The deep dip is almost finished for Nvidia (Nvda -4.05%)). I refer, of course, to the battery that the course of NVIDIA’s action took last month when many investors became panicked in connection with the threat presented by the Chinese artificial intelligence company (AI) Deepseek. Although Nvidia’s actions have dropped up to 21% below its previous summit, most of this loss has evaporated.
But while it is too late to buy Nvidia on the dip induced by Deepseek, another potential catalyst invites. THE Gpu Maker is expected to announce its results for the fourth quarter 2025 and the whole year later this week. Should you buy Nvidia Hand Over Fist stocks before February 26?
The underlying premise of the question
People concerned about the opportunity to buy NVIDIA shares in the next three days of negotiation could focus on the possibility that the course of NVIDIA’s action knows how to update the fourth quarter after closing the market on February 26.
The story indicates that a post-benefit jump could happen. Especially after the launch of Chatgpt Openai in November 2022, Nvidia has an excellent history of exceeding expectations of Wall Street’s profits. And its share price often worked afterwards.
The “E” on the graph above are when Nvidia has published its quarterly results. After six of these nine updates, the stock increased later. However, clever readers will notice that Nvidia’s actions have not increased immediately after its last two quarterly updates.
Will Nvidia’s actions will jump after its fourth quarter update?
The short answer to this question is that there is no way of knowing with certainty. However, we can make an enlightened assumption.
First of all, it is important to understand what it will take in Nvidia to beat Wall Street’s expectations. The average estimate of income from the fourth quarter of analysts interviewed by Lseg is $ 38.13 billion. The average profit per share estimate (BPA) is $ 0.85. To reach these figures, NVIDIA must provide income growth from one year to the other of around 72.5% and BPA growth of 63.5%.
NVIDIA could master the estimates of analysts, even with slowed growth. The company declared income growth from one year to the other of 94% in the third quarter of the year 2025 and a growth of BPA by 103%. However, the guides of the fourth quarter of management project a turnover of $ 37.5 billion, more or less 2%. Nvidia will have to be near the upper end of the range to perform better than Wall Street.
In order for the action to jump enough to justify the purchase of the hand on the fist before updating the fourth quarter, however, Nvidia cannot simply go with a beat of income and income. It should either easily exceed estimates and / or provide a particularly encouraging perspective for exercise 2026. Can the company do it? I think the chances are good enough for three main reasons.
First, NVIDIA’s financial director Colette Kress said in the appeal of the third quarter profits, “Blackwell’s request is astounding”. She added that Nvidia was on the right track to exceed her estimate of previous income for new GPU chips, even if she could not meet the demand.
Second, several of Nvidia’s largest customers have revealed in recent weeks that they have continued to invest massively in IA infrastructure. Amazon,, MicrosoftGoogle Parent AlphabetAnd Meta-platforms have all sung from the same page in their latest quarterly updates. This augurs well for Nvidia.
Third, these huge customers do not stand out for Advanced micro-apparentsThe main rival of Nvidia. AMD has declared strong growth in revenues from the fourth quarter earlier this month, but lower than expected.
The longer term question
I will not be surprised at all if Nvidia beats the estimates of the fourth quarter of Wall Street and provides a strong perspective, its actions arise when the market opens on February 27. But the investment is not in the short term or trying to jump and get out of stocks before a certain move. The long-term question is as follows: can Nvidia’s momentum continue much longer?
Some believe that the answer to this question is “no”. They indicate the assessment of NVIDIA (actions are negotiated at 32.6 times the profits in the long term). They predict that the demand for AI chips will decrease, perhaps partly due to more effective models such as Deepseek which require less GPU.
I am more optimistic, although carefully. My intuition is that the progress of AI will stimulate a greater demand for Nvidia chips rather than leading to a drop in demand. I also expect Nvidia will continue to innovate competition.
Of course, the momentum of Nvidia will eventually slow down. It is inevitable. However, the purchase of the stock before February 26 is probably an intelligent decision, in my opinion. Even if you do not invest in Nvidia by then, the stock could still have a lot of room to run after.
John Mackey, former CEO of Whole Foods Market, a subsidiary of Amazon, is a member of the board of directors of Motley Fool’s. Randi Zuckerberg, former Director of Development of the Facebook and Sister of the CEO of Meta Platforms, Mark Zuckerberg, is a member of the board of directors of Motley Fool’s. Suzanne Frey, director of Alphabet, is a member of the board of directors of Motley Fool’s. Keith Speights has positions in Alphabet, Amazon, Meta Platforms and Microsoft. The Motley Fool has positions and recommends micro advanced devices, alphabet, Amazon, Meta Platforms, Microsoft and Nvidia. The Motley Fool recommends the following options: Long January 2026 Calls $ 395 on Microsoft and Court January 2026 405 $ calls Microsoft. The Word’s madman has a Disclosure policy.