Nvidia Exceeds Expectations - Stock Drops 5%

Nvidia released its Q4 earnings report on February 25, 2026, showcasing impressive growth fueled mostly by robust demand for artificial intelligence (AI) technology. The semiconductor giant beat Wall Street expectations, signaling continued dominance in the chip industry. Following the earnings release, Nvidia's stock dropped by more than 5%.

For the quarter, Nvidia reported revenue of $68.1 billion, surpassing analysts' estimates. Net income came in at $42.96 billion, reflecting the company's solid profitability in a competitive market. Total financial year revenue was $215.9 billion, up 65%.

Looking ahead, revenue is expected to be $78.0 billion, plus or minus 2%. Nvidia is not assuming any Data Center compute revenue from China in its outlook.