William Blair Forecasts NVIDIA’s Q1 Earnings (NASDAQ:NVDA)

NVIDIA Co. (NASDAQ:NVDA) – Research analysts at William Blair reduced their Q1 2026 earnings per share estimates for shares of NVIDIA in a report released on Monday, May 19th. William Blair analyst S. Naji now anticipates that the computer hardware maker will post earnings per share of $0.68 for the quarter, down from their prior forecast of $0.88. William Blair currently has a “Outperform” rating on the stock. The consensus estimate for NVIDIA’s current full-year earnings is $2.77 per share. William Blair also issued estimates for NVIDIA’s Q2 2026 earnings at $0.95 EPS, Q3 2026 earnings at $1.07 EPS, Q4 2026 earnings at $1.17 EPS and FY2026 earnings at $3.88 EPS.

NVIDIA (NASDAQ:NVDA) last announced its earnings results on Wednesday, February 26th. The computer hardware maker reported $0.89 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.84 by $0.05. NVIDIA had a return on equity of 114.83% and a net margin of 55.69%. The business had revenue of $39.33 billion for the quarter, compared to analysts’ expectations of $38.16 billion.

A number of other equities research analysts also recently issued reports on NVDA. Susquehanna reissued a “positive” rating and set a $180.00 price objective on shares of NVIDIA in a research report on Wednesday, March 19th. Wedbush lowered NVIDIA from an “outperform” rating to a “cautious” rating in a report on Friday. DZ Bank raised NVIDIA from a “hold” rating to a “strong-buy” rating in a research note on Friday, February 28th. Piper Sandler reaffirmed an “overweight” rating on shares of NVIDIA in a research report on Friday, April 25th. Finally, TD Cowen reduced their target price on shares of NVIDIA from $175.00 to $140.00 and set a “buy” rating for the company in a report on Wednesday, April 9th. Two research analysts have rated the stock with a sell rating, seven have assigned a hold rating, thirty-three have given a buy rating and two have given a strong buy rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $165.86.

NVIDIA Stock Down 1.2%

Shares of NVDA stock opened at $131.29 on Thursday. The company has a current ratio of 4.10, a quick ratio of 3.64 and a debt-to-equity ratio of 0.13. NVIDIA has a 12 month low of $86.62 and a 12 month high of $195.95. The stock has a market cap of $3.21 trillion, a P/E ratio of 51.67, a P/E/G ratio of 1.76 and a beta of 2.11. The company has a 50 day simple moving average of $113.89 and a two-hundred day simple moving average of $126.94.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the business. FMR LLC increased its position in shares of NVIDIA by 0.7% during the fourth quarter. FMR LLC now owns 1,004,376,608 shares of the computer hardware maker’s stock worth $134,877,735,000 after acquiring an additional 6,665,252 shares during the period. Geode Capital Management LLC grew its stake in NVIDIA by 1.7% in the fourth quarter. Geode Capital Management LLC now owns 555,548,278 shares of the computer hardware maker’s stock worth $74,439,273,000 after purchasing an additional 9,468,786 shares in the last quarter. Price T Rowe Associates Inc. MD increased its holdings in NVIDIA by 0.9% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 411,328,951 shares of the computer hardware maker’s stock worth $55,237,367,000 after purchasing an additional 3,721,331 shares during the period. Norges Bank bought a new position in shares of NVIDIA during the 4th quarter worth $43,515,504,000. Finally, Northern Trust Corp increased its stake in shares of NVIDIA by 15.8% during the fourth quarter. Northern Trust Corp now owns 266,454,194 shares of the computer hardware maker’s stock valued at $35,782,134,000 after buying an additional 36,266,817 shares during the period. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Insider Activity

In other news, CFO Colette Kress sold 66,660 shares of the stock in a transaction on Friday, March 21st. The shares were sold at an average price of $116.83, for a total value of $7,787,887.80. Following the sale, the chief financial officer now owns 3,085,765 shares of the company’s stock, valued at approximately $360,509,924.95. This represents a 2.11% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Aarti S. Shah sold 20,000 shares of the firm’s stock in a transaction dated Thursday, March 20th. The stock was sold at an average price of $118.42, for a total transaction of $2,368,400.00. Following the completion of the sale, the director now owns 53,208 shares of the company’s stock, valued at $6,300,891.36. This trade represents a 27.32% decrease in their position. The disclosure for this sale can be found here. Insiders sold 147,147 shares of company stock valued at $17,133,207 in the last ninety days. Insiders own 4.23% of the company’s stock.

NVIDIA Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, April 2nd. Shareholders of record on Wednesday, March 12th were given a dividend of $0.01 per share. The ex-dividend date was Wednesday, March 12th. This represents a $0.04 dividend on an annualized basis and a yield of 0.03%. NVIDIA’s dividend payout ratio (DPR) is presently 1.36%.

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.