Brokers Offer Predictions for NVIDIA FY2026 Earnings

NVIDIA Co. (NASDAQ:NVDA) – Equities researchers at Cantor Fitzgerald issued their FY2026 EPS estimates for NVIDIA in a report issued on Monday, June 9th. Cantor Fitzgerald analyst C. Muse anticipates that the computer hardware maker will post earnings per share of $4.21 for the year. Cantor Fitzgerald has a “Overweight” rating and a $200.00 price target on the stock. The consensus estimate for NVIDIA’s current full-year earnings is $2.77 per share.

A number of other equities analysts also recently weighed in on the stock. DZ Bank raised shares of NVIDIA from a “hold” rating to a “strong-buy” rating in a research note on Friday, February 28th. Seaport Res Ptn raised shares of NVIDIA to a “strong sell” rating in a research note on Wednesday, April 30th. Citigroup reaffirmed a “buy” rating and set a $180.00 price target (up previously from $150.00) on shares of NVIDIA in a research note on Thursday, May 29th. Benchmark reaffirmed a “buy” rating and set a $190.00 price target on shares of NVIDIA in a research note on Thursday, May 29th. Finally, Tigress Financial reaffirmed a “buy” rating on shares of NVIDIA in a research note on Wednesday, February 26th. One equities research analyst has rated the stock with a sell rating, five have assigned a hold rating, thirty-five have issued a buy rating and three have assigned a strong buy rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $172.24.

NVIDIA Stock Performance

NASDAQ:NVDA opened at $142.83 on Tuesday. The company has a quick ratio of 3.64, a current ratio of 4.10 and a debt-to-equity ratio of 0.13. The company has a market cap of $3.49 trillion, a P/E ratio of 56.21, a P/E/G ratio of 1.76 and a beta of 2.12. NVIDIA has a fifty-two week low of $86.62 and a fifty-two week high of $153.13. The firm’s 50 day moving average is $120.91 and its two-hundred day moving average is $126.34.

NVIDIA (NASDAQ:NVDA) 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). The company had revenue of $44.06 billion for the quarter, compared to analysts’ expectations of $43.09 billion. NVIDIA had a return on equity of 114.83% and a net margin of 55.69%. The business’s revenue for the quarter was up 69.2% on a year-over-year basis. During the same period in the prior year, the business earned $0.61 EPS.

NVIDIA Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, July 3rd. Investors of record on Wednesday, June 11th will be paid a dividend of $0.01 per share. This represents a $0.04 annualized dividend and a yield of 0.03%. The ex-dividend date is Wednesday, June 11th. NVIDIA’s dividend payout ratio (DPR) is 1.29%.

Insider Buying and Selling

In other NVIDIA news, Director Tench Coxe sold 1,000,000 shares of the firm’s stock in a transaction on Monday, June 9th. The shares were sold at an average price of $142.80, for a total transaction of $142,800,000.00. Following the completion of the transaction, the director now directly owns 26,671,360 shares of the company’s stock, valued at $3,808,670,208. This trade represents a 3.61% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Aarti S. Shah sold 20,000 shares of the firm’s stock in a transaction on Thursday, March 20th. The stock was sold at an average price of $118.42, for a total transaction of $2,368,400.00. Following the transaction, the director now directly owns 53,208 shares of the company’s stock, valued at approximately $6,300,891.36. This represents a 27.32% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 2,560,845 shares of company stock valued at $360,351,849 in the last quarter. Company insiders own 4.17% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the stock. 1248 Management LLC grew its holdings in NVIDIA by 56.0% during the 1st quarter. 1248 Management LLC now owns 57,621 shares of the computer hardware maker’s stock worth $6,246,000 after acquiring an additional 20,677 shares in the last quarter. First Long Island Investors LLC grew its holdings in NVIDIA by 3.1% during the 1st quarter. First Long Island Investors LLC now owns 385,955 shares of the computer hardware maker’s stock worth $41,830,000 after acquiring an additional 11,496 shares in the last quarter. Nicola Wealth Management LTD. acquired a new position in NVIDIA during the 1st quarter worth $5,744,000. Cim LLC boosted its holdings in shares of NVIDIA by 4.2% in the 1st quarter. Cim LLC now owns 268,671 shares of the computer hardware maker’s stock valued at $29,119,000 after buying an additional 10,874 shares during the period. Finally, Osterweis Capital Management Inc. boosted its holdings in shares of NVIDIA by 20.3% in the 1st quarter. Osterweis Capital Management Inc. now owns 339,121 shares of the computer hardware maker’s stock valued at $36,754,000 after buying an additional 57,340 shares during the period. 65.27% of the stock is owned by institutional investors and hedge funds.

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.