NVIDIA Earnings: Analysts Expect to See Strong Results 

NVIDIA Corp. (NASDAQ: NVDA) is expected to report impressive earnings and guidance next week. As support for that idea, analysts at Citi just reiterated a buy rating on the tech giant. The firm noted that it’s recommending investors add to NVDA stock as the valuation looks attractive and the stock is likely to outperform in the second half of 2026.

NVIDIA’s status as an AI leader has made it a key bellwether for all AI stocks. Big tech companies that operate data centers say they will increase their massive capital expenditures (capex) this year, with a good chunk of that going toward artificial intelligence (AI). We also have to consider that NVIDIA’s chief executive officer (CEO), Jensen Huang, has said demand for the company’s new Blackwell platform data center products was “off the charts.”

Also, as noted by analysts at Wedbush, “Looking ahead to the remainder of 2026 and into 2027, the focus is already shifting toward NVIDIA’s next milestone: the Rubin (R100) architecture. 

Solid earnings, guidance, and anything positive about Rubin could ignite a big rally in NVIDIA and the overall tech sector. However, NVIDIA isn’t the only market heavyweight posting earnings in the next few days. Here are two other reports to watch closely.

IonQ: Weakness is a Buying Opportunity

IonQ Inc. (NYSE: IONQ) is down 25% in 2026. But this could be a buying opportunity. For one, a good deal of fear has been priced into the stock, which could mean the stock is getting oversold.

Two, earnings are expected to remain strong. For Q4 2025, analysts are looking for another quarter of solid revenue. Current estimates point to revenue of around $40 million for the quarter, reflecting further solid growth. Earnings per share (EPS) are expected to be negative with a loss of about 51 cents per share, which is an improvement. For full-year 2025, IonQ already guided for revenue in a range of $106 million to $110 million, with analysts expecting results near the high end of that range. 

In its Q3 2025 earnings report, the company crushed estimates on the top and bottom lines. It’s 17 17-cent-per-share loss, beating by three cents. Revenue of $39.87 million, up 221.5% year over year, beat by $12.88 million. Granted, it also posted a net loss of about $1.05 billion, but most of that was from large, non-cash charges and rising costs.

Three, IonQ could dominate a potential $198 billion market.

Moving forward, we do expect to see far better results from the company – especially as it attempts to dominate a potential $198 billion market by 2040. Fueling momentum, IonQ recently became the only quantum computing company to demonstrate two-qubit gate fidelities of 99.99%. That means the company’s platform makes just one error out of every 10,000 tries, which gives it a massive lead over its competition.

As IonQ improves its technology to become even more accurate, it could dominate the quantum computing sector, which, according to McKinsey & Co. could be worth between $28 billion and $72 billion by 2035. By 2040, it could be worth $198 billion. 

MP Materials: A Leader in the Race for Rare Earth Minerals

Rare earth company, MP Materials Corp. (NYSE: MP), will post earnings on February 26. Unlike IONQ, MP stock is up over 15% as of this writing. And recent history suggests it could move higher.

The last time MP Materials posted earnings in November, its stock gapped from about $51.84 to a high of $65.95. This was after the company posted an EPS loss of 10 cents, which beat estimates by six cents. Revenue of $53.55 million, down about 15% year over year, beat by $550,000. When it posts earnings on February 26, we do expect to see even better numbers, especially with enhanced cash flow visibility thanks to its rare earth production at Mountain Pass.

Moving forward, MP Materials does plan to commission its “heavy rare earth separation facility at Mountain Pass in mid-2026. The facility is designed to process approximately 3,000 MT of feedstock per year and will initially prioritize production of dysprosium and terbium. The Dy/Tb circuit will have a nameplate capacity of 200 MT per year and support MP’s planned production of 10,000 MT of high-performance NdFeB magnets per year,” as noted in its last earnings.

Longer term, if MP Materials can help break our reliance on China for rare earths, the stock could rally significantly higher.  Right now, the U.S. has been overly dependent on China, which controls about 80% of the world’s rare earth supply.  However, as we’ve learned the hard way, that has to change. After all, without rare earths, the world can’t produce the millions of electric vehicles government leaders want on the roads. 

We can’t produce smartphones, computers, flat panel televisions, wind turbines, electric vehicle batteries, computer chips, defense equipment, semiconductors, digital cameras, or catalytic converters.  Even the U.S. Department of War could run low on rare earths for rare earths and other warfighting products.

NVIDIA is Important, But It Has Coattails

In short…if NVIDIA delivers strong numbers and upbeat guidance — particularly around Blackwell and future Rubin architecture demand — it could reignite momentum not just in AI, but across the broader tech sector. At the same time, IonQ and MP Materials represent high-conviction opportunities tied to massive, long-term shifts. Be sure to keep an eye on them all.