Zacks Research Issues Positive Forecast for NVIDIA Earnings

NVIDIA Co. (NASDAQ:NVDA) – Analysts at Zacks Research upped their Q3 2026 earnings per share (EPS) estimates for shares of NVIDIA in a research note issued on Tuesday, March 25th. Zacks Research analyst R. Department now expects that the computer hardware maker will post earnings of $1.06 per share for the quarter, up from their prior forecast of $1.03. 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 $1.14 EPS, Q1 2027 earnings at $1.15 EPS, Q4 2027 earnings at $1.22 EPS, FY2027 earnings at $4.83 EPS and FY2028 earnings at $5.84 EPS.

A number of other analysts have also recently issued reports on the company. Morgan Stanley set a $162.00 target price on NVIDIA and gave the company an “overweight” rating in a research report on Wednesday, March 19th. Tigress Financial reiterated a “buy” rating on shares of NVIDIA in a research note on Wednesday, February 26th. Truist Financial boosted their price target on shares of NVIDIA from $204.00 to $205.00 and gave the stock a “buy” rating in a research note on Thursday, February 27th. Needham & Company LLC reiterated a “buy” rating and issued a $160.00 price objective on shares of NVIDIA in a research report on Wednesday, March 19th. Finally, Barclays boosted their price objective on shares of NVIDIA from $160.00 to $175.00 and gave the stock an “overweight” rating in a report on Friday, January 17th. Four investment analysts have rated the stock with a hold rating, thirty-seven have issued a buy rating and two have assigned a strong buy rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $171.51.

NVIDIA Price Performance

Shares of NASDAQ:NVDA opened at $109.67 on Friday. The company’s fifty day moving average price is $125.01 and its 200 day moving average price is $131.34. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.10 and a quick ratio of 3.64. NVIDIA has a 12 month low of $75.61 and a 12 month high of $195.95. The firm has a market capitalization of $2.68 trillion, a P/E ratio of 43.16, a P/E/G ratio of 1.76 and a beta of 1.77.

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

NVIDIA Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 2nd. Shareholders of record on Wednesday, March 12th will be given a dividend of $0.01 per share. This represents a $0.04 dividend on an annualized basis and a yield of 0.04%. The ex-dividend date is Wednesday, March 12th. NVIDIA’s dividend payout ratio (DPR) is presently 1.36%.

Insider Transactions at NVIDIA

In related news, EVP Ajay K. Puri sold 36,462 shares of the stock in a transaction on Monday, January 6th. The stock was sold at an average price of $151.10, for a total value of $5,509,408.20. Following the completion of the sale, the executive vice president now directly owns 3,902,888 shares in the company, valued at approximately $589,726,376.80. This represents a 0.93 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Robert K. Burgess sold 53,324 shares of the firm’s stock in a transaction dated Thursday, March 13th. The shares were sold at an average price of $115.49, for a total value of $6,158,388.76. Following the sale, the director now owns 251,044 shares in the company, valued at approximately $28,993,071.56. The trade was a 17.52 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 183,609 shares of company stock worth $22,642,615. 4.23% of the stock is currently owned by company insiders.

Institutional Trading of NVIDIA

Large investors have recently modified their holdings of the business. Norges Bank acquired a new stake in NVIDIA in the fourth quarter valued at $43,515,504,000. International Assets Investment Management LLC raised its stake in 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 period. Clear Street Derivatives LLC bought a new position in shares of NVIDIA during the third quarter valued at approximately $4,589,905,000. Northern Trust Corp raised its position in shares of NVIDIA by 15.8% during the 4th 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 period. Finally, Proficio Capital Partners LLC lifted its stake in NVIDIA by 14,641.2% in the fourth 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 buying an additional 34,441,082 shares during the last quarter. 65.27% of the stock is currently 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.