William Blair Has Bullish Outlook for NVIDIA FY2026 Earnings

NVIDIA Corporation (NASDAQ:NVDA) – Investment analysts at William Blair boosted their FY2026 earnings per share estimates for NVIDIA in a research report issued to clients and investors on Thursday, November 20th. William Blair analyst S. Naji now forecasts that the computer hardware maker will post earnings per share of $4.44 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 released its quarterly earnings data on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share (EPS) 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 business had revenue of $57.01 billion during the quarter, compared to analysts’ expectations of $54.66 billion. During the same period in the prior year, the firm posted $0.81 EPS. The business’s quarterly revenue 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 have also recently weighed in on the stock. Rosenblatt Securities raised their price objective on shares of NVIDIA from $240.00 to $245.00 and gave the stock a “buy” rating in a report on Thursday, November 20th. DA Davidson reaffirmed a “buy” rating and issued a $250.00 target price on shares of NVIDIA in a research report on Thursday, November 20th. CICC Research lifted their price target on shares of NVIDIA from $200.00 to $228.00 and gave the stock an “outperform” rating in a research note on Friday. Piper Sandler set a $225.00 price objective on shares of NVIDIA and gave the company an “overweight” rating in a research note on Wednesday, August 13th. Finally, DZ Bank reaffirmed a “buy” rating on shares of NVIDIA in a report on Thursday, November 20th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-six have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $257.79.

NVIDIA Price Performance

NVDA stock opened at $182.55 on Monday. The business has a 50 day moving average price of $186.56 and a 200 day moving average price of $169.23. The company has a quick ratio of 3.60, a current ratio of 4.21 and a debt-to-equity ratio of 0.08. The stock has a market cap of $4.44 trillion, a price-to-earnings ratio of 52.01, a PEG ratio of 1.49 and a beta of 2.11. NVIDIA has a fifty-two week low of $86.62 and a fifty-two week high of $212.19.

Hedge Funds Weigh In On NVIDIA

Several institutional investors have recently bought and sold shares of NVDA. Harbor Asset Planning Inc. acquired a new stake in shares of NVIDIA in the 2nd quarter valued at approximately $28,000. Winnow Wealth LLC purchased a new position in NVIDIA in the second quarter worth $32,000. Longfellow Investment Management Co. LLC lifted its holdings in NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after acquiring an additional 67 shares during the period. Spurstone Advisory Services LLC purchased a new stake in shares of NVIDIA during the 2nd quarter worth $40,000. Finally, Sellwood Investment Partners LLC acquired a new position in shares of NVIDIA during the 3rd quarter worth $50,000. 65.27% of the stock is owned by institutional investors and hedge funds.

Insider Activity at NVIDIA

In other NVIDIA news, Director Mark A. Stevens sold 350,000 shares of the company’s stock in a transaction that occurred on Friday, September 19th. The stock was 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 directly owned 7,399,803 shares of the company’s stock, valued at $1,305,251,251.17. This represents a 4.52% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Jen Hsun Huang sold 75,000 shares of NVIDIA stock in a transaction that occurred on Wednesday, September 10th. The shares were sold at an average price of $177.57, for a total value of $13,317,750.00. Following the completion of the transaction, the chief executive officer owned 72,248,366 shares in the company, valued at $12,829,142,350.62. This trade represents a 0.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 3,251,577 shares of company stock worth $583,143,187 in the last quarter. Company insiders own 4.17% of the company’s stock.

NVIDIA Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, December 26th. Investors of record on Thursday, December 4th will be issued a dividend of $0.01 per share. The ex-dividend date of this dividend is Thursday, December 4th. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. 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.