Zacks Research Issues Optimistic Outlook for NVIDIA Earnings

NVIDIA Co. (NASDAQ:NVDA) – Equities researchers at Zacks Research raised their Q1 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 of $0.86 per share for the quarter, up from their prior estimate of $0.82. The consensus estimate for NVIDIA’s current full-year earnings is $2.77 per share. Zacks Research also issued estimates for NVIDIA’s Q3 2027 earnings at $1.22 EPS and FY2027 earnings at $4.87 EPS.

Several other equities research analysts have also recently weighed in on the company. Barclays boosted their target price on NVIDIA from $160.00 to $175.00 and gave the stock an “overweight” rating in a research note on Friday, January 17th. Rosenblatt Securities reissued a “buy” rating and set a $220.00 price objective on shares of NVIDIA in a research report on Wednesday, March 19th. Benchmark restated a “buy” rating and set a $190.00 target price on shares of NVIDIA in a research report on Wednesday, March 19th. Susquehanna reissued a “positive” rating and issued a $180.00 target price on shares of NVIDIA in a research note on Wednesday, March 19th. Finally, KeyCorp set a $190.00 price objective on NVIDIA in a report on Wednesday, March 19th. Four equities research 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’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $171.51.

NVIDIA Price Performance

NVIDIA stock opened at $121.41 on Monday. The company has a fifty day simple moving average of $126.68 and a 200-day simple moving average of $131.46. The firm has a market capitalization of $2.96 trillion, a price-to-earnings ratio of 47.78, a PEG ratio of 1.76 and a beta of 1.77. 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 has a 52-week low of $75.61 and a 52-week high of $153.13.

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

Institutional Trading of NVIDIA

Hedge funds have recently made changes to their positions in the stock. Tacita Capital Inc purchased a new stake in NVIDIA in the fourth quarter worth $28,000. Legend Financial Advisors Inc. purchased a new position in shares of NVIDIA during the 4th quarter worth $34,000. Vision Financial Markets LLC purchased a new position in shares of NVIDIA during the 4th quarter valued at about $38,000. Luken Investment Analytics LLC purchased a new stake in NVIDIA in the 4th quarter worth $40,000. Finally, DHJJ Financial Advisors Ltd. increased its holdings in NVIDIA by 70.0% in the 3rd quarter. DHJJ Financial Advisors Ltd. now owns 340 shares of the computer hardware maker’s stock valued at $41,000 after acquiring an additional 140 shares during the last quarter. 65.27% of the stock is owned by institutional investors.

Insider Transactions at NVIDIA

In other NVIDIA news, EVP Ajay K. Puri sold 36,462 shares of the firm’s stock in a transaction on Monday, January 6th. The stock was sold at an average price of $151.10, for a total transaction of $5,509,408.20. Following the transaction, the executive vice president now directly owns 3,902,888 shares in the company, valued at approximately $589,726,376.80. This trade represents a 0.93 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director John Dabiri sold 2,663 shares of the stock in a transaction that occurred on Monday, March 10th. The shares were sold at an average price of $110.00, for a total transaction of $292,930.00. Following the transaction, the director now directly owns 17,279 shares of the company’s stock, valued at $1,900,690. This represents a 13.35 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 179,109 shares of company stock worth $22,117,015. 4.23% of the stock is owned by company insiders.

NVIDIA Announces Dividend

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

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.