Nvidia: Why The Permit Fears Don't Change Bullish Case

2026-03-06 09:24:55 ET

Nvidia Remains A "Buy" After Its Q4 And Following The News On Requiring Permits

After my bullish upgrade on Nvidia Corporation ( NVDA ) in mid-November, when the firm released its Q3 earnings, the stock price fell by over 7%, underperforming the broader market, which is a rarity for Nvidia since AI took over the headlines. Despite this lack of bullish momentum in the price action, the firm's financials remain solid - and it's not just about profitability. In fiscal Q4 2026 , the company's total sales increased by 73% YoY to $68.13 billion, helping NVDA beat the consensus once again (by almost 3% or $1.90 billion, based on Seeking Alpha ). On the bottom line, we've seen a YoY growth of over 82% (to $1.62), which was also above the consensus (by 5.32%)....

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