"NVIDIA reported its Q4 FY26 results on February 25, 2026, and the numbers were genuinely extraordinary. Revenue came in at $68.13 billion, up 73.2% year over year, clearing the consensus estimate by 2.93%. Adjusted EPS of $1.62 topped the $1.52 estimate. The Data Center segment, the engine of the whole story, posted $62.31 billion in quarterly revenue, up 75% year over year."
"Computing demand is growing exponentially. The agentic AI inflection point has arrived. Grace Blackwell with NVLink is the king of inference today, delivering an order-of-magnitude lower cost per token, and Vera Rubin will extend that leadership even further."
March market volatility has intensified due to geopolitical concerns, particularly Iran-related tensions affecting oil prices, with the Dow Jones down 2.24%. Among the Magnificent 7 stocks, performance varied significantly in February. Apple proved most resilient, while Amazon declined over 10%. NVIDIA reported exceptional Q4 results with $68.13 billion in revenue, up 73.2% year-over-year, and Data Center segment revenue of $62.31 billion, up 75%. The company guided to $78 billion in next quarter revenue. Despite these extraordinary results, NVIDIA's stock price remained relatively stagnant, suggesting market expectations were already priced in or investors focused on other concerns.
Read at 24/7 Wall St.
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