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StocksHigh Impact•23 February 2026•

1 min read

NVIDIA Q4 Earnings Preview: Blackwell Demand and China Potential Drive Bullish Outlook

Key Facts

1Positive outlook for NVIDIA's Q4 earnings driven by strong demand for Blackwell chips.

2The new Blackwell chips are sold out, boosting financial expectations.

3The potential reopening of the Chinese market represents an untapped growth opportunity for the company.

NVIDIA is approaching its fourth-quarter earnings report with significant momentum, supported by a positive outlook from analysts at Zacks Investment Research. The primary driver for this optimism is the overwhelming demand for the company's next-generation Blackwell chips, which are reportedly already sold out. This supply constraint highlights NVIDIA's continued dominance in the AI hardware market and suggests robust revenue growth in the coming quarters. Furthermore, the potential reopening of the Chinese market presents a significant untapped growth opportunity that could further bolster the company's financial performance. Despite concerns over high valuations, the stock remains a "Buy" for many investors due to its undisputed leadership in the AI industry. Market participants expect these results to influence not only NVDA but also broader semiconductor and tech indices like SOXX and QQQ.