Nvidia Reports 73% Q4 Sales Surge to $68.1B, Guides $78B in Q1
Nvidia posted Q4 fiscal 2026 revenue of $68.1 billion, up 73% year-over-year, and guided Q1 revenue at $78 billion, supporting continued sales momentum. Expectations for a 12% stock gain to $197 over the next year reflect strong AI infrastructure demand, though P/E multiples are likely to compress as growth matures.
1. Q4 Fiscal 2026 Results
Nvidia reported Q4 revenue of $68.1 billion, up 73% year-over-year, driven by robust demand for high-performance AI processors from data-center clients and major cloud operators.
2. Q1 Revenue Guidance
Management forecast Q1 revenue of $78 billion, citing continued enterprise and hyperscale investment in AI infrastructure to support large-scale machine learning and generative AI workloads.
3. Stock Price Forecast
Analysts project Nvidia’s share price could rise to around $197 in the next 12 months, implying a 12% upside based on revenue momentum and expanding market share in AI hardware.
4. Valuation Outlook
Despite strong growth, consensus views indicate price-to-earnings multiples may contract as the AI infrastructure build-out matures and year-over-year growth rates normalize.