TD Cowen Reiterates Buy Rating for NVIDIA (NASDAQ:NVDA)

NVIDIA (NASDAQ:NVDA)‘s stock had its “buy” rating reissued by TD Cowen in a research note issued on Tuesday,Benzinga reports. They presently have a $235.00 price objective on the computer hardware maker’s stock. TD Cowen’s price target would indicate a potential upside of 29.17% from the company’s current price.

Other analysts have also issued research reports about the company. KeyCorp reissued an “overweight” rating and issued a $275.00 target price on shares of NVIDIA in a report on Tuesday. Truist Financial upped their price target on NVIDIA from $275.00 to $283.00 and gave the company a “buy” rating in a report on Thursday, February 26th. Barclays reaffirmed a “buy” rating on shares of NVIDIA in a research report on Thursday, February 26th. Wall Street Zen raised NVIDIA from a “hold” rating to a “buy” rating in a research report on Saturday, February 28th. Finally, Tigress Financial reaffirmed 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. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $274.21.

NVIDIA Stock Down 0.7%

NVIDIA stock traded down $1.30 during trading hours on Tuesday, hitting $181.93. The stock had a trading volume of 69,645,452 shares, compared to its average volume of 178,217,047. The stock’s 50-day moving average price is $185.25 and its 200-day moving average price is $184.12. The stock has a market capitalization of $4.42 trillion, a P/E ratio of 37.12, a price-to-earnings-growth ratio of 0.61 and a beta of 2.33. NVIDIA has a 12-month low of $86.62 and a 12-month high of $212.19. The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, beating 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 for the quarter, compared to analysts’ expectations of $65.56 billion. During the same quarter in the prior year, the company posted $0.89 earnings per share. The business’s revenue for the quarter was up 73.2% on a year-over-year basis. Equities research analysts anticipate that NVIDIA will post 2.77 EPS for the current fiscal year.

Insider Buying and Selling at NVIDIA

In other news, Director Mark A. Stevens sold 222,500 shares of the company’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $180.17, for a total transaction of $40,087,825.00. Following the completion of the sale, the director owned 7,621,453 shares of the company’s stock, valued at $1,373,157,187.01. This represents a 2.84% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Ajay K. Puri sold 300,000 shares of the stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $182.52, for a total transaction of $54,756,000.00. Following the completion of the transaction, the executive vice president owned 3,318,547 shares in the company, valued at $605,701,198.44. This trade represents a 8.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,017,780 shares of company stock worth $185,596,715 in the last three months. 4.17% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of NVDA. Lifetime Wealth Management P.C. bought a new stake in NVIDIA during the fourth quarter valued at about $26,000. Winnow Wealth LLC purchased a new position in shares of NVIDIA during the 2nd quarter valued at about $32,000. Longfellow Investment Management Co. LLC lifted its position 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 buying an additional 67 shares in the last quarter. Spurstone Advisory Services LLC bought a new position in shares of NVIDIA during the 2nd quarter valued at approximately $40,000. Finally, Inspire Investing LLC bought a new position in shares of NVIDIA during the 4th quarter valued at approximately $44,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Company roadmap and market opportunity — Jensen Huang’s GTC keynote pushed NVIDIA further into inference and “agentic” AI with the Vera Rubin platform, new Vera CPUs, Rubin/Blackwell GPUs and inference software (Dynamo). That bolsters NVIDIA’s total addressable market and underpins the company’s multi‑year revenue thesis. CNBC: Nvidia GTC 2026
• Positive Sentiment: Hyperscaler and cloud demand signal — Large third‑party deals (e.g., Nebius/Meta infrastructure plans) and broad cloud/data‑center partner activity point to sustained GPU orders for Vera/Rubin and Blackwell systems, supporting long-term chip demand. Benzinga: Nebius Meta Deal
• Positive Sentiment: Ecosystem & commercial traction — Multiple automakers, cloud partners and ISVs announced DRIVE, Omniverse and Vera/Rubin integrations (robotaxi rollouts, automaker tie‑ups and enterprise blueprints), which increases NVIDIA’s addressable end markets beyond training GPUs. These partner wins help de‑risk enterprise adoption. Reuters: Uber, Nvidia robotaxi rollout
• Positive Sentiment: Wall Street support — Several firms reaffirmed buy/outperform ratings and raised targets after GTC, which can sustain investor interest and provide technical buying support. Finbold: Analysts update NVDA price
• Neutral Sentiment: Gaming/graphics tech (DLSS 5) — DLSS 5 is an important product for gaming and brand strength, but gaming-related releases are less likely to move near‑term revenue materially versus data‑center/inference orders. Developers’ support is a positive credibility factor, not an immediate earnings lever. GlobeNewswire: DLSS 5
• Neutral Sentiment: Partner awards and press releases — A raft of partner announcements (WWT, SoftServe, OEMs, service providers) validate ecosystem adoption but mostly confirm adoption momentum rather than signal immediate upside to NVDA financials. BusinessWire: WWT Partner Awards
• Negative Sentiment: Valuation & near‑term optics — After the GTC hype, some analysts and outlets warn upside may already be priced in and are urging NVIDIA to clarify 2027 targets and cash plans; that debate can keep the stock volatile and invite profit‑taking. Seeking Alpha: NVDA downside risk
• Negative Sentiment: Muted market reaction & profit‑taking — Some coverage notes investor reaction to the $1T projection has been muted and the stock stalled into GTC; that suggests today’s weakness is partly short‑term profit‑taking as the market separates hype from measurable orders/delivery schedules. Finbold: Investor reaction to $1T outlook
• Negative Sentiment: Execution & supply risk / insider sales — Analysts are watching supply cadence, customer ordering schedules and capital allocation; heavy insider selling highlighted in recent filings can raise governance/concentration questions for some investors and amplify downside risk if results miss elevated expectations. (See coverage above and company filings for detail.)

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.