FY2026 EPS Estimates for NVIDIA Raised by Cantor Fitzgerald

NVIDIA Corporation (NASDAQ:NVDA) – Equities research analysts at Cantor Fitzgerald upped their FY2026 earnings estimates for NVIDIA in a report released on Thursday, November 20th. Cantor Fitzgerald analyst C. Muse now expects that the computer hardware maker will post earnings per share of $4.43 for the year, up from their previous estimate of $4.29. Cantor Fitzgerald has a “Overweight” rating and a $300.00 price target on the stock. The consensus estimate for NVIDIA’s current full-year earnings is $2.77 per share.

NVDA has been the subject of several other research reports. Rosenblatt Securities increased their price objective on shares of NVIDIA from $240.00 to $245.00 and gave the company a “buy” rating in a research report on Thursday. Citigroup boosted their price target on NVIDIA from $220.00 to $270.00 and gave the stock a “buy” rating in a research note on Thursday. New Street Research restated a “buy” rating and set a $307.00 price objective on shares of NVIDIA in a research note on Thursday, October 30th. Oppenheimer reiterated an “outperform” rating and set a $265.00 target price on shares of NVIDIA in a research note on Thursday. Finally, DZ Bank restated a “buy” rating on shares of NVIDIA in a research note on Thursday. Four investment analysts have rated the stock with a Strong Buy rating, forty-five have given a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and an average price target of $256.21.

NVIDIA Trading Down 3.0%

Shares of NVDA opened at $180.98 on Friday. NVIDIA has a 12 month low of $86.62 and a 12 month high of $212.19. The stock’s 50-day moving average is $186.44 and its two-hundred day moving average is $167.58. 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 stock has a market cap of $4.40 trillion, a PE ratio of 51.56, a P/E/G ratio of 1.49 and a beta of 2.11.

NVIDIA (NASDAQ:NVDA) last issued its earnings results 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. NVIDIA had a net margin of 52.41% and a return on equity of 101.74%. The business had revenue of $57.01 billion for the quarter, compared to the consensus estimate of $54.66 billion. During the same quarter last year, the firm posted $0.81 EPS. The business’s revenue for the quarter was up 62.5% compared to the same quarter last year. NVIDIA has set its Q4 2026 guidance at EPS.

NVIDIA Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, December 26th. Investors of record on Thursday, December 4th will be issued 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 Activity

In related news, CEO Jen Hsun Huang sold 25,000 shares of the firm’s stock in a transaction dated Wednesday, October 29th. The stock was sold at an average price of $207.91, for a total transaction of $5,197,750.00. Following the completion of the transaction, the chief executive officer owned 69,733,203 shares of the company’s stock, valued at $14,498,230,235.73. This trade represents a 0.04% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO Colette Kress sold 27,640 shares of the business’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $208.33, for a total transaction of $5,758,241.20. Following the completion of the sale, the chief financial officer owned 2,828,122 shares in the company, valued at approximately $589,182,656.26. This trade represents a 0.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 3,251,577 shares of company stock worth $583,143,187. 4.17% of the stock is currently owned by insiders.

Institutional Trading of NVIDIA

A number of large investors have recently added to or reduced their stakes in the business. Kensington Investment Counsel LLC raised its position in shares of NVIDIA by 7.6% during the third quarter. Kensington Investment Counsel LLC now owns 28,461 shares of the computer hardware maker’s stock worth $5,310,000 after purchasing an additional 2,011 shares during the period. Old North State Trust LLC lifted its stake in NVIDIA by 0.4% during the third quarter. Old North State Trust LLC now owns 47,146 shares of the computer hardware maker’s stock valued at $8,797,000 after buying an additional 183 shares in the last quarter. Portus Wealth Advisors LLC acquired a new position in shares of NVIDIA in the third quarter worth about $2,655,000. Centaurus Financial Inc. purchased a new position in shares of NVIDIA in the third quarter worth approximately $63,589,000. Finally, Auxier Asset Management LLC raised its holdings in shares of NVIDIA by 6.5% during the third quarter. Auxier Asset Management LLC now owns 2,837 shares of the computer hardware maker’s stock valued at $529,000 after acquiring an additional 172 shares during the period. 65.27% of the stock is currently owned by institutional investors.

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.