Investors have arrived at the final boss of this season's tech earnings.
Nvidia's results come at a particularly sensitive time for the market, with investors no longer blindly rewarding every company that touches AI, instead electing to divide the landscape into distinct winners and losers.
Analysts ahead of the fourth-quarter call say they'll be listening for comments from CEO Jensen Huang on the appetite for high-end AI chips and how the company is ramping production of its Rubin platform.
Nvidia stock is up roughly 3% so far in 2026.
The company will report earnings after the 4 p.m. ET closing bell, with the analyst call scheduled to start around 5 p.m. ET.
Wall Street expects Nvidia to report revenue of $65.9 billion for Q4
Fourth quarter
- Revenue estimate $65.91 billion (Bloomberg Consensus)
- Data center revenue estimate $60.36 billion
- Compute revenue estimate $51.61 billion
- Networking revenue estimate $9.02 billion
- Gaming revenue estimate $4.01 billion
- Professional Visualization revenue estimate $770.7 million
- Automotive revenue estimate $643.2 million
- OEM & other revenue estimate $179.4 million
- Adjusted gross margin estimate 75%
- Adjusted operating expenses estimate $4.96 billion
- Adjusted operating income estimate $44.56 billion
- R&D expenses estimate $5.38 billion
- Adjusted EPS estimate $1.53
- Capital expenditure estimate $1.62 billion
FIRST QUARTER - Revenue estimate $72.78 billion
- Adjusted gross margin estimate 75%
- Adjusted operating expenses estimate $5.33 billion
- Capital expenditure estimate $1.65 billion
2027 Year - Revenue estimate $334.81 billion
- Capital expenditure estimate $7.54 billion
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