Should Investors Buy Nvidia Stock Before Feb. 25?

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  • As the starring seller of graphics processing units (GPUs), Nvidia lies astatine the bosom of the statement implicit AI.

  • The institution volition study its fourth-quarter fiscal 2026 net connected Feb. 25.

  • The marketplace volition apt beryllium little focused connected net and gross and much connected gross borderline and different indicators of AI request and development.

  • 10 stocks we similar amended than Nvidia ›

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Despite a batch of back-and-forth among investors astir artificial quality (AI) stocks, rising competition, and aggravated spending connected AI-related infrastructure, AI spot elephantine Nvidia (NASDAQ: NVDA) didn't skip a bushed successful 2025. The banal ripped 38% higher, much than doubling the S&P 500 index's performance.

The question is, tin Nvidia support it going successful 2026, contempt the concerns mentioned supra inactive being prevalent?

Nvidia headquarters.

Image source: Nvidia.

While nary 1 tin foretell short-term marketplace events, investors' adjacent large look astatine Nvidia volition apt travel erstwhile the institution reports fourth-quarter net for fiscal twelvemonth 2026 connected Feb. 25.

The mean earnings-per-share (EPS) estimation from the 40 Wall Street analysts presently covering the banal is $1.52, which would beryllium a 71% summation from the aforesaid 4th 1 twelvemonth ago, according to Yahoo! Finance. Revenue is projected astatine $65.47 billion, an summation of astir 66.5% twelvemonth implicit year.

Should investors bargain Nvidia banal earlier Feb. 25?

Nvidia seldom misses statement net and gross estimates, truthful it's not a large focal constituent for maine heading into earnings, though a miss would apt drum up immoderate concerns.

Rather, I expect investors and analysts to look for clues connected whether AI request is peaking oregon accelerating, arsenic Nvidia is apt the single-largest beneficiary of accelerating AI demand. This tin beryllium examined done Nvidia's income and backlogs for its latest spot model, Blackwell. Investors volition besides absorption connected Nvidia's presumption successful an progressively competitory spot market, arsenic much ample AI companies wade in.

One metric investors absorption connected is the company's gross margin, which is indicative of pricing powerfulness and, by extension, Nvidia's ascendant marketplace share. In the anterior quarter, Nvidia's gross borderline came successful astir 73.4%. Dips successful this fig could beryllium concerning, portion increases volition apt beryllium rewarded.

I besides fishy that investors are looking for details connected Nvidia's adjacent spot model, called Vera Rubin, and follow-up comments connected agentic AI, which CEO Jensen Huang spoke astir astatine magnitude astatine a large manufacture league earlier this year.

Finally, investors volition apt look for an update connected Nvidia's propulsion to reopen spot income successful China. Nvidia sells older chips to China to support successful enactment with U.S. authorities restrictions. However, adjacent those income halted past year, owed to commercialized tensions betwixt the U.S. and China and further U.S. export restrictions. After important lobbying successful Washington, D.C., it appeared that Nvidia was poised to reopen these income channels, which could beryllium a large contributor to revenue.

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