Nvidia beats on Q4 expectations and offers better-than-anticipated Q1 outlook
February 26, 2026
Breaking News
Image source: Unsplash
Nvidia reported its fiscal fourth quarter results after the bell on Wednesday, beating analysts' expectations on the top and bottom lines.
The company also offered Q1 guidance between $76.44 billion and $79.56 billion, above Wall Street's estimates of $72.8 billion.
That outlook does not include any potential revenue out of China.
Nvidia stock pared gains in premarket trading, rising 1% after an earlier 3% jump.
For the quarter, Nvidia saw earnings per share of $1.62 on revenue of $68.1 billion.
Wall Street was anticipating EPS of $1.53 on revenue of $65.8 billion, according to Bloomberg analyst consensus estimates.
The company reported EPS of $0.89 and revenue of $39.3 billion in the same quarter last year. Yahoo Finance reports.
EdgeUp
🧾 Intuit stock price jumps on Anthropic AI deal as earnings loom what investors watch Thursday
Intuit popped roughly 6.3% in the previous session, finishing at $381.23 and drawing new attention in Thursday’s U.S. premarket action.
Shares moved in a $353.53 to $381.59 range for the day, with volume reaching around 5.3 million trades.
Timing’s key here. Software shares have swung sharply, as worries mount that generative AI might threaten subscription models, even as the broader market fights for stability.
“Investors are trying to grapple with what could potentially be existential risk,” said Zach Hill, head of portfolio management at Horizon Investments.
A tech driven Wall Street rally on Wednesday, highlighted by Reuters, is setting up a tough spotlight for upcoming results from names such as Intuit. TechStock² reports.
🔋 Array Tech Stock Nosedives 24% On Q4 Report, Weak Guidance
Array Technologies, Inc. (NASDAQ:ARRY) shares plunged in Wednesday's extended trading after the company released its fourth quarter earnings report and weak forward guidance.
Array Technologies reported quarterly losses of one cent per share, which met the consensus estimate, according to Benzinga Pro.
Quarterly revenue came in at $226.04 million, which beat the Street estimate of $212.02 million, but was down from $275.23 million in the same period last year.
“ARRAY closed out an exceptional year in which we further demonstrated the resilience and agility of our business,” CEO Kevin Hostetler said.
“Our $2.2 billion record orderbook reflects the focused investment we have made in strengthening our commercial organization, enhancing customer engagement, and advancing our product portfolio and technical sales capabilities,” Hostetler added. Benzinga reports.
🧠 Analysis-Nvidia CEO Prepares Investors for a Renewed Battle With Intel and AMD
Nvidia may have made its immense fortune on the back of specialized graphics processing units used to power artificial intelligence servers, but CEO Jensen Huang is increasingly professing his love for the more generalist CPU.
The CPU, or central processing unit, was for decades traditionally viewed as the main brain of a computer, a product most associated with Intel or sometimes Advanced Micro Devices.
Huang is fond of saying that where once 90% of computing used to happen on CPUs and 10% on chips like his, the ratio has flipped in recent years. Yahoo Finance reports.
🧩 Schneider beats profit expectations on data center demand
French industrial group Schneider Electric on Thursday reported stronger-than-expected core earnings, driven by robust data centre demand, and provided 2026 expectations that analysts saw as conservative.
The company also announced that its CFO Hilary Maxson would leave the company on April 5 and be replaced by Nathan Fast, who became head of investor relations in January.
The Paris-listed stock was up almost 4% to 275 euros by 1015 GMT, its highest price on record.
Schneider, once known primarily for industrial components like fuses and circuit breakers, now builds the backbone of data centers, supplying everything from cooling units and server racks to critical power distribution equipment.
Data centers and networks account for about 30% of its total orders. Yahoo Finance reports.
Top 5 Movers in Early Pre-Market
(All pricing and percent gains are based on Early Pre-Market from 4:00 AM to 7:00 AM Eastern Time)
Stock Analysis reports.
1) HCTI: Healthcare Triangle, Inc.
Total gain: +69.19%
2) BFLY: Butterfly Network, Inc.
Total gain: +28.39%
3) NTNX: Nutanix, Inc.
Total gain: +22.32%
4) IONQ: IonQ, Inc.
Total gain: +15.36%
5) CELH: Celsius Holdings, Inc.
Total gain: +14.60%
Yesterday’s Biggest Movers
The closing price of the top three market percent gainers trading near or above $3 on February 25.
Stock Analysis reports.
*All pricing and percent gains are based on regular market trading hours from 9:30am to 4:00pm Eastern Time
1) ALOY: REalloys Inc.
Total gain: +63.23%
The stock appeared to be moving on no notable news.
2) LRMR: Larimar Therapeutics, Inc.
Total gain: +61.25%
The company announced the pricing of its upsized underwritten public offering of 20,000,000 shares of its common stock at a price to the public of $5.00 per share. The aggregate gross proceeds to Larimar from this offering are expected to be $100 million, before deducting underwriting discounts and commissions and other offering expenses. Globe Newswire reports.
3) CDIO: Cardio Diagnostics Holdings, Inc.
Total gain: +60.42%
The stock appeared to be moving on no notable news.
Today’s Notable Earnings
*Estimate and Actual numbers represent Earnings Per Share in US Dollars
HAFN: Hafnia
Q4 2025
Before Market Open
Estimate: 0.240
Actual: 0.220
CMBT: Euronav
Q4 2025
Before Market Open
Estimate: 0.340
Actual: 0.310
ARGX: argenx
Q4 2025
Before Market Open
Estimate: 5.640
Actual: 8.020
Today’s Economic Dates
Time (ET) / Report / Period
8:30 AM - Initial jobless claims - Feb. 21
10:00 AM - Fed Vice Chair for Supervision Michelle Bowman testifies to Congress - N/A
Parting Thoughts
“In markets, discomfort is often the price of admission.”
– Michael Mauboussin
Sourced in: Michael Mauboussin on Investing – Morgan Stanley.
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