FY2027 EPS Estimates for NVIDIA Raised by Erste Group Bank

NVIDIA Corporation (NASDAQ:NVDA) – Investment analysts at Erste Group Bank raised their FY2027 earnings per share (EPS) estimates for shares of NVIDIA in a research note issued to investors on Thursday, August 27th. Erste Group Bank analyst H. Engel now expects that the computer hardware maker will post earnings per share of $9.00 for the year, up from their prior estimate of $8.97. The consensus estimate for NVIDIA’s current full-year earnings is $9.10 per share. Erste Group Bank also issued estimates for NVIDIA’s FY2028 earnings at $12.70 EPS.

NVIDIA (NASDAQ:NVDA) last posted its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 EPS for the quarter, beating analysts’ consensus estimates of $2.09 by $0.13. The company had revenue of $96.22 billion for the quarter, compared to analysts’ expectations of $92.27 billion. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. NVIDIA’s revenue for the quarter was up 105.9% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.05 earnings per share.

Other equities analysts have also recently issued research reports about the stock. Morgan Stanley set a $300.00 price objective on shares of NVIDIA and gave the stock an “overweight” rating in a research report on Thursday, August 27th. Mizuho set a $315.00 target price on NVIDIA and gave the company an “outperform” rating in a research report on Thursday, August 27th. Wedbush upped their price target on NVIDIA from $330.00 to $345.00 and gave the stock an “outperform” rating in a research note on Thursday, August 27th. DA Davidson restated a “buy” rating and set a $300.00 price target on shares of NVIDIA in a research report on Thursday, August 27th. Finally, Zacks Research cut NVIDIA from a “strong-buy” rating to a “hold” rating in a research note on Friday, August 21st. Two analysts have rated the stock with a Strong Buy rating, fifty have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $324.23.

NVIDIA Price Performance

Shares of NVDA opened at $217.44 on Monday. The firm has a 50-day simple moving average of $208.68 and a two-hundred day simple moving average of $201.27. The stock has a market cap of $5.24 trillion, a PE ratio of 27.49, a P/E/G ratio of 1.73 and a beta of 2.22. NVIDIA has a 1-year low of $164.07 and a 1-year high of $236.54. The company has a debt-to-equity ratio of 0.14, a current ratio of 4.59 and a quick ratio of 3.85.

NVIDIA Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th will be issued a dividend of $0.25 per share. The ex-dividend date is Thursday, September 10th. This represents a $1.00 dividend on an annualized basis and a yield of 0.5%. NVIDIA’s dividend payout ratio is 12.64%.

NVIDIA announced that its board has initiated a share repurchase plan on Wednesday, May 20th that authorizes the company to repurchase $80.00 billion in outstanding shares. This repurchase authorization authorizes the computer hardware maker to buy up to 1.5% of its shares through open market purchases. Shares repurchase plans are generally a sign that the company’s board of directors believes its shares are undervalued.

Insider Buying and Selling

In other NVIDIA news, Director Mark A. Stevens sold 885,000 shares of the firm’s stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $210.17, for a total value of $186,000,450.00. Following the completion of the transaction, the director owned 5,207,271 shares of the company’s stock, valued at $1,094,412,146.07. This trade represents a 14.53% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. 3.94% of the stock is owned by corporate insiders.

Institutional Trading of NVIDIA

Several hedge funds have recently modified their holdings of the stock. Agur Provident & Training Funds Management Ltd. purchased a new position in NVIDIA in the second quarter valued at $15,161,000. Alternative Investment Advisors LLC. grew its stake in NVIDIA by 1.8% during the 2nd quarter. Alternative Investment Advisors LLC. now owns 22,008 shares of the computer hardware maker’s stock worth $4,404,000 after purchasing an additional 383 shares in the last quarter. Cornerstone Financial Management LLC increased its holdings in NVIDIA by 44.4% during the 2nd quarter. Cornerstone Financial Management LLC now owns 4,586 shares of the computer hardware maker’s stock worth $918,000 after purchasing an additional 1,409 shares during the period. Formuepleje A S increased its holdings in NVIDIA by 0.7% during the 2nd quarter. Formuepleje A S now owns 460,938 shares of the computer hardware maker’s stock worth $92,229,000 after purchasing an additional 3,410 shares during the period. Finally, Tucker Asset Management LLC raised its position in NVIDIA by 2.8% in the 2nd quarter. Tucker Asset Management LLC now owns 108,000 shares of the computer hardware maker’s stock valued at $21,610,000 after purchasing an additional 2,930 shares in the last quarter. 65.27% of the stock is currently owned by institutional investors and hedge funds.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: AI demand remains exceptionally strong. NVIDIA’s recent results showed revenue of approximately $96.2 billion, up 105.9% year over year, while management reportedly sees roughly 70% revenue growth in fiscal 2028. Analysts and investors continue to view the Vera Rubin platform and sustained hyperscaler spending as important long-term catalysts. Nvidia: Unstoppable Momentum As Vera Rubin Platform Takes Off
• Positive Sentiment: NVIDIA is expanding its platform and defending against custom chips. The company’s approximately $3.5 billion convertible-bond investment in MediaTek will support NVLink Fusion and extend NVIDIA technology into custom AI infrastructure, edge computing, PCs and automotive applications. The strategy could keep customers tied to NVIDIA’s networking and CUDA ecosystems as hyperscalers develop proprietary accelerators. Qualcomm rival MediaTek jumps 10% after $3.5 billion Nvidia AI chip deal
• Positive Sentiment: Additional ecosystem demand supports the growth narrative. Anthropic reportedly agreed to a $35 billion cloud-computing deal with NVIDIA-backed Lambda, while NVIDIA-backed SB Energy filed for an IPO. These developments reinforce demand for AI compute and data-center infrastructure, although they also raise questions about interconnected financing. Anthropic signs $35 billion cloud deal with Nvidia-backed Lambda
• Neutral Sentiment: Growth is shifting toward infrastructure bottlenecks. Reports highlight tight supply in memory, optical networking, power and cooling equipment. This validates AI expansion but may redirect some profit to suppliers and make NVIDIA’s own component costs higher. Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boom
• Negative Sentiment: Margin and financing concerns are weighing on sentiment. NVIDIA expects higher supply costs to pressure gross margins, while reports that it paused parts of an AI-cloud financing program have revived concerns about circular transactions, credit risk and possible antitrust scrutiny. Nvidia’s Latest ‘Circular’ Deal Might Be Its Most Confusing Yet
• Negative Sentiment: Macro conditions are pressuring high-growth technology stocks. A global bond selloff, higher long-term Treasury yields, expectations of tighter Federal Reserve policy and traditionally weak September seasonality are encouraging investors to reduce exposure to richly valued semiconductor shares. Semiconductor Stocks Slide as Global Bond Selloff Lifts Yields

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.