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NVDA
TechnologyNVIDIA Corporation
Semiconductors
Next Earnings: Q4 2026
Wednesday, February 25, 2026
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NVDA EPS History & Predictions
Actual
Consensus
Wall Street
$1.51consensus
GPT-5.2
$1.58▲
Gemini 3 Pro
$1.59▲
Claude-opus
$1.58▲
Grok-4
$2.05▲
Q4 2026 Predictions
AI analyst forecasts for the upcoming earnings release. Click a model to see its reasoning.
GPT-5.2
openrouterEPS
$1.58
Revenue
$68.40B
Conf.
56%Click for details →
Gemini 3 Pro
openrouterEPS
$1.59
Revenue
$68.95B
Conf.
92%Click for details →
Claude-opus
openrouterEPS
$1.58
Revenue
$68.50B
Conf.
72%Click for details →
Grok-4
openrouterEPS
$2.05
Revenue
$75.00B
Conf.
88%Click for details →
Predictions Comparison
AI model predictions compared to Wall Street consensus
| Model | EPS Estimate | Revenue Estimate | vs Consensus | Confidence | |
|---|---|---|---|---|---|
GPT-5.2openrouter | $1.58 | $68.40B | +4.6% | 56% | |
Gemini 3 Proopenrouter | $1.59 | $68.95B | +5.3% | 92% | |
Claude-opusopenrouter | $1.58 | $68.50B | +4.6% | 72% | |
Grok-4openrouter | $2.05 | $75.00B | +35.8% | 88% | |
| Wall Street Consensus | $1.51 | $65.57B | — | — |
Wall Street Consensus
Compare AI predictions against Wall Street analyst consensus
Consensus EPS
$1.26
Last Reported EPS
$1.31
Last Surprise
3.97%
Report Date
11/19/2025
Quarterly Earnings Surprise Amount
Historical performance vs Wall Street consensus
| Fiscal Quarter End | Date Reported | Earnings Per Share* | Consensus EPS* Forecast | % Surprise |
|---|---|---|---|---|
| Q3 2026 | 11/19/2025 | 1.31 | 1.26 | 3.97 |
| Q2 2026 | 8/27/2025 | 1.08 | 1.01 | 6.93 |
| Q1 2026 | 5/28/2025 | 0.77 | 0.74 | 4.48 |
| Q4 2025 | 2/26/2025 | 0.90 | 0.85 | 6.13 |
* EPS values are adjusted for stock splits
Financial Statements
Historical data with AI projections for Q4 2026
All values in Billions (USD) unless otherwise noted
AI Projections | ||||||||
|---|---|---|---|---|---|---|---|---|
| Line Item | Q4 2025 | Q1 2026 | Q2 2026 | Q3 2026 | GPT-5.2Q4 2026 | Gemini 3 ProQ4 2026 | Claude-opusQ4 2026 | Grok-4Q4 2026 |
| Revenue | ||||||||
| Revenue | 39.33 | 44.06 | 46.74 | 57.01 | 68.40+20.0% | 68.95 | 68.50+20.2% | 75.00+31.6% |
| Cost Of Revenue | 10.61 | 17.39 | 12.89 | 15.16 | 18.50+22.1% | 18.62 | 18.84+24.3% | 19.50+28.7% |
| Cost & Gross Profit | ||||||||
| Gross Profit | 28.72 | 26.67 | 33.85 | 41.85 | 49.90+19.2% | 50.33 | 49.66+18.7% | 55.50+32.6% |
| Cost And Expenses | 15.30 | 22.42 | 18.30 | 21.00 | 24.70+17.6% | 24.97 | 25.14+19.7% | 25.45+21.2% |
| Operating Expenses | ||||||||
| Research And Development Expenses | 3.71 | 3.99 | 4.29 | 4.71 | 5.05+7.3% | 5.10 | 5.10+8.4% | 4.80+2.0% |
| General And Administrative Expenses | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling And Marketing Expenses | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling General And Administrative Expenses | 0.975 | 1.04 | 1.12 | 1.13 | 1.15+1.4% | 1.25 | 1.20+5.8% | 1.15+1.4% |
| Other Expenses | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Operating Expenses | 4.69 | 5.03 | 5.41 | 5.84 | 6.20+6.2% | 6.35 | 6.30+7.9% | 5.95+1.9% |
| Interest Expense | 0.061 | 0.063 | 0.062 | 0.061 | 0.060-1.6% | 60.00 | 0.060-1.6% | 0.060-1.6% |
| Total Other Income Expenses Net | 1.18 | 0.272 | 2.77 | 1.93 | 1.80-6.5% | 2.10 | 1.82-5.5% | 1.95+1.2% |
| Income Tax Expense | 3.13 | 3.13 | 4.78 | 6.03 | 7.05+17.0% | 7.37 | 6.78+12.5% | 7.95+31.9% |
| Other Income/Expense | ||||||||
| Net Interest Income | 0.450 | 0.452 | 0.530 | 0.563 | 0.600+6.6% | 640.00 | 0.620+10.1% | 0.590+4.8% |
| Interest Income | 0.511 | 0.515 | 0.592 | 0.624 | 0.660+5.8% | 700.00 | 0.680+9.0% | 0.650+4.2% |
| Non Operating Income Excluding Interest | -1.24 | -0.335 | -2.83 | -1.99 | -2.20-10.7% | 1.46 | -1.20+39.6% | -2.00-0.7% |
| Other Adjustments To Net Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Income & EPS | ||||||||
| Operating Income | 24.03 | 21.64 | 28.44 | 36.01 | 43.70+21.4% | 43.98 | 43.36+20.4% | 49.55+37.6% |
| Income Before Tax | 25.22 | 21.91 | 31.21 | 37.94 | 45.50+19.9% | 46.08 | 45.18+19.1% | 50.05+31.9% |
| Net Income From Continuing Operations | 22.09 | 18.77 | 26.42 | 31.91 | 38.45+20.5% | 38.71 | 38.41+20.4% | 42.10+31.9% |
| Net Income From Discontinued Operations | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Income | 22.09 | 18.77 | 26.42 | 31.91 | 38.45+20.5% | 38.71 | 38.41+20.4% | 42.10+31.9% |
| Net Income Deductions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Bottom Line Net Income | 22.09 | 18.77 | 26.42 | 31.91 | 38.45+20.5% | 38.71 | 38.41+20.4% | 42.10+31.9% |
| Eps | $0.9000 | $0.7700 | $1.08 | $1.31 | $1.59+21.4% | $1.59+21.4% | $1.58+20.6% | $1.71+30.5% |
| Eps Diluted | 0.89 | 0.76 | 1.08 | 1.30 | 1.58+21.5% | 1.59+22.3% | 1.58+21.5% | 1.70+30.8% |
| Other | ||||||||
| Filing Date | 0.000 | 0.000 | 0.000 | 0.000 | — | — | — | — |
| Fiscal Year | 0.000 | 0.000 | 0.000 | 0.000 | — | — | — | — |
| Depreciation And Amortization | 0.543 | 0.611 | 0.669 | 0.751 | 0.850+13.2% | 800.00 | 0.820+9.2% | 0.800+6.5% |
| Ebitda | 25.82 | 22.58 | 31.94 | 38.75 | 46.65+20.4% | 46.94 | 46.06+18.9% | 51.20+32.1% |
| Ebit | 25.28 | 21.97 | 31.27 | 38.00 | 45.80+20.5% | 46.14 | 45.24+19.1% | 50.40+32.6% |
| Weighted Average Shs Out | 24,489,000,000 | 24,441,000,000 | 24,366,000,000 | 24,327,000,000 | 24,200,000,000-0.5% | 24.25 | 24,280,000,000-0.2% | 24,600,000,000+1.1% |
| Weighted Average Shs Out Dil | 24,706,000,000 | 24,611,000,000 | 24,532,000,000 | 24,483,000,000 | 24,350,000,000-0.5% | 24.40 | 24,400,000,000-0.3% | 24,750,000,000+1.1% |