NVIDIA Co. (NASDAQ:NVDA - Free Report) - Research analysts at William Blair cut their Q1 2026 EPS estimates for NVIDIA in a note issued to investors on Monday, May 19th. William Blair analyst S. Naji now anticipates that the computer hardware maker will earn $0.68 per share for the quarter, down from their prior forecast of $0.88. William Blair has a "Outperform" rating on the stock. The consensus estimate for NVIDIA's current full-year earnings is $2.77 per share. William Blair also issued estimates for NVIDIA's Q2 2026 earnings at $0.95 EPS, Q3 2026 earnings at $1.07 EPS, Q4 2026 earnings at $1.17 EPS and FY2026 earnings at $3.88 EPS.
NVIDIA (NASDAQ:NVDA - Get Free Report) last released its earnings results on Wednesday, February 26th. The computer hardware maker reported $0.89 EPS for the quarter, beating analysts' consensus estimates of $0.84 by $0.05. The company had revenue of $39.33 billion during the quarter, compared to analysts' expectations of $38.16 billion. NVIDIA had a return on equity of 114.83% and a net margin of 55.69%.
Several other brokerages have also issued reports on NVDA. Raymond James reiterated a "strong-buy" rating on shares of NVIDIA in a research note on Wednesday, April 16th. Hsbc Global Res downgraded shares of NVIDIA from a "strong-buy" rating to a "hold" rating in a research note on Thursday, April 3rd. Summit Insights lowered shares of NVIDIA from a "buy" rating to a "hold" rating in a report on Thursday, February 27th. Stifel Nicolaus set a $180.00 price target on NVIDIA in a research note on Wednesday, March 19th. Finally, Needham & Company LLC reaffirmed a "buy" rating and set a $160.00 price objective on shares of NVIDIA in a research report on Wednesday, March 19th. One research analyst has rated the stock with a sell rating, six have assigned a hold rating, thirty-six have issued a buy rating and two have given a strong buy rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $164.84.
Check Out Our Latest Stock Analysis on NVDA
NVIDIA Stock Performance
Shares of NVIDIA stock opened at $131.80 on Thursday. NVIDIA has a 12 month low of $86.62 and a 12 month high of $195.95. The firm has a market capitalization of $3.22 trillion, a P/E ratio of 51.87, a P/E/G ratio of 1.76 and a beta of 2.11. The company has a current ratio of 4.10, a quick ratio of 3.64 and a debt-to-equity ratio of 0.13. The business has a fifty day simple moving average of $113.31 and a two-hundred day simple moving average of $127.02.
NVIDIA Announces Dividend
The firm also recently declared a quarterly dividend, which was paid on Wednesday, April 2nd. Shareholders of record on Wednesday, March 12th were issued a dividend of $0.01 per share. The ex-dividend date of this dividend was Wednesday, March 12th. This represents a $0.04 dividend on an annualized basis and a yield of 0.03%. NVIDIA's dividend payout ratio is presently 1.36%.
Insider Activity at NVIDIA
In related news, Director John Dabiri sold 2,663 shares of the business's stock in a transaction on Monday, March 10th. The shares were sold at an average price of $110.00, for a total value of $292,930.00. Following the sale, the director now owns 17,279 shares in the company, valued at approximately $1,900,690. The trade was a 13.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Robert K. Burgess sold 53,324 shares of the company's stock in a transaction on Thursday, March 13th. The shares were 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. The trade was a 17.52% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 147,147 shares of company stock valued at $17,133,207. 4.23% of the stock is owned by company insiders.
Institutional Inflows and Outflows
Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Norges Bank bought a new stake in NVIDIA in the fourth quarter worth $43,515,504,000. Nuveen LLC bought a new stake in shares of NVIDIA in the 1st quarter worth about $15,089,414,000. Goldman Sachs Group Inc. boosted its stake in shares of NVIDIA by 123.5% during the 1st quarter. Goldman Sachs Group Inc. now owns 187,995,213 shares of the computer hardware maker's stock worth $20,374,921,000 after purchasing an additional 103,889,872 shares during the period. GAMMA Investing LLC grew its holdings in NVIDIA by 12,173.2% during the 1st quarter. GAMMA Investing LLC now owns 48,837,781 shares of the computer hardware maker's stock valued at $5,293,039,000 after purchasing an additional 48,439,859 shares during the last quarter. Finally, Northern Trust Corp lifted its stake in NVIDIA by 15.8% in the fourth quarter. Northern Trust Corp now owns 266,454,194 shares of the computer hardware maker's stock worth $35,782,134,000 after purchasing an additional 36,266,817 shares during the last quarter. Hedge funds and other institutional investors own 65.27% of the company's stock.
About NVIDIA
(
Get Free Report)
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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