NVIDIA (NASDAQ:NVDA) Trading Up 1.8% – Still a Buy?

NVIDIA Corporation (NASDAQ:NVDA) shares shot up 1.8% on Thursday . The stock traded as high as $214.20 and last traded at $211.5360. 166,232,228 shares were traded during mid-day trading, a decline of 3% from the average session volume of 171,449,359 shares. The stock had previously closed at $207.83.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA struck a strategic partnership with IREN to deploy up to 5 gigawatts of DSX-aligned AI capacity; Nvidia also received a five‑year right to buy up to 30M IREN shares at $70 (potential ~$2.1B). The deal signals more locked-in demand for NVIDIA architecture at scale and expands its data-center ecosystem. NVIDIA and IREN press release
• Positive Sentiment: NVIDIA committed capital and a major technology pact with Corning to scale U.S. optical connectivity (including a $500M warrant injection), easing a key bandwidth bottleneck for GPU clusters and reducing supply‑chain risk for hyperscale builds. That partnership has been a near-term catalyst for sector re‑rating. NVIDIA and Corning press release
• Positive Sentiment: Demand signals continue: deals tying major AI users to NVIDIA compute (examples include Anthropic/SpaceX compute arrangements and universities deploying NVIDIA‑powered clusters) reinforce durable GPU demand across cloud, startups and research. Anthropic-SpaceX compute deal
• Positive Sentiment: Institutional flows and analyst support are bullish: recent reports show managers (e.g., Fisher Asset, Antipodes) adding NVDA exposure and Goldman Sachs reiterated a Buy—supportive for momentum and longer-term positioning. Fisher Asset raises NVDA stake
• Neutral Sentiment: Debate over valuation: some analysts argue NVDA still has room given its growth runway, while others highlight it’s trading at valuation levels that invite scrutiny if growth or margins slip—this creates both upside and volatility risk around earnings/event dates. Valuation commentary on NVDA
• Neutral Sentiment: Relative-performance signals are mixed: some metrics show NVDA lagging the broader semiconductor rally recently, which could limit near-term upside unless its fundamental news stream keeps pace. MarketWatch on NVDA vs. semiconductor rally
• Negative Sentiment: Geopolitical and competitive risk: CEO comments about Huawei and related China competition underscore policy/tech-race risks that could affect supply, export controls or market access—an ongoing risk premium for investors. CEO comments on China competition
• Negative Sentiment: Short‑term rotation and optics trade cool‑off: some AI optics/adjacent names pulled back, and sector rotation could compress NVDA’s rally if investors shift to “pick‑and‑shovel” or cheaper infrastructure proxies. Finbold on NVDA underperformance

Wall Street Analyst Weigh In

Several research firms recently weighed in on NVDA. CICC Research boosted their target price on NVIDIA from $228.00 to $240.60 and gave the stock an “outperform” rating in a report on Friday, February 27th. Mizuho set a $275.00 target price on NVIDIA and gave the stock an “outperform” rating in a report on Friday, January 9th. Tigress Financial reiterated a “strong-buy” rating and set a $360.00 price target (up from $350.00) on shares of NVIDIA in a report on Thursday, March 5th. Barclays reiterated a “buy” rating on shares of NVIDIA in a report on Thursday, February 26th. Finally, Citigroup initiated coverage on NVIDIA in a report on Wednesday, April 15th. They set a “buy” rating for the company. Four equities research analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target of $275.25.

NVIDIA Trading Up 1.8%

The company has a market capitalization of $5.14 trillion, a price-to-earnings ratio of 43.17, a price-to-earnings-growth ratio of 0.65 and a beta of 2.25. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. The business has a fifty day moving average price of $187.21 and a 200 day moving average price of $186.49.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.54 by $0.08. The business had revenue of $68.13 billion for the quarter, compared to analysts’ expectations of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.NVIDIA’s quarterly revenue was up 73.2% on a year-over-year basis. During the same period in the previous year, the business posted $0.89 earnings per share. On average, equities analysts expect that NVIDIA Corporation will post 7.78 EPS for the current fiscal year.

NVIDIA Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th were paid a $0.01 dividend. The ex-dividend date was Wednesday, March 11th. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. NVIDIA’s dividend payout ratio is currently 0.82%.

Insider Buying and Selling

In other news, Director Aarti S. Shah sold 19,000 shares of the stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $176.71, for a total value of $3,357,490.00. Following the completion of the transaction, the director owned 36,007 shares in the company, valued at approximately $6,362,796.97. This represents a 34.54% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Ajay K. Puri sold 300,000 shares of the stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $182.25, for a total transaction of $54,675,000.00. Following the completion of the transaction, the executive vice president owned 3,018,547 shares of the company’s stock, valued at approximately $550,130,190.75. This represents a 9.04% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 906,336 shares of company stock worth $162,802,518. Insiders own 4.17% of the company’s stock.

Institutional Trading of NVIDIA

A number of large investors have recently bought and sold shares of NVDA. Lifetime Wealth Management P.C. bought a new stake in NVIDIA in the fourth quarter valued at $26,000. Longview Financial Advisors Inc. bought a new stake in NVIDIA in the first quarter valued at $27,000. Longfellow Investment Management Co. LLC grew its position in NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after acquiring an additional 67 shares during the period. Spurstone Advisory Services LLC bought a new stake in NVIDIA in the second quarter valued at $40,000. Finally, Inspire Investing LLC bought a new stake in NVIDIA in the fourth quarter valued at $44,000. 65.27% of the stock is currently owned by institutional investors.

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.