gli utili di NVIDIA (Q4 fiscal 2026, terminato il 25 gennaio 2026) sono andati molto bene, addirittura meglio delle aspettative altissime di Wall Street.
Ecco i numeri principali (rilasciati il 25 febbraio 2026 dopo la chiusura USA):
Revenue: $68.1 miliardi (battuto le stime di ~$65.8-66.2 miliardi, +73% YoY e +20% QoQ). Record assoluto, trainato dal Data Center a $62.3 miliardi (+75% YoY).
EPS adjusted (non-GAAP): $1.62 (battuto le stime di $1.53, +82% YoY).
Guidance Q1 FY2027 (prossimo trimestre): ~$78 miliardi (±2%), ben sopra le attese di ~$72-73 miliardi. Questo ha sorpreso positivamente, segnalando che la domanda AI continua a esplodere (Blackwell ramp-up, agenti AI, hyperscaler che spendono a valanga).
La reazione del mercato:
Nel dopo chiusura (after-hours del 25 febbraio) il titolo è salito inizialmente di +2-3%, poi ha oscillato ma resta positivo.
Chiusura regolare del 25 febbraio: ~$195.56 (+1.4% circa nella giornata pre-earnings).
In after-hours: ulteriori guadagni modesti (intorno +0.5-2% netto, a seconda dell'orario), con il titolo che ha tenuto bene nonostante aspettative già incorporate.
Quindi, le azioni stanno andando su nel post-earnings (almeno nel breve, + pochi punti percentuali after-hours e reazione positiva overall). Non è stato un "moonshot" folle tipo certi earnings passati (perché le attese erano già altissime e il titolo era un po' "priced to perfection"), ma è un beat & raise solido che rinforza la narrativa AI dominante.
Molti analisti/commentatori dicono che questo quenches i dubbi sull'"AI bubble" per ora: la guidance implica crescita sequenziale forte, e Jensen Huang ha parlato di "skyrocketing adoption" di AI agents e infrastructure.
$NVDA (NVIDIA Corporation)... Show More Translate
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Sat Apr 18 2026 03:34:57 GMT+0000 (Coordinated Universal Time)
