Rothschild & Co Redburn Forecasts Strong Price Appreciation for NVIDIA (NASDAQ:NVDA) Stock

NVIDIA (NASDAQ:NVDA) had its price objective lifted by Rothschild & Co Redburn from $245.00 to $268.00 in a report issued on Thursday,MarketScreener reports. The firm currently has a “buy” rating on the computer hardware maker’s stock. Rothschild & Co Redburn’s price objective points to a potential upside of 43.67% from the stock’s current price.

A number of other research analysts have also recently commented on the company. Wedbush increased their price target on NVIDIA from $210.00 to $230.00 and gave the company an “outperform” rating in a research note on Thursday, November 20th. Wells Fargo & Company reiterated an “overweight” rating on shares of NVIDIA in a research report on Monday, December 29th. Seaport Global Securities boosted their price target on NVIDIA from $100.00 to $140.00 and gave the stock a “sell” rating in a report on Monday, November 17th. Zacks Research lowered shares of NVIDIA from a “strong-buy” rating to a “hold” rating in a report on Monday, January 12th. Finally, Piper Sandler reissued an “overweight” rating on shares of NVIDIA in a report on Thursday, January 8th. Four analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $263.41.

NVIDIA Trading Down 0.3%

Shares of NVDA stock opened at $186.54 on Thursday. The company has a debt-to-equity ratio of 0.06, a quick ratio of 3.71 and a current ratio of 4.47. NVIDIA has a fifty-two week low of $86.62 and a fifty-two week high of $212.19. The company has a market cap of $4.53 trillion, a PE ratio of 46.29, a P/E/G ratio of 0.91 and a beta of 2.31. The stock’s fifty day moving average price is $184.23 and its two-hundred day moving average price is $180.61.

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

Insiders Place Their Bets

In other NVIDIA news, CEO Jen Hsun Huang sold 75,000 shares of the company’s stock in a transaction on Friday, October 24th. The shares were sold at an average price of $185.35, for a total transaction of $13,901,250.00. Following the sale, the chief executive officer owned 69,808,203 shares of the company’s stock, valued at approximately $12,938,950,426.05. This represents a 0.11% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Harvey C. Jones sold 250,000 shares of NVIDIA stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $177.33, for a total value of $44,332,500.00. Following the completion of the transaction, the director directly owned 6,933,280 shares of the company’s stock, valued at approximately $1,229,478,542.40. This trade represents a 3.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,734,114 shares of company stock valued at $317,034,081 over the last quarter. Company insiders own 4.17% of the company’s stock.

Institutional Trading of NVIDIA

Hedge funds have recently modified their holdings of the stock. Harbor Asset Planning Inc. acquired a new position in NVIDIA during the 2nd quarter worth approximately $28,000. Winnow Wealth LLC acquired a new position in shares of NVIDIA during the second quarter worth approximately $32,000. Longfellow Investment Management Co. LLC lifted its holdings in shares of NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after purchasing an additional 67 shares in the last quarter. Spurstone Advisory Services LLC acquired a new stake in NVIDIA in the 2nd quarter valued at $40,000. Finally, Sellwood Investment Partners LLC bought a new stake in NVIDIA during the 3rd quarter valued at $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: TSMC’s $52–$56B 2026 CapEx validates sustained wafer demand for AI GPUs — that underpins Nvidia’s multi‑year data‑center TAM because more fab capacity and advanced nodes (2nm/GAAFET) support higher GPU build volumes and upgrade cycles. The $56 Billion Draft: Follow TSMC’s CapEx Stream
• Positive Sentiment: Analyst upgrades and higher price targets (Jefferies, Mizuho, Rothschild/Redburn, Baird, etc.) are boosting investor conviction in NVDA’s roadmap (Rubin/H200) and justify buy ratings that support upside momentum. Jefferies sets Nvidia stock price target at $275
• Positive Sentiment: NVIDIA clarified it won’t require Chinese customers to pre‑pay for H200 chips, which eases one specific commercial concern and removes a potential sales‑friction narrative. No Pre-Payments Needed: NVIDIA Clarifies Terms on H200 Chip Sales to China
• Neutral Sentiment: Market commentators note NVDA remains a long‑term AI leader (Vera Rubin production, massive backlog), yet the stock has traded sideways recently — suggesting near‑term consolidation even as bulls argue for continued growth. Nvidia stock remains stuck: here is why analysts say ‘buy’ anyway
• Negative Sentiment: U.S. proclamation imposes a 25% tariff on certain advanced computing chips (including the H200) shipped to China — this could reduce margin and price competitiveness on China sales and re‑route shipment economics. Trump imposes 25% tariff on imports of some advanced computing chips
• Negative Sentiment: Reports that China is drafting purchase rules and had earlier moved to restrict/stop H200 imports raise demand uncertainty in a large end market; even with clarifications, policy friction raises execution risk for China revenue. China drafting purchase rules for Nvidia H200 chips, Nikkei Asia reports
• Negative Sentiment: Insider selling disclosures (CFO Colette Kress sold shares this week) add near‑term investor caution on insider conviction despite long‑term bullish signals. SEC Filing: Insider Sales

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.