DA Davidson Estimates NVIDIA’s FY2026 Earnings (NASDAQ:NVDA)

NVIDIA Corporation (NASDAQ:NVDA) – Equities researchers at DA Davidson raised their FY2026 earnings estimates for shares of NVIDIA in a research note issued to investors on Thursday, August 28th. DA Davidson analyst G. Luria now anticipates that the computer hardware maker will post earnings per share of $4.08 for the year, up from their prior estimate of $3.72. DA Davidson currently has a “Neutral” rating and a $195.00 target price on the stock. The consensus estimate for NVIDIA’s current full-year earnings is $2.77 per share. DA Davidson also issued estimates for NVIDIA’s FY2027 earnings at $5.65 EPS.

A number of other analysts have also recently weighed in on NVDA. TD Cowen raised their price objective on NVIDIA from $140.00 to $235.00 and gave the stock a “buy” rating in a research report on Tuesday, August 19th. Morgan Stanley increased their price target on NVIDIA from $206.00 to $210.00 and gave the company an “overweight” rating in a research note on Thursday, August 28th. Rosenblatt Securities raised their price target on NVIDIA from $200.00 to $215.00 and gave the stock a “buy” rating in a report on Thursday, August 28th. Piper Sandler set a $225.00 price objective on shares of NVIDIA and gave the company an “overweight” rating in a report on Wednesday, August 13th. Finally, BNP Paribas raised shares of NVIDIA to a “hold” rating in a research report on Friday, August 1st. Four analysts have rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, NVIDIA has a consensus rating of “Moderate Buy” and an average target price of $207.69.

NVIDIA Price Performance

NASDAQ NVDA opened at $174.18 on Monday. The firm’s fifty day simple moving average is $171.43 and its two-hundred day simple moving average is $139.35. The firm has a market capitalization of $4.23 trillion, a P/E ratio of 49.62, a P/E/G ratio of 1.30 and a beta of 2.10. The company has a current ratio of 4.21, a quick ratio of 3.60 and a debt-to-equity ratio of 0.08. NVIDIA has a 12-month low of $86.62 and a 12-month high of $184.48.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings data on Wednesday, August 27th. The computer hardware maker reported $1.05 EPS for the quarter, topping the consensus estimate of $1.01 by $0.04. The firm had revenue of $46.74 billion during the quarter, compared to analyst estimates of $45.65 billion. NVIDIA had a net margin of 52.41% and a return on equity of 101.74%. NVIDIA’s revenue was up 55.6% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.68 EPS. NVIDIA has set its Q3 2026 guidance at EPS.

Institutional Investors Weigh In On NVIDIA

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Evolution Wealth Management Inc. purchased a new position in shares of NVIDIA during the 2nd quarter valued at about $1,074,000. Prospera Capital Management LLC raised its position in NVIDIA by 0.8% during the second quarter. Prospera Capital Management LLC now owns 20,960 shares of the computer hardware maker’s stock valued at $3,312,000 after acquiring an additional 175 shares in the last quarter. Stark Wealth Management LLC purchased a new position in NVIDIA during the second quarter valued at approximately $416,000. Midwestern Financial LLC IA acquired a new position in NVIDIA in the second quarter valued at approximately $1,374,000. Finally, Cypress Capital Advisors LLC boosted its position in NVIDIA by 2.4% in the 2nd quarter. Cypress Capital Advisors LLC now owns 3,350 shares of the computer hardware maker’s stock worth $529,000 after purchasing an additional 77 shares in the last quarter. 65.27% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at NVIDIA

In other news, Director Mark A. Stevens sold 608,248 shares of the stock in a transaction on Wednesday, June 18th. The shares were sold at an average price of $145.26, for a total value of $88,354,104.48. Following the sale, the director owned 8,247,600 shares in the company, valued at $1,198,046,376. This represents a 6.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Tench Coxe sold 1,000,000 shares of the firm’s stock in a transaction on Monday, June 9th. The stock was sold at an average price of $142.80, for a total transaction of $142,800,000.00. Following the transaction, the director directly owned 26,671,360 shares of the company’s stock, valued at approximately $3,808,670,208. This trade represents a 3.61% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 4,801,604 shares of company stock valued at $747,046,639. 4.17% of the stock is owned by corporate insiders.

NVIDIA Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 2nd. Investors of record on Thursday, September 11th will be issued a $0.01 dividend. This represents a $0.04 annualized dividend and a yield of 0.0%. The ex-dividend date is Thursday, September 11th. NVIDIA’s dividend payout ratio is 1.14%.

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.