NVIDIA (NASDAQ:NVDA – Get Free Report)‘s stock had its “buy” rating reaffirmed by equities research analysts at Sanford C. Bernstein in a research report issued on Tuesday,MarketScreener reports.
Several other equities analysts also recently weighed in on NVDA. Wall Street Zen downgraded NVIDIA from a “buy” rating to a “hold” rating in a research report on Saturday, February 7th. KeyCorp restated an “overweight” rating and issued a $275.00 price objective on shares of NVIDIA in a report on Monday. Deutsche Bank Aktiengesellschaft upped their target price on shares of NVIDIA from $180.00 to $215.00 and gave the stock a “hold” rating in a report on Thursday, November 20th. Royal Bank Of Canada restated a “buy” rating on shares of NVIDIA in a research report on Wednesday, February 18th. Finally, Citigroup reiterated a “buy” rating on shares of NVIDIA in a report on Monday, December 29th. Three analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and an average price target of $267.50.
Read Our Latest Research Report on NVDA
NVIDIA Stock Up 0.7%
Insider Buying and Selling
In related news, Director Harvey C. Jones sold 250,000 shares of the business’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $177.33, for a total value of $44,332,500.00. Following the sale, the director directly owned 6,933,280 shares in the company, 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 is accessible through this link. Also, Director Mark A. Stevens sold 350,000 shares of the company’s stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $181.73, for a total transaction of $63,605,500.00. Following the completion of the transaction, the director directly owned 7,049,803 shares in the company, valued at $1,281,160,699.19. The trade was a 4.73% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 1,610,848 shares of company stock valued at $291,619,375 in the last ninety days. Company insiders own 4.17% of the company’s stock.
Institutional Trading of NVIDIA
Several institutional investors have recently added to or reduced their stakes in the stock. Harbor Asset Planning Inc. acquired a new position in NVIDIA in the 2nd quarter valued at about $28,000. Winnow Wealth LLC purchased a new position in shares of NVIDIA in the second quarter valued at approximately $32,000. Longfellow Investment Management Co. LLC grew its holdings in shares of 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 purchasing an additional 67 shares in the last quarter. Spurstone Advisory Services LLC acquired a new position in shares of NVIDIA in the second quarter valued at approximately $40,000. Finally, Inspire Investing LLC purchased a new stake in NVIDIA during the 4th quarter worth approximately $44,000. Institutional investors and hedge funds own 65.27% of the company’s stock.
Trending Headlines about NVIDIA
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: Wall Street consensus is pricing roughly $65.7B in revenue for NVDA’s Q4 — a blockbuster bar that has pushed expectations and the stock up ahead of tonight’s after‑hours report. NVIDIA’s $65.7 Billion Is Here
- Positive Sentiment: CNBC’s exclusive on Vera Rubin shows NVIDIA’s next AI system delivers ~10x performance-per-watt vs. Blackwell — a product upgrade that supports continued pricing/premium positioning in AI datacenters. First Look at Vera Rubin
- Positive Sentiment: Several brokerages have reiterated Buy/Outperform ratings and raised price targets ahead of earnings, bolstering investor confidence into the print. DA Davidson Reiterates Buy
- Positive Sentiment: Enterprise and sovereign AI deployments (including expanded Meta commitments and new sovereign/enterprise infrastructure deals) and partner integrations (DPUs, Red Hat, Cisco) underpin durable demand for NVIDIA GPUs. NVIDIA Deepens Role In Global AI Infrastructure
- Neutral Sentiment: Options markets are pricing a relatively small post‑earnings swing (the narrowest in ~3 years), suggesting traders expect less headline volatility despite the big numbers — this can limit dramatic moves even on a beat/miss. Options Traders Price Small Post‑Earnings Swing
- Negative Sentiment: Hyperscalers are diversifying: Meta’s large AMD deal (alongside its NVIDIA commitments) illustrates that big customers are hedging suppliers, which could cap NVDA’s share gains in long-term incremental spend. Meta Strikes AMD Deal
- Negative Sentiment: U.S. officials say H200 chips have not yet been shipped to China — a reminder that export controls and China exposure remain an unresolved variable for NVDA’s international revenue trajectory. China Has Not Yet Received H200 Chips
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.
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