NVIDIA Reports Record Q4 and Fiscal 2026 Financial Results Driven by AI and Strategic Partnerships

NVIDIA Reports Record Q4 and Fiscal 2026 Results: Key Details for Investors

Overview

NVIDIA Corporation (NASDAQ: NVDA) has announced its financial results for the fourth quarter and full fiscal year ended January 25, 2026. The results reflect another period of outstanding growth, with the company posting record revenues, net income, and earnings per share. These results are likely to capture the attention of investors and could have a significant impact on NVIDIA’s share price, given the magnitude of the increases, continued strong guidance, and ongoing capital returns.

Key Financial Highlights

Q4 FY26 Revenue: \$68.1 billion – up 20% sequentially from Q3, and up 73% year-over-year.
Q4 FY26 Net Income (GAAP): \$42.96 billion, up 35% from Q3 and 94% year-over-year.
Q4 FY26 Diluted Earnings Per Share: \$1.77, up 98% year-over-year.
Full Fiscal 2026 Revenue: \$215.9 billion, a 65% increase from fiscal 2025.
Full Fiscal 2026 Net Income (GAAP): \$120.1 billion, up 65% from the prior year.
Full Fiscal 2026 Diluted EPS: \$4.90, up 67% from \$2.94 in fiscal 2025.
Non-GAAP Financials: Non-GAAP operating income for Q4 was \$46.1 billion; non-GAAP net income was \$39.6 billion.
Operating Cash Flows: NVIDIA generated \$120.1 billion in operating cash flow for the fiscal year.
Cash, Cash Equivalents, and Marketable Securities: \$62.6 billion at the end of fiscal 2026.
Shareholders’ Equity: \$157.3 billion at year end.

Shareholder Returns and Capital Allocation

Share Repurchases: NVIDIA had \$58.5 billion remaining under its share repurchase authorization as of the report date.
Dividends: The company will pay its next quarterly cash dividend of \$0.01 per share on April 1, 2026, to shareholders of record as of March 11, 2026.
Repurchases in Q4: Payments related to repurchases of common stock totaled \$3.8 billion in Q4, and \$40.1 billion for the fiscal year.

Operational and Business Updates

Record Data Center Revenue: Data center business continued to be a major revenue and profit driver, reflecting strong AI and accelerated computing demand.
Market Leadership: NVIDIA continues to position itself as the world leader in AI and accelerated computing.
Investments: The company continued significant investments in property, equipment, and intangible assets, along with strategic equity investments.
Non-GAAP Adjustments: Investors should note that starting in Q1 FY27, NVIDIA’s non-GAAP measures will no longer exclude stock-based compensation expense, which may affect future comparability of non-GAAP results.

Balance Sheet Strength

Total Assets: NVIDIA ended the year with total assets over \$200 billion, including significant cash and securities reserves.
Liabilities: Total liabilities remained manageable relative to equity, reinforcing the company’s financial strength.

Guidance and Forward-Looking Statements

NVIDIA provided a positive outlook for the first quarter of fiscal 2027, expecting continued momentum in AI and data center demand.
The company highlighted continuing investment in AI, data centers, and strategic initiatives that are expected to drive growth.
Risks and Uncertainties: Management flagged risks including global economic and political conditions, supply chain dependencies, technological competition, and evolving industry standards.

Conference Call and Webcast

A conference call and webcast to discuss these results will be held today at 2 p.m. Pacific Time (5 p.m. Eastern Time). A live and replay webcast is available at NVIDIA’s investor relations website.

Why This Matters for Shareholders

Record financial performance: The scale and rate of NVIDIA’s growth is likely to have a material positive impact on its share price.
Strong capital returns: Ongoing buybacks and dividends underscore confidence in the business and commitment to shareholder value.
Guidance and market positioning: Positive guidance and leadership in AI/accelerated computing suggest continued outperformance.
Non-GAAP changes ahead: Investors should watch for the upcoming change in non-GAAP reporting, which could affect headline earnings.

Detailed Financial Tables

For full details, including segmented results, non-GAAP reconciliations, cash flow statements, and balance sheets, investors should review the full quarterly press release and exhibits, available on NVIDIA’s investor relations website.

Conclusion

NVIDIA’s Q4 and FY26 results far outpaced expectations, with record revenues, profits, and cash flows. The company’s strong capital position, aggressive buybacks, and positive outlook for AI and data center growth signal continued upside potential. Investors should review the upcoming changes to non-GAAP metrics and monitor ongoing developments in AI and global markets as potential drivers of future performance.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investors are advised to review the full regulatory filings and consult with their financial advisors before making investment decisions. Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from expectations.