Nvidia (NVDA) reported $68.13 billion in revenue for the quarter ended January 2026, representing a year-over-year increase of 73.2%. EPS of $1.62 for the same period compares to $0.89 a year ago.
The reported revenue represents a surprise of +4.14% over the Zacks Consensus Estimate of $65.42 billion. With the consensus EPS estimate being $1.52, the EPS surprise was +6.71%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Nvidia performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenue- Data Center: $62.31 billion versus $58.72 billion estimated by 10 analysts on average. Compared to the year-ago quarter, this number represents a +75.1% change.
- Revenue- OEM and Other: $161 million versus $174.4 million estimated by 10 analysts on average. Compared to the year-ago quarter, this number represents a +27.8% change.
- Revenue- Automotive: $604 million compared to the $662.65 million average estimate based on 10 analysts. The reported number represents a change of +6% year over year.
- Revenue- Professional Visualization: $1.32 billion compared to the $757.59 million average estimate based on 10 analysts. The reported number represents a change of +158.5% year over year.
- Revenue- Gaming: $3.73 billion compared to the $4.26 billion average estimate based on nine analysts. The reported number represents a change of +46.5% year over year.
- Revenue- Compute & Networking: $61.65 billion versus $59.03 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +71.1% change.
- Revenue- Data Center- Compute: $51.33 billion versus $51.06 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +57.7% change.
- Revenue- Graphics: $6.48 billion compared to the $6.27 billion average estimate based on two analysts. The reported number represents a change of +96.5% year over year.
- Revenue- Data Center- Networking: $10.98 billion compared to the $9 billion average estimate based on two analysts. The reported number represents a change of +263.1% year over year.
View all Key Company Metrics for Nvidia here>>>
Shares of Nvidia have returned +2.1% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
NVIDIA Corporation (NVDA): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
