Erste Group Bank Has Positive View of NVIDIA FY2027 Earnings

NVIDIA Corporation (NASDAQ:NVDA) – Equities research analysts at Erste Group Bank boosted their FY2027 earnings per share estimates for shares of NVIDIA in a report issued on Friday, June 5th. Erste Group Bank analyst H. Engel now expects that the computer hardware maker will post earnings of $8.54 per share for the year, up from their prior estimate of $7.83. The consensus estimate for NVIDIA’s current full-year earnings is $8.61 per share. Erste Group Bank also issued estimates for NVIDIA’s FY2028 earnings at $11.89 EPS.

NVIDIA (NASDAQ:NVDA) last announced its earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS for the quarter, topping analysts’ consensus estimates of $1.76 by $0.11. The firm had revenue of $81.62 billion during the quarter, compared to analysts’ expectations of $78.42 billion. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The company’s quarterly revenue was up 85.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.81 EPS.

A number of other equities analysts have also recently issued reports on the company. Argus boosted their price objective on NVIDIA from $220.00 to $270.00 and gave the company a “buy” rating in a report on Thursday, May 21st. HSBC restated a “buy” rating and set a $325.00 price objective (up from $295.00) on shares of NVIDIA in a report on Tuesday, May 19th. CICC Research boosted their price objective on NVIDIA from $240.60 to $268.30 and gave the company an “outperform” rating in a report on Friday, May 22nd. Tigress Financial restated a “strong-buy” rating and set a $425.00 price objective (up from $360.00) on shares of NVIDIA in a report on Wednesday, May 27th. Finally, Piper Sandler restated an “overweight” rating on shares of NVIDIA in a report on Thursday, February 26th. Three research analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $305.67.

NVIDIA Price Performance

Shares of NVIDIA stock opened at $204.87 on Friday. The stock has a market cap of $4.96 trillion, a price-to-earnings ratio of 31.37, a price-to-earnings-growth ratio of 0.45 and a beta of 2.22. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44. The stock has a 50 day moving average price of $206.25 and a 200-day moving average price of $191.25. NVIDIA has a one year low of $140.85 and a one year high of $236.54.

NVIDIA Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, June 26th. Shareholders of record on Thursday, June 4th will be given a dividend of $0.25 per share. This is a boost from NVIDIA’s previous quarterly dividend of $0.01. The ex-dividend date of this dividend is Thursday, June 4th. This represents a $1.00 dividend on an annualized basis and a yield of 0.5%. NVIDIA’s dividend payout ratio is presently 15.31%.

NVIDIA declared that its board has approved a stock buyback program on Wednesday, May 20th that authorizes the company to repurchase $80.00 billion in shares. This repurchase authorization authorizes the computer hardware maker to repurchase up to 1.5% of its shares through open market purchases. Shares repurchase programs are often an indication that the company’s management believes its stock is undervalued.

Insider Buying and Selling at NVIDIA

In other NVIDIA news, Director Stephen C. Neal sold 15,500 shares of NVIDIA stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $215.73, for a total transaction of $3,343,815.00. Following the completion of the sale, the director directly owned 116,135 shares of the company’s stock, valued at $25,053,803.55. The trade was a 11.77% 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 625 shares of NVIDIA stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $214.00, for a total value of $133,750.00. Following the sale, the director directly owned 14,163 shares of the company’s stock, valued at approximately $3,030,882. This trade represents a 4.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,619,457 shares of company stock worth $332,073,643 over the last quarter. Insiders own 3.94% of the company’s stock.

Institutional Investors Weigh In On NVIDIA

A number of institutional investors and hedge funds have recently bought and sold shares of the company. Lifetime Wealth Management P.C. bought a new position in shares of NVIDIA in the 4th quarter worth $26,000. Longview Financial Advisors Inc. bought a new position in shares of NVIDIA in the 1st quarter worth $27,000. Longfellow Investment Management Co. LLC raised its position in shares of NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after acquiring an additional 67 shares in the last quarter. Phillip James Consulting Co. bought a new position in shares of NVIDIA in the 1st quarter worth $40,000. Finally, Spurstone Advisory Services LLC bought a new position in shares of NVIDIA in the 2nd quarter worth $40,000. 65.27% of the stock is owned by institutional investors.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Erste Group Bank raised its FY2027 and FY2028 EPS estimates for NVIDIA, signaling stronger long-term profit expectations and reinforcing the market’s view that AI demand remains durable.
• Positive Sentiment: Reuters and Yahoo Finance reported that NVIDIA has begun pitching its new Vera CPUs to Chinese clients, with orders potentially starting now and availability as soon as August, which could open another revenue stream if shipments materialize. Article Title
• Positive Sentiment: Multiple reports highlighted NVIDIA’s deepening role in AI infrastructure, including partnerships with Microsoft on agentic AI deployment, Abridge in healthcare AI, and participation in KKR’s new $10 billion Helix Digital Infrastructure venture with Vistra and Kuwait’s sovereign wealth fund.
• Positive Sentiment: Analysts remain constructive, with commentary from Wedbush and KeyBanc calling NVIDIA undervalued and pointing to unusually strong Blackwell GPU demand, which supports the stock’s longer-term upside case.
• Neutral Sentiment: NVIDIA also announced its annual stockholder meeting for June 24, which is routine corporate news and unlikely by itself to move the stock.
• Negative Sentiment: Broader semiconductor selling and market weakness have weighed on NVIDIA recently, with investors showing less willingness to reward every AI name equally, creating near-term volatility even amid strong fundamentals.

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.