2026년 2월 18일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA) reported mixed signals ahead of its fiscal fourth-quarter results due Feb. 25.
Analysts expect the AI chip leader to post robust revenue, with Citi projecting $67 billion for the January quarter, above the $65.6 billion consensus. The company is also expected to guide April-quarter sales near $73 billion, reflecting high demand for its B300 and Rubin AI platforms.
Citi analyst Atif Malik said hyperscaler investments in AI infrastructure are driving long-term opportunities for Nvidia. Attention is on Nvidia's roadmap for inference and AI data center expansion, Malik added, highlighting the company's upcoming GTC conference in mid-March, where new AI product plans will be unveiled.
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Management projects gross margins around 75% for fiscal 2027, with operating-expense growth in line with prior periods.
Demand for AI chips continues to accelerate, driven by large-scale data center deployments and enterprise adoption. Nvidia's position as a leader in both AI training and inference workloads gives it an edge as companies expand AI computing capabilities globally.
The market will be watching the earnings release and guidance for insight into Nvidia's next phase of AI growth.
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