NVIDIA delivered another outstanding financial performance for the fiscal third quarter of 2026 (October quarter), significantly surpassing Wall Street expectations and reinforcing its leadership in the global AI semiconductor market.

Q3 Revenue Surges 62% YoY

The company reported $57.0 billion in revenue, marking an impressive 62% year-over-year increase and exceeding market expectations by $1.9 billion. This growth was driven primarily by continued strong demand for NVIDIA’s AI accelerators, data-center platforms, and enterprise AI solutions.

Improved Profitability

NVIDIA achieved an operating margin of 63%, up 1 percentage point from last year.
Non-GAAP earnings per share (EPS) reached $1.30, beating expectations by $0.04, reflecting NVIDIA’s ability to scale revenue efficiently while maintaining high profitability.

Stronger-Than-Expected Q4 Guidance

Looking ahead, NVIDIA provided a bullish outlook for fiscal Q4 2026, forecasting $65 billion in revenue, beating consensus estimates by $3.2 billion.
This guidance suggests continued robust demand for NVIDIA’s next-generation AI platforms and sustained investment in global AI infrastructure.

Market Reaction

Following the earnings release, NVIDIA’s stock surged over 4% in after-hours trading, reflecting strong investor confidence in the company’s growth trajectory and AI leadership.

Industry Impact

NVIDIA’s blowout quarter underscores accelerating global adoption of AI computing, fueling demand for high-performance GPUs and data-center technologies. With an optimistic Q4 outlook, NVIDIA is expected to continue dominating AI and HPC markets into 2026 and beyond.