Nvidia: The 3 Horsemen Of Tokenomics Optimization (Rating Upgrade)

2026-02-26 14:14:25 ET

Nvidia Corporation ( NVDA ) has delivered a strong fiscal Q4 print once again, highlighting resilient demand for its data center solutions as AI infrastructure deployments continue to scale. The company reported fiscal Q4 revenue of $68.1 billion, up 73% y/y and exceeding the average consensus estimate of about $66.2 billion. This supported a better-than-expected fiscal Q4 non-GAAP EPS of $1.62, up 82% y/y and exceeding the average consensus estimate of about $1.54....

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