William Blair Has Positive Outlook of NVIDIA FY2027 Earnings

NVIDIA Corporation (NASDAQ:NVDA) – Equities researchers at William Blair boosted their FY2027 earnings per share estimates for NVIDIA in a research report issued to clients and investors on Tuesday, October 28th. William Blair analyst S. Naji now forecasts that the computer hardware maker will earn $6.33 per share for the year, up from their prior estimate of $5.73. The consensus estimate for NVIDIA’s current full-year earnings is $2.77 per share.

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

Several other equities research analysts have also issued reports on the company. DA Davidson set a $250.00 price objective on NVIDIA and gave the company a “buy” rating in a research note on Wednesday. Craig Hallum raised their price objective on NVIDIA from $195.00 to $245.00 and gave the company a “buy” rating in a research note on Thursday, August 28th. S&P Equity Research reaffirmed a “positive” rating on shares of NVIDIA in a research note on Wednesday, October 22nd. Citigroup reaffirmed a “buy” rating and issued a $210.00 price objective (up from $200.00) on shares of NVIDIA in a research note on Tuesday, September 30th. Finally, BNP Paribas raised NVIDIA to a “hold” rating in a research note on Friday, August 1st. Five research analysts have rated the stock with a Strong Buy rating, forty-one have assigned a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $230.13.

NVIDIA Price Performance

Shares of NVIDIA stock opened at $202.46 on Friday. The firm has a market cap of $4.92 trillion, a PE ratio of 57.68, a PEG ratio of 1.49 and a beta of 2.12. NVIDIA has a 12 month low of $86.62 and a 12 month high of $212.19. The stock has a 50 day moving average of $181.84 and a 200 day moving average of $159.66. The company has a current ratio of 4.21, a quick ratio of 3.60 and a debt-to-equity ratio of 0.08.

NVIDIA Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, October 2nd. Stockholders of record on Thursday, September 11th were issued a $0.01 dividend. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. The ex-dividend date was Thursday, September 11th. NVIDIA’s dividend payout ratio is presently 1.14%.

Insider Activity at NVIDIA

In other news, CFO Colette Kress sold 27,640 shares of the stock in a transaction that occurred on Tuesday, October 21st. The stock was sold at an average price of $181.42, for a total value 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 represents a 0.96% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Jen Hsun Huang sold 25,000 shares of the stock in a transaction that occurred on Wednesday, October 29th. The stock was sold at an average price of $207.91, for a total value of $5,197,750.00. Following the completion of the sale, the chief executive officer owned 69,733,203 shares in the company, valued at approximately $14,498,230,235.73. The trade was 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 sold 3,701,577 shares of company stock worth $662,914,125. Company insiders own 4.17% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the company. Harbor Asset Planning Inc. purchased a new position in shares of NVIDIA in the 2nd quarter valued at $28,000. Winnow Wealth LLC acquired a new stake in shares of NVIDIA in the 2nd quarter worth $32,000. Longfellow Investment Management Co. LLC lifted its position in NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after acquiring an additional 67 shares during the period. Spurstone Advisory Services LLC acquired a new stake in NVIDIA during the 2nd quarter worth about $40,000. Finally, Sellwood Investment Partners LLC acquired a new stake in NVIDIA during the 3rd quarter worth about $50,000. 65.27% of the stock is currently owned by hedge funds and other institutional investors.

NVIDIA Company Profile

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.