Zacks Research Issues Positive Outlook for NVIDIA Earnings

NVIDIA Co. (NASDAQ:NVDA) – Zacks Research increased their Q2 2026 earnings per share estimates for shares of NVIDIA in a research report issued on Wednesday, March 19th. Zacks Research analyst R. Department now forecasts that the computer hardware maker will post earnings per share of $0.94 for the quarter, up from their previous estimate of $0.90. The consensus estimate for NVIDIA’s current full-year earnings is $2.77 per share. Zacks Research also issued estimates for NVIDIA’s Q3 2026 earnings at $1.03 EPS, Q4 2026 earnings at $1.15 EPS, FY2026 earnings at $3.98 EPS, Q1 2027 earnings at $1.18 EPS, Q2 2027 earnings at $1.19 EPS, Q4 2027 earnings at $1.29 EPS and FY2028 earnings at $5.87 EPS.

Several other equities research analysts also recently weighed in on the stock. Benchmark reaffirmed a “buy” rating and issued a $190.00 price target on shares of NVIDIA in a research note on Wednesday. DA Davidson decreased their target price on NVIDIA from $135.00 to $125.00 and set a “neutral” rating for the company in a research report on Thursday. Wedbush reiterated an “outperform” rating and issued a $175.00 price target on shares of NVIDIA in a report on Thursday, February 20th. Stifel Nicolaus set a $180.00 price objective on NVIDIA in a research note on Wednesday. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating and set a $200.00 target price on shares of NVIDIA in a research report on Wednesday. Four analysts have rated the stock with a hold rating, thirty-seven have given a buy rating and two have given a strong buy rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $171.51.

NVIDIA Stock Performance

NASDAQ:NVDA opened at $117.70 on Friday. The firm has a market capitalization of $2.87 trillion, a P/E ratio of 46.32, a P/E/G ratio of 1.76 and a beta of 1.77. NVIDIA has a twelve month low of $75.61 and a twelve month high of $153.13. The company has a fifty day moving average of $126.92 and a 200-day moving average of $131.02. The company has a quick ratio of 3.64, a current ratio of 4.10 and a debt-to-equity ratio of 0.13.

NVIDIA (NASDAQ:NVDA) last issued its earnings results on Wednesday, February 26th. The computer hardware maker reported $0.89 earnings per share for the quarter, topping analysts’ consensus estimates of $0.84 by $0.05. The business had revenue of $39.33 billion during the quarter, compared to the consensus estimate of $38.16 billion. NVIDIA had a return on equity of 114.83% and a net margin of 55.69%.

NVIDIA Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 2nd. Investors of record on Wednesday, March 12th will be issued a $0.01 dividend. The ex-dividend date is Wednesday, March 12th. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.03%. NVIDIA’s dividend payout ratio (DPR) is presently 1.36%.

Insider Activity at NVIDIA

In related news, EVP Ajay K. Puri sold 36,462 shares of the business’s stock in a transaction dated Monday, January 6th. The stock was sold at an average price of $151.10, for a total value of $5,509,408.20. Following the sale, the executive vice president now directly owns 3,902,888 shares in the company, valued at approximately $589,726,376.80. The trade was a 0.93 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director John Dabiri sold 2,663 shares of the stock in a transaction dated Monday, March 10th. The stock was sold at an average price of $110.00, for a total transaction of $292,930.00. Following the transaction, the director now owns 17,279 shares of the company’s stock, valued at $1,900,690. This represents a 13.35 % decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 179,109 shares of company stock worth $22,117,015. Insiders own 4.23% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of NVDA. Palisade Asset Management LLC lifted its holdings in NVIDIA by 0.5% during the 3rd quarter. Palisade Asset Management LLC now owns 15,363 shares of the computer hardware maker’s stock worth $1,866,000 after purchasing an additional 75 shares in the last quarter. SMART Wealth LLC increased its position in shares of NVIDIA by 289.5% during the fourth quarter. SMART Wealth LLC now owns 72,311 shares of the computer hardware maker’s stock valued at $9,711,000 after buying an additional 53,747 shares during the period. Blue Square Asset Management LLC lifted its holdings in shares of NVIDIA by 26.7% in the third quarter. Blue Square Asset Management LLC now owns 48,093 shares of the computer hardware maker’s stock worth $5,840,000 after buying an additional 10,136 shares in the last quarter. Narwhal Capital Management boosted its position in shares of NVIDIA by 5.1% in the third quarter. Narwhal Capital Management now owns 545,676 shares of the computer hardware maker’s stock valued at $66,267,000 after acquiring an additional 26,373 shares during the period. Finally, Tybourne Capital Management HK Ltd. grew its stake in NVIDIA by 46.7% during the third quarter. Tybourne Capital Management HK Ltd. now owns 16,826 shares of the computer hardware maker’s stock valued at $2,043,000 after acquiring an additional 5,360 shares in the last quarter. 65.27% of the stock is currently owned by hedge funds and other institutional investors.

NVIDIA Company Profile

NVIDIA Corporation provides graphics and compute and networking solutions in the United States, Taiwan, China, Hong Kong, and internationally. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building and operating metaverse and 3D internet applications.