nvidia (NVDA) 0.90%)) In recent years, it has become one of the most viewed stocks on the planet. That’s because the company has built an empire in artificial intelligence (AI), the major growth industry today and tomorrow. The current $200 billion AI market is projected to exceed $1 trillion by the end of the decade, indicating a great opportunity for businesses to become early and secure control.
And Nvidia does just that, taking over about 80% of the AI chip market and expanding to many other related products and services, providing the entire AI ecosystem to its customers. The company has already enjoyed compensation, achieving double- or triple-digit revenue growth after the quarter, providing strong profitability for sales.
Company revenue reports are always a very important moment, providing investors with an up-to-date view on business trends and of course financial performance. And there’s one of these big moments for Nvidia on February 26, when it reported its fourth quarter 2025 revenue on February 26th.
Ahead of this much-anticipated report, my top three predictions are listed below.
Image source: Getty Images.
1. Nvidia beats revenue expectations – again
This quarter may not be the easiest time to get a revenue beat. One big reason is that Nvidia is currently launching its major new product, Blackwell Architecture. This product is customizable with seven different chips, various networking options and more. All this means that deployment is complicated and can involve additional cost of margin weight.
Nvidia even said that the total margin has recently been narrowed to a low of 70% mid-term range, and over the period.
But even in this context, I think Nvidia may continue to record what exceeds expectations, as it has been happening for at least the last four quarters. During these periods, it exceeded 11%, surpassing the forecast per share by 5.6%. This is driven not only by NVIDIA’s AI products’ demand, but also by the ability to manage costs and work efficiently.
And this ability should help Nvidia maximize the benefits of Blackwell launches. For example, you can turn order into revenue growth while minimizing negative impacts. With its latest revenue call, Nvidia has already increased its Blackwell revenue forecast for the quarter, reported on February 26th.
The average analyst estimates that NVIDIA will report its fourth quarter EPS of around $0.84, with NVIDIA forecasting revenue of $37.5 billion in its latest report. However, you wouldn’t be surprised if Nvidia was turned upside down with both measures.
2. Company will dispel worries about Deepseek news
Nvidia’s stock has recently fallen after Chinese startup Deepseek announced it had trained its model due to surprisingly low investment in computing. Investors have sold Nvidia shares on concern that other tech companies will follow DeepSeek and reduce their investment in Graphic Processing Units (GPUs) for training.
(As experts question Deepseek’s figures, consulting firm Semianalysis writes a report that Deepseek likely invested $500 million in GPUs.
However, whether Deepseek’s numbers are accurate or not, the news gave Nvidia the opportunity to highlight the importance of a powerful GPU in reasoning. The point is that once the model is trained, Nvidia’s premium GPUs are required to power through the task.
“Inference requires a considerable number of Nvidia GPUs and high-performance networking,” Nvidia said in response to Deepseek News, suggesting that the world will need more and more these powerful chips.
During my upcoming revenue report, Nvidia will dispel any worries about Deepseek’s news and talk about how speculation will become a key growth driver in the coming quarters.
3. Stock prices may rise following the report
Nvidia’s stock has fallen following its initial Deepseek news, suffering from general uncertainty over President Trump’s tariffs and policy on chip exports to China. I don’t think Deepseek’s outcome represents a threat, but it’s still too early to accurately determine how government policies affect tech giants.
Still, it is unlikely that government decisions will sink Nvidia. The company is a global leader with solid moats, high profitability and innovation to maintain a success story. So, even if a particular decision considers revenue growth, you wouldn’t think this would reach an extreme percentage.
So, today, trading 27x advance revenue estimates, Nvidia looks incredibly cheap. Investors may see this rating and consider this along with the potentially good news from the revenue report, and may spike Nvidia shares again, as they consider this the best moment to get them on board.
