By Bram Berkowitz
Publication Date: 2026-01-23 12:00:00
Key Points
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As the leading seller of graphics processing units (GPUs), Nvidia lies at the heart of the debate over AI.
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The company will report its fourth-quarter fiscal 2026 earnings on Feb. 25.
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The market will likely be less focused on earnings and revenue and more on gross margin and other indicators of AI demand and development.
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Despite a lot of back-and-forth among investors about artificial intelligence (AI) stocks, rising competition, and intense spending on AI-related infrastructure, AI chip giant Nvidia (NASDAQ: NVDA) didn’t skip a beat in 2025. The stock ripped 38% higher, more than doubling the S&P 500 index’s performance.
The question is, can Nvidia keep it going in 2026, despite the concerns mentioned above still being prevalent?
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Image source: Nvidia.
While no one can predict short-term market events, investors’ next big look at Nvidia will likely come when the company reports fourth-quarter earnings for fiscal year 2026 on Feb. 25.
The average earnings-per-share (EPS) estimate from the 40 Wall Street analysts currently covering the stock is $1.52, which would be a 71% increase from the same quarter one year ago, according to Yahoo! Finance. Revenue is projected at $65.47 billion, an increase of nearly 66.5% year over year.
Should…
