FY2026 EPS Estimates for NVIDIA Raised by Cantor Fitzgerald

NVIDIA Corporation (NASDAQ:NVDA) – Stock analysts at Cantor Fitzgerald boosted their FY2026 earnings estimates for shares of NVIDIA in a report issued on Thursday, November 20th. Cantor Fitzgerald analyst C. Muse now anticipates that the computer hardware maker will post earnings per share of $4.43 for the year, up from their prior forecast of $4.29. Cantor Fitzgerald currently has a “Overweight” rating and a $300.00 price target on the stock. The consensus estimate for NVIDIA’s current full-year earnings is $2.77 per share.

Other equities analysts have also issued research reports about the company. Sanford C. Bernstein boosted their price objective on NVIDIA from $255.00 to $275.00 and gave the stock an “outperform” rating in a research note on Thursday. Stifel Nicolaus upped their price target on shares of NVIDIA from $212.00 to $250.00 and gave the stock a “buy” rating in a research report on Tuesday, November 18th. Weiss Ratings reissued a “buy (b-)” rating on shares of NVIDIA in a report on Thursday, November 13th. Robert W. Baird set a $275.00 target price on shares of NVIDIA and gave the stock an “outperform” rating in a research note on Thursday. Finally, Mizuho upped their target price on shares of NVIDIA from $235.00 to $245.00 and gave the stock an “outperform” rating in a research report on Thursday. Four analysts have rated the stock with a Strong Buy rating, forty-six have given 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, NVIDIA currently has a consensus rating of “Buy” and an average target price of $257.79.

NVIDIA Stock Down 1.0%

NASDAQ NVDA opened at $178.88 on Friday. The stock’s 50 day simple moving average is $186.46 and its 200 day simple moving average is $168.41. NVIDIA has a one year low of $86.62 and a one year high of $212.19. The firm has a market cap of $4.35 trillion, a PE ratio of 50.96, a price-to-earnings-growth ratio of 1.49 and a beta of 2.11. The company has a debt-to-equity ratio of 0.08, a current ratio of 4.21 and a quick ratio of 3.60.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings data on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, topping the consensus estimate of $1.23 by $0.07. NVIDIA had a net margin of 52.41% and a return on equity of 101.74%. The firm had revenue of $57.01 billion for the quarter, compared to analysts’ expectations of $54.66 billion. During the same period in the prior year, the firm earned $0.81 earnings per share. The company’s quarterly revenue was up 62.5% compared to the same quarter last year. NVIDIA has set its Q4 2026 guidance at EPS.

Institutional Investors Weigh In On NVIDIA

Several large investors have recently bought and sold shares of NVDA. Astoria Portfolio Advisors LLC. increased its holdings in NVIDIA by 0.9% during the 1st quarter. Astoria Portfolio Advisors LLC. now owns 93,568 shares of the computer hardware maker’s stock worth $9,610,000 after purchasing an additional 864 shares in the last quarter. Fielder Capital Group LLC grew its holdings in shares of NVIDIA by 9.7% during the first quarter. Fielder Capital Group LLC now owns 50,469 shares of the computer hardware maker’s stock worth $5,470,000 after buying an additional 4,444 shares in the last quarter. MADDEN SECURITIES Corp raised its position in NVIDIA by 3.2% in the 2nd quarter. MADDEN SECURITIES Corp now owns 81,322 shares of the computer hardware maker’s stock valued at $12,848,000 after buying an additional 2,484 shares during the last quarter. ORG Wealth Partners LLC lifted its stake in NVIDIA by 7.7% in the 2nd quarter. ORG Wealth Partners LLC now owns 49,301 shares of the computer hardware maker’s stock valued at $7,560,000 after acquiring an additional 3,542 shares in the last quarter. Finally, Sentinel Pension Advisors LLC grew its stake in shares of NVIDIA by 4.1% during the 2nd quarter. Sentinel Pension Advisors LLC now owns 2,743 shares of the computer hardware maker’s stock worth $433,000 after acquiring an additional 107 shares in the last quarter. Institutional investors own 65.27% of the company’s stock.

Insiders Place Their Bets

In related news, CEO Jen Hsun Huang sold 25,000 shares of the company’s stock in a transaction dated 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. This represents a 0.04% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CFO Colette Kress sold 27,640 shares of the stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $208.33, for a total value of $5,758,241.20. Following the completion of the transaction, the chief financial officer directly owned 2,828,122 shares in the company, valued at $589,182,656.26. The trade was a 0.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 3,251,577 shares of company stock valued at $583,143,187. 4.17% of the stock is owned by insiders.

NVIDIA Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, December 26th. Stockholders of record on Thursday, December 4th will be given a $0.01 dividend. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. The ex-dividend date is Thursday, December 4th. NVIDIA’s dividend payout ratio (DPR) is currently 0.99%.

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.