NVIDIA Q3 FY26 Earnings: Record Results and Strong After‑Hours Market Reaction
NVIDIA delivered another quarter of exceptional growth in Q3 FY26, posting record revenue, record Data Center performance, and clean earnings that topped expectations. The company also issued a robust outlook for Q4, further fueling momentum across AI infrastructure markets. Following the release, NVIDIA shares surged in after-hours trading, lifting key ecosystem partners as well.
Q3 FY26 Earnings Overview
NVIDIA reported quarterly revenue of $57.0 billion, up 22% sequentially and 62% year-over-year, according to the company’s official report (NVIDIA Newsroom).
Key financial metrics:
- Record Data Center revenue: $51.2 billion (+25% Q/Q, +66% Y/Y)
- GAAP EPS: $1.30
- Non‑GAAP EPS: $1.30
- GAAP gross margin: 73.4%
- Non‑GAAP gross margin: 73.6%
GAAP results:
- Revenue: $57,006 million
- Net income: $31,910 million
- Operating income: $36,010 million
- Diluted EPS: $1.30
Non‑GAAP results:
- Revenue: $57,006 million
- Net income: $31,767 million
- Operating income: $37,752 million
- Diluted EPS: $1.30
In the report, CEO Jensen Huang highlighted unprecedented demand for AI compute:
“Blackwell sales are off the charts, and cloud GPUs are sold out… AI is going everywhere, doing everything, all at once.”
After‑Hours Market Reaction
NVIDIA (NVDA)
Following the earnings release, NVDA shares jumped after hours to approximately $193.68, up sharply from the regular-session close of $186.52, reflecting strong investor enthusiasm.
NBIS and Other AI‑Ecosystem Partners
NBIS (a major beneficiary of NVIDIA’s AI‑infrastructure momentum) saw a similar after‑hours boost:
- NBIS after‑hours price: ~$101.63
- NBIS regular-session close: $95.07
Other incumbents mentioned in NVIDIA’s partner ecosystem — including Microsoft, Oracle, Meta, Intel, and Google-parent Alphabet — saw modest upward movement in extended trading, reflecting expectations of continued AI infrastructure spending. While exact after‑hours prints vary across exchanges and may not be fully consolidated at time of writing, sentiment skewed positive across the board.