Zacks Research Issues Positive Outlook for NVIDIA Earnings

NVIDIA Co. (NASDAQ:NVDA) – Investment analysts at Zacks Research increased their Q2 2026 earnings per share (EPS) estimates for NVIDIA in a report released on Tuesday, March 25th. Zacks Research analyst R. Department now anticipates that the computer hardware maker will earn $0.96 per share for the quarter, up from their previous forecast of $0.94. The consensus estimate for NVIDIA’s current full-year earnings is $2.77 per share. Zacks Research also issued estimates for NVIDIA’s FY2026 earnings at $4.03 EPS and Q3 2027 earnings at $1.26 EPS.

Several other equities analysts have also recently weighed in on the company. Susquehanna restated a “positive” rating and issued a $180.00 price objective on shares of NVIDIA in a report on Wednesday, March 19th. Tigress Financial restated a “buy” rating on shares of NVIDIA in a research note on Wednesday, February 26th. Stifel Nicolaus set a $180.00 price objective on NVIDIA in a report on Wednesday, March 19th. Wedbush reaffirmed an “outperform” rating and set a $175.00 target price on shares of NVIDIA in a report on Thursday, February 20th. Finally, William Blair reaffirmed an “outperform” rating on shares of NVIDIA in a research note on Thursday, March 20th. Four investment analysts have rated the stock with a hold rating, thirty-seven have given a buy rating and two have issued a strong buy rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $171.51.

NVIDIA Stock Performance

Shares of NVDA opened at $113.76 on Thursday. The company has a current ratio of 4.10, a quick ratio of 3.64 and a debt-to-equity ratio of 0.13. NVIDIA has a 12 month low of $75.61 and a 12 month high of $153.13. The firm has a fifty day simple moving average of $126.01 and a 200 day simple moving average of $131.46. The stock has a market capitalization of $2.78 trillion, a price-to-earnings ratio of 44.77, a PEG ratio of 1.76 and a beta of 1.77.

NVIDIA (NASDAQ:NVDA) last released its quarterly 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. NVIDIA had a return on equity of 114.83% and a net margin of 55.69%. The firm had revenue of $39.33 billion during the quarter, compared to the consensus estimate of $38.16 billion.

NVIDIA Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 2nd. Stockholders 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 annualized dividend and a dividend yield of 0.04%. NVIDIA’s dividend payout ratio is currently 1.36%.

Insider Activity at NVIDIA

In related news, Director Robert K. Burgess sold 53,324 shares of NVIDIA stock in a transaction on Thursday, March 13th. The stock was sold at an average price of $115.49, for a total transaction of $6,158,388.76. Following the sale, the director now directly owns 251,044 shares in the company, valued at approximately $28,993,071.56. This trade represents a 17.52 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Colette Kress sold 66,660 shares of the firm’s stock in a transaction on Friday, March 21st. The shares were sold at an average price of $116.83, for a total value of $7,787,887.80. Following the sale, the chief financial officer now directly owns 3,085,765 shares of the company’s stock, valued at approximately $360,509,924.95. This represents a 2.11 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 183,609 shares of company stock valued at $22,642,615 over the last ninety days. Corporate insiders own 4.23% of the company’s stock.

Hedge Funds Weigh In On NVIDIA

Several institutional investors have recently added to or reduced their stakes in NVDA. Norges Bank bought a new stake in shares of NVIDIA in the 4th quarter worth approximately $43,515,504,000. International Assets Investment Management LLC raised its stake in shares of NVIDIA by 12,898.6% in the third quarter. International Assets Investment Management LLC now owns 56,292,986 shares of the computer hardware maker’s stock valued at $6,836,220,000 after buying an additional 55,859,917 shares during the period. Clear Street Derivatives LLC purchased a new position in shares of NVIDIA during the 3rd quarter valued at $4,589,905,000. Northern Trust Corp grew its stake in shares of NVIDIA by 15.8% during the 4th quarter. Northern Trust Corp now owns 266,454,194 shares of the computer hardware maker’s stock worth $35,782,134,000 after acquiring an additional 36,266,817 shares during the period. Finally, Proficio Capital Partners LLC increased its holdings in NVIDIA by 14,641.2% in the 4th quarter. Proficio Capital Partners LLC now owns 34,676,316 shares of the computer hardware maker’s stock worth $4,656,682,000 after acquiring an additional 34,441,082 shares during the last quarter. Institutional investors own 65.27% of the company’s stock.

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.