NVIDIA (NASDAQ:NVDA) Receives “Buy” Rating from JPMorgan Chase & Co.

NVIDIA (NASDAQ:NVDA)‘s stock had its “buy” rating reaffirmed by equities researchers at JPMorgan Chase & Co. in a note issued to investors on Wednesday,MarketScreener reports.

NVDA has been the subject of several other reports. DA Davidson reiterated a “buy” rating and issued a $250.00 target price on shares of NVIDIA in a research note on Thursday, November 20th. HSBC set a $320.00 target price on NVIDIA and gave the stock a “buy” rating in a research note on Wednesday, October 15th. Loop Capital increased their price target on NVIDIA from $250.00 to $350.00 and gave the company a “buy” rating in a research note on Monday, November 3rd. President Capital lifted their price objective on shares of NVIDIA from $240.00 to $245.00 and gave the stock a “buy” rating in a research report on Friday, November 28th. Finally, Bank of America reiterated a “buy” rating and issued a $275.00 price target on shares of NVIDIA in a research note on Friday, December 26th. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $263.41.

NVIDIA Stock Up 1.0%

NVDA stock opened at $179.78 on Wednesday. The company has a market cap of $4.37 trillion, a price-to-earnings ratio of 44.42, a P/E/G ratio of 0.91 and a beta of 2.31. NVIDIA has a twelve month low of $86.62 and a twelve month high of $212.19. The business has a 50 day moving average price of $183.68 and a two-hundred day moving average price of $181.29. The company has a quick ratio of 3.71, a current ratio of 4.47 and a debt-to-equity ratio of 0.06.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings data on Wednesday, November 19th. The computer hardware maker reported $1.30 EPS for the quarter, beating the consensus estimate of $1.23 by $0.07. The company had revenue of $57.01 billion during the quarter, compared to the consensus estimate of $54.66 billion. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The firm’s revenue for the quarter was up 62.5% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.81 EPS. Analysts anticipate that NVIDIA will post 2.77 EPS for the current fiscal year.

Insiders Place Their Bets

In other NVIDIA news, Director Harvey C. Jones sold 250,000 shares of NVIDIA stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $177.33, for a total transaction of $44,332,500.00. Following the transaction, the director directly owned 6,933,280 shares of the company’s stock, valued at approximately $1,229,478,542.40. The trade was a 3.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Colette Kress sold 27,640 shares of the firm’s stock in a transaction dated Tuesday, January 13th. The stock was sold at an average price of $184.92, for a total value of $5,111,188.80. Following the transaction, the chief financial officer owned 874,412 shares of the company’s stock, valued at $161,696,267.04. This trade represents a 3.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,536,474 shares of company stock valued at $281,144,482 over the last ninety days. 4.17% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the company. Harbor Asset Planning Inc. purchased a new position in NVIDIA in the second quarter worth $28,000. Winnow Wealth LLC purchased a new position in shares of NVIDIA in the 2nd quarter worth about $32,000. Longfellow Investment Management Co. LLC raised its holdings in shares of 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 buying an additional 67 shares in the last quarter. Spurstone Advisory Services LLC bought a new position in shares of NVIDIA during the 2nd quarter valued at $40,000. Finally, Sellwood Investment Partners LLC bought a new stake in NVIDIA during the 3rd quarter valued at $50,000. 65.27% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Analysts expect a double‑digit jump in Q4 profits, setting the bar for another beat that could stabilize sentiment into earnings. Earnings Preview: What To Expect From NVIDIA’s Report
• Positive Sentiment: Nvidia made a strategic $150M investment in Baseten to bolster AI inference and deployment capabilities—signals a shift from pure hardware to software/platform monetization that supports longer‑term revenue diversification. Nvidia Bets On AI Inference With $150 Million Baseten Stake
• Positive Sentiment: CEO Jensen Huang’s Davos comments — that “trillions” of additional AI infrastructure investment are needed — reinforce the long‑run TAM for GPUs, systems and services, supporting the bull case for sustained demand. Nvidia CEO Says AI Needs More Investment in Defiance of Bubble Fears
• Neutral Sentiment: Jensen Huang plans a late‑January trip to China to reopen critical market access — a potential catalyst but outcome and timing remain uncertain. Nvidia CEO Huang plans to visit China as he seeks to reopen market, Bloomberg reports
• Neutral Sentiment: Wall Street remains largely constructive (many Buy/Outperform ratings and elevated median price targets), which cushions downside but keeps the stock sensitive to execution and macro headlines. NVIDIA Stock (NVDA) Opinions on AI Chip Demand and Regulatory News
• Negative Sentiment: China approval/clearance for the H200 appears stalled — Inventec and others say decisions are “stuck” on China’s side, creating real near‑term revenue and shipment risk for high‑end datacenter GPUs. Taiwan’s Inventec says decision on Nvidia’s H200 chip ‘appears to be stuck’ on China’s side
• Negative Sentiment: Broader tech sell‑off triggered by geopolitical headlines (Greenland/tariff rhetoric) prompted a risk‑off move that disproportionately hit mega‑cap AI names like NVDA. That macro sensitivity is pressuring the stock in the short term. Tech stocks lead Wall Street sell-off as tensions over Greenland escalate
• Negative Sentiment: Reminder of historical volatility: commentary that NVDA has experienced multiple >30% pullbacks in short windows keeps some investors cautious — adds to selling pressure during headline‑driven dips. Why Nvidia Stock Can Drop 30%?

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.