Wedbush Has Strong Forecast for NVIDIA FY2026 Earnings

NVIDIA Corporation (NASDAQ:NVDA) – Equities researchers at Wedbush increased their FY2026 EPS estimates for shares of NVIDIA in a research report issued on Wednesday, November 19th. Wedbush analyst M. Bryson now expects that the computer hardware maker will post earnings of $4.42 per share for the year, up from their previous forecast of $4.20. Wedbush currently has a “Outperform” rating and a $230.00 target price on the stock. The consensus estimate for NVIDIA’s current full-year earnings is $2.77 per share. Wedbush also issued estimates for NVIDIA’s Q4 2026 earnings at $1.44 EPS, Q1 2027 earnings at $1.52 EPS, Q2 2027 earnings at $1.63 EPS and Q3 2027 earnings at $1.80 EPS.

Other analysts also recently issued reports about the stock. Loop Capital raised their target price on shares of NVIDIA from $250.00 to $350.00 and gave the stock a “buy” rating in a report on Monday, November 3rd. Jefferies Financial Group reissued a “buy” rating and set a $250.00 price objective (up previously from $240.00) on shares of NVIDIA in a research report on Thursday. Mizuho boosted their price objective on shares of NVIDIA from $235.00 to $245.00 and gave the company an “outperform” rating in a research report on Thursday. Wall Street Zen raised shares of NVIDIA from a “hold” rating to a “buy” rating in a research note on Sunday, October 19th. Finally, Seaport Global Securities lifted their price target on NVIDIA from $100.00 to $140.00 and gave the company a “sell” rating in a research note on Monday, November 17th. Four research analysts have rated the stock with a Strong Buy rating, forty-six have assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $257.79.

NVIDIA Trading Down 1.0%

NASDAQ:NVDA opened at $178.88 on Monday. 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 business’s 50-day simple moving average is $186.46 and its 200-day simple moving average is $168.77. NVIDIA has a fifty-two week low of $86.62 and a fifty-two week high of $212.19. The stock has a market capitalization 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.

NVIDIA (NASDAQ:NVDA) last posted its earnings results 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 return on equity of 101.74% and a net margin of 52.41%.The firm had revenue of $57.01 billion for the quarter, compared to analyst estimates of $54.66 billion. During the same period in the previous year, the company posted $0.81 earnings per share. The company’s revenue for the quarter was up 62.5% on a year-over-year basis. NVIDIA has set its Q4 2026 guidance at EPS.

NVIDIA Announces Dividend

The firm also recently disclosed 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 dividend on an annualized basis 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 Activity

In related news, CEO Jen Hsun Huang sold 75,000 shares of NVIDIA stock in a transaction dated Wednesday, September 10th. The stock was sold at an average price of $177.57, for a total value of $13,317,750.00. Following the sale, the chief executive officer owned 72,248,366 shares of the company’s stock, valued at approximately $12,829,142,350.62. The trade was a 0.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Harvey C. Jones sold 250,000 shares of the company’s stock in a transaction dated Thursday, September 18th. The stock was sold at an average price of $176.21, for a total value of $44,052,500.00. Following the sale, the director owned 7,183,280 shares in the company, valued at $1,265,765,768.80. The trade was a 3.36% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 3,251,577 shares of company stock worth $583,143,187 in the last quarter. Corporate insiders own 4.17% of the company’s stock.

Hedge Funds Weigh In On NVIDIA

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Harbor Asset Planning Inc. bought a new position in NVIDIA during the second quarter worth about $28,000. Winnow Wealth LLC acquired a new stake in shares of NVIDIA in the second quarter valued at approximately $32,000. Longfellow Investment Management Co. LLC boosted its stake in shares of 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 position in shares of NVIDIA during the 2nd quarter worth approximately $40,000. Finally, Kathleen S. Wright Associates Inc. raised its stake in NVIDIA by 169.3% in the 1st 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 period. 65.27% of the stock is owned by 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.