Nvidia 2026 Q3 Earnings Record $31.91B Net Income, 62.5% Revenue Surge

Nvidia (NVDA) delivered a stellar Q3 2026 performance, surpassing Wall Street expectations with $57.01 billion in revenue and $1.31 EPS. The company raised its Q4 guidance to $65 billion, reflecting robust demand for AI infrastructure and Blackwell platform sales.

Revenue

Nvidia’s Q3 revenue surged 62.5% year-over-year to $57.01 billion, driven by a 66% year-over-year increase in Data Center revenue to $51.2 billion. Automotive revenue grew 32% to $592 million, while Professional Visualization revenue rose 56% to $760 million. Gaming revenue increased 30% to $4.3 billion, though slightly below estimates.

Earnings/Net Income

Earnings per share (EPS) rose 65.8% to $1.31, with net income hitting $31.91 billion—a 65.3% year-over-year increase. This marked the highest Q3 net income in over two decades, underscoring Nvidia’s profitability. The EPS growth and record net income demonstrate strong operational performance.

Price Action

Nvidia’s stock gained 0.94% in the latest trading day but dipped 3.76% for the week. Month-to-date, it advanced 2.12%, reflecting mixed short-term investor sentiment.

Post-Earnings Price Action Review

The strategy of buying Nvidia shares after its earnings report and holding for 30 days has historically yielded strong returns. Over the past three years, cumulative returns reached 109.5%, with an average annual return of 33.2%. This long-term strategy aligns with Nvidia’s growth trajectory, supported by its dominance in AI-driven markets.

CEO Commentary

CEO Jensen Huang highlighted record Blackwell sales and cloud GPU demand, emphasizing a “virtuous cycle of AI.” He underscored partnerships with OpenAI and Google Cloud, along with product innovations like Rubin CPX and NVLink Fusion, as key drivers for sustained market leadership.

Guidance

NVIDIA expects Q4 FY2026 revenue of $65.0 billion (±2%), with GAAP and non-GAAP gross margins at 74.8% and 75.0%, respectively. Operating expenses are projected at $6.7B (GAAP) and $5.0B (non-GAAP), with a 17.0% tax rate. The company plans continued investment in AI infrastructure and product scaling.

Additional News

Nvidia announced a $10 billion strategic partnership with OpenAI to finance 10 GW of AI data-center buildouts. The company also declared a $0.01 quarterly dividend, payable on December 26. Additionally, CEO Jensen Huang sold 25,000 shares in October, valued at $5.2 million, reflecting partial insider activity. These moves highlight Nvidia’s commitment to ecosystem expansion and shareholder returns.

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