NVIDIA Corporation (NASDAQ:NVDA – Free Report) – Analysts at Erste Group Bank upped their FY2027 earnings per share estimates for shares of NVIDIA in a research note issued to investors on Tuesday, March 24th. Erste Group Bank analyst H. Engel now anticipates that the computer hardware maker will post earnings of $7.86 per share for the year, up from their previous estimate 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.
Other analysts have also recently issued research reports about the stock. Barclays restated a “buy” rating on shares of NVIDIA in a research note on Thursday, February 26th. Wall Street Zen upgraded shares of NVIDIA from a “hold” rating to a “buy” rating in a research note on Saturday, February 28th. Fundamental Research set a $218.00 price target on shares of NVIDIA in a report on Thursday, February 26th. Itau BBA Securities restated a “market perform” rating on shares of NVIDIA in a research report on Thursday, February 26th. Finally, Wells Fargo & Company restated an “overweight” rating on shares of NVIDIA in a report on Monday, December 29th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, NVIDIA currently has an average rating of “Buy” and a consensus price target of $275.95.
NVIDIA Trading Up 2.0%
NVDA stock opened at $178.68 on Thursday. NVIDIA has a one year low of $86.62 and a one year high of $212.19. The stock has a market cap of $4.34 trillion, a price-to-earnings ratio of 36.47, a price-to-earnings-growth ratio of 0.59 and a beta of 2.33. The company has a fifty day moving average price of $184.11 and a two-hundred day moving average price of $184.34. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24.
NVIDIA (NASDAQ:NVDA – Get Free Report) last posted its quarterly 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 business had revenue of $68.13 billion for the quarter, compared to analysts’ expectations of $65.56 billion. During the same quarter in the prior year, the business earned $0.89 EPS. The firm’s revenue for the quarter was up 73.2% on a year-over-year basis.
Hedge Funds Weigh In On NVIDIA
A number of hedge funds have recently added to or reduced their stakes in the stock. Lifetime Wealth Management P.C. acquired a new position in NVIDIA in the fourth quarter valued at about $26,000. Winnow Wealth LLC acquired a new stake in NVIDIA during the second quarter worth about $32,000. Longfellow Investment Management Co. LLC grew its stake in NVIDIA by 47.9% during the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after buying an additional 67 shares in the last quarter. Spurstone Advisory Services LLC bought a new position in NVIDIA in the 2nd quarter valued at about $40,000. Finally, Inspire Investing LLC bought a new position in NVIDIA in the 4th quarter valued at about $44,000. Institutional investors own 65.27% of the company’s stock.
Insider Transactions at NVIDIA
In other NVIDIA news, Director Mark A. Stevens sold 221,682 shares of the stock in a transaction that occurred 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 transaction, the director owned 7,399,771 shares in the company, valued at $1,285,192,227.28. This represents a 2.91% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director John Dabiri sold 3,004 shares of the firm’s stock in a transaction that occurred on Friday, March 13th. The stock was sold at an average price of $184.90, for a total transaction of $555,439.60. Following the transaction, the director directly owned 14,788 shares in the company, valued at $2,734,301.20. This represents a 16.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 1,401,616 shares of company stock worth $253,555,407. Company insiders own 4.17% of the company’s stock.
NVIDIA Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th will be issued a $0.01 dividend. The ex-dividend date of this dividend is Wednesday, March 11th. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. NVIDIA’s payout ratio is currently 0.82%.
Key Stories Impacting NVIDIA
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
NVIDIA Company Profile
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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