Q3 2026 EPS Estimates for NVIDIA Co. Raised by Zacks Research (NASDAQ:NVDA)

NVIDIA Co. (NASDAQ:NVDA) – Investment analysts at Zacks Research increased their Q3 2026 earnings estimates for NVIDIA in a research note issued to investors on Wednesday, September 18th. Zacks Research analyst R. Department now expects that the computer hardware maker will post earnings of $0.90 per share for the quarter, up from their prior forecast of $0.77. The consensus estimate for NVIDIA’s current full-year earnings is $2.64 per share. Zacks Research also issued estimates for NVIDIA’s Q4 2026 earnings at $0.92 EPS and Q2 2027 earnings at $1.02 EPS.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings data on Wednesday, August 28th. The computer hardware maker reported $0.68 EPS for the quarter, beating analysts’ consensus estimates of $0.64 by $0.04. The firm had revenue of $30.04 billion for the quarter, compared to analyst estimates of $28.74 billion. NVIDIA had a return on equity of 113.50% and a net margin of 55.04%. The company’s revenue for the quarter was up 122.4% on a year-over-year basis. During the same period in the prior year, the firm posted $0.25 EPS.

Several other research firms have also issued reports on NVDA. Raymond James increased their price target on shares of NVIDIA from $120.00 to $140.00 and gave the stock a “strong-buy” rating in a research report on Thursday, August 29th. KeyCorp increased their price objective on shares of NVIDIA from $130.00 to $180.00 and gave the company an “overweight” rating in a research note on Tuesday, July 9th. William Blair initiated coverage on shares of NVIDIA in a research note on Wednesday. They set an “outperform” rating on the stock. DA Davidson reiterated a “neutral” rating and issued a $90.00 price target on shares of NVIDIA in a research note on Thursday, August 29th. Finally, Barclays reduced their price objective on NVIDIA from $1,200.00 to $145.00 and set an “overweight” rating on the stock in a research report on Monday, June 10th. Five investment analysts have rated the stock with a hold rating, thirty-seven have given a buy rating and two have assigned a strong buy rating to the company. According to MarketBeat, NVIDIA has an average rating of “Moderate Buy” and an average target price of $142.10.

NVIDIA Stock Down 1.6 %

Shares of NASDAQ NVDA opened at $116.00 on Friday. The stock has a market capitalization of $2.85 trillion, a P/E ratio of 67.84, a PEG ratio of 1.06 and a beta of 1.67. The company has a debt-to-equity ratio of 0.15, a quick ratio of 3.79 and a current ratio of 4.27. NVIDIA has a 52 week low of $39.23 and a 52 week high of $140.76. The stock’s fifty day moving average is $115.99 and its 200 day moving average is $106.97.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the business. OMNI 360 Wealth Inc. acquired a new stake in NVIDIA in the 4th quarter valued at $240,000. Bedel Financial Consulting Inc. grew its holdings in shares of NVIDIA by 10.7% during the fourth quarter. Bedel Financial Consulting Inc. now owns 2,262 shares of the computer hardware maker’s stock worth $1,120,000 after buying an additional 219 shares in the last quarter. Integrity Wealth Solutions LLC acquired a new stake in shares of NVIDIA in the fourth quarter valued at about $1,661,000. BLB&B Advisors LLC increased its holdings in shares of NVIDIA by 843.8% in the second quarter. BLB&B Advisors LLC now owns 570,768 shares of the computer hardware maker’s stock valued at $70,513,000 after purchasing an additional 510,294 shares during the last quarter. Finally, McAdam LLC raised its stake in NVIDIA by 945.0% during the second quarter. McAdam LLC now owns 84,614 shares of the computer hardware maker’s stock worth $10,453,000 after purchasing an additional 76,517 shares during the period. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Insider Activity

In other NVIDIA news, CFO Colette Kress sold 100,000 shares of the company’s stock in a transaction on Monday, June 24th. The stock was sold at an average price of $120.85, for a total transaction of $12,085,000.00. Following the completion of the sale, the chief financial officer now owns 5,188,862 shares in the company, valued at $627,073,972.70. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. In other news, CFO Colette Kress sold 100,000 shares of NVIDIA stock in a transaction on Monday, June 24th. The shares were sold at an average price of $120.85, for a total transaction of $12,085,000.00. Following the completion of the sale, the chief financial officer now directly owns 5,188,862 shares in the company, valued at $627,073,972.70. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Jen Hsun Huang sold 120,000 shares of NVIDIA stock in a transaction dated Monday, June 24th. The stock was sold at an average price of $120.84, for a total value of $14,500,800.00. Following the sale, the chief executive officer now directly owns 80,574,995 shares of the company’s stock, valued at approximately $9,736,682,395.80. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 3,692,303 shares of company stock worth $444,047,307. Company insiders own 4.23% of the company’s stock.

NVIDIA Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 3rd. Shareholders of record on Thursday, September 12th will be issued a $0.01 dividend. This represents a $0.04 annualized dividend and a dividend yield of 0.03%. The ex-dividend date of this dividend is Thursday, September 12th. NVIDIA’s dividend payout ratio is 2.34%.

NVIDIA declared that its Board of Directors has authorized a stock buyback program on Wednesday, August 28th that authorizes the company to buyback $50.00 billion in shares. This buyback authorization authorizes the computer hardware maker to reacquire up to 1.6% of its shares through open market purchases. Shares buyback programs are usually an indication that the company’s board of directors believes its stock is undervalued.

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.