NVIDIA (NVDA) Expected to Announce Earnings on Wednesday

NVIDIA (NASDAQ:NVDA) will likely be posting its Q4 2026 results after the market closes on Wednesday, February 25th. Analysts expect NVIDIA to post earnings of $1.52 per share and revenue of $65.5619 billion for the quarter. Investors may visit the the company’s upcoming Q4 2026 earning results page for the latest details on the call scheduled for Wednesday, February 25, 2026 at 5:00 PM ET.

NVIDIA (NASDAQ:NVDA) last posted its earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, beating the consensus estimate of $1.23 by $0.07. The business had revenue of $57.01 billion for the quarter, compared to analyst estimates of $54.66 billion. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The business’s quarterly revenue was up 62.5% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.81 EPS. On average, analysts expect NVIDIA to post $3 EPS for the current fiscal year and $4 EPS for the next fiscal year.

NVIDIA Price Performance

Shares of NVDA stock opened at $184.97 on Wednesday. The firm has a fifty day simple moving average of $184.67 and a 200-day simple moving average of $183.46. The company has a market capitalization of $4.49 trillion, a PE ratio of 45.90, a price-to-earnings-growth ratio of 0.56 and a beta of 2.31. NVIDIA has a twelve month low of $86.62 and a twelve month high of $212.19. The company has a current ratio of 4.47, a quick ratio of 3.71 and a debt-to-equity ratio of 0.06.

Insider Activity at NVIDIA

In related news, CFO Colette Kress sold 20,000 shares of the stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $175.72, for a total value of $3,514,400.00. Following the completion of the transaction, the chief financial officer owned 93,060 shares in the company, valued at $16,352,503.20. This represents a 17.69% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Director Mark A. Stevens sold 222,500 shares of the business’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $180.17, for a total transaction of $40,087,825.00. Following the sale, the director owned 7,621,453 shares in the company, valued at $1,373,157,187.01. This trade represents a 2.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,611,474 shares of company stock valued at $291,731,692 in the last ninety days. Company insiders own 4.17% of the company’s stock.

Hedge Funds Weigh In On NVIDIA

Several hedge funds have recently modified their holdings of the company. Brighton Jones LLC boosted its stake in shares of NVIDIA by 12.4% during the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock worth $43,631,000 after acquiring an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG lifted its holdings in shares of NVIDIA by 1.0% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock valued at $315,100,000 after purchasing an additional 22,929 shares during the last quarter. Highview Capital Management LLC DE boosted its position in shares of NVIDIA by 6.7% in the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock valued at $7,842,000 after purchasing an additional 3,653 shares during the period. Hudson Value Partners LLC increased its stake in NVIDIA by 30.7% in the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock worth $6,805,000 after purchasing an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. raised its holdings in NVIDIA by 15.7% during the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock worth $715,000 after buying an additional 896 shares during the period. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities analysts have commented on NVDA shares. Citigroup reaffirmed a “buy” rating on shares of NVIDIA in a report on Monday, December 29th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of NVIDIA in a research report on Monday, December 29th. Susquehanna raised their target price on shares of NVIDIA from $230.00 to $250.00 and gave the stock a “positive” rating in a report on Thursday, November 20th. Arete Research upped their target price on NVIDIA from $244.00 to $261.00 and gave the company a “buy” rating in a report on Tuesday, November 25th. Finally, Loop Capital raised their price target on NVIDIA from $250.00 to $350.00 and gave the stock a “buy” rating in a report on Monday, November 3rd. Four equities research analysts have rated the stock with a Strong Buy rating, forty-six have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $264.20.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Signed a multiyear deal to supply Meta with millions of current and next‑gen AI chips (including standalone CPUs, Rubin GPUs and rack systems) — this locks significant, multi‑year data‑center demand and revenue visibility. Nvidia to sell Meta millions of chips in multiyear deal
• Positive Sentiment: Analysts remain bullish ahead of Q4 earnings — several firms (including Citi commentary) expect continued strength from upcoming Rubin GPU ramps and a multi‑quarter growth runway, supporting higher price targets and positive flows. Banking giant updates Nvidia stock price target
• Positive Sentiment: Market commentary and previews frame February earnings as a key catalyst — expectations of another beat and guidance upside are keeping investor interest elevated ahead of results. Nvidia: Closing Out FY26 With A Robust Growth Opportunity (Earnings Preview)
• Neutral Sentiment: Institutional positioning is mixed — many firms still hold large positions and some accumulation is reported, but turnover and divergent hedge‑fund moves mean short‑term volatility could persist.
• Neutral Sentiment: Broad market/chip‑stock weakness and analyst debate about valuation vs. growth keep trading choppy even as fundamentals look strong; NVDA may need earnings + GTC conference news to sustain a fresh leg higher.
• Negative Sentiment: SoftBank disclosed it dissolved its Nvidia stake in Q4 — a sizable passive sale by a well‑known investor can pressure sentiment and supply dynamics in the near term. Softbank Group dissolves share stake in Nvidia, according to SEC filing
• Negative Sentiment: Hedge‑fund trimming and investor worry: David Tepper’s Appaloosa reduced its NVDA holding while increasing exposure to other chip names, and pieces of the market are fretting about big‑tech capex sustainability — these headlines can amplify selling ahead of earnings. David Tepper’s Appaloosa Ups Micron Stake By 250%, Trims Nvidia And Amazon

About NVIDIA

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.