NVIDIA is expected to report fourth-quarter fiscal 2026 revenue of $65.68 billion and EPS of $1.52, with its current $191.65 share price trading significantly below the $261.54 average analyst target. Investors are laser-focused on the Blackwell architecture ramp, seeking confirmation that the massive demand described as 'off the charts' by management is translating into sustained billings.
Growth is primarily underpinned by the Data Center segment, where revenue is projected to surge 65% year-over-year to $59.9 billion as hyperscalers expand AI clusters. These results will serve as a definitive health check for global AI infrastructure spending and the durability of NVIDIA's dominant market position.