Equities Analysts Offer Predictions for NVIDIA Q2 Earnings

NVIDIA Co. (NASDAQ:NVDA) – Stock analysts at Zacks Research increased their Q2 2026 earnings per share (EPS) estimates for shares of NVIDIA in a research report issued on Wednesday, March 19th. Zacks Research analyst R. Department now expects that the computer hardware maker will earn $0.94 per share for the quarter, up from their prior 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.

Other equities research analysts also recently issued reports about the stock. William Blair reiterated an “outperform” rating on shares of NVIDIA in a research note on Thursday. Rosenblatt Securities reaffirmed a “buy” rating and set a $220.00 price target on shares of NVIDIA in a research report on Wednesday. KeyCorp set a $190.00 price target on NVIDIA in a report on Wednesday. HSBC reduced their price objective on NVIDIA from $195.00 to $185.00 and set a “buy” rating on the stock in a research note on Monday, January 13th. Finally, Tigress Financial reissued a “buy” rating on shares of NVIDIA in a research report on Wednesday, February 26th. Four research analysts have rated the stock with a hold rating, thirty-seven have given a buy rating and two have issued a strong buy rating to the company. According to data from MarketBeat.com, NVIDIA has a consensus rating of “Moderate Buy” and a consensus target price of $171.51.

NVIDIA Stock Down 0.7 %

Shares of NASDAQ:NVDA opened at $117.70 on Friday. The stock has a 50-day simple moving average of $126.92 and a 200-day simple moving average of $131.18. The stock has a market capitalization of $2.87 trillion, a P/E ratio of 46.32, a PEG ratio of 1.76 and a beta of 1.77. NVIDIA has a 1 year low of $75.61 and a 1 year high of $153.13. The company has a debt-to-equity ratio of 0.13, a quick ratio of 3.64 and a current ratio of 4.10.

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

NVIDIA Announces Dividend

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

Insiders Place Their Bets

In other NVIDIA news, EVP Ajay K. Puri sold 36,462 shares of NVIDIA stock in a transaction on Monday, January 6th. The shares were sold at an average price of $151.10, for a total transaction of $5,509,408.20. Following the completion of the sale, the executive vice president now owns 3,902,888 shares of the company’s stock, valued at $589,726,376.80. This trade represents a 0.93 % decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Director John Dabiri sold 2,663 shares of the stock in a transaction on Monday, March 10th. The stock was 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 of the company’s stock, valued at approximately $1,900,690. This represents a 13.35 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 179,109 shares of company stock worth $22,117,015 over the last ninety days. 4.23% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On NVIDIA

Hedge funds and other institutional investors have recently made changes to their positions in the company. FMR LLC lifted its stake in NVIDIA by 0.7% in the fourth quarter. FMR LLC now owns 1,004,376,608 shares of the computer hardware maker’s stock valued at $134,877,735,000 after acquiring an additional 6,665,252 shares during the last quarter. Geode Capital Management LLC raised its position in shares of NVIDIA by 1.7% in the fourth quarter. Geode Capital Management LLC now owns 555,548,278 shares of the computer hardware maker’s stock valued at $74,439,273,000 after purchasing an additional 9,468,786 shares during the period. Price T Rowe Associates Inc. MD lifted its stake in shares of NVIDIA by 0.9% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 411,328,951 shares of the computer hardware maker’s stock worth $55,237,367,000 after buying an additional 3,721,331 shares during the last quarter. Norges Bank bought a new stake in shares of NVIDIA during the 4th quarter worth $43,515,504,000. Finally, Northern Trust Corp grew its stake in NVIDIA by 15.8% in the 4th quarter. Northern Trust Corp now owns 266,454,194 shares of the computer hardware maker’s stock valued at $35,782,134,000 after buying an additional 36,266,817 shares during the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.

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.