🚀 Nvidia $NVDA once again beat expectations. The AI boom shows no signs of slowing.
Nvidia released results for fiscal Q4 2026 and the numbers again confirm that demand for AI infrastructure remains extremely strong.
📊 Key results:
• Revenue: $68.1B (+73% YoY)
• Net income: $43B
• EPS: $1.76
• Gross margin: 75%
🧠Data Center remains the main growth driver
The Data Center segment achieved revenue of $62.3B (+75% YoY) and confirms that Nvidia is no longer just a GPU company, but a key infrastructure provider for the entire AI economy.
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📊 Estimates vs. reality:
• Expected revenue: ~$66.2B → actual $68.1B ✅
• Expected EPS: $1.53 → actual $1.62 ✅
• Expected outlook for next quarter: ~$72B → Nvidia guides $78B ✅
The biggest surprise came from the outlook!!!
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💰 The company returned $41.1B to shareholders over the year through buybacks and dividends.
👉 Key trend: AI is shifting from model training to real-world deployment (inference), which keeps demand for compute power very high. ✅✅✅
Those numbers look good, and I’m glad there wasn’t any cooling off or an extreme drop. We’ll see how it opens today.
So far, what I thought has been confirmed: there won’t be any extreme movement directly in the shares of $NVDA. But the market, to my surprise, had already reacted strongly during the day and was rising. It looks like we could even get within sight of the highs on the indices. I just hope there will be a breakout afterward and not another slide down.