Gary Black Tracker
2026.02.25 21:47

$NVIDIA(NVDA.US) +3.0% AH after 4Q results beat ests and 1Q guidance was substantially higher than ests.

4Q:

- Revs $68.1B vs $65.9B est

- GM% 75.2% vs 74.7% est

- Adj EPS $1.62 vs $1.54 est

- Data center rev $62.3B vs 60.4B est

1Q guidance:

- Revs $76.4-$79.6B vs $72.8B est

Commentary:

CEO Jensen Huang: “Our customers are racing to invest in AI compute - the factories powering the AI Industrial Revolution and their future growth.”

At 24.9x CY26 EPS NVDA looks cheap relative to expected 2026-2030 eps growth of 27% CGR and 2026-2030 rev growth of +25% CGR.

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