Nvidia Share Price Rallies 4% After Q3 Earnings Results and Robust Q4 Forecast

Nvidia Corporation reported a robust third quarter for fiscal year 2026 on November 20, 2025. With net income spiking 65% to US$31.9 billion and revenue at a record US$57 billion, the chipmaker continues to gain from expanding demand in AI infrastructure. Its Q4 projection of US$65 billion boosted shares by 4%, reflecting growing investor confidence. 

Nvidia Q3 Earnings Boosted by AI Demand 

Nvidia delivered impressive Q3 results, with revenue touching US$57 billion, reflecting a sequential growth of 22% and a year-on-year increase of 62%. Net income rose by 65% to US$31.91 billion compared to US$19.31 billion in the same quarter of the previous year. The rise in demand for AI accelerators played a key role in this performance, especially as enterprises ramped up investment in generative AI technologies. 

Data Centre Revenue Drives Nvidia’s Growth 

As per Bloomberg report, the company’s revenue was primarily driven by its data centre business, which contributed US$51.2 billion to the total—a figure well ahead of internal benchmarks. In contrast, the gaming division posted US$4.3 billion, trailing slightly behind estimates. This shift marks Nvidia’s ongoing transition from its gaming roots to a dominant player in AI processing and computing solutions. 

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Q4 Outlook Signals Continued Momentum 

For the 4th quarter, Nvidia forecasts revenue of US$65 billion, signifying continued strength in demand for its advanced chips. The company’s outlook surpasses expectations and reinforces its strategic positioning in global AI advancements. The optimistic forecast has led to a 4% rise in its share price, extending its year-to-date gain to 39%. 

Return to Shareholders & Dividend Update 

In the first 9 months of fiscal 2026, Nvidia returned US$37 billion to shareholders through buybacks and dividends. The company still holds US$62.2 billion in repurchase authorisation. Its next dividend of US$0.01 per share is scheduled for December 26, 2025, for shareholders on record as of December 4, 2025. 

CEO Commentary on AI Market Trends 

Jensen Huang, Nvidia’s CEO, emphasised the industry’s expansion, noting that demand for AI training and inference continues to accelerate. Addressing speculation about an AI bubble, Huang stated his belief that current dynamics reflect true demand and transformation rather than inflated hype. 

Read More: Nvidia Joins India Deep Tech Alliance US$2 Billion Focus on AI Startups 

Conclusion 

Nvidia’s Q3 FY26 performance underscores its leadership in the AI chip market. With record-breaking earnings and a strong revenue forecast, the company continues to capitalise on unprecedented demand across sectors. The focus remains on sustaining this growth trajectory amid emerging global AI opportunities.