Nvidia Shares Gain Momentum Ahead of Earnings on Major Meta Partnership

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Nvidia's stock is building momentum this week, fueled by a significant multi-year partnership announcement with Meta Platforms. The deal provides the chipmaker with substantial tailwind just days before its quarterly earnings report scheduled for February 25, 2026.

The companies unveiled a strategic, multi-year collaboration on February 17. The agreement will see Meta deploy millions of Nvidia's next-generation Blackwell and Rubin graphics processing units (GPUs) across its data centers. The infrastructure build-out will also incorporate Nvidia's Grace and Vera central processing units (CPUs) and its Spectrum-X networking technology.

This hardware will be central to both training and running Meta's artificial intelligence models. While neither party disclosed the financial terms, one analyst cited by Reuters estimates the deal's value to be approximately $50 billion.

Key Data Points:
* Earnings Release: February 25, 2026 (after market close)
* Q4 Revenue Consensus: $65.6 billion
* Meta Deal Scope: Millions of Blackwell and Rubin GPUs over several years
* Previous Meta Orders: 350,000 H100 chips acquired by end of 2024, with access to 1.3 million total GPUs expected by end of 2025

Zuckerberg Outlines Vision for "Personal Superintelligence"

Meta CEO Mark Zuckerberg framed the expanded partnership as a step toward delivering "personal superintelligence to everyone in the world." Nvidia's Chief Executive, Jensen Huang, highlighted the deep collaboration between the two firms in advancing processors, graphics chips, networking, and software stacks.

This new pact represents a major expansion of an existing relationship. Meta had previously projected it would acquire about 350,000 of Nvidia's H100 chips by the close of 2024 and have access to a total of 1.3 million GPUs by the end of 2025.

Wall Street Anticipates Strong Quarterly Growth

Analysts, on average, forecast Nvidia's fourth fiscal quarter revenue to reach $65.6 billion, with adjusted earnings per share of $1.52. These figures would represent year-over-year growth of roughly 71%.

In a recent assessment, Citigroup analyst Atif Malik projected January-quarter revenue of $67 billion, exceeding the current consensus. He anticipates that the ramp-up of Nvidia's B300 and Rubin platforms will accelerate sales growth in the second half of 2026.

However, a note of caution persists among some observers. Historical price action shows that Nvidia's stock declined following three of its last four quarterly reports, even when the company surpassed market expectations.

CEO Jensen Huang Cancels India Trip

Jensen Huang did not attend the India AI Impact Summit this week. According to Nvidia's media representative in India, the CEO called off the trip due to "unexpected reasons." Executive Vice President Jay Puri led the company's delegation at the event instead.

All eyes are now on the February 25 earnings release to see if the landmark Meta partnership and the anticipated financial results will sustain the recent positive momentum in Nvidia's share price.