What Happened
NVIDIA (NASDAQ: NVDA) reported record revenue for the fourth quarter ended January 25, 2026, amounting to $68.1 billion, a 20% increase from the previous quarter and a 73% rise compared to the same period last year. The company also announced a fiscal 2026 revenue of $215.9 billion, reflecting a 65% year-over-year growth. Following the announcement, Nvidia’s share price rose by 2.2%, closing at $195.62 after regular trading hours.
Why It Matters
The impressive financial results exceeded analysts’ expectations, with revenue surpassing the anticipated $66.2 billion and adjusted earnings per share (EPS) reaching $1.62, above the expected $1.54. NVIDIA’s CEO, Jensen Huang, highlighted the exponential growth in computing demand, particularly in AI, stating that enterprise adoption is rapidly increasing. The company returned $41.1 billion to shareholders through share repurchases and dividends during fiscal 2026, indicating strong shareholder value.
What’s Next
NVIDIA plans to pay its next quarterly cash dividend of $0.01 per share on April 1, 2026, to shareholders of record on March 11, 2026. With $58.5 billion remaining under its share repurchase authorization, the company is well-positioned to continue enhancing shareholder returns. Investors will be closely monitoring Nvidia’s performance as it navigates the growing AI market and its implications for future revenue and share price movements.