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Nvidia Corp. reported earnings and revenue that exceeded Wall Street expectations, underscoring continued strength in artificial intelligence-driven demand and sending shares higher in extended trading.
Key Takeaways:
- EPS of $1.62 beat estimates by about 5%.
- Revenue of $68.13 billion topped forecasts by roughly 3%.
- EPS rose 82% year over year and 25% quarter over quarter.
The chipmaker posted earnings per share of $1.62, above consensus estimates of $1.54. Revenue came in at $68.13 billion, topping expectations of $66.23 billion.
$NVDA (Nvidia) #earnings are out: pic.twitter.com/qSzSbJHHgg
— The Earnings Correspondent (@earnings_guy) February 25, 2026
AI Momentum Remains Intact
The results mark another quarter of outsized growth for Nvidia, which has been at the center of the AI infrastructure boom. Revenue surged 73% compared with a year earlier, while earnings climbed 82% over the same period, reflecting robust demand for data center GPUs powering large language models and enterprise AI workloads.
On a sequential basis, revenue increased 20% from the prior quarter, while earnings rose 25%, signaling continued momentum despite concerns about potential demand normalization after two years of explosive expansion.
Shares of Nvidia closed the regular session at $195.62, up 1.44%. In after-hours trading, the stock jumped to around $200.06, a gain of more than 2%, as investors reacted to the earnings beat.
The company’s performance reinforces its dominant position in AI semiconductors, even as competition intensifies and governments scrutinize chip exports. Investors will now look to forward guidance and commentary on data center orders to assess whether the current growth trajectory can be sustained into the second half of the year.
For now, the latest quarter suggests that AI-related capital spending remains firmly intact — and Nvidia continues to be one of its primary beneficiaries.