Nvidia Key Results (Q4 FY2026,-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Nvidia

Key Results (Q4 FY2026, ended ~Jan 26, 2026)

• Revenue: $68.1 billion → Beat consensus ~$66.0–$66.2B → +73% YoY (from $39.3B in Q4 FY2025)

• Adjusted (non-GAAP) EPS: $1.62 → Beat consensus ~$1.53–$1.54 → +~72–82% YoY

• Data Center revenue (AI/GPU powerhouse, ~91% of total): $62.3 billion → Beat ~$60.0–$60.3B → +75% YoY

• Non-GAAP Gross Margin: 75.2% (holding at “gold standard” levels)

Q1 FY2027 Guidance (big focus for the market)

• Revenue: ~$78 billion (some early reports cite $74B–$78B range) → Well above consensus ~$72–$73B → Signals continued strong acceleration

Other highlights from initial read

• Blackwell ramp described as “on track” with Jensen noting the “agentic AI inflection point has arrived” and Grace Blackwell as “king of inference.”

• Rubin platform unveiled (next-gen architecture with major inference cost/performance gains vs Blackwell).

• Ongoing $58.5B share repurchase authorization.

• Multi-generational partnership deals (e.g., Meta for millions of Blackwell + Rubin GPUs).

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

1

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":536714693316984,"tweetId":"536714693316984","gmtCreate":1772055415725,"gmtModify":1772059090511,"author":{"id":3570167529308786,"idStr":"3570167529308786","authorId":3570167529308786,"authorIdStr":"3570167529308786","name":"Pompom","avatar":"https://static.tigerbbs.com/3981281d6e8e445e8663e7bbe028a489","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":9,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>Nvidia</p>\n<p>Key Results (Q4 FY2026, ended ~Jan 26, 2026)</p>\n<p>• Revenue: $68.1 billion → Beat consensus ~$66.0–$66.2B → +73% YoY (from $39.3B in Q4 FY2025)</p>\n<p>• Adjusted (non-GAAP) EPS: $1.62 → Beat consensus ~$1.53–$1.54 → +~72–82% YoY</p>\n<p>• Data Center revenue (AI/GPU powerhouse, ~91% of total): $62.3 billion → Beat ~$60.0–$60.3B → +75% YoY</p>\n<p>• Non-GAAP Gross Margin: 75.2% (holding at “gold standard” levels)</p>\n<p>Q1 FY2027 Guidance (big focus for the market)</p>\n<p>• Revenue: ~$78 billion (some early reports cite $74B–$78B range) → Well above consensus ~$72–$73B → Signals continued strong acceleration</p>\n<p>Other highlights from initial read</p>\n<p>• Blackwell ramp described as “on track” with Jensen noting the “agentic AI inflection point has arrived” and Grace Blackwell as “king of inference.”</p>\n<p>• Rubin platform unveiled (next-gen architecture with major inference cost/performance gains vs Blackwell).</p>\n<p>• Ongoing $58.5B share repurchase authorization.</p>\n<p>• Multi-generational partnership deals (e.g., Meta for millions of Blackwell + Rubin GPUs).</p></body></html>","htmlText":"<html><head></head><body><p>Nvidia</p>\n<p>Key Results (Q4 FY2026, ended ~Jan 26, 2026)</p>\n<p>• Revenue: $68.1 billion → Beat consensus ~$66.0–$66.2B → +73% YoY (from $39.3B in Q4 FY2025)</p>\n<p>• Adjusted (non-GAAP) EPS: $1.62 → Beat consensus ~$1.53–$1.54 → +~72–82% YoY</p>\n<p>• Data Center revenue (AI/GPU powerhouse, ~91% of total): $62.3 billion → Beat ~$60.0–$60.3B → +75% YoY</p>\n<p>• Non-GAAP Gross Margin: 75.2% (holding at “gold standard” levels)</p>\n<p>Q1 FY2027 Guidance (big focus for the market)</p>\n<p>• Revenue: ~$78 billion (some early reports cite $74B–$78B range) → Well above consensus ~$72–$73B → Signals continued strong acceleration</p>\n<p>Other highlights from initial read</p>\n<p>• Blackwell ramp described as “on track” with Jensen noting the “agentic AI inflection point has arrived” and Grace Blackwell as “king of inference.”</p>\n<p>• Rubin platform unveiled (next-gen architecture with major inference cost/performance gains vs Blackwell).</p>\n<p>• Ongoing $58.5B share repurchase authorization.</p>\n<p>• Multi-generational partnership deals (e.g., Meta for millions of Blackwell + Rubin GPUs).</p></body></html>","text":"Nvidia Key Results (Q4 FY2026, ended ~Jan 26, 2026) • Revenue: $68.1 billion → Beat consensus ~$66.0–$66.2B → +73% YoY (from $39.3B in Q4 FY2025) • Adjusted (non-GAAP) EPS: $1.62 → Beat consensus ~$1.53–$1.54 → +~72–82% YoY • Data Center revenue (AI/GPU powerhouse, ~91% of total): $62.3 billion → Beat ~$60.0–$60.3B → +75% YoY • Non-GAAP Gross Margin: 75.2% (holding at “gold standard” levels) Q1 FY2027 Guidance (big focus for the market) • Revenue: ~$78 billion (some early reports cite $74B–$78B range) → Well above consensus ~$72–$73B → Signals continued strong acceleration Other highlights from initial read • Blackwell ramp described as “on track” with Jensen noting the “agentic AI inflection point has arrived” and Grace Blackwell as “king of inference.” • Rubin platform unveiled (next-gen architecture with major inference cost/performance gains vs Blackwell). • Ongoing $58.5B share repurchase authorization. • Multi-generational partnership deals (e.g., Meta for millions of Blackwell + Rubin GPUs).","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/536714693316984","repostId":0,"isVote":1,"tweetType":1,"viewCount":121,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":861,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/536714693316984"}