NVIDIA (NASDAQ:NVDA) Stock Price Up 1.2% – Should You Buy?

NVIDIA Corporation (NASDAQ:NVDA)’s stock price was up 1.2% during mid-day trading on Tuesday . The stock traded as high as $186.44 and last traded at $184.77. Approximately 178,003,936 shares changed hands during mid-day trading, a decline of 2% from the average daily volume of 181,418,156 shares. The stock had previously closed at $182.65.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA made a “significant investment” in Mira Murati’s Thinking Machines Lab and the startup agreed to deploy at least one gigawatt of NVIDIA’s next‑generation Vera Rubin systems — a direct, multi‑year demand commitment for NVIDIA hardware. Nvidia makes ‘significant investment’ in Mira Murati’s Thinking Machines Lab
• Positive Sentiment: Analysts expect NVIDIA to showcase a broader suite of specialized AI chips, systems and networking at next week’s GTC — an event that could trigger new product orders and re‑rate investor expectations for future revenue. Nvidia set to spotlight next wave of AI infrastructure at GTC
• Positive Sentiment: Report that NVIDIA is launching an open‑source AI agent platform (reported as “NemoClaw”/enterprise agent tools) signals a strategic shift into software/agent tooling that could extend platform lock‑in and create new recurring‑revenue opportunities. Nvidia plans open-source AI agent platform ‘NemoClaw’ for enterprises: Wired
• Positive Sentiment: OpenAI’s Sam Altman publicly thanked Jensen Huang as NVIDIA accelerates capacity expansion for OpenAI on AWS — a clear signal of strong, sticky customer demand for NVIDIA compute. Sam Altman Thanks Jensen Huang As Nvidia Ramps AI Capacity ‘Like Mad’ For OpenAI On AWS
• Neutral Sentiment: Corporate governance note — NVIDIA adopted a new variable compensation plan for fiscal 2027 with a reported $4M target cash bonus for CEO Jensen Huang; notable for disclosure but unlikely to move fundamentals. NVIDIA Adopts New Variable Compensation Plan
• Neutral Sentiment: Long‑term performance pieces (e.g., “What $100 in NVDA 20 years ago would be worth”) reinforce the buy‑and‑hold narrative but are background context rather than immediate catalysts. $100 Invested In NVIDIA 20 Years Ago Would Be Worth This Much Today
• Negative Sentiment: Macro/geopolitical risks and bearish technical calls persist — Iran tensions and rising oil have raised supply‑chain concerns for semiconductors, and some analysts warn of sharp downside if key technical supports break. These factors increase short‑term volatility risk for NVDA. Nvidia to crash to $115 on this date, expert predicts

Analysts Set New Price Targets

Several equities research analysts recently issued reports on NVDA shares. Jefferies Financial Group reissued a “buy” rating and issued a $275.00 target price (up from $250.00) on shares of NVIDIA in a research report on Friday, January 16th. DZ Bank reaffirmed a “buy” rating on shares of NVIDIA in a report on Thursday, November 20th. Tigress Financial restated a “strong-buy” rating and set a $360.00 price objective (up from $350.00) on shares of NVIDIA in a report on Thursday, March 5th. Citic Securities boosted their price objective on NVIDIA from $237.00 to $242.00 and gave the company a “buy” rating in a report on Thursday, November 20th. Finally, Zacks Research raised shares of NVIDIA from a “hold” rating to a “strong-buy” rating in a report on Wednesday, February 25th. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $273.64.

NVIDIA Price Performance

The stock’s fifty day moving average price is $185.66 and its 200-day moving average price is $184.01. The firm has a market cap of $4.49 trillion, a price-to-earnings ratio of 37.71, a price-to-earnings-growth ratio of 0.60 and a beta of 2.33. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24.

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

NVIDIA Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th will be issued 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 is Wednesday, March 11th. NVIDIA’s dividend payout ratio is 0.82%.

Insider Buying and Selling at NVIDIA

In other NVIDIA news, Director Harvey C. Jones sold 250,000 shares of the stock in a transaction on 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 completion of the sale, the director directly owned 6,933,280 shares of the company’s stock, valued at $1,229,478,542.40. This represents a 3.48% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Ajay K. Puri sold 200,000 shares of the business’s stock in a transaction that occurred on Wednesday, January 21st. The shares were sold at an average price of $180.04, for a total value of $36,008,000.00. Following the sale, the executive vice president owned 3,618,547 shares in the company, valued at approximately $651,483,201.88. This represents a 5.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,168,120 shares of company stock valued at $210,900,814 in the last three months. 4.17% of the stock is owned by insiders.

Institutional Trading of NVIDIA

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Lifetime Wealth Management P.C. bought a new stake in NVIDIA during the 4th quarter worth about $26,000. Harbor Asset Planning Inc. acquired a new stake in NVIDIA in the second quarter worth $28,000. Winnow Wealth LLC acquired a new stake in NVIDIA during the 2nd quarter worth $32,000. Longfellow Investment Management Co. LLC lifted its holdings in shares of NVIDIA by 47.9% during the 2nd 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. Finally, Spurstone Advisory Services LLC bought a new stake in shares of NVIDIA during the second quarter worth $40,000. 65.27% of the stock is currently owned by institutional investors and hedge funds.

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.