Overview
- Nvidia shares have retreated from their October 52-week high of $212.19 during a 2026 reassessment of AI exposure.
- The company is slated to report fiscal fourth-quarter results on Feb. 25 for the quarter that ended Jan. 25.
- Recent momentum remains strong, with fiscal Q3 revenue up 62% year over year to $57.0 billion and data center sales up 66% to $51.2 billion as CEO Jensen Huang said Blackwell sales are off the charts and cloud GPUs are sold out.
- The Motley Fool contends the pullback presents an opportunity to buy before earnings while cautioning that five-year returns could be ordinary if high expectations are already baked in.
- The analysis cites aggressive 2026 capital spending plans from Amazon, Meta, and Alphabet as a signal that hyperscalers continue building AI capacity that relies on GPUs.