a 0.1% impact from stock-based compensation expense. GAAP and non-GAAP operating expenses are expected to be approximately…