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

NVIDIA Corporation (NASDAQ:NVDA) – Research analysts at DA Davidson lifted their FY2026 EPS estimates for NVIDIA in a research report issued to clients and investors on Thursday, November 20th. DA Davidson analyst G. Luria now forecasts that the computer hardware maker will post earnings per share of $4.43 for the year, up from their previous estimate of $4.08. DA Davidson has a “Buy” rating and a $250.00 price objective 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 Q4 2026 earnings at $1.45 EPS.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings data on Wednesday, November 19th. The computer hardware maker reported $1.30 EPS for the quarter, beating analysts’ consensus estimates 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 net margin of 52.41% and a return on equity of 101.74%. The firm’s quarterly revenue was up 62.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.81 EPS. NVIDIA has set its Q4 2026 guidance at EPS.

A number of other analysts have also recently issued reports on NVDA. Truist Financial increased their target price on NVIDIA from $228.00 to $255.00 and gave the stock a “buy” rating in a research note on Thursday. Wedbush raised their price objective on shares of NVIDIA from $210.00 to $230.00 and gave the stock an “outperform” rating in a report on Thursday. Rosenblatt Securities upped their target price on shares of NVIDIA from $240.00 to $245.00 and gave the stock a “buy” rating in a research note on Thursday. Daiwa Capital Markets lifted their price target on NVIDIA from $165.00 to $205.00 and gave the company an “outperform” rating in a research note on Wednesday, September 17th. Finally, JPMorgan Chase & Co. upped their price objective on NVIDIA from $215.00 to $250.00 and gave the stock an “overweight” rating in a research report on Thursday. Four investment analysts have rated the stock with a Strong Buy rating, forty-five have assigned a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, NVIDIA presently has an average rating of “Buy” and a consensus target price of $256.21.

NVIDIA Stock Down 3.0%

Shares of NVIDIA stock opened at $180.98 on Friday. The company has a market capitalization of $4.40 trillion, a P/E ratio of 51.56, a price-to-earnings-growth ratio of 1.49 and a beta of 2.11. 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 has a 50-day moving average of $186.44 and a two-hundred day moving average of $167.58. NVIDIA has a 1 year low of $86.62 and a 1 year high of $212.19.

NVIDIA Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, December 26th. Stockholders of record on Thursday, December 4th will be given a $0.01 dividend. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. The ex-dividend date of this dividend is Thursday, December 4th. NVIDIA’s dividend payout ratio (DPR) is 1.14%.

Insider Transactions at NVIDIA

In other news, CEO Jen Hsun Huang sold 75,000 shares of the company’s stock in a transaction dated 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 sale, the chief executive officer directly owned 72,248,366 shares of the company’s stock, valued at approximately $12,829,142,350.62. This represents a 0.10% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Mark A. Stevens sold 350,000 shares of the company’s stock in a transaction that occurred on Friday, September 19th. The shares were sold at an average price of $176.39, for a total value of $61,736,500.00. Following the completion of the sale, the director owned 7,399,803 shares in the company, valued at $1,305,251,251.17. This represents a 4.52% decrease in their position. 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 ninety days. Insiders own 4.17% of the company’s stock.

Institutional Investors Weigh In On NVIDIA

Hedge funds have recently bought and sold shares of the stock. Astoria Portfolio Advisors LLC. boosted its holdings in shares of NVIDIA by 0.9% in the 1st quarter. Astoria Portfolio Advisors LLC. now owns 93,568 shares of the computer hardware maker’s stock worth $9,610,000 after buying an additional 864 shares during the last quarter. Fielder Capital Group LLC increased its position in NVIDIA by 9.7% in the first quarter. Fielder Capital Group LLC now owns 50,469 shares of the computer hardware maker’s stock worth $5,470,000 after buying an additional 4,444 shares during the last quarter. MADDEN SECURITIES Corp raised its stake in shares of NVIDIA by 3.2% in the second quarter. MADDEN SECURITIES Corp now owns 81,322 shares of the computer hardware maker’s stock valued at $12,848,000 after buying an additional 2,484 shares during the period. ORG Wealth Partners LLC lifted its position in shares of NVIDIA by 7.7% during the 2nd quarter. ORG Wealth Partners LLC now owns 49,301 shares of the computer hardware maker’s stock valued at $7,560,000 after buying an additional 3,542 shares during the last quarter. Finally, Sentinel Pension Advisors LLC grew its stake in shares of NVIDIA by 4.1% during the 2nd quarter. Sentinel Pension Advisors LLC now owns 2,743 shares of the computer hardware maker’s stock worth $433,000 after acquiring an additional 107 shares during the period. 65.27% of the stock is currently owned by institutional investors and hedge funds.

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.