$NVDA delivered (new)

$NVDA Q4’26 EARNINGS HIGHLIGHTS

Revenue: $68.1B (Est. $65.91B) ????; +73% Y/Y
Adj. EPS: $1.62 (Est. $1.50) ????; +82% Y/Y
Data Center: $62.3B (Est. $60.36B) ????; +75% Y/Y

Q1 Guide:
Rev: $78.0B ±2% (Est. $72.78B) ????
Gross Margin (Adj): 75.0% ±50bps
OpEx (Adj):… pic.twitter.com/MPsuEhw9Hs

— Wall St Engine (@wallstengine) February 25, 2026

所有跟帖： 

• Q1 guidance should be 76-78B -三心三意- ♂ (0 bytes) () 02/25/2026 postreply 13:36:41

• 78B -香虞- ♀ (0 bytes) () 02/25/2026 postreply 13:38:30

• NVDA earning is very good -三心三意- ♂ (0 bytes) () 02/25/2026 postreply 13:38:14

• Killer print! -NewLeaf2021- ♀ (325 bytes) () 02/25/2026 postreply 13:39:54

• Yep, of course :-D -bogbog- ♀ (0 bytes) () 02/25/2026 postreply 13:40:20

• Yes, 早就猜到了， 就是不知道市场如何反应会不会sell the rip, 观察这几天 -bogbog- ♀ (0 bytes) () 02/25/2026 postreply 13:39:55

• 其他有关的几个也被带起来了 -NewLeaf2021- ♀ (0 bytes) () 02/25/2026 postreply 13:42:22

• 您的APP买卖发财了， 恭喜。 -bogbog- ♀ (0 bytes) () 02/25/2026 postreply 13:46:15

• 谢谢，小财而已，我自己管投资资历很浅，就几年，学习中，不能跟大部分这里的朋友比 -NewLeaf2021- ♀ (195 bytes) () 02/25/2026 postreply 14:40:42

• 市值很大，盘后比较克制的涨 -canada1018- ♂ (0 bytes) () 02/25/2026 postreply 13:40:04

• Next Q revenue guided 9% higher, margin 75% -三心三意- ♂ (0 bytes) () 02/25/2026 postreply 13:42:36

• I mean 9% higher than expectation, 15% sequentially -三心三意- ♂ (0 bytes) () 02/25/2026 postreply 13:44:19

• Yes, no doom and gloom -bogbog- ♀ (0 bytes) () 02/25/2026 postreply 13:49:35

• 这个还是在CHINA市场没有全部对它开放状态下， Cool！ -NewLeaf2021- ♀ (0 bytes) () 02/25/2026 postreply 13:44:07