Is Nvidia Stock a Buy as Revenue Continues to Soar?

Last week, Nvidia (NASDAQ: NVDA) erstwhile again showed wherefore it is the astir ascendant subordinate successful the artificial quality (AI) infrastructure abstraction erstwhile it released fiscal 2026 fourth-quarter fiscal results. The results amusement that the institution continues to spot bonzer gross growth, arsenic request for its graphics processing units (GPUs) remains insatiable.

Let's instrumentality a person look astatine Nvidia's fourth-quarter results and prospects to spot if the banal is inactive a buy.

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For its fiscal Q4, Nvidia's gross surged 73% twelvemonth implicit twelvemonth to $68.1 billion, easy surpassing the $66.2 cardinal statement estimation (as compiled by LSEG). Adjusted net per stock (EPS), meanwhile, soared 82% to $1.62, topping the $1.53 expert consensus.

Data halfway conception gross erstwhile again led the charge, climbing 75% twelvemonth implicit twelvemonth to $62.3 billion. The institution said it saw spot some with grooming and inference deployments. Meanwhile, wrong its information halfway segment, its networking portfolio has a highlight, with gross skyrocketing much than 3.5 times to $11 billion. The institution said request for its NVLink interconnect solution, InfiniBand, and Spectrum-X Ethernet products each deed grounds levels.

Cloud computing providers stay Nvidia's largest customers. It said that it expects each supplier to usage its Vera Rubin platform, which combines its caller Rubin GPUs with its Vera cardinal processing units (CPUs) and different networking components. Meanwhile, its sovereign federation concern saw gross triple during this past fiscal twelvemonth to $30 billion. Nvidia saw nary gross from China, contempt the institution getting support to merchantability immoderate of its H200 chips to Chinese customers.

Nvidia's different segments were besides mostly strong. Gaming gross climbed 47% to $3.7 billion, portion its nonrecreational visualization conception income jumped 74% to $1.3 billion. Its automotive conception saw gross borderline up 2% to $604 million, though it was up 39% connected the year.

The institution continues to propulsion disconnected an tremendous magnitude of cash. It produced operating currency travel of $36.2 cardinal and escaped currency travel of $34.9 cardinal successful the quarter. It ended its fiscal twelvemonth with currency and marketable securities of $62.6 cardinal and $8.5 cardinal successful debt.

Looking ahead, Nvidia guided for fiscal first-quarter gross to travel successful astir $78 billion, which would correspond 77% growth. The institution besides said that it has secured inventory and capableness to assistance conscionable increasing request into calendar twelvemonth 2027.