Nvidia reported fiscal 2026 third-quarter revenue of $57.0 billion, up 62% year-over-year, driven by data center sales of $51.2 billion (a 66% increase). Gross margin expanded to 70.0%, while net margin reached 53.0%. The company delivered $1.30 in earnings per share, topping consensus by $0.07. Management noted that demand for its Blackwell and Hopper GPUs remains sold out through calendar 2026, underlining continued strength in cloud and enterprise spending on AI infrastructure.

At CES 2026, CEO Jensen Huang declared that AI development has reached an inflection point with the OpenAI o1 model, intensifying demand for next-generation chips. Nvidia disclosed it has over $500 billion in AI chip bookings—up from the prior guidance—anchored by its upcoming Rubin architecture. Analysts now forecast Nvidia revenue of $213 billion for fiscal 2026 and $321 billion for fiscal 2027, with EPS estimates rising to $4.69 and $7.60, respectively. Huang emphasized that Rubin’s extreme co-design yields up to 90% lower inference token cost and a 75% reduction in GPUs required for training.

Nvidia announced its first quarterly dividend of 2026 at $0.01 per share, consistent with the December 2025 payout. With a forward annualized yield of approximately 0.02% and a payout ratio below 1%, the company maintains a capital allocation strategy focused on reinvestment in R&D and capacity expansion. Investors holding 100 shares will receive $1 per quarter (or $4 annually) before taxes, and historical share-price recovery after ex-dividend dates averages 2.5 trading days.

Insiders sold 1.73 million shares over the past three months, including EVP Debora Shoquist’s sale of 80,000 shares at an average price of $184.65 and CEO Jen-Hsun Huang’s sale of 75,000 shares at $185.35. Institutional ownership stands at 65.3%, with State Street Corp and Geode Capital Management increasing their stakes by 1.0% and 1.5%, respectively, during the second quarter. Notably, Senator Markwayne Mullin disclosed a purchase of between $100,001 and $250,000 in Nvidia shares on December 29th, signaling continued confidence from both public and private market participants in Nvidia’s long-term AI growth trajectory.