Shares of NVIDIA Corporation (NASDAQ:NVDA – Get Free Report) have been assigned a consensus rating of “Buy” from the fifty-three analysts that are covering the firm, Marketbeat Ratings reports. Two research analysts have rated the stock with a hold recommendation, forty-seven have assigned a buy recommendation and four have issued a strong buy recommendation on the company. The average 12-month target price among brokers that have issued ratings on the stock in the last year is $273.4133.
NVDA has been the topic of a number of research analyst reports. Robert W. Baird boosted their target price on shares of NVIDIA from $275.00 to $300.00 and gave the company an “outperform” rating in a research note on Thursday, February 26th. Tigress Financial reissued a “strong-buy” rating and issued a $350.00 target price (up from $280.00) on shares of NVIDIA in a research report on Thursday, December 18th. KeyCorp restated an “overweight” rating and issued a $275.00 target price on shares of NVIDIA in a research note on Monday, February 23rd. William Blair reiterated an “outperform” rating on shares of NVIDIA in a research note on Tuesday, January 6th. Finally, Rosenblatt Securities boosted their price objective on NVIDIA from $245.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, February 26th.
Check Out Our Latest Report on NVIDIA
Insider Buying and Selling at NVIDIA
Institutional Inflows and Outflows
Several large investors have recently added to or reduced their stakes in NVDA. Brighton Jones LLC grew its position in NVIDIA by 12.4% during the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock worth $43,631,000 after buying an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG raised its stake in NVIDIA by 1.0% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock valued at $315,100,000 after purchasing an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE lifted its position in NVIDIA by 6.7% during the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock valued at $7,842,000 after purchasing an additional 3,653 shares during the last quarter. Hudson Value Partners LLC grew its stake in NVIDIA by 30.7% in the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock worth $6,805,000 after buying an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. increased its holdings in shares of NVIDIA by 15.7% in the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock worth $715,000 after buying an additional 896 shares during the last quarter. Institutional investors own 65.27% of the company’s stock.
NVIDIA News Roundup
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: NVIDIA-led coalition commits to building AI‑native, open 6G infrastructure — expands a multi‑year telecom TAM for GPUs and software that could drive long‑term server and edge demand. Nvidia Expands Telecom Push With AI-Native 6G Initiative
- Positive Sentiment: Akamai and other large cloud/edge customers are deploying thousands of NVIDIA Blackwell GPUs for inference — signals strong demand for inference infrastructure beyond hyperscalers and supports recurring GPU sales. Akamai to Deploy Thousands of NVIDIA Blackwell GPUs
- Positive Sentiment: NVIDIA is deepening optics and photonics supply chain with major investments (Coherent, Lumentum) and backing Ayar Labs — reduces supply risk for high‑speed interconnects and accelerates data‑center scale for AI. Nvidia to invest $4 billion in two photonics companies
- Positive Sentiment: Droplet Biosciences and other healthcare partners are using NVIDIA Parabricks/AI tools to speed diagnostics — showcases revenue diversification into life‑sciences AI workloads. Diagnostics startup partners with Nvidia
- Positive Sentiment: Wall Street support remains strong: UBS reaffirmed Buy citing extended backlog into 2027 and Wedbush raised its price target sharply to $300 — both reinforce upside expectations for revenue and margins. UBS Maintains Buy Rating on NVIDIA Wedbush PT Raised to $300
- Neutral Sentiment: Analyst commentary and bullish think‑pieces argue NVDA remains a structural AI winner (Morgan Stanley/Investopedia, Strategas) — positive longer term but not an immediate price catalyst. Nvidia Is Morgan Stanley’s Favorite Chip Stock Again
- Negative Sentiment: Geopolitical risk: NVIDIA temporarily closed its Dubai office amid the U.S.‑Iran conflict — raises short‑term operational/market‑risk and helped trigger risk‑off selling across tech. Nvidia, Amazon temporarily close Dubai offices
- Negative Sentiment: Market‑wide risk‑off tied to the Middle East escalation (Nasdaq futures weakness) and post‑earnings rotation/profit‑taking are pressuring NVDA despite blockbuster Q4 — short‑term selling often follows big run‑ups. Nasdaq futures plunge as market takes Iran war more seriously Why Nvidia stock is down 2% today
NVIDIA Stock Performance
Shares of NVDA opened at $180.05 on Friday. The stock has a 50 day moving average of $186.23 and a 200 day moving average of $183.88. The company has a current ratio of 3.91, a quick ratio of 3.24 and a debt-to-equity ratio of 0.05. NVIDIA has a 12 month low of $86.62 and a 12 month high of $212.19. The company has a market capitalization of $4.38 trillion, a price-to-earnings ratio of 36.74, a PEG ratio of 0.62 and a beta of 2.33.
NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.54 by $0.08. The firm had revenue of $68.13 billion during the quarter, compared to analyst estimates of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The business’s revenue was up 73.2% compared to the same quarter last year. During the same period last year, the firm posted $0.89 EPS. As a group, sell-side analysts forecast that NVIDIA will post 2.77 earnings per share for the current year.
NVIDIA Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th will be given a $0.01 dividend. The ex-dividend date of this dividend is Wednesday, March 11th. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. NVIDIA’s payout ratio is 0.82%.
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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