NVIDIA FY2026 EPS Estimate Increased by Cantor Fitzgerald

Key Points

• Cantor Fitzgerald has raised its FY2026 earnings per share estimate for NVIDIA from $4.21 to $4.29 and maintains an "Overweight" rating with a price target of $240.
• Loop Capital and Wolfe Research also increased their price targets for NVIDIA to $250 and $230, respectively, reflecting strong bullish sentiment among analysts.
• NVIDIA's recent financial performance was highlighted by a quarterly earnings report showing $1.05 earnings per share, beating expectations, with revenue up 55.6% year-over-year to $46.74 billion.

NVIDIA Corporation (NASDAQ:NVDA - Free Report) - Research analysts at Cantor Fitzgerald lifted their FY2026 earnings estimates for shares of NVIDIA in a research note issued to investors on Thursday, August 28th. Cantor Fitzgerald analyst C. Muse now expects that the computer hardware maker will post earnings per share of $4.29 for the year, up from their prior forecast of $4.21. Cantor Fitzgerald has a "Overweight" rating and a $240.00 price target on the stock. The consensus estimate for NVIDIA's current full-year earnings is $2.77 per share.

NVDA has been the topic of a number of other research reports. Loop Capital increased their price target on NVIDIA from $175.00 to $250.00 and gave the stock a "buy" rating in a research report on Wednesday, June 25th. Wolfe Research increased their price target on NVIDIA from $220.00 to $230.00 and gave the stock an "outperform" rating in a research report on Thursday. The Goldman Sachs Group reissued a "buy" rating and set a $200.00 price target on shares of NVIDIA in a research report on Wednesday. Craig Hallum increased their price target on NVIDIA from $195.00 to $245.00 and gave the stock a "buy" rating in a research report on Thursday. Finally, DA Davidson increased their price target on NVIDIA from $135.00 to $195.00 and gave the stock a "neutral" rating in a research report on Thursday. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, NVIDIA currently has a consensus rating of "Moderate Buy" and a consensus price target of $207.69.

NVIDIA Trading Down 0.8%

Shares of NVDA opened at $180.17 on Friday. NVIDIA has a 1-year low of $86.62 and a 1-year high of $184.48. The company has a 50-day moving average of $170.22 and a 200 day moving average of $138.74. The firm has a market capitalization of $4.40 trillion, a price-to-earnings ratio of 51.33, a PEG ratio of 1.59 and a beta of 2.14. The company has a debt-to-equity ratio of 0.10, a current ratio of 3.39 and a quick ratio of 2.96.

NVIDIA (NASDAQ:NVDA - Get Free Report) last announced its quarterly earnings data on Wednesday, August 27th. The computer hardware maker reported $1.05 earnings per share for the quarter, beating analysts' consensus estimates of $1.01 by $0.04. NVIDIA had a net margin of 52.41% and a return on equity of 109.66%. The company had revenue of $46.74 billion during the quarter, compared to analyst estimates of $45.65 billion. During the same quarter last year, the business posted $0.68 EPS. The firm's revenue for the quarter was up 55.6% on a year-over-year basis. NVIDIA has set its Q3 2026 guidance at EPS.

NVIDIA Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 2nd. Stockholders of record on Thursday, September 11th will be issued a $0.01 dividend. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. The ex-dividend date is Thursday, September 11th. NVIDIA's dividend payout ratio (DPR) is currently 1.14%.

Insider Transactions at NVIDIA

In other news, CEO Jen Hsun Huang sold 75,000 shares of the firm's stock in a transaction dated Friday, August 15th. The shares were sold at an average price of $179.76, for a total value of $13,482,000.00. Following the sale, the chief executive officer directly owned 72,848,225 shares in the company, valued at approximately $13,095,196,926. This trade represents a 0.10% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Colette Kress sold 27,640 shares of the firm's stock in a transaction dated Monday, August 4th. The shares were sold at an average price of $178.06, for a total transaction of $4,921,578.40. Following the completion of the sale, the chief financial officer owned 2,956,876 shares in the company, valued at $526,501,340.56. This represents a 0.93% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 5,862,440 shares of company stock worth $896,145,782 over the last 90 days. Company insiders own 4.17% of the company's stock.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in NVDA. Harbor Asset Planning Inc. acquired a new position in NVIDIA during the 2nd quarter valued at about $28,000. Winnow Wealth LLC acquired a new stake in shares of NVIDIA during the second quarter worth $32,000. Longfellow Investment Management Co. LLC lifted its stake in shares of NVIDIA by 47.9% during the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock worth $33,000 after buying an additional 67 shares during the period. Spurstone Advisory Services LLC acquired a new stake in shares of NVIDIA during the second quarter worth $40,000. Finally, Kathleen S. Wright Associates Inc. lifted its stake in shares of NVIDIA by 169.3% during the first quarter. Kathleen S. Wright Associates Inc. now owns 404 shares of the computer hardware maker's stock worth $44,000 after buying an additional 254 shares during the period. 65.27% of the stock is owned by institutional investors and hedge funds.

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.

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