Nvidia Earnings Report Results (Stock Is Down)

February 26th, 2026· 511 views· 0:48
Benzinga
Benzinga

Nvidia (NASDAQ: NVDA) just reported record-breaking earnings, delivering $68.13 billion in Q4 revenue — up 73% year-over-year — driven by $62.3 billion in Data Center revenue. Key points from Nvidia’s earnings and outlook: • Q4 revenue: $68.13B (record) • Data Center revenue: $62.3B • Q1 revenue guidance: ~$78B • Stock up 46% over the past year • Rosenblatt raises price target to $300 • Analyst Gene Munster warns ~70% of revenue may come from just 8 companies Nvidia’s hyperscaler customers account for more than half of Data Center revenue, raising questions about long-term revenue concentration risk. At time of recording, NVDA is trading around $186 at the time of recording. Is Nvidia’s AI dominance sustainable — or overly dependent on a handful of tech giants? #Nvidia #NVDA #AIStocks 🖥️ Try Benzinga Pro FREE with a 14 day trial: https://www.benzinga.com/pro/register 📈 Take your trading to the next level with our suite of premium research services and tools: https://www.benzinga.com/services 🌐 Find more market-moving insights at https://www.benzinga.com — your one-stop destination for the latest financial news, data, and expert analysis to stay ahead of the markets. 📲 Follow us on socials @benzinga ------------------------------------------------------------------------------------ 🔹Free Benzinga Webinars: https://www.youtube.com/watch?v=LQ2jOJNkDfI&list=PL4k0fH8EgI3YTdqniRmxrvz97w3IQ61rD 🔹Benzinga Pro Tutorials: https://www.youtube.com/watch?v=a2FaHhLIrks&list=PL4k0fH8EgI3YMwoBMFXGvVMkgixFymmei&pp=gAQB 🔹Earnings Calls: https://www.youtube.com/watch?v=C2-AoCw64Ok&list=PL4k0fH8EgI3buZI5529R53wJUNd9NS4_s 🔹Premarket Playbook: https://www.youtube.com/playlist?list=PL4k0fH8EgI3ZVRPM7INpG--GvohnBVTnT 🔹Benzinga's All Access: https://www.youtube.com/playlist?list=PL4k0fH8EgI3bQSn91atO-3lPT4V6Nwsmh 🔹Subscribe To The Channel: https://www.youtube.com/@Benzinga ------------------------------------------------------------------------------------ ⚠️ Disclaimer: Investing in financial markets carries risk, and there are no guaranteed returns. All information is for educational purposes only and should not be taken as financial advice. Always do your own research and speak with a qualified financial advisor before making investment decisions. Only invest what you can afford to lose. Past performance does not guarantee future outcomes.