Nvidia post earnings review: Q4 2026 and outlook

NVIDIA (NASDAQ: NVDA) closed fiscal 2026 with another decisive beat, supported by continued demand for AI infrastructure. Strength in the company’s Data Center and Professional Visualization segments more than offset softer results in Gaming and Automotive.

Fourth-quarter revenue came in at $68.1 billion, up 73.2% year-on-year, and ahead of $66.2 billion pre-quarter consensus estimates (+2.9%). EPS of $1.76 beat Visible Alpha consensus expectations by 18.4%, while gross margin of 75.2% modestly exceeded expectations.

Nvidia’s Data Center segment accounted for 91.5% of the quarter’s sales, or $62.3 billion, and the segment’s revenue grew slightly faster than the company’s overall sales. Looking forward, Q1 FY 2027 Data Center revenue estimates are now projected to hit $72.6 billion. FY 2027 forecasts also have moved higher to $336.7 billion, up from $315.9 billion, ahead of the quarter. Data Center gross margins for Q4 came in at 76.5%. However, going forward for Q1 FY 2027 and the FY 2027, the gross margin has not moved much. Overall, the gross margin guidance seems to be in line with expectations of around 76%.

 This article was published by Visible Alpha, part of S&P Global Market Intelligence and not by S&P Global Ratings, which is a separately managed division of S&P Global.