By Tirthankar Chakraborty
Publication Date: 2026-02-20 20:00:00
NVIDIA Corporation NVDA is all set to report its much-awaited fiscal 2026 fourth-quarter (ended Jan. 25) earnings after the closing bell on Feb. 25. With rising artificial intelligence (AI)-driven bubble concerns, this report could prove crucial, making it essential for investors to consider strategic actions ahead of the announcement. Let’s examine the positions they might consider before the earnings reveal.
On a quarter-over-quarter basis, NVIDIA has consistently delivered strong earnings, and Wall Street analysts expect the fiscal fourth-quarter 2026 results to follow the same trend. NVIDIA’s management has projected fourth-quarter fiscal 2026 revenues around $65 billion, plus or minus 2%, which would exceed the $57 billion reported in the third quarter of fiscal 2026, according to investor.nvidia.com.
The company’s profitability is also anticipated to strengthen, with the Zacks Consensus Estimate projecting earnings per share (EPS) of $1.52, marking a 70.9% year-over-year increase.
Earnings growth should, in theory, be the most important variable influencing NVIDIA’s stock price. However, that hasn’t been the case. A review of the stock’s performance in the week following earnings over the past few quarters would reveal that shares rose in some and fell in others, indicating short-term price movements following earnings can be unpredictable.
So, based on past trends, even a strong earnings report may not immediately lift NVIDIA’s…
