All eyes are on AI-linked tech titan Nvidia Corp. as it gears up to announce its fourth quarter earnings for FY26 on Feb. 25. Investors anticipate the bellwether's financials to justify its recent spending frenzy.
According to analysts' consensus estimates on Bloomberg, the chipmaker will clock a 67.58% revenue growth to $66 billion from $39.3 billion in the year-ago period.
The company's data-centre revenue is expected to rise almost 70% to $60.3 billion from $35.5 billion in the corresponding quarter of last fiscal year.
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Further, Nvidia's net income is poised to see an almost 70% jump to $37.4 billion from $22 billion in Q4FY25, according to analysts tracking the company.
Net margin, too, is expected to expand slightly year-on-year to 56.57% from 56.10%. In the corresponding quarter last year, Nvidia's net margin had logged a decline.
Diluted earnings per share is estimated to rise over 72% to $1.53 from $0.89.
The Jensen Huang-owned tech company is estimated to log a 71.28% year-on-year growth in its gross profit to $49.6 billion from $29 billion. Similarly, analysts expect gross margin to register a 1.63% rise to 74.7% from 73.5%.
Key Operational Estimates
Total operating expenses are expected to increase 47% to approximately $5 billion from $3.37 billion, whereas operational income is estimated to rise to $44.5 billion, up 74.6% year-on-year from $25.5 billion.
Consensus estimates for operating margin stood at 67.4%, an almost 4% increase from 64.88% in the corresponding quarter of last year.
Nvidia Share Price
The shares of Nvidia traded 2% higher at $196.59 on the New York Stock Exchange as of 11:15 a.m. EST ahead of the results announcements. This compares to a 0.9% advance in the tech-heavy Nasdaq Composite index.
The Wall Street appeared bullish about the chipmaker's Q4 earnings, as all major indices extended gains at open in the run up to the results.
ALSO READ: S&P 500 Up 0.5%, Tech-Heavy Nasdaq Extends Gains In Run-Up To Nvidia Earnings
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