Motley Fool Money NVIDIA Posts Earnings. Wall Street Says “That’s It?”
6 snips
Feb 26, 2026 
Jon Quast, Motley Fool analyst who digs into earnings and sector trends, and Matt Frankel, longtime analyst focused on valuation and company analysis. They unpack Nvidia’s big quarter and the surprisingly muted market reaction. They debate competition from CPUs and pricing risks. They also discuss MercadoLibre’s growth and The Trade Desk’s slowing momentum.
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NVIDIA's Unprecedented Scale This Year
- NVIDIA's growth remains extraordinary with 73% revenue growth and $216B in annual revenue.
- Jon Quast highlights NVIDIA added $85B in revenue year-over-year and $120B in net income, underscoring unprecedented scale.
High Multiples Make Stellar Growth Vulnerable
- Valuation and sustainability temper enthusiasm despite strong results; NVIDIA trades near 46X earnings and 24X sales.
- Matt Frankel argues a 73% growth rate isn't indefinitely sustainable and high multiples invite pullbacks.
Compute Demand Could Shift Away From GPUs
- Shifts from model training to deployment could move demand from GPUs to CPUs and custom chips.
- Tyler Crowe notes hyperscalers building proprietary accelerators (e.g., Google's TPU) may erode NVIDIA's premium pricing power.