Investors Eyeing Nvidia's Revenue Visibility Ahead of 4Q Print -- Market Talk

Dow Jones
02/19

1744 ET - When Nvidia releases its 4Q earnings next week, investors will be looking for signs that the company has visibility into its future revenue, Deutsche Bank analysts write in a note. "We expect investors to remain focused on longer-term revenue sustainability metrics such as the magnitude of NVDA's cumulative revenue visibility through the remainder of 2026," they write, adding that they plan to ask about the magnitude and certainty of the company's agreements with OpenAI, Anthropic, and CoreWeave, and how those agreements factor in to the outlook. (elias.schisgall@wsj.com)

 

(END) Dow Jones Newswires

February 18, 2026 17:44 ET (22:44 GMT)

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