NVIDIA stock rose 0.2% amid anticipation of the company's fourth-quarter earnings report scheduled for February 25, 2026. Wall Street analysts are bullish ahead of the earnings, with consensus estimates calling for earnings of $1.53 per share, up 71.9% year-over-year, on revenue of $65.7 billion, up 67.0% year-over-year. Data Center revenue is estimated at $58.7 billion, reflecting 65% year-over-year growth. Morgan Stanley expects revenue could reach $72 billion, potentially exceeding the $65 billion guidance provided in the previous quarter. The company is also expanding AI security partnerships with Palo Alto Networks, Akamai Technologies, Siemens, and others. However, sources note emerging competitive pressures as hyperscalers design their own AI chips, and a report indicates China's DeepSeek trained its latest AI model on NVIDIA's Blackwell chip despite U.S. export controls.
Read full analysisNVIDIA stock rose 0.2% amid anticipation of the company's fourth-quarter earnings report scheduled for February 25, 2026. Wall Street analysts are bullish ahead of the earnings, with consensus estimates calling for earnings of $1.53 per share, up 71.9% year-over-year, on revenue of $65.7 billion, up 67.0% year-over-year. Data Center revenue is estimated at $58.7 billion, reflecting 65% year-over-year growth. Morgan Stanley expects revenue could reach $72 billion, potentially exceeding the $65 billion guidance provided in the previous quarter. The company is also expanding AI security partnerships with Palo Alto Networks, Akamai Technologies, Siemens, and others. However, sources note emerging competitive pressures as hyperscalers design their own AI chips, and a report indicates China's DeepSeek trained its latest AI model on NVIDIA's Blackwell chip despite U.S. export controls.
Nvidia designs GPUs and AI accelerators that power the vast majority of artificial intelligence training and inference workloads in data centers worldwide. Its Blackwell and upcoming Vera Rubin chip platforms are driving a massive investment cycle, with hyperscalers like Meta committing to multiyear, multigenerational procurement deals — though Meta's new chips-for-equity deal with AMD signals growing efforts to diversify away from Nvidia's dominance. The company reports its closely watched Q4 earnings after the bell Wednesday, with Wall Street expecting revenue of $65.7 billion and adjusted EPS of $1.53.