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Nvidia beats revenue and earnings estimates in Q4, guides another strong Q1 but fails to impress investors
- Nvidia’s Q4 2026 (press release) revenue rose 73% y/y to $68.1 billion while adjusted EPS rose 82% y/y to $1.76, both topping analysts estimates of $$66.2 billion and $1.53, respectively.
- It expects Q1 2027 revenue of $78 billion versus consensus analysts estimate of $72.6 billion, with other analysts projecting as high as $80 billion.
- Nvidia’s strong results and forecast failed to impress investors as the shares are only up 1% pre-market.
- It seems investors may be concerned about growing competition from China as mentioned by management in the earnings call and risk that hyperscalers may no longer spend massively in Nvidia compute as their cash flows decline (min 3:08 of video below).
