Nvidia earnings: NVDA stock, NVDA stock price, and Nvidia earnings report today

Nvidia earnings are back in focus after the company posted another record quarter and paired it with a bigger-than-expected outlook, keeping the AI trade at the center of the market conversation. The results landed after the closing bell on Wednesday, February 25, 2026, and the initial NVDA stock reaction pushed shares higher in after-hours trading as investors digested new revenue, margin, and guidance details.

nvidia earnings report today: key results from the nvidia earnings report

The nvidia earnings report today delivered record quarterly revenue of $68.1 billion for the quarter ended January 25, 2026, alongside record Data Center revenue of $62.3 billion. Full-year revenue reached $215.9 billion. Earnings per share came in at $1.76 GAAP and $1.62 non-GAAP for the quarter, with gross margin at 75.0% GAAP and 75.2% non-GAAP.

Quick scoreboard (USD):

nvda earnings date and nvda earnings time: what happened and when

For traders tracking the nvda earnings date, the print hit on February 25, 2026. The nvda earnings time matters because the release came after the U.S. market close, when liquidity shifts and reactions can be sharper.

The company also scheduled its investor webcast for 5:00 p.m. ET (listed as 2:00 p.m. Pacific). If you’re searching for nvidia earnings date and nvidia earnings time, those two timestamps—after the close for the release, and 5:00 p.m. ET for the webcast—defined the key windows for volatility.

nvidia earnings call and nvda earnings call: the AI narrative driving guidance

The nvidia earnings call and nvda earnings call leaned hard into infrastructure-scale AI demand, with management framing the current cycle around accelerating inference and “agentic” workloads. The biggest headline for forward expectations was guidance: $78.0 billion in revenue for the first quarter of fiscal 2027 (plus or minus 2%).

One additional line item drew attention: the company’s outlook does not assume Data Center compute revenue from China, a constraint investors are weighing as part of the broader AI and semiconductor policy backdrop. Separately, Nvidia signaled a change in how it presents non-GAAP measures going forward, adding more comparability considerations for model builders.

nvda stock price and nvidia stock price: how nvda stock reacted in the market

Heading into the release, nvda stock price closed the regular session at $195.56 on February 25, 2026. In after-hours trading immediately following the earnings headline and outlook, the stock moved higher as market participants repriced near-term growth expectations.

The near-term setup for nvidia stock and nvda hinges on two forces that often tug in opposite directions:

• Stronger growth and guidance can lift the multiple narrative for AI leaders.

• Positioning and expectations can amplify both upside and downside swings when results are “great” but not “great enough.”

For anyone searching “nvda stock” or “nvidia stock price” right after the print, the key is separating the initial reaction from the next session’s follow-through, when broader market risk appetite and peer read-through can reshape the move.

ai and market: what the nvidia earnings mean for positioning after nvda earning

At a market level, these nvidia earnings reinforce that AI infrastructure spend remains the dominant driver of large-cap semiconductor performance. The quarter’s mix—massive Data Center contribution plus a confident next-quarter revenue outlook—keeps Nvidia positioned as a bellwether for capex and AI buildout.

What investors will monitor next in the market:

• Supply ramp and delivery cadence for next-generation platforms as demand expands.

• Gross margin durability as product mix and competitive dynamics evolve.

• Customer concentration and deployment timelines, especially among hyperscalers and major AI builders.

• Sensitivity to policy constraints implied by the China-related guidance assumption.

Bottom line: the nvidia earnings report strengthens the “AI cycle is still accelerating” case, and the next phase for nvda will likely be driven less by whether demand exists and more by how cleanly Nvidia can convert that demand into shipments, margins, and sustained guidance beats.