William Blair Comments on NVIDIA’s Q3 Earnings (NASDAQ:NVDA)

NVIDIA Corporation (NASDAQ:NVDA) – Equities researchers at William Blair upped their Q3 2026 earnings per share estimates for NVIDIA in a note issued to investors on Tuesday, October 28th. William Blair analyst S. Naji now expects that the computer hardware maker will post earnings per share of $1.20 for the quarter, up from their prior forecast of $1.19. The consensus estimate for NVIDIA’s current full-year earnings is $2.77 per share. William Blair also issued estimates for NVIDIA’s Q4 2026 earnings at $1.33 EPS and FY2026 earnings at $4.29 EPS.

NVDA has been the topic of several other research reports. Melius Research set a $300.00 price target on shares of NVIDIA in a research report on Wednesday. The Goldman Sachs Group set a $210.00 target price on NVIDIA and gave the stock a “buy” rating in a research report on Monday, October 6th. Wall Street Zen raised NVIDIA from a “hold” rating to a “buy” rating in a research report on Sunday, October 19th. Jefferies Financial Group reissued a “buy” rating and issued a $220.00 target price (up previously from $205.00) on shares of NVIDIA in a research report on Monday, September 29th. Finally, KeyCorp reissued an “overweight” rating and issued a $250.00 target price (up previously from $230.00) on shares of NVIDIA in a research report on Tuesday, September 30th. Five research analysts have rated the stock with a Strong Buy rating, forty-one have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, NVIDIA has an average rating of “Buy” and a consensus target price of $229.38.

NVIDIA Stock Down 2.1%

Shares of NASDAQ:NVDA opened at $202.76 on Thursday. NVIDIA has a 1 year low of $86.62 and a 1 year high of $212.19. The company has a market cap of $4.93 trillion, a PE ratio of 57.77, a P/E/G ratio of 1.49 and a beta of 2.12. The company has a debt-to-equity ratio of 0.08, a current ratio of 4.21 and a quick ratio of 3.60. The stock’s 50-day moving average is $181.35 and its 200 day moving average is $158.70.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings data on Wednesday, August 27th. The computer hardware maker reported $1.05 EPS for the quarter, topping the consensus estimate of $1.01 by $0.04. NVIDIA had a return on equity of 101.74% and a net margin of 52.41%.The firm had revenue of $46.74 billion for the quarter, compared to the consensus estimate of $45.65 billion. During the same quarter in the previous year, the business earned $0.68 earnings per share. The company’s quarterly revenue was up 55.6% on a year-over-year basis. NVIDIA has set its Q3 2026 guidance at EPS.

Hedge Funds Weigh In On NVIDIA

Institutional investors and hedge funds have recently modified their holdings of the company. Harbor Asset Planning Inc. purchased a new position in NVIDIA during the second quarter valued at $28,000. Winnow Wealth LLC purchased a new position in NVIDIA during the second quarter valued at $32,000. Longfellow Investment Management Co. LLC lifted its position in NVIDIA by 47.9% during the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after purchasing an additional 67 shares in the last quarter. Spurstone Advisory Services LLC purchased a new position in NVIDIA during the second quarter valued at $40,000. Finally, Sellwood Investment Partners LLC purchased a new position in NVIDIA during the third quarter valued at $50,000. 65.27% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at NVIDIA

In other NVIDIA news, CFO Colette Kress sold 27,640 shares of the stock in a transaction on Tuesday, October 21st. The stock was sold at an average price of $181.42, for a total transaction of $5,014,448.80. Following the sale, the chief financial officer directly owned 2,855,762 shares in the company, valued at approximately $518,092,342.04. This trade represents a 0.96% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Jen Hsun Huang sold 25,000 shares of the stock in a transaction on Monday, October 27th. The shares were sold at an average price of $190.73, for a total value of $4,768,250.00. Following the sale, the chief executive officer owned 69,783,203 shares in the company, valued at approximately $13,309,750,308.19. This represents a 0.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 3,676,577 shares of company stock worth $657,716,375. Company insiders own 4.17% of the company’s stock.

NVIDIA Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, October 2nd. Shareholders of record on Thursday, September 11th were paid a dividend of $0.01 per share. This represents a $0.04 annualized dividend and a yield of 0.0%. The ex-dividend date was Thursday, September 11th. NVIDIA’s dividend payout ratio (DPR) is currently 1.14%.

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.