Nvidia Q4 Beat Sparks 3.5% After-Hours Pop, Guides $78B Q1 Revenue
Nvidia beat fourth-quarter forecasts with revenue strength in data-center sales, sending its shares up 3.5% after-hours before sliding back below $200. Management guided fiscal Q1 revenue around $78 billion, citing strengthening demand and sequential growth despite 10% global tariffs and mixed investor sentiment.
1. Q4 Earnings and Market Reaction
Nvidia reported record fourth-quarter revenue driven by data-center sales, beating consensus projections. The stock rose 3.5% in extended trading before profit-taking drove it back under $200, reflecting mixed investor reactions to the results.
2. Fiscal Q1 Revenue Guidance
The company guided fiscal first-quarter revenue to approximately $78 billion, topping analyst estimates and implying sequential growth. Executives highlighted strengthening demand for AI compute workloads as customers ramp up investments in data-center infrastructure.
3. Tariff Headwinds and Sentiment
A newly implemented 10% global tariff has heightened caution among investors, while volatility in the S&P 500 trading range has persisted. These macro uncertainties tempered Nvidia’s share gains despite its robust earnings and optimistic outlook.