NVIDIA (NASDAQ:NVDA) Receives “Buy” Rating from Benchmark

NVIDIA (NASDAQ:NVDA)‘s stock had its “buy” rating reissued by equities researchers at Benchmark in a research report issued to clients and investors on Tuesday,Benzinga reports. They presently have a $250.00 target price on the computer hardware maker’s stock. Benchmark’s target price indicates a potential upside of 36.45% from the company’s previous close.

Other equities analysts have also issued research reports about the company. Citigroup increased their target price on NVIDIA from $270.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday, February 26th. Stifel Nicolaus set a $250.00 price target on shares of NVIDIA in a research note on Thursday, January 8th. Susquehanna increased their price target on shares of NVIDIA from $230.00 to $250.00 and gave the stock a “positive” rating in a research report on Thursday, November 20th. Needham & Company LLC reissued a “buy” rating and issued a $240.00 price objective on shares of NVIDIA in a research note on Thursday, February 26th. Finally, Zacks Research upgraded shares of NVIDIA from a “hold” rating to a “strong-buy” rating in a report on Wednesday, February 25th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, NVIDIA has a consensus rating of “Buy” and a consensus price target of $274.21.

NVIDIA Stock Up 1.6%

NVIDIA stock opened at $183.22 on Tuesday. The company has a market capitalization of $4.45 trillion, a PE ratio of 37.39, a price-to-earnings-growth ratio of 0.61 and a beta of 2.33. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91. NVIDIA has a fifty-two week low of $86.62 and a fifty-two week high of $212.19. The firm has a 50 day moving average price of $185.25 and a 200 day moving average price of $184.12.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, topping analysts’ consensus estimates of $1.54 by $0.08. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The company had revenue of $68.13 billion for the quarter, compared to analysts’ expectations of $65.56 billion. During the same period in the prior year, the firm earned $0.89 earnings per share. The firm’s revenue was up 73.2% compared to the same quarter last year. Research analysts expect that NVIDIA will post 2.77 earnings per share for the current year.

Insider Buying and Selling

In other NVIDIA news, CFO Colette Kress sold 20,000 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $175.72, for a total transaction of $3,514,400.00. Following the completion of the transaction, the chief financial officer owned 93,060 shares in the company, valued at $16,352,503.20. The trade was a 17.69% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Mark A. Stevens sold 222,500 shares of the stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $180.17, for a total transaction of $40,087,825.00. Following the completion of the sale, the director directly owned 7,621,453 shares in the company, valued at approximately $1,373,157,187.01. This represents a 2.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 1,017,780 shares of company stock worth $185,596,715. Company insiders own 4.17% of the company’s stock.

Hedge Funds Weigh In On NVIDIA

Institutional investors and hedge funds have recently modified their holdings of the company. Lifetime Wealth Management P.C. acquired a new position in shares of NVIDIA during the 4th quarter worth about $26,000. Winnow Wealth LLC acquired a new stake in shares of NVIDIA during the 2nd quarter worth about $32,000. Longfellow Investment Management Co. LLC lifted its stake in NVIDIA by 47.9% during the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after purchasing an additional 67 shares during the last quarter. Spurstone Advisory Services LLC purchased a new stake in NVIDIA during the second quarter worth approximately $40,000. Finally, Inspire Investing LLC acquired a new position in NVIDIA in the fourth quarter valued at approximately $44,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: CEO Jensen Huang projected a much larger AI-compute opportunity (he raised the Blackwell/Rubin demand outlook toward $1 trillion through 2027), a bullish signal for future datacenter GPU orders and long-term revenue upside. Nvidia Touts $1 Trillion Revenue, New AI Chips. Its GTC Event Is Just Getting Started.
• Positive Sentiment: NVIDIA unveiled major product and platform launches at GTC — Vera Rubin systems, the Vera CPU, Dynamo inference OS and related HGX/BlueField/STX reference designs — positioning the firm to capture both training and a fast-growing inference/agentic-AI market. These launches increase TAM and make it easier for hyperscalers and cloud partners to standardize on NVIDIA stacks. NVIDIA Vera Rubin Opens Agentic AI Frontier
• Positive Sentiment: Large channel and customer commitments surfaced: cloud and infrastructure partners (Nebius’s massive Meta-linked deployments, Global AI, Compal, Wiwynn, ASUS, Samsung manufacturing of Rubin inference chips) and automakers expanding adoption of NVIDIA DRIVE—signaling near-term order flow across multiple end markets. Nebius Secures Massive Meta AI Contract Worth Up To $27 Billion
• Positive Sentiment: Strategic commercial deployments: NVIDIA announced an expanded robotaxi/autonomous-vehicle push (including an Uber rollout and partners like WeRide using DRIVE Hyperion), creating a recurring software plus hardware revenue vector beyond data centers. NVIDIA to Launch L4 Software-Driven Robotaxis on Uber Across 28 Cities by 2028
• Neutral Sentiment: Gaming/consumer arm gets a notable product (DLSS 5) that extends NVIDIA’s graphics moat and ups cross‑sell to GeForce/RTX ecosystems, but its near-term revenue impact is smaller than datacenter momentum. NVIDIA DLSS 5 Delivers AI-Powered Breakthrough in Visual Fidelity for Games
• Neutral Sentiment: Widespread partner press releases (Omniverse, Halos lab, supplier integrations, space/on-orbit compute demos) reinforce ecosystem breadth — supportive for durable adoption but incremental vs. the headline chip/order story. Samsung showcases Nvidia’s new inference chip made using 4nm process
• Negative Sentiment: Some investors are cautious: high expectations are now priced in by many, and analysts have pressed NVIDIA to clarify 2027 targets and capital/cash plans — leaving stock vulnerable to any execution or supply setbacks. Analysts are pushing Nvidia to spell out 2027 targets and cash plans
• Negative Sentiment: Notable insider and hedge-fund selling activity (and reports of major funds trimming positions) have been highlighted by media — a psychological headwind that can amplify volatility if buyers pause. Billionaire Philippe Laffont Has Sold Shares of Nvidia in 10 of the Last 11 Quarters

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.