"NVIDIA is down 5.76% year-to-date and off 26% from the 52-week high of $212.17. The past month saw a 3.68% retreat and the past week a further 1.64% decline, though the one-year return remains 59.59%."
"Fourth quarter results underscore the business strength: revenue of $68.13B, up 73.2% year-over-year; non-GAAP EPS of $1.62 against a $1.52 estimate, a 6.58% beat."
"CEO Jensen Huang stated at GTC 2026 that NVIDIA sees at least $1 trillion in orders for Blackwell and Vera Rubin through 2027."
"Non-GAAP gross margin expanded from 71.3% in Q1 FY2026 to 75.2% in Q4. The analyst consensus target of $268.22 reflects institutional confidence."
NVIDIA shares have declined 5.76% year-to-date and are down 26% from their 52-week high. Despite this, the company's fundamentals remain strong, with Q4 revenue of $68.13B, a 73.2% year-over-year increase. The bull case for NVIDIA includes significant demand for its Blackwell architecture and agentic AI, with Q1 FY2027 revenue guidance at approximately $78.0B. The analyst consensus target is $268.22, supported by a strong buy rating from analysts.
Read at 24/7 Wall St.
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