What is Seaport Res Ptn’s Forecast for NVIDIA Q2 Earnings?

NVIDIA Corporation (NASDAQ:NVDA) – Seaport Res Ptn lifted their Q2 2026 earnings estimates for NVIDIA in a research report issued on Wednesday, July 16th. Seaport Res Ptn analyst J. Goldberg now anticipates that the computer hardware maker will post earnings of $1.05 per share for the quarter, up from their previous forecast of $1.03. Seaport Res Ptn has a “Strong Sell” rating on the stock. The consensus estimate for NVIDIA’s current full-year earnings is $2.77 per share. Seaport Res Ptn also issued estimates for NVIDIA’s Q3 2026 earnings at $1.16 EPS and FY2026 earnings at $4.13 EPS.

Several other equities research analysts also recently commented on the company. Loop Capital increased their price objective on NVIDIA from $175.00 to $250.00 and gave the company a “buy” rating in a report on Wednesday, June 25th. Hsbc Global Res downgraded NVIDIA from a “strong-buy” rating to a “hold” rating in a report on Thursday, April 3rd. Citigroup boosted their price objective on NVIDIA from $180.00 to $190.00 and gave the stock a “buy” rating in a research report on Monday, July 7th. Raymond James Financial upped their price target on NVIDIA from $150.00 to $165.00 and gave the company a “strong-buy” rating in a research report on Thursday, May 29th. Finally, Arete Research upgraded NVIDIA to a “strong-buy” rating in a research note on Wednesday, May 21st. One research analyst has rated the stock with a sell rating, four have assigned a hold rating, thirty-three have assigned a buy rating and four have assigned a strong buy rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $181.22.

NVIDIA Stock Up 1.0%

Shares of NASDAQ NVDA opened at $173.00 on Thursday. The company has a market cap of $4.22 trillion, a price-to-earnings ratio of 55.81, a price-to-earnings-growth ratio of 1.51 and a beta of 2.13. NVIDIA has a 12-month low of $86.62 and a 12-month high of $174.16. The company has a quick ratio of 2.96, a current ratio of 3.39 and a debt-to-equity ratio of 0.10. The firm’s 50-day simple moving average is $145.88 and its 200 day simple moving average is $129.63.

NVIDIA (NASDAQ:NVDA) last announced its earnings results on Wednesday, May 28th. The computer hardware maker reported $0.81 EPS for the quarter, missing the consensus estimate of $0.87 by ($0.06). NVIDIA had a return on equity of 105.09% and a net margin of 51.69%. The firm had revenue of $44.06 billion during the quarter, compared to analyst estimates of $43.09 billion. During the same quarter in the previous year, the business earned $0.61 earnings per share. The business’s quarterly revenue was up 69.2% compared to the same quarter last year.

Institutional Trading of NVIDIA

Several hedge funds and other institutional investors have recently bought and sold shares of the company. FMR LLC grew its stake in shares of NVIDIA by 0.7% during the 4th quarter. FMR LLC now owns 1,004,376,608 shares of the computer hardware maker’s stock valued at $134,877,735,000 after purchasing an additional 6,665,252 shares during the period. Geode Capital Management LLC raised its holdings in NVIDIA by 1.7% during the 4th 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 buying an additional 9,468,786 shares during the period. Price T Rowe Associates Inc. MD raised its holdings in NVIDIA by 0.9% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 411,328,951 shares of the computer hardware maker’s stock valued at $55,237,367,000 after buying an additional 3,721,331 shares during the period. Kingstone Capital Partners Texas LLC grew its position in NVIDIA by 267,959.7% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 382,373,765 shares of the computer hardware maker’s stock valued at $64,976,521,000 after acquiring an additional 382,231,120 shares during the last quarter. Finally, Norges Bank purchased a new position in shares of NVIDIA during the fourth quarter valued at $43,515,504,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Insider Activity at NVIDIA

In related news, CEO Jen Hsun Huang sold 75,000 shares of the firm’s stock in a transaction that occurred on Wednesday, June 25th. The shares were sold at an average price of $152.54, for a total value of $11,440,500.00. Following the completion of the transaction, the chief executive officer owned 75,548,225 shares in the company, valued at $11,524,126,241.50. This trade represents a 0.10% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Mark A. Stevens sold 935,000 shares of NVIDIA stock in a transaction on Tuesday, June 3rd. The shares were sold at an average price of $140.92, for a total transaction of $131,760,200.00. Following the completion of the sale, the director directly owned 9,214,697 shares of the company’s stock, valued at approximately $1,298,535,101.24. The trade was a 9.21% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 4,814,800 shares of company stock worth $709,172,753 over the last three months. 4.17% of the stock is owned by insiders.

NVIDIA Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, July 3rd. Shareholders of record on Wednesday, June 11th were paid a dividend of $0.01 per share. The ex-dividend date of this dividend was Wednesday, June 11th. This represents a $0.04 dividend on an annualized basis and a yield of 0.02%. NVIDIA’s payout ratio is 1.29%.

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.