NVIDIA Corporation (NASDAQ:NVDA – Free Report) – Stock analysts at Erste Group Bank upped their FY2027 earnings per share (EPS) estimates for NVIDIA in a research report issued on Tuesday, March 24th. Erste Group Bank analyst H. Engel now forecasts that the computer hardware maker will earn $7.86 per share for the year, up from their previous forecast of $7.77. The consensus estimate for NVIDIA’s current full-year earnings is $2.77 per share. Erste Group Bank also issued estimates for NVIDIA’s FY2028 earnings at $10.42 EPS.
NVIDIA (NASDAQ:NVDA – Get Free Report) last issued its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, beating analysts’ consensus estimates of $1.54 by $0.08. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The firm had revenue of $68.13 billion for the quarter, compared to the consensus estimate of $65.56 billion. During the same quarter last year, the business posted $0.89 EPS. The company’s revenue was up 73.2% compared to the same quarter last year.
Read Our Latest Research Report on NVDA
NVIDIA Price Performance
Shares of NVDA stock opened at $178.68 on Thursday. The business has a fifty day simple moving average of $184.11 and a 200 day simple moving average of $184.34. The company has a market cap of $4.34 trillion, a P/E ratio of 36.47, a P/E/G ratio of 0.59 and a beta of 2.33. The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05. NVIDIA has a twelve month low of $86.62 and a twelve month high of $212.19.
NVIDIA Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Wednesday, March 11th will be issued a $0.01 dividend. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. The ex-dividend date is Wednesday, March 11th. NVIDIA’s dividend payout ratio (DPR) is 0.82%.
Insider Buying and Selling at NVIDIA
In other news, Director Mark A. Stevens sold 221,682 shares of the firm’s stock in a transaction on Friday, March 20th. The shares were sold at an average price of $173.68, for a total transaction of $38,501,729.76. Following the completion of the transaction, the director owned 7,399,771 shares of the company’s stock, valued at approximately $1,285,192,227.28. This trade represents a 2.91% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Aarti S. Shah sold 19,000 shares of NVIDIA stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $176.71, for a total transaction of $3,357,490.00. Following the transaction, the director owned 36,007 shares in the company, valued at approximately $6,362,796.97. This trade represents a 34.54% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,401,616 shares of company stock worth $253,555,407 over the last quarter. Insiders own 4.17% of the company’s stock.
Institutional Inflows and Outflows
Large investors have recently bought and sold shares of the stock. Lifetime Wealth Management P.C. acquired a new position in shares of NVIDIA in the fourth quarter worth approximately $26,000. Winnow Wealth LLC acquired a new stake in NVIDIA during the 2nd quarter valued at approximately $32,000. Longfellow Investment Management Co. LLC increased its position in NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after purchasing an additional 67 shares during the period. Spurstone Advisory Services LLC bought a new position in NVIDIA during the 2nd quarter worth approximately $40,000. Finally, Inspire Investing LLC bought a new position in NVIDIA during the 4th quarter worth approximately $44,000. 65.27% of the stock is owned by institutional investors.
NVIDIA News Summary
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: ASML’s nearly $8B order for EUV lithography gear signals a multi‑year buildout of AI infrastructure and confirms demand for the high‑bandwidth memory (HBM) that pairs with NVIDIA GPUs — a structural tailwind for NVDA’s addressable market. ASML’s $8B Deal: More Than a Purchase, It’s a Prophecy
- Positive Sentiment: SLB expanded its partnership with NVIDIA to build modular data centers and industry‑specific AI models for energy — another enterprise deployment that increases near‑term GPU demand and diversifies end markets. SLB expands Nvidia partnership to develop AI infrastructure for energy sector
- Positive Sentiment: Product adoption and alliances keep momentum: KeyCare deployed NVIDIA’s Nemotron model in clinical workflows and Adobe/other partners continue integrating NVIDIA tech — proof points for commercial traction beyond hyperscalers. KeyCare Deploys NVIDIA Nemotron Adobe–NVIDIA alliance
- Positive Sentiment: Bullish analyst/market context: Cantor Fitzgerald and other bulls, plus a broader tech bounce on easing geopolitical oil risk, support sentiment that AI leaders like NVIDIA will recover on earnings/valuation re‑rating. NVIDIA given Overweight by Cantor Fitzgerald Today’s Market: Dow jumps
- Neutral Sentiment: Photonics and supply‑chain bets (investments in Lumentum/Coherent, TSMC capacity bottlenecks) could raise NVDA’s long‑term TAM but may also shift partners and cost dynamics; outcome depends on execution and timelines. 2 Lesser‑Known Photonics Firms May Play an Outsized Role in AI
- Negative Sentiment: Regulatory risk rose after DOJ charges tied to alleged diversion of servers and senators asked Commerce to pause NVIDIA export licenses to China/Southeast Asia — a direct sales and licensing headwind if restrictions expand. Senators Push to Freeze Nvidia Export Licenses
- Negative Sentiment: U.S. lawmakers have asked whether CEO Jensen Huang’s prior comments misled regulators about chip diversion — political scrutiny could lead to tighter licensing or reputational risk. US lawmakers ask whether Nvidia CEO’s smuggling remarks misled regulators
- Negative Sentiment: Insider selling (director Mark A. Stevens sold ~221k shares) and competitive claims (e.g., Huawei’s Atlas 350 performance assertions) add short‑term uncertainty that can cap rallies until clarity on regulation and supply is reached. Director Mark A. Stevens sold shares Huawei Atlas 350 claims
About NVIDIA
NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.
The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.
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