The stock price of tech giant NVIDIA saw modest increase even after the world’s largest public company by market value reported record revenue growth. Earnings Report NVIDIA released its financial results on Wednesday showing that its revenue for the fourth quarter ended January 25 hit $68.1 billion. The number represents a 20% increase from the previous quarter and 73% increase from a year ago. The chip titan also reported revenue of $215.9 billion for fiscal 2026, up by 65% from a year ago. Growth Driven by AI Revolution NVIDIA founder and CEO Jensen Huang said that the AI revolution is driving the company’s growth. The company’s data center unit that houses the AI graphics processing units already accounts for 91% of sales. “Computing demand is growing exponentially — the agentic AI inflection point has arrived. Grace Blackwell with NVLink is the king of inference today — delivering an order-of-magnitude lower cost per token — and Vera Rubin will extend that leadership even further,” Huang said. “Enterprise adoption of agents is skyrocketing. Our customers are racing to invest in AI compute — the factories powering the AI industrial revolution and their future growth.” Modest Increase in Stock Price Despite NVIDIA’s impressive earnings, the equity market’s response is underwhelming. On Wednesday, the NVDA stock closed at $195.62 , up by only 1.44% from the previous close of $192.85. The price represents an increase of 4.91% over the past month and 7.62% over the past six months. NVIDIA is set to pay its quarterly cash dividend of $0.01 per share to shareholders of record as of March 11, 2026. The company said that it returned $41.1 billion to shareholders in the form of shares repurchased and cash dividends during fiscal 2026. The company still had $58.5 billion under its share repurchase authorization as of the end of the fourth quarter.
