Nvidia’s Q4 Sales Surge 73% to $68.1B, Guides $78B Q1 Revenue
Nvidia’s Q4 sales hit $68.12 billion and EPS reached $1.62, up 73% and 82% year over year while the stock slid over 6% post-report. The company guided Q1 revenue at $78 billion ±2%, signaling 73% year-over-year growth and 12% sequential gain.
1. Q4 Financial Performance
Nvidia reported Q4 revenue of $68.12 billion and EPS of $1.62, reflecting 73% and 82% year-over-year gains. Despite beating expectations, the stock declined over 6% as investors weighed sustainability concerns.
2. Q1 Revenue Guidance
For the first quarter of fiscal 2027, Nvidia forecast revenue of $78 billion ±2%, topping analyst estimates of $72.8 billion and implying 73% year-over-year growth and 12% sequential expansion.
3. Investor Concerns and Valuation
Investors have raised questions about hyperscaler spending sustainability, given that 90% of revenue stems from five major cloud providers. Nvidia’s forward P/E is trading near a decade low, below its 45X median and the 27X semiconductor-industry average, offering valuation support despite concentration and competitive risks.