By Keithen Drury
Publication Date: 2026-02-15 00:00:00
Key Points
Feb. 25 is set to be an incredible day for Nvidia (NASDAQ: NVDA). That’s when the company reports fourth-quarter fiscal year 2026 (ended January 2026) earnings, and I expect a blowout quarter.
However, what investors are really looking forward to is guidance. If recent indications from some of its largest clients have any bearing on that (hint: they do), then Nvidia’s stock could be set to soar following its earnings.
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I think right now is the perfect time to scoop up Nvidia shares, as the move may be dramatic following its earnings report. I’ve got a handful of reasons why Nvidia is set to soar, although there are likely many others.
Image source: Getty Images.
1. China sales will likely return to guidance
After the Trump administration shut down Nvidia chip exports to China in April 2025, there was a sizable hole left in Nvidia’s business. Now, it looks like Nvidia is in the clear to start exporting chips again.
We’ve already seen guidance from rival AMD, including chip sales to China, so I’d expect Nvidia to offer the same. Nvidia’s revenue expectations for China for second-quarter FY 2026 was $8 billion, and if that amount returns to guidance for the first quarter, it could result in a massive growth step-up that the market…
