Wall Street has a bit of an obsession. It isn't just about the money; it’s about the timing. If you’re holding shares or even just watching the AI bubble—or "AI revolution," depending on who you ask—your calendar probably has a giant red circle around February 25, 2026. That is when the next nvda earnings call time is set to drop, and honestly, the stakes have never felt quite this high.
NVIDIA isn't just a chip company anymore. It’s the entire engine for the S&P 500. When Jensen Huang speaks, the global market essentially holds its breath.
The Specifics: Mark Your Calendar
Let’s get the logistics out of the way first. Based on the confirmed schedule, NVIDIA will report its fourth quarter and fiscal year 2026 financial results on Wednesday, February 25, 2026.
The press release usually hits the wire shortly after the market closes at 4:00 PM ET (1:00 PM PT). But the real meat—the actual nvda earnings call time where the leadership team takes questions—is scheduled for 2:00 PM PT / 5:00 PM ET.
If you've ever tried to listen to one of these live, you know the drill. The website usually chugs under the weight of ten thousand analysts and retail traders trying to log in at once. You can find the link on NVIDIA’s Investor Relations page. They record the whole thing, so if you miss the live "fireside" vibe, you can catch the replay later.
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Why Everyone Is Freaking Out (In a Good Way)
The numbers being thrown around for this Q4 report are, frankly, staggering. We are looking at a consensus revenue forecast of roughly $65 billion. To put that in perspective, in Q3, they did $57 billion, which was already a 62% jump from the previous year.
Zacks and TipRanks are currently eyeing an Earnings Per Share (EPS) of about $1.52. That would be a 70% increase year-over-year. Think about that for a second. A company this massive growing that fast is almost unheard of in traditional economics.
But it’s not just the past growth people care about. It’s the Blackwell chip ramp.
Blackwell, Rubin, and the "AI Factory"
During the last call in November, Jensen Huang mentioned something about "AI factories." He wasn't talking about robots making cars. He was talking about massive data centers that treat data as raw material and produce "intelligence" as the product.
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For the February call, the big question is supply. We know the demand for Blackwell GPUs is "insane"—Jensen's words, not mine. But can they actually ship enough to meet these $65 billion expectations?
- Blackwell Shipments: Analysts are looking for updates on the GB300 ramp.
- Networking Revenue: This has been a sleeper hit for NVIDIA, hitting $8.2 billion last quarter.
- The China Factor: There’s always lingering tension about export caps and how much revenue they're leaving on the table there.
The "Earnings Hangover" Risk
Interestingly, NVIDIA’s stock doesn’t always go up when they beat earnings. Last November, they beat expectations, and the stock actually dipped about 3% the next day. Why? Because sometimes "great" isn't "perfect."
Investors are looking for any sign of a slowdown. If the guidance for Q1 2027 (which usually comes out during the same call) is even a hair below what the most aggressive analysts want, the "nvda earnings call time" could turn into a volatile evening for the Nasdaq.
How to Prepare for the Call
If you’re planning to trade around this, or just want to understand the madness, keep a few things in mind.
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First, ignore the first five minutes of the "after-hours" price action. It’s usually bots reacting to the headline number. The real trend doesn't emerge until about twenty minutes into the actual conference call when the Q&A starts.
Second, watch the margins. NVIDIA has been maintaining gross margins in the mid-70s. That is a gold standard. If those start to compress because of manufacturing costs for Blackwell, that’s where the "bears" will find their opening.
Actionable Next Steps
- Sync Your Clock: Set a reminder for 4:55 PM ET on February 25. The call starts at 5:00 PM sharp.
- Review the Q3 PDF: Go to NVIDIA’s IR site and read the Q3 "Financial Statements" PDF. It gives you the baseline you need to compare the new numbers.
- Check the Guidance: Don’t just look at the $65 billion number. Look at what they project for the next quarter. That’s what actually moves the stock.
- Monitor "AI Peer" Earnings: Keep an eye on Super Micro (SMCI) and Microsoft (MSFT) earnings earlier in the month. They often act as the "canary in the coal mine" for NVIDIA's demand.
This isn't just another corporate update. In the current market, the nvda earnings call time is essentially a vibe check for the entire global economy. Whether you're a bull or a bear, you can't afford to miss it.