Zacks Research Has Positive Estimate for NVIDIA Q2 Earnings

NVIDIA Co. (NASDAQ:NVDA) – Zacks Research upped their Q2 2026 earnings per share (EPS) estimates for shares of NVIDIA in a research note issued on Wednesday, March 19th. Zacks Research analyst R. Department now expects that the computer hardware maker will post earnings per share of $0.94 for the quarter, up from their previous forecast of $0.90. The consensus estimate for NVIDIA’s current full-year earnings is $2.77 per share. Zacks Research also issued estimates for NVIDIA’s Q3 2026 earnings at $1.03 EPS, Q4 2026 earnings at $1.15 EPS, FY2026 earnings at $3.98 EPS, Q1 2027 earnings at $1.18 EPS, Q2 2027 earnings at $1.19 EPS, Q4 2027 earnings at $1.29 EPS and FY2028 earnings at $5.87 EPS.

A number of other equities research analysts have also recently issued reports on the stock. Rosenblatt Securities reaffirmed a “buy” rating and issued a $220.00 target price on shares of NVIDIA in a report on Wednesday. Benchmark restated a “buy” rating and issued a $190.00 price objective on shares of NVIDIA in a research note on Wednesday. Phillip Securities reiterated an “accumulate” rating and set a $160.00 target price (up from $155.00) on shares of NVIDIA in a research note on Friday, November 22nd. Mizuho dropped their price target on NVIDIA from $175.00 to $168.00 and set an “outperform” rating on the stock in a research note on Friday, March 14th. Finally, DZ Bank raised NVIDIA from a “hold” rating to a “strong-buy” rating in a report on Friday, February 28th. Four investment analysts have rated the stock with a hold rating, thirty-seven have assigned a buy rating and two have given a strong buy rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $171.51.

NVIDIA Stock Performance

NASDAQ NVDA opened at $117.70 on Friday. The firm has a market capitalization of $2.87 trillion, a P/E ratio of 46.32, a price-to-earnings-growth ratio of 1.76 and a beta of 1.77. 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 firm’s fifty day moving average price is $126.92 and its two-hundred day moving average price is $131.02. NVIDIA has a 1 year low of $75.61 and a 1 year high of $153.13.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings results on Wednesday, February 26th. The computer hardware maker reported $0.89 earnings per share for the quarter, beating analysts’ consensus estimates of $0.84 by $0.05. The firm had revenue of $39.33 billion during the quarter, compared to the consensus estimate of $38.16 billion. NVIDIA had a return on equity of 114.83% and a net margin of 55.69%.

NVIDIA Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 2nd. Investors of record on Wednesday, March 12th will be paid a $0.01 dividend. This represents a $0.04 annualized dividend and a yield of 0.03%. The ex-dividend date of this dividend is Wednesday, March 12th. NVIDIA’s payout ratio is 1.36%.

Insider Buying and Selling at NVIDIA

In other news, Director Robert K. Burgess sold 53,324 shares of the company’s stock in a transaction that occurred on Thursday, March 13th. The stock was sold at an average price of $115.49, for a total value of $6,158,388.76. Following the completion of the transaction, the director now owns 251,044 shares of the company’s stock, valued at $28,993,071.56. This represents a 17.52 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Ajay K. Puri sold 36,462 shares of NVIDIA stock in a transaction that occurred on Monday, January 6th. The stock was sold at an average price of $151.10, for a total transaction of $5,509,408.20. Following the sale, the executive vice president now owns 3,902,888 shares in the company, valued at approximately $589,726,376.80. This represents a 0.93 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 179,109 shares of company stock worth $22,117,015 over the last quarter. Corporate insiders own 4.23% of the company’s stock.

Hedge Funds Weigh In On NVIDIA

Large investors have recently modified their holdings of the business. Norges Bank acquired a new position in NVIDIA during the 4th quarter worth about $43,515,504,000. International Assets Investment Management LLC raised its position in shares of NVIDIA by 12,898.6% during the third quarter. International Assets Investment Management LLC now owns 56,292,986 shares of the computer hardware maker’s stock worth $6,836,220,000 after acquiring an additional 55,859,917 shares during the last quarter. Clear Street Derivatives LLC acquired a new position in shares of NVIDIA in the third quarter worth approximately $4,589,905,000. Northern Trust Corp boosted its holdings 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 valued at $35,782,134,000 after acquiring an additional 36,266,817 shares during the last quarter. Finally, Proficio Capital Partners LLC increased its position in NVIDIA by 14,641.2% during the 4th quarter. Proficio Capital Partners LLC now owns 34,676,316 shares of the computer hardware maker’s stock valued at $4,656,682,000 after purchasing an additional 34,441,082 shares during the period. Institutional investors own 65.27% of the company’s stock.

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.