{"id":310353,"date":"2026-02-26T00:45:08","date_gmt":"2026-02-26T00:45:08","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/310353\/"},"modified":"2026-02-26T00:45:08","modified_gmt":"2026-02-26T00:45:08","slug":"ceo-jensen-huang-just-handed-down-incredible-news-for-nvidia-stock-investors","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/310353\/","title":{"rendered":"CEO Jensen Huang Just Handed Down Incredible News for Nvidia Stock Investors"},"content":{"rendered":"<p>The AI chipmaker is growing like gangbusters.<\/p>\n<p>When it comes to powering artificial intelligence (AI), there&#8217;s Nvidia (<a href=\"https:\/\/www.fool.com\/quote\/nasdaq\/nvda\/\" class=\"font-bold hover:underline\" rel=\"nofollow noopener\" target=\"_blank\">NVDA<\/a> +1.44%), then there&#8217;s everyone else. As the leading provider of <a href=\"https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/gpu-stocks\/\" class=\"text-cyan-900 hover:text-cyan-800\" rel=\"nofollow noopener\" target=\"_blank\">graphics processing units (GPUs)<\/a> that underpin AI, Nvidia is viewed as a bellwether for AI adoption.<\/p>\n<p>As such, the company&#8217;s quarterly financial report has become critically important for understanding the current state of AI. Nvidia CEO Jensen Huang just handed down the company&#8217;s financial report as the latest and most definitive update on the matter.<\/p>\n<p><img alt=\"Nvidia's Santa Clara headquarters at dusk.\" loading=\"lazy\" width=\"880\" height=\"586\" decoding=\"async\" data-nimg=\"1\" class=\"h-auto max-w-full rounded object-contain\" style=\"color:transparent\"   src=\"https:\/\/www.newsbeep.com\/il\/wp-content\/uploads\/2026\/02\/1772066708_30_.jpeg\"\/><\/p>\n<p class=\"caption\">Image source: Nvidia.<\/p>\n<p>The results are conclusive<\/p>\n<p>Some investors feared that Nvidia&#8217;s financial results might stall, but sales actually accelerated. For its fiscal 2026 fourth quarter (ended Jan. 25), the company generated record revenue of $68 billion, up 73% year over year and 20% quarter over quarter. This drove adjusted earnings per share (EPS) of $1.62, which surged 82%. The results were partially driven by Nvidia&#8217;s impressive gross margin of 75%. <\/p>\n<p>For context, analysts&#8217; consensus estimates were calling for revenue of $66.2 billion and adjusted EPS of $1.54, so Nvidia cleared both hurdles with ease. <\/p>\n<p>The data center segment, which includes chips used for high-performance computing, cloud computing, AI, and (as the name implies) <a href=\"https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/real-estate-investing\/reit\/data-center-reit\/\" class=\"text-cyan-900 hover:text-cyan-800\" rel=\"nofollow noopener\" target=\"_blank\">data centers<\/a>, delivered another record-setting performance. Segment revenue of $62.3 billion soared 75% year over year and 22% sequentially.<\/p>\n<p>The gaming segment &#8212; which was once Nvidia&#8217;s bread and butter &#8212; also turned in a strong performance, though it&#8217;s now dwarfed by the data center segment. Gaming revenue totaled $3.7 billion, up 47% year over year. Comments by CFO Colette Kress signaled the growing shift to AI, saying, &#8220;We expect supply constraints to be a headwind to gaming in the first quarter of fiscal 2027 and beyond.&#8221;<\/p>\n<p><img alt=\"Nvidia Stock Quote\" loading=\"lazy\" width=\"64\" height=\"64\" decoding=\"async\" data-nimg=\"1\" class=\"w-full flex-none object-contain\" style=\"color:transparent\"  src=\"https:\/\/www.newsbeep.com\/il\/wp-content\/uploads\/2026\/02\/1772066708_987_.png\"\/><\/p>\n<p>Today&#8217;s Change<\/p>\n<p>(1.44%) $2.77<\/p>\n<p>Current Price<\/p>\n<p>$195.62<\/p>\n<p>Key Data Points<\/p>\n<p>Market Cap<\/p>\n<p>$4.7T<\/p>\n<p>Day&#8217;s Range<\/p>\n<p>$193.80 &#8211; $197.62<\/p>\n<p>52wk Range<\/p>\n<p>$86.62 &#8211; $212.19<\/p>\n<p>Volume<\/p>\n<p>6.7M<\/p>\n<p>Avg Vol<\/p>\n<p>170M<\/p>\n<p>Gross Margin<\/p>\n<p>70.05%<\/p>\n<p>Dividend Yield<\/p>\n<p>0.02%<\/p>\n<p>CEO Jensen Huang left no doubt as to what was driving the results, noting that its next-generation processors will extend its lead. &#8220;Computing demand is growing exponentially &#8212; the agentic AI inflection point has arrived. Grace Blackwell with NVLink is the king of inference today &#8212; delivering an order-of-magnitude lower cost per token &#8212; and Vera Rubin will extend that leadership even further.&#8221; He went on to say, &#8220;Enterprise adoption of agents is skyrocketing. Our customers are racing to invest in AI compute &#8212; the factories powering the AI industrial revolution and their future growth.&#8221;<\/p>\n<p>The death of AI has been greatly exaggerated<\/p>\n<p>Management&#8217;s outlook suggests the accelerating sales will continue into the first quarter. Nvidia&#8217;s forecast calls for revenue of $78 billion, representing year-over-year growth of 77%, up from the current quarter&#8217;s growth rate of 73%. The company is also guiding for its gross margin to remain steady, at 74.9% at the midpoint of its guidance. <\/p>\n<p>Taken together, this should put to rest any talk about a slowdown in AI. Now that Huang has handed down Nvidia&#8217;s spectacular results, it appears the company&#8217;s future prospects have just improved. And at less than 25 times forward earnings, <a href=\"https:\/\/www.fool.com\/investing\/how-to-invest\/stocks\/how-to-invest-in-nvidia-stock\/\" class=\"text-cyan-900 hover:text-cyan-800\" rel=\"nofollow noopener\" target=\"_blank\">Nvidia stock<\/a> is attractively priced.<\/p>\n","protected":false},"excerpt":{"rendered":"The AI chipmaker is growing like gangbusters. When it comes to powering artificial intelligence (AI), there&#8217;s Nvidia (NVDA&hellip;\n","protected":false},"author":2,"featured_media":310354,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,343,344,85,46,125],"class_list":["post-310353","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-il","tag-israel","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/310353","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=310353"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/310353\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/310354"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=310353"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=310353"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=310353"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}