By Katie Tarasov,Ari Levy
Publication Date: 2026-02-25 17:00:00
Nvidia CEO Jensen Huang speaks during the 2026 CES event in Las Vegas, Jan. 6, 2026.
Bridget Bennett | Bloomberg | Getty Images
Nvidia is scheduled to report fiscal fourth-quarter results after the close of regular trading on Wednesday.
Here’s what Wall Street is expecting, according to LSEG consensus estimates:
- EPS: $1.53 adjusted
- Revenue: $66.2 billion
Analysts expect revenue growth of 68% from $39.3 billion a year earlier. That would mark an 11th straight quarter of growth above 55% for the company that’s been the biggest beneficiary of the artificial intelligence boom.
The streak is likely to continue for another period, as analysts project growth of 65% to $72.6 billion in the quarter that ends in April, according to LSEG.
Wall Street got a good preview of what to expect in the coming quarters when the four major hyperscalers — Alphabet, Amazon, Meta and Microsoft — reported quarterly results a few weeks ago. Based on their forecasts for capital expenditures along with analyst estimates, combined capex for the year could approach $700 billion as the tech giants build out their AI infrastructure.
A big chunk of that goes directly to Nvidia, which dominates the market for AI chips. The company sells its pricey graphics processing units to the biggest tech companies as well as high-valued AI startups OpenAI and Anthropic.
Nvidia, which gained prominence by providing graphics cards used for video games, now gets roughly 90% of its revenue from data center hardware. Its…
