Nvidia's Q4 Revenue Soars 20% QoQ, Exceeding Expectations; Stock Rally Continues

• Nvidia reported Q4 revenue of $68.1 billion, a 20% QoQ jump and 73% YoY increase, surpassing analyst expectations of $65.7 billion.
• Full fiscal year 2026 revenue reached $215.9 billion, marking a 65% annual increase, driven by accelerating demand for AI-focused chips.
• CEO Jensen Huang highlighted the 'agentic AI inflection point' and skyrocketing enterprise adoption, with customers investing heavily in AI compute.
• Strong profitability maintained with quarterly GAAP gross margin at 75.0% and non-GAAP at 75.2%; diluted EPS at $1.76 (GAAP) and $1.62 (non-GAAP).
• Nvidia returned $41.1 billion to investors via buybacks and dividends in fiscal 2026 and projects Q1 fiscal 2027 revenue of $78.0 billion.