By Keith Noonan, The Motley Fool
Publication Date: 2026-03-06 17:35:00
Nvidia (NASDAQ: NVDA) published its fourth-quarter results after the market closed on Feb. 25 and once again posted sales and earnings that surpassed Wall Street’s expectations. It recorded non-GAAP (adjusted) earnings per share (EPS) of $1.62 on sales of $68.13 billion, beating the analysts’ average estimates for EPS of $1.53 on revenue of $66.21 billion.
Yet the chipmaker’s shares have actually lost ground since that quarterly report, and that trend has had bearish spillover effects for other tech companies. Many software companies have been particularly hard hit in recent weeks, but comments from Nvidia CEO Jensen Huang suggest that the market may be getting the wrong read on the outlook for top software plays.
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Agentic AI refers to artificial intelligence systems that can operate autonomously or with very little human input to complete complex tasks. During Nvidia’s investor conference call, Huang said that agentic systems had reached an inflection point, and specifically pointed to achievements made by Anthropic’s Claude.
Software-as-a-service (SaaS) stocks have experienced big valuation pullbacks in recent months as investors have come to foresee the possibility that many of these companies’…