UBS Group Reiterates Buy Rating for NVIDIA (NASDAQ:NVDA)

NVIDIA (NASDAQ:NVDA)‘s stock had its “buy” rating restated by equities research analysts at UBS Group in a research note issued to investors on Monday,MarketScreener reports.

Other equities research analysts also recently issued research reports about the company. Truist Financial boosted their target price on NVIDIA from $255.00 to $275.00 and gave the stock a “buy” rating in a research report on Friday, December 19th. Needham & Company LLC reissued a “buy” rating and set a $240.00 price objective on shares of NVIDIA in a report on Thursday, November 20th. Citigroup reaffirmed a “buy” rating on shares of NVIDIA in a research note on Monday. Deutsche Bank Aktiengesellschaft lifted their price target on shares of NVIDIA from $180.00 to $215.00 and gave the stock a “hold” rating in a research report on Thursday, November 20th. Finally, S&P Equity Research reaffirmed a “positive” rating on shares of NVIDIA in a research note on Wednesday, October 22nd. Five equities research analysts have rated the stock with a Strong Buy rating, forty-six have given a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, NVIDIA currently has a consensus rating of “Buy” and an average target price of $262.14.

NVIDIA Trading Down 0.4%

NVDA opened at $187.54 on Monday. NVIDIA has a 1-year low of $86.62 and a 1-year high of $212.19. The stock has a market capitalization of $4.56 trillion, a PE ratio of 46.54, a PEG ratio of 0.92 and a beta of 2.29. The company has a current ratio of 4.47, a quick ratio of 3.71 and a debt-to-equity ratio of 0.06. The firm has a 50-day moving average price of $186.36 and a two-hundred day moving average price of $177.63.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 EPS for the quarter, beating the consensus estimate of $1.23 by $0.07. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The business had revenue of $57.01 billion for the quarter, compared to analysts’ expectations of $54.66 billion. During the same period in the prior year, the firm earned $0.81 earnings per share. NVIDIA’s revenue was up 62.5% compared to the same quarter last year. As a group, equities analysts anticipate that NVIDIA will post 2.77 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, Director Mark A. Stevens sold 222,500 shares of the business’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $180.17, for a total value of $40,087,825.00. Following the sale, the director directly owned 7,621,453 shares in the company, valued at $1,373,157,187.01. The trade was a 2.84% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director A Brooke Seawell sold 12,728 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $183.93, for a total value of $2,341,061.04. The SEC filing for this sale provides additional information. Insiders sold a total of 2,011,474 shares of company stock worth $368,486,742 in the last ninety days. 4.17% of the stock is owned by insiders.

Institutional Investors Weigh In On NVIDIA

Several institutional investors have recently bought and sold shares of NVDA. Harbor Asset Planning Inc. acquired a new position in shares of NVIDIA during the 2nd quarter worth about $28,000. Winnow Wealth LLC bought a new stake in NVIDIA during the second quarter worth about $32,000. Longfellow Investment Management Co. LLC boosted its position in NVIDIA by 47.9% during 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 during the last quarter. Spurstone Advisory Services LLC bought a new position in NVIDIA in the second quarter valued at approximately $40,000. Finally, Sellwood Investment Partners LLC bought a new position in NVIDIA in the third quarter valued at approximately $50,000. Institutional investors own 65.27% of the company’s stock.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Groq strategy strengthens NVIDIA’s inference roadmap and brings talent/tech that could accelerate low‑latency AI use cases — a long‑term growth catalyst. The Lazy Way to Play NVIDIA’s $20B Groq Deal
• Positive Sentiment: Analysts and institutions remain constructive: coverage and price targets rose into year‑end, supporting upside expectations into 2026. Why NVIDIA’s AI Power-Play Could Drive the Next Major Rally in 2026
• Positive Sentiment: Reports that NVIDIA is in advanced talks to buy AI21 Labs suggest further vertical integration into LLM capabilities — another potential growth driver. Nvidia in advanced talks to buy Israel’s AI21 Labs for up to $3 billion, report says
• Neutral Sentiment: NVIDIA completed a $5B purchase of Intel shares — a strategic supply‑chain and CPU/GPU alignment step that diversifies exposure but ties up cash. Nvidia Closes $5 Billion Purchase of Intel Shares
• Neutral Sentiment: Sector tailwinds (AI capex, memory supercycle) and ETF flows keep structural demand intact — investors can get exposure via SMH/SOXX if they prefer diversified plays over single‑stock risk. The Lazy Way to Play NVIDIA’s $20B Groq Deal
• Negative Sentiment: Profit‑taking and skepticism about large capital deployments (Groq valuation, Intel stake, potential further acquisitions) pressured the stock this week. Nvidia stock plunges nearly 2% today: here’s why NVDA is trading in red
• Negative Sentiment: Insider selling (over $1B in 2025) and heightened regulatory/antitrust scrutiny around the Groq licensing/talent deal add downside risk and raise governance questions. Insiders dumped over $1 billion Nvidia shares in 2025 Five Things to Know About Nvidia’s $20 Billion Licensing Deal

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.