Seaport Res Ptn Has Positive View of NVIDIA FY2026 Earnings

NVIDIA Corporation (NASDAQ:NVDA) – Investment analysts at Seaport Res Ptn boosted their FY2026 earnings per share (EPS) estimates for shares of NVIDIA in a research report issued on Thursday, November 20th. Seaport Res Ptn analyst J. Goldberg now anticipates that the computer hardware maker will post earnings of $4.47 per share for the year, up from their prior forecast of $4.21. The consensus estimate for NVIDIA’s current full-year earnings is $2.77 per share. Seaport Res Ptn also issued estimates for NVIDIA’s Q4 2026 earnings at $1.48 EPS, Q1 2027 earnings at $1.42 EPS, Q2 2027 earnings at $1.41 EPS, Q3 2027 earnings at $1.61 EPS and Q4 2027 earnings at $1.56 EPS.

NVDA has been the subject of several other reports. DA Davidson reiterated a “buy” rating and issued a $250.00 price target on shares of NVIDIA in a research note on Thursday. JPMorgan Chase & Co. raised their target price on shares of NVIDIA from $215.00 to $250.00 and gave the company an “overweight” rating in a research note on Thursday. Robert W. Baird set a $275.00 target price on shares of NVIDIA and gave the company an “outperform” rating in a report on Thursday. New Street Research restated a “buy” rating and issued a $307.00 price target on shares of NVIDIA in a research note on Thursday, October 30th. Finally, Hsbc Global Res raised NVIDIA from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, October 15th. Four analysts have rated the stock with a Strong Buy rating, forty-six have issued a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, NVIDIA has a consensus rating of “Buy” and an average target price of $257.79.

NVIDIA Stock Performance

NVIDIA stock opened at $178.88 on Monday. NVIDIA has a fifty-two week low of $86.62 and a fifty-two week high of $212.19. The stock’s 50 day simple moving average is $186.46 and its two-hundred day simple moving average is $168.77. 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 market cap of $4.35 trillion, a price-to-earnings ratio of 50.96, a PEG ratio of 1.49 and a beta of 2.11.

NVIDIA (NASDAQ:NVDA) last released 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. The business had revenue of $57.01 billion during the quarter, compared to analysts’ expectations of $54.66 billion. NVIDIA had a return on equity of 101.74% and a net margin of 52.41%.The business’s revenue was up 62.5% on a year-over-year basis. During the same quarter last year, the business posted $0.81 EPS. NVIDIA has set its Q4 2026 guidance at EPS.

Institutional Investors Weigh In On NVIDIA

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Joule Financial LLC raised its holdings in NVIDIA by 2.2% during the third quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker’s stock valued at $431,000 after acquiring an additional 50 shares during the period. Vision Financial Markets LLC grew its position in shares of NVIDIA by 1.2% during the third quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock worth $866,000 after purchasing an additional 53 shares in the last quarter. Websterrogers Financial Advisors LLC raised its stake in NVIDIA by 2.6% during the 3rd quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker’s stock valued at $395,000 after purchasing an additional 54 shares during the period. IMG Wealth Management Inc. lifted its holdings in NVIDIA by 1.4% in the 3rd quarter. IMG Wealth Management Inc. now owns 3,820 shares of the computer hardware maker’s stock worth $713,000 after purchasing an additional 54 shares in the last quarter. Finally, Cyr Financial Inc. boosted its stake in NVIDIA by 0.7% in the 3rd quarter. Cyr Financial Inc. now owns 7,737 shares of the computer hardware maker’s stock worth $1,444,000 after purchasing an additional 54 shares during the period. Institutional investors own 65.27% of the company’s stock.

Insiders Place Their Bets

In other NVIDIA 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 $14,498,230,235.73. This represents a 0.04% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CFO Colette Kress sold 27,640 shares of NVIDIA 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 transaction, the chief financial officer directly owned 2,828,122 shares in the company, valued at approximately $589,182,656.26. The trade was a 0.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 3,251,577 shares of company stock valued at $583,143,187. Insiders own 4.17% of the company’s stock.

NVIDIA Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, December 26th. Stockholders of record on Thursday, December 4th will be paid a dividend of $0.01 per share. 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%.

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.