FY2026 Earnings Forecast for NVIDIA Issued By William Blair

NVIDIA Corporation (NASDAQ:NVDA) – William Blair boosted their FY2026 earnings estimates for shares of NVIDIA in a research note issued to investors on Thursday, November 20th. William Blair analyst S. Naji now forecasts that the computer hardware maker will post earnings of $4.44 per share for the year, up from their prior forecast of $4.29. 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, November 19th. The computer hardware maker reported $1.30 EPS for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $54.66 billion. During the same quarter last year, the firm earned $0.81 EPS. The firm’s revenue for the quarter was up 62.5% compared to the same quarter last year. NVIDIA has set its Q4 2026 guidance at EPS.

A number of other analysts also recently issued reports on NVDA. UBS Group restated a “buy” rating and issued a $235.00 price target on shares of NVIDIA in a research report on Thursday. Bank of America raised their target price on shares of NVIDIA from $235.00 to $275.00 and gave the stock a “buy” rating in a report on Wednesday, October 29th. Barclays upped their price target on shares of NVIDIA from $240.00 to $275.00 and gave the company an “overweight” rating in a report on Thursday. Raymond James Financial set a $272.00 price objective on shares of NVIDIA and gave the stock a “strong-buy” rating in a research report on Thursday. Finally, Seaport Global Securities boosted their target price on NVIDIA from $100.00 to $140.00 and gave the company a “sell” rating in a research report on Monday, November 17th. Four research analysts have rated the stock with a Strong Buy rating, forty-six have given a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, NVIDIA currently has an average rating of “Buy” and an average target price of $257.79.

NVIDIA Price Performance

Shares of NVIDIA stock opened at $178.88 on Monday. The stock has a market cap of $4.35 trillion, a price-to-earnings 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 quick ratio of 3.60 and a current ratio of 4.21. The stock has a 50 day moving average price of $186.46 and a 200-day moving average price of $168.77. NVIDIA has a one year low of $86.62 and a one year high of $212.19.

NVIDIA Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, December 26th. Shareholders of record on Thursday, December 4th will be issued 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 is currently 0.99%.

Insider Transactions at NVIDIA

In other NVIDIA news, Director Harvey C. Jones sold 250,000 shares of the firm’s stock in a transaction dated Thursday, September 18th. The shares were sold at an average price of $176.21, for a total transaction of $44,052,500.00. Following the transaction, the director owned 7,183,280 shares of the company’s stock, valued at approximately $1,265,765,768.80. This trade represents a 3.36% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Mark A. Stevens sold 350,000 shares of the business’s stock in a transaction dated Friday, September 19th. The shares were sold at an average price of $176.39, for a total transaction of $61,736,500.00. Following the completion of the sale, the director owned 7,399,803 shares of the company’s stock, valued at approximately $1,305,251,251.17. This represents a 4.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 3,251,577 shares of company stock valued at $583,143,187. 4.17% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On NVIDIA

Several institutional investors have recently bought and sold shares of the business. Harbor Asset Planning Inc. purchased a new position in NVIDIA in the second quarter valued at about $28,000. Winnow Wealth LLC purchased a new position in shares of NVIDIA in the 2nd quarter worth approximately $32,000. Longfellow Investment Management Co. LLC grew its position in shares of NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after buying an additional 67 shares during the last quarter. Spurstone Advisory Services LLC bought a new position in shares of NVIDIA during the 2nd quarter worth approximately $40,000. Finally, Kathleen S. Wright Associates Inc. lifted its position in NVIDIA by 169.3% during the first quarter. Kathleen S. Wright Associates Inc. now owns 404 shares of the computer hardware maker’s stock valued at $44,000 after acquiring an additional 254 shares during the last quarter. 65.27% of the stock is 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.