Nvidia Earnings: What to Watch for on Feb. 25

Nvidia's comments could act as a catalyst for its stock -- and tech stocks in general.One of the most-watched events of the quarter is happening in just a few hours: Nvidia (NVDA +0.79%) is set to report fourth-quarter and fiscal 2026 earnings. The report is scheduled for Feb. 25 after the market closes. Why is this such a big deal? Nvidia is the leader in one of the world's highest-growth areas -- artificial intelligence (AI). The company dominates the AI chip market and has built out a portfolio of complementary products and services, too. This has resulted in explosive earnings growth, and Nvidia's visibility on AI advancements and trends makes it a bellwether for the entire industry. Here's what to watch for in the upcoming report: Image source: Getty Images. 1. The state of AI demand We already have some clues about what to expect here. AI players from chip manufacturer Taiwan Semiconductor Manufacturing to cloud giants such as Alphabet spoke of soaring demand during their recent earnings reports. But it will be important to hear comments from Nvidia regarding the demand it's seen in recent weeks, as well as demand ahead for the Rubin platform, set for release later this year. Demand is key because it gives us an idea of what revenue may look like in the quarters to come. ExpandNASDAQ: NVDANvidiaToday's Change(0.79%) $1.51Current Price$193.06Key Data PointsMarket Cap$4.7TDay's Range$187.40 - $193.7752wk Range$86.62 - $212.19Volume5.6MAvg Vol170MGross Margin70.05%Dividend Yield0.02% 2. Progress on exports to China Last year, the U.S. blocked Nvidia and other makers of high-powered AI chips from the Chinese market. But recently, the U.S. granted Nvidia permission to sell its H200 chips to China -- as long as the company shares 25% of sales with the U.S. Nvidia applauded the approval and said it was scaling up production of the H200 to accommodate potential demand. It still isn't clear if China has OK'd the arrangement or when exports of the H200 will begin. But CNBC last month quoted Nvidia chief Jensen Huang as saying he doesn't expect an official announcement, and instead expects purchase orders to start flowing in. Business in China could be big for Nvidia as Huang has said that market's value could be about $50 billion annually. So any news about advancements here could be a catalyst for Nvidia's stock performance. 3. Further development plans and partnerships Nvidia could be aiming for leadership in areas well beyond AI data centers. The company is working on a system for laptops integrating a central processing unit, graphics processing unit, and neural processing unit, according to The Wall Street Journal. And Nvidia, several months ago, announced a partnership with Nokia focused on AI for telecom networks. News on these or any new investments or partnerships sets the tone for Nvidia's growth down the road -- so it's a key point to watch during the earnings report and beyond.Read NextFeb 25, 2026 •By Daniel SparksWhy I'm Not Buying Nvidia StockFeb 24, 2026 •By Daniel SparksNvidia Stock Is Outperforming the Market in 2026. Is It a Buy?Feb 24, 2026 •By Daniel FoelberAlphabet, Apple, and Microsoft Got Kicked Out of the $4 Trillion Club.

Could Nvidia Be Next?Feb 24, 2026 •By Rick OrfordMassive News: Nvidia's Vera Rubin Platform Could Ignite the Next AI SupercycleFeb 24, 2026 •By Adria CiminoPrediction Markets Are 95% Sure Nvidia Will Beat Earnings -- Here's What That Means for InvestorsFeb 24, 2026 •By Will EbiefungWhere Will Nvidia Stock Be in 2030?About the AuthorAdria Cimino is a contributing Motley Fool stock market analyst covering healthcare, technology, and consumer goods sectors. Prior to The Motley Fool, Adria covered the European stock market and U.S. stocks pre-market trading for Bloomberg News, Bloomberg TV, and Bloomberg Radio for more than a decade. Earlier in her career, she wrote about biotech, medtech, and technology companies in Boston for Mass High Tech, an American City Business Journals publication. She holds a bachelor’s degree in mass communications from the University of South Florida.TMFAdriaCiminoX@adria_in_parisStocks MentionedNvidiaNASDAQ: NVDA$193.06 (+0.79%) $+1.51AlphabetNASDAQ: GOOGL$310.96 (0.17%) $0.53NokiaNYSE: NOK$7.50 (0.86%) $0.07Taiwan Semiconductor ManufacturingNYSE: TSM$385.72 (+4.24%) $+15.68AlphabetNASDAQ: GOOG$310.92 (0.25%) $0.77*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.