UBS Group Reaffirms “Buy” Rating for NVIDIA (NASDAQ:NVDA)

NVIDIA (NASDAQ:NVDA)‘s stock had its “buy” rating reiterated by research analysts at UBS Group in a research report issued to clients and investors on Wednesday,MarketScreener reports.

NVDA has been the subject of several other research reports. Argus reissued a “buy” rating and set a $220.00 target price on shares of NVIDIA in a research note on Thursday, November 20th. Raymond James Financial restated a “strong-buy” rating on shares of NVIDIA in a report on Tuesday, January 6th. Tigress Financial reaffirmed a “strong-buy” rating and set a $350.00 target price (up previously from $280.00) on shares of NVIDIA in a research note on Thursday, December 18th. William Blair reissued an “outperform” rating on shares of NVIDIA in a research note on Tuesday, January 6th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $240.00 price objective (up previously from $210.00) on shares of NVIDIA in a research report on Friday, October 31st. Four analysts have rated the stock with a Strong Buy rating, forty-six have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $263.98.

NVIDIA Trading Up 2.3%

Shares of NVDA opened at $192.84 on Wednesday. NVIDIA has a 52-week low of $86.62 and a 52-week high of $212.19. The stock has a market cap of $4.69 trillion, a PE ratio of 47.43, a price-to-earnings-growth ratio of 0.58 and a beta of 2.31. The firm’s fifty day moving average is $184.43 and its two-hundred day moving average is $183.14. 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 posted its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, topping analysts’ consensus estimates of $1.23 by $0.07. The firm had revenue of $57.01 billion for the quarter, compared to analyst estimates of $54.66 billion. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. NVIDIA’s quarterly revenue was up 62.5% on a year-over-year basis. During the same period in the previous year, the business posted $0.81 earnings per share. Research analysts forecast that NVIDIA will post 2.77 earnings per share for the current fiscal year.

Insider Activity at NVIDIA

In other news, CFO Colette Kress sold 27,640 shares of NVIDIA stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $175.72, for a total transaction of $4,856,900.80. Following the transaction, the chief financial officer directly owned 846,772 shares in the company, valued at approximately $148,794,775.84. This trade represents a 3.16% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Harvey C. Jones sold 250,000 shares of the business’s 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 completion of the sale, the director owned 6,933,280 shares in the company, valued at approximately $1,229,478,542.40. This trade represents a 3.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,611,474 shares of company stock valued at $291,731,692 over the last quarter. Corporate insiders own 4.17% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. Norges Bank acquired a new stake in shares of NVIDIA in the fourth quarter valued at $62,244,133,000. Capital Research Global Investors lifted its stake in NVIDIA by 16.1% in the third quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker’s stock valued at $30,855,564,000 after buying an additional 22,896,705 shares during the period. Laurel Wealth Advisors LLC increased its stake in shares of NVIDIA by 15,496.1% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock valued at $3,454,534,000 after acquiring an additional 21,725,326 shares during the last quarter. Danske Bank A S bought a new position in NVIDIA during the 3rd quarter worth approximately $3,180,313,000. Finally, Massachusetts Financial Services Co. MA increased its stake in NVIDIA by 25.0% in the third quarter. Massachusetts Financial Services Co. MA now owns 71,720,593 shares of the computer hardware maker’s stock valued at $13,381,628,000 after purchasing an additional 14,358,048 shares in the last quarter. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: TSMC capacity and policy developments are easing supply concerns, which supports Nvidia’s ability to meet booming AI demand. Taiwan Semiconductor Manufacturing (TSM) CEO CC Wei just delivered fantastic news for Nvidia investors
• Positive Sentiment: Large-money flows are mixed but supportive: Fisher Asset Management increased its NVDA stake materially, signaling confidence from an active institutional buyer. Fisher Asset Management Boosts Nvidia Stake by 1.49M Shares
• Positive Sentiment: Bank of America reiterated bullish views and a $275 target, keeping analyst support in place ahead of Nvidia’s upcoming earnings. Bank of America stands by Nvidia (NVDA) with $275 target as AI leadership holds
• Neutral Sentiment: Barron’s compares Nvidia and Broadcom AI chips, underscoring that competition from Broadcom is the most direct threat but not an immediate dislodging of Nvidia’s training GPU franchise. Nvidia and Broadcom’s AI Chips Will Go Head-to-Head. How They Compare.
• Neutral Sentiment: U.S. officials signaled they won’t block American firms from getting Nvidia chips, easing some tariff/levy fears even as export rules to China remain restrictive. U.S. won’t impede American companies’ access to Nvidia chips, Lutnick says
• Neutral Sentiment: Cisco unveiled a new AI networking chip that could nibble at the infrastructure stack; still, this is an incremental network-level threat rather than a direct replacement for Nvidia’s GPUs. Cisco unveils new AI networking chip, taking on Broadcom and Nvidia
• Negative Sentiment: Analyst and think‑piece pressure: a narrative piece warns that Big Tech custom silicon (Google TPUs, Amazon/Meta in-house chips, Broadcom/TSMC partnerships) could erode Nvidia’s long-term GPU dominance and margins. That storyline is pressuring valuation expectations. Is Nvidia’s ‘Ferrari’ About to Get Overtaken by a Fleet of Toyotas?
• Negative Sentiment: Regulatory/exports risk persists: Commerce officials say Nvidia must accept export guardrails for advanced chips sold to China, which could limit growth in that market. Nvidia must live with guardrails around its AI chip sales to China, Lutnick says
• Negative Sentiment: Some institutional selling: Morningstar Investment Management recently trimmed its NVDA stake, a tactical sign that not all large holders are adding at current levels. Morningstar Investment Management LLC Slashes Nvidia Corporation Stake

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.