NVIDIA (NVDA) will report its Q4 FY26 earnings on February 25. Wall Street expects Nvidia to post Q4 FY26 earnings of $1.52 per share, up 70% from a year ago, with revenue projected to rise over 60% to $65.56 billion. The stock is up 10% this week, trading at $190, creeping toward a $200 return. Before earnings, NVDA has gotten a forecast revision from Wall Street, with bullish momentum.
Top UBS analyst Timothy Arcuri has upped his projections for the stock ahead of its Q4 earnings results. In a new research note, Arcuri, a five-star analyst, lifted his price target on NVDA to $245 from $235 and kept a Buy rating. The new price target implies a 28% upside potential from current levels. The analyst says recent supply chain checks remain strong even though the stock has traded sideways. He believes the setup for the next earnings report looks favorable, especially with Nvidia’s developer conference, Nvidia GTC, scheduled next month.
Additionally, Arcuri provided a forecast for how the Q4 earnings for Nvidia NVDA will go.
The analyst now models fiscal fourth-quarter revenue at about $67.5 billion, roughly $2.5 billion above company guidance. He also forecasts around $76 billion in revenue for the April quarter, above what many investors currently expect. This falls in line with other forecasts across The Street, indicating that NVDA stock will rise should earnings indeed deliver.
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NVIDIA still leads the AI chip market with strong demand and pricing power, hence it may be seen by most as the preferred choice. However, its high valuation means expectations are already very high, which could send the stock tumbling if the earnings don’t deliver. The stock has had a rocky few months, but AI remains a strong sector for investors to look at. Hence, more growth for NVDA post-earnings is appearinly likely.