Zacks Research Analysts Lift Earnings Estimates for NVIDIA

Key Points

• Investment analysts at Zacks Research have increased their Q3 2026 earnings per share estimate for NVIDIA to $1.16, up from $1.06, reflecting a positive outlook for the company.
• Other firms, including Truist Financial and Wolfe Research, have also raised their target prices for NVIDIA, indicating strong support among analysts.
• NVIDIA recently announced a quarterly dividend of $0.01, with a payout ratio of 1.14%, demonstrating a commitment to returning value to shareholders.

NVIDIA Corporation (NASDAQ:NVDA - Free Report) - Stock analysts at Zacks Research upped their Q3 2026 earnings estimates for NVIDIA in a research report issued on Friday, September 12th. Zacks Research analyst Team now forecasts that the computer hardware maker will post earnings of $1.16 per share for the quarter, up from their prior forecast of $1.06. The consensus estimate for NVIDIA's current full-year earnings is $2.77 per share. Zacks Research also issued estimates for NVIDIA's Q4 2026 earnings at $1.23 EPS, Q1 2027 earnings at $1.26 EPS, Q2 2027 earnings at $1.32 EPS, Q3 2027 earnings at $1.38 EPS, Q4 2027 earnings at $1.48 EPS, FY2027 earnings at $5.44 EPS, Q1 2028 earnings at $1.53 EPS and Q2 2028 earnings at $1.57 EPS.

NVIDIA (NASDAQ:NVDA - Get Free Report) last posted its earnings results on Wednesday, August 27th. The computer hardware maker reported $1.05 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.01 by $0.04. The company had revenue of $46.74 billion during the quarter, compared to the consensus estimate of $45.65 billion. NVIDIA had a net margin of 52.41% and a return on equity of 101.74%. The firm's quarterly revenue was up 55.6% on a year-over-year basis. During the same period in the previous year, the firm posted $0.68 earnings per share. NVIDIA has set its Q3 2026 guidance at EPS.

Other research analysts also recently issued research reports about the stock. Mizuho upped their price objective on shares of NVIDIA from $192.00 to $205.00 and gave the stock an "outperform" rating in a research report on Thursday, August 14th. Loop Capital upped their price objective on shares of NVIDIA from $175.00 to $250.00 and gave the stock a "buy" rating in a research report on Wednesday, June 25th. Truist Financial upped their price objective on shares of NVIDIA from $210.00 to $228.00 and gave the stock a "buy" rating in a research report on Thursday, August 28th. Piper Sandler set a $225.00 price objective on shares of NVIDIA and gave the stock an "overweight" rating in a research report on Wednesday, August 13th. Finally, BNP Paribas upgraded shares of NVIDIA to a "hold" rating in a research report on Friday, August 1st. Four research analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, NVIDIA presently has a consensus rating of "Moderate Buy" and an average price target of $208.47.

NVIDIA Price Performance

Shares of NVIDIA stock traded up $5.95 during trading hours on Monday, reaching $176.24. The stock had a trading volume of 191,199,575 shares, compared to its average volume of 174,534,032. The stock's 50 day moving average is $175.50 and its 200 day moving average is $143.02. The firm has a market capitalization of $4.28 trillion, a PE ratio of 50.21, a PEG ratio of 1.23 and a beta of 2.10. NVIDIA has a twelve month low of $86.62 and a twelve month high of $184.48. The company has a current ratio of 4.21, a quick ratio of 3.60 and a debt-to-equity ratio of 0.08.

Institutional Trading of NVIDIA

Several hedge funds have recently made changes to their positions in NVDA. Brighton Jones LLC grew its stake in shares of NVIDIA by 12.4% in the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker's stock valued at $43,631,000 after buying an additional 35,815 shares during the period. Bank Pictet & Cie Europe AG grew its stake in shares of NVIDIA by 1.0% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker's stock valued at $315,100,000 after buying an additional 22,929 shares during the period. Highview Capital Management LLC DE grew its stake in shares of NVIDIA by 6.7% in the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker's stock valued at $7,842,000 after buying an additional 3,653 shares during the period. Hudson Value Partners LLC grew its stake in shares of NVIDIA by 30.7% in the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker's stock valued at $6,805,000 after buying an additional 11,900 shares during the period. Finally, Summit Investment Advisors Inc. grew its stake in shares of NVIDIA by 1.9% in the 4th quarter. Summit Investment Advisors Inc. now owns 737,749 shares of the computer hardware maker's stock valued at $99,072,000 after buying an additional 13,700 shares during the period. Hedge funds and other institutional investors own 65.27% of the company's stock.

Insider Buying and Selling at NVIDIA

In related news, CEO Jen Hsun Huang sold 75,000 shares of the company's stock in a transaction dated Monday, September 15th. The shares were sold at an average price of $176.57, for a total transaction of $13,242,750.00. Following the completion of the sale, the chief executive officer owned 72,023,366 shares of the company's stock, valued at approximately $12,717,165,734.62. This represents a 0.10% 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 Mark A. Stevens sold 297,797 shares of the company's stock in a transaction dated Friday, September 12th. The shares were sold at an average price of $178.19, for a total transaction of $53,064,447.43. Following the sale, the director directly owned 7,749,803 shares of the company's stock, valued at approximately $1,380,937,396.57. This represents a 3.70% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 3,975,304 shares of company stock worth $665,001,763 in the last 90 days. 4.17% of the stock is currently owned by insiders.

NVIDIA Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 2nd. Investors of record on Thursday, September 11th will be paid a dividend of $0.01 per share. This represents a $0.04 annualized dividend and a yield of 0.0%. The ex-dividend date of this dividend is Thursday, September 11th. NVIDIA's dividend payout ratio is currently 1.14%.

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.