Nvidia Q4 Earnings Preview: Data Center Revenue and Gross Margin in Focus
Nvidia's fiscal Q4 2026 earnings report, due after Wednesday's market close, is expected to showcase explosive growth in data center revenue. Analysts project $61 billion—a 70% year-over-year surge—driven by relentless AI demand. Adjusted EPS forecasts of $1.53 reflect a 72% jump from the prior year.
The real story lies in gross margins. Consensus estimates of ~75% will test Nvidia's pricing power amid rising competition. Meta's AMD GPU deal and hyperscalers' in-house AI chips threaten Nvidia's dominance. Flat stock performance since October (+3.4% vs AMD's 32% gain) signals investor caution.