Why is nvidia stock in focus today?

Nvidia posted a Q4 beat and raised Q1 revenue guidance to $78B. EPS came in at $1.62 versus $1.53 expected, with revenue at $68.13B versus $66.21B. Data Center sales rose 75% year over year to $62.3B, highlighting strong AI demand that investors want to track.

Did NVDA earnings beat analyst expectations?

Yes. Q4 EPS was $1.62 versus $1.53 expected, and revenue reached $68.13B versus $66.21B consensus. The upside was driven by AI infrastructure demand, with Data Center revenue of $62.3B, up 75% year over year. Guidance also topped forecasts, reinforcing the growth outlook.

What is Nvidia’s Q1 revenue guidance and what are the caveats?

Management guided Q1 FY27 revenue to $78B versus about $72.6B expected. The outlook excludes China data center revenue due to export restrictions. Nvidia also noted near‑term gaming headwinds from memory constraints, which could affect segment performance until supply improves.

What should UK investors consider before buying nvidia stock?

The shares trade in USD, so GBP/USD moves affect returns. Valuation is rich, which raises the bar for execution against the $78B guidance. Check dealing and FX fees in ISAs or SIPPs, plan position size, and consider phased entries to manage earnings and currency timing risks.

Global Market Insights

NVDA Stock Today: Earnings Beat, $78B Q1 Guide Lift Outlook – February 26

ByDanny Kontos February 26, 2026February 26, 2026

Nvidia stock is in focus today after a clear NVDA earnings beat and a raised Q1 revenue guidance to $78B. The company posted Q4 EPS of $1.62 versus $1.53 expected, with revenue of $68.13B versus $66.21B. Data Center sales rose 75% year over year to $62.3B, showing strong AI demand. For UK investors, the shares trade in US dollars, but the growth story matters here. We explain what this means for NVDA and how nvidia stock may set up next.