NVIDIA Corporation $NVDA Stake Lifted by Gateway Wealth Partners LLC

Gateway Wealth Partners LLC increased its position in shares of NVIDIA Corporation (NASDAQ:NVDA) by 26.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 48,371 shares of the computer hardware maker’s stock after acquiring an additional 10,064 shares during the period. NVIDIA makes up about 1.2% of Gateway Wealth Partners LLC’s investment portfolio, making the stock its 14th largest position. Gateway Wealth Partners LLC’s holdings in NVIDIA were worth $9,025,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Joule Financial LLC raised its position in NVIDIA by 2.2% during the third quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker’s stock valued at $431,000 after buying an additional 50 shares during the period. Websterrogers Financial Advisors LLC lifted its stake in NVIDIA by 2.6% in the third quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker’s stock valued at $395,000 after acquiring an additional 54 shares during the last quarter. IMG Wealth Management Inc. boosted its holdings in NVIDIA by 1.4% in the third quarter. IMG Wealth Management Inc. now owns 3,820 shares of the computer hardware maker’s stock worth $713,000 after purchasing an additional 54 shares in the last quarter. Cyr Financial Inc. boosted its stake in shares of NVIDIA by 0.7% during the 3rd quarter. Cyr Financial Inc. now owns 7,737 shares of the computer hardware maker’s stock worth $1,444,000 after acquiring an additional 54 shares in the last quarter. Finally, Burt Wealth Advisors grew its holdings in NVIDIA by 3.5% during the third quarter. Burt Wealth Advisors now owns 1,617 shares of the computer hardware maker’s stock valued at $302,000 after purchasing an additional 54 shares during the last quarter. Institutional investors own 65.27% of the company’s stock.

Trending Headlines about NVIDIA

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

Insiders Place Their Bets

In other NVIDIA news, Director Mark A. Stevens sold 222,500 shares of NVIDIA stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $180.17, for a total value of $40,087,825.00. Following the completion of the sale, the director owned 7,621,453 shares in the company, valued at $1,373,157,187.01. The trade was a 2.84% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Colette Kress sold 27,640 shares of NVIDIA 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 $4,856,900.80. Following the completion of the sale, the chief financial officer owned 846,772 shares of the company’s stock, valued at approximately $148,794,775.84. The trade was a 3.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,598,120 shares of company stock worth $289,278,314 in the last quarter. Insiders own 4.17% of the company’s stock.

NVIDIA Stock Down 1.3%

NASDAQ:NVDA opened at $180.05 on Wednesday. The company has a current ratio of 3.91, a quick ratio of 3.24 and a debt-to-equity ratio of 0.05. The stock has a 50-day moving average price of $186.23 and a two-hundred day moving average price of $183.88. NVIDIA Corporation has a 1 year low of $86.62 and a 1 year high of $212.19. The stock has a market cap 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) last announced 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 55.60% and a return on equity of 97.37%. The firm had revenue of $68.13 billion during the quarter, compared to analyst estimates of $65.56 billion. During the same period in the prior year, the business earned $0.89 EPS. The company’s revenue for the quarter was up 73.2% compared to the same quarter last year. As a group, equities analysts expect that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th will be given a dividend of $0.01 per share. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. The ex-dividend date of this dividend is Wednesday, March 11th. NVIDIA’s payout ratio is 0.82%.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on NVDA shares. Needham & Company LLC reaffirmed a “buy” rating and issued a $240.00 price target on shares of NVIDIA in a research report on Thursday, February 26th. KeyCorp reissued an “overweight” rating and set a $275.00 target price on shares of NVIDIA in a research report on Monday, February 23rd. Sanford C. Bernstein boosted their price target on shares of NVIDIA from $275.00 to $300.00 and gave the company an “outperform” rating in a report on Thursday, February 26th. Cantor Fitzgerald reissued an “overweight” rating on shares of NVIDIA in a report on Monday, February 23rd. Finally, Macquarie Infrastructure raised shares of NVIDIA to an “outperform” rating in a report on Monday, December 29th. Four analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $273.41.

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.