By Bram Berkowitz
Publication Date: 2026-01-23 12:00:00
Key Points
As the leading seller of graphics processing units (GPUs), Nvidia lies at the heart of the debate over AI.
The company will report its fourth-quarter fiscal 2026 earnings on Feb. 25.
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…



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