NVIDIA Reports Record Q4 & FY26 Results, Projects Strong Q1 FY27 Revenue Amid Surging AI Demand
NVDA has more than doubled off its 52-week low of $86.62.
Summary
NVIDIA announced record fourth-quarter and fiscal year 2026 financial results, driven by strong AI demand, and provided an optimistic revenue outlook for the first quarter of fiscal 2027.
Key Events · Earnings and Guidance · NVDA
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Record Quarterly and Full-Year Revenue
NVIDIA reported record quarterly revenue of $68.1 billion for Q4 FY26, up 73% year-over-year, and record full-year revenue of $215.9 billion for fiscal 2026, up 65% year-over-year.
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Exceptional Data Center Growth
The Data Center segment achieved record quarterly revenue of $62.3 billion, increasing 75% year-over-year, and full-year revenue of $193.7 billion, up 68% year-over-year, driven by accelerated computing and AI.
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Strong EPS Performance
GAAP diluted earnings per share for Q4 FY26 reached $1.76, a 98% increase year-over-year, with full-year GAAP diluted EPS at $4.90, up 67%.
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Optimistic Q1 FY27 Revenue Outlook
The company projects revenue for Q1 FY27 to be approximately $78.0 billion, plus or minus 2%, indicating continued strong growth, though it does not assume Data Center compute revenue from China in this outlook.
Analysis · NVDA · Manufacturing
NVIDIA's latest earnings report showcases exceptional financial performance, driven by an insatiable demand for AI and accelerated computing. The company delivered record quarterly and full-year revenue, with its Data Center segment experiencing particularly robust growth. The forward guidance for Q1 FY27 revenue significantly exceeds the reported Q4 figures, signaling continued strong momentum despite a conservative outlook that excludes China Data Center revenue. This report reinforces NVIDIA's dominant position in the AI industry and suggests a sustained period of high growth, which is a critical positive signal for investors.
At the time of this filing, NVDA was trading at $200.56 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $4.8T. The 52-week trading range was $86.62 to $212.19. This filing was assessed with positive market sentiment and an importance score of 9 out of 10.