NVIDIA (NASDAQ:NVDA) Price Target Raised to $270.00 at BNP Paribas Exane

NVIDIA (NASDAQ:NVDA) had its target price hoisted by analysts at BNP Paribas Exane from $260.00 to $270.00 in a research report issued to clients and investors on Thursday,MarketScreener reports. The brokerage currently has an “outperform” rating on the computer hardware maker’s stock. BNP Paribas Exane’s price target points to a potential upside of 38.01% from the stock’s previous close.

NVDA has been the subject of several other research reports. Truist Financial reissued a “buy” rating and issued a $275.00 price target on shares of NVIDIA in a research note on Monday, December 29th. Melius Research increased their target price on shares of NVIDIA from $300.00 to $320.00 and gave the company a “buy” rating in a research report on Thursday, November 20th. Cantor Fitzgerald restated an “overweight” rating on shares of NVIDIA in a report on Monday. Oppenheimer reaffirmed an “outperform” rating and issued a $265.00 price objective on shares of NVIDIA in a research note on Thursday, November 20th. Finally, Seaport Research Partners lifted their target price on shares of NVIDIA from $100.00 to $140.00 and gave the stock a “sell” rating in a research note on Monday, November 17th. Three equities research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $271.32.

NVIDIA Price Performance

Shares of NVDA stock opened at $195.64 on Thursday. 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 has a twelve month low of $86.62 and a twelve month high of $212.19. The company has a market cap of $4.75 trillion, a P/E ratio of 48.55, a P/E/G ratio of 0.58 and a beta of 2.31. The business has a fifty day simple moving average of $186.30 and a 200 day simple moving average of $183.88.

NVIDIA (NASDAQ:NVDA) last posted its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, topping analysts’ consensus estimates of $1.54 by $0.08. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The firm had revenue of $68.13 billion for the quarter, compared to analysts’ expectations of $65.56 billion. During the same quarter in the previous year, the firm posted $0.89 earnings per share. The company’s revenue was up 73.2% on a year-over-year basis. On average, sell-side analysts forecast that NVIDIA will post 2.77 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, EVP Debora Shoquist sold 80,000 shares of the business’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $178.90, for a total value of $14,312,000.00. Following the transaction, the executive vice president directly owned 1,494,443 shares of the company’s stock, valued at approximately $267,355,852.70. The trade was a 5.08% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Ajay K. Puri sold 200,000 shares of the stock in a transaction that occurred on Wednesday, January 7th. The shares were sold at an average price of $187.82, for a total transaction of $37,564,000.00. Following the transaction, the executive vice president directly owned 3,818,547 shares of the company’s stock, valued at $717,199,497.54. This represents a 4.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 1,610,848 shares of company stock valued at $291,619,375. 4.17% of the stock is currently owned by insiders.

Institutional Trading of NVIDIA

A number of hedge funds and other institutional investors have recently bought and sold shares of NVDA. State Street Corp increased its position in shares of NVIDIA by 1.2% during the 4th quarter. State Street Corp now owns 991,480,489 shares of the computer hardware maker’s stock valued at $184,911,111,000 after purchasing an additional 11,451,386 shares during the last quarter. Geode Capital Management LLC lifted its position in NVIDIA by 0.6% in the 4th quarter. Geode Capital Management LLC now owns 588,803,093 shares of the computer hardware maker’s stock worth $109,446,217,000 after buying an additional 3,383,441 shares during the last quarter. Norges Bank purchased a new stake in NVIDIA in the fourth quarter worth approximately $62,244,133,000. Bank of America Corp DE grew its position in NVIDIA by 1.5% during the fourth quarter. Bank of America Corp DE now owns 187,181,484 shares of the computer hardware maker’s stock valued at $34,909,347,000 after acquiring an additional 2,849,678 shares during the last quarter. Finally, Legal & General Group Plc grew its position in NVIDIA by 1.5% during the third quarter. Legal & General Group Plc now owns 181,203,035 shares of the computer hardware maker’s stock valued at $33,808,862,000 after acquiring an additional 2,609,560 shares during the last quarter. Institutional investors own 65.27% of the company’s stock.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Record quarter and strong guidance — NVIDIA posted Q4 revenue of $68.1B (up 73% y/y), Data Center revenue of $62.3B, and beat EPS estimates; management guided Q1 FY27 revenue around $78B, signaling continued AI-driven demand. NVIDIA Press Release — Q4 & FY26 Results
• Positive Sentiment: Product leadership and strategic partnerships — new Vera Rubin platform and continued Blackwell momentum plus multi‑year partnerships (Meta, AWS, Microsoft, etc.) underpin longer‑term pricing/power advantage in AI inference and training. CNBC — Vera Rubin & Forecast
• Positive Sentiment: Big shareholder returns and balance‑sheet optionality — $41.1B returned in FY26, $58.5B remaining buyback authorization and a token dividend; supports buyback-driven EPS tailwind. NVIDIA Press Release — Shareholder Returns
• Neutral Sentiment: Analysts refresh targets — Wall Street quickly updated price targets and ratings (mostly positive), which supports consensus estimates but leaves room for dispersion in 12‑month views. Finbold — Analyst Updates After Earnings
• Neutral Sentiment: Market positioned for strong numbers — options/futures activity shows this earnings run was widely expected, leaving less room for a big post‑earnings move (traders priced in a small swing). Reuters — Futures Muted After NVDA Results
• Negative Sentiment: Investors shrug despite the beat — coverage notes the stock barely rallied because broader AI/tech sentiment, rotation and “stock fatigue” limit upside even on excellent fundamentals. That dampens immediate upside. Barron’s — Why NVDA Isn’t Rallying
• Negative Sentiment: Competition and ecosystem diversification — large hyperscalers are diversifying (notably Meta’s big AMD deal), which could cap NVDA’s pricing power and future share gains in certain deployments. MarketBeat — Meta Invests in AMD Chips
• Negative Sentiment: Geopolitics & China exposure — management says it has yet to record H200/China revenue and is excluding China in outlook; export controls and lack of China sales add execution/visibility risk to future growth. CNBC — Nvidia, China Chip Sales and Export Controls
• Negative Sentiment: Valuation and insider activity — NVDA’s premium multiple and notable insider selling (reported by data aggregators) leave some investors cautious even as earnings accelerate. QuiverQuant — Post‑Earnings Moves & Insider Activity

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.