Seaport Res Ptn Has Bullish Outlook for NVIDIA Q2 Earnings

NVIDIA Corporation (NASDAQ:NVDA - Free Report) - Investment analysts at Seaport Res Ptn boosted their Q2 2026 earnings per share estimates for NVIDIA in a research report issued to clients and investors on Wednesday, July 16th. Seaport Res Ptn analyst J. Goldberg now forecasts that the computer hardware maker will post earnings per share of $1.05 for the quarter, up from their prior forecast of $1.03. Seaport Res Ptn has a "Strong Sell" rating on the stock. The consensus estimate for NVIDIA's current full-year earnings is $2.77 per share. Seaport Res Ptn also issued estimates for NVIDIA's Q3 2026 earnings at $1.16 EPS and FY2026 earnings at $4.13 EPS.

NVIDIA (NASDAQ:NVDA - Get Free Report) last posted its quarterly earnings results on Wednesday, May 28th. The computer hardware maker reported $0.81 earnings per share for the quarter, missing analysts' consensus estimates of $0.87 by ($0.06). NVIDIA had a net margin of 51.69% and a return on equity of 105.09%. The business had revenue of $44.06 billion during the quarter, compared to analyst estimates of $43.09 billion. During the same quarter in the prior year, the business earned $0.61 earnings per share. The firm's quarterly revenue was up 69.2% on a year-over-year basis.

NVDA has been the topic of a number of other research reports. Truist Financial raised their price target on NVIDIA from $205.00 to $210.00 and gave the stock a "buy" rating in a report on Thursday, May 29th. Needham & Company LLC lifted their price objective on NVIDIA from $160.00 to $200.00 and gave the company a "buy" rating in a report on Wednesday. The Goldman Sachs Group assumed coverage on NVIDIA in a research note on Thursday, July 10th. They set a "buy" rating and a $185.00 price target on the stock. Cantor Fitzgerald restated an "overweight" rating and set a $200.00 price objective on shares of NVIDIA in a research report on Wednesday, April 16th. Finally, Jefferies Financial Group lifted their price objective on NVIDIA from $185.00 to $200.00 in a research report on Wednesday. One equities research analyst has rated the stock with a sell rating, four have issued a hold rating, thirty-three have assigned a buy rating and four have assigned a strong buy rating to the stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $181.22.

NVIDIA Stock Performance

Shares of NVDA traded down $0.59 during midday trading on Thursday, reaching $172.41. 145,724,125 shares of the stock were exchanged, compared to its average volume of 264,005,767. The business's 50-day moving average price is $145.88 and its 200 day moving average price is $129.63. 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 has a twelve month low of $86.62 and a twelve month high of $174.16. The company has a market capitalization of $4.21 trillion, a price-to-earnings ratio of 55.62, a PEG ratio of 1.51 and a beta of 2.13.

Institutional Investors Weigh In On NVIDIA

Several large investors have recently made changes to their positions in NVDA. Tacita Capital Inc acquired a new position in NVIDIA in the 4th quarter worth approximately $28,000. Vision Financial Markets LLC bought a new position in NVIDIA in the 4th quarter worth $38,000. Legend Financial Advisors Inc. bought a new position in NVIDIA in the 2nd quarter worth $55,000. Copia Wealth Management bought a new position in NVIDIA in the 4th quarter worth $50,000. Finally, LSV Asset Management bought a new position in shares of NVIDIA during the 4th quarter worth about $54,000. Institutional investors and hedge funds own 65.27% of the company's stock.

Insider Activity

In other NVIDIA news, Director Mark A. Stevens sold 935,000 shares of the company's stock in a transaction dated Tuesday, June 3rd. The shares were sold at an average price of $140.92, for a total value of $131,760,200.00. Following the completion of the transaction, the director directly owned 9,214,697 shares of the company's stock, valued at $1,298,535,101.24. This represents a 9.21% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Ajay K. Puri sold 168,195 shares of the company's stock in a transaction dated Wednesday, June 25th. The shares were sold at an average price of $152.64, for a total transaction of $25,673,284.80. Following the completion of the transaction, the executive vice president directly owned 4,018,547 shares of the company's stock, valued at approximately $613,391,014.08. The trade was a 4.02% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 4,814,800 shares of company stock valued at $709,172,753. Corporate insiders own 4.17% of the company's stock.

NVIDIA Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, July 3rd. Investors of record on Wednesday, June 11th were given a dividend of $0.01 per share. The ex-dividend date was Wednesday, June 11th. This represents a $0.04 dividend on an annualized basis and a yield of 0.02%. NVIDIA's dividend payout ratio (DPR) is 1.29%.

About NVIDIA

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.