JPMorgan Chase & Co. Reaffirms Buy Rating for NVIDIA (NASDAQ:NVDA)

NVIDIA (NASDAQ:NVDA)‘s stock had its “buy” rating restated by analysts at JPMorgan Chase & Co. in a research report issued on Wednesday,MarketScreener reports.

Several other brokerages also recently commented on NVDA. Wedbush increased their price objective on shares of NVIDIA from $210.00 to $230.00 and gave the company an “outperform” rating in a research report on Thursday, November 20th. Morgan Stanley increased their price target on shares of NVIDIA from $235.00 to $250.00 and gave the company an “overweight” rating in a report on Monday, December 1st. Tigress Financial restated a “strong-buy” rating and issued a $350.00 price objective (up from $280.00) on shares of NVIDIA in a report on Thursday, December 18th. Wall Street Zen cut NVIDIA from a “buy” rating to a “hold” rating in a research report on Saturday, January 17th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of NVIDIA in a report on Monday, December 29th. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, NVIDIA currently has a consensus rating of “Buy” and a consensus target price of $263.41.

NVIDIA Stock Performance

Shares of NVDA opened at $184.72 on Wednesday. The company has a quick ratio of 3.71, a current ratio of 4.47 and a debt-to-equity ratio of 0.06. The stock has a market cap of $4.49 trillion, a P/E ratio of 45.83, a P/E/G ratio of 0.89 and a beta of 2.31. The business’s 50 day moving average price is $183.42 and its 200-day moving average price is $181.32. NVIDIA has a 52 week low of $86.62 and a 52 week high of $212.19.

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

Insider Activity at NVIDIA

In other news, CFO Colette Kress sold 30,500 shares of the firm’s stock in a transaction on Friday, December 12th. The shares were sold at an average price of $178.11, for a total transaction of $5,432,355.00. Following the sale, the chief financial officer directly owned 1,286,826 shares in the company, valued at $229,196,578.86. This trade represents a 2.32% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Ajay K. Puri sold 200,000 shares of NVIDIA stock in a transaction on Wednesday, January 7th. The shares were sold at an average price of $187.82, for a total transaction of $37,564,000.00. Following the transaction, the executive vice president owned 3,818,547 shares in the company, valued at approximately $717,199,497.54. This trade represents a 4.98% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 1,461,474 shares of company stock worth $267,243,232 in the last quarter. 4.17% of the stock is currently owned by insiders.

Institutional Investors Weigh In On NVIDIA

Institutional investors and hedge funds have recently bought and sold shares of the business. Harbor Asset Planning Inc. bought a new stake in shares of NVIDIA during the second quarter valued at approximately $28,000. Winnow Wealth LLC bought a new stake in NVIDIA in the 2nd quarter valued at $32,000. Longfellow Investment Management Co. LLC lifted its stake in 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 purchased a new stake in NVIDIA in the 2nd quarter worth $40,000. Finally, Sellwood Investment Partners LLC bought a new position in shares of NVIDIA during the 3rd quarter valued at about $50,000. 65.27% of the stock is owned by institutional investors.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Jefferies raised its price target on NVDA from $250 to $275 and kept a Buy rating, giving the stock a clear catalyst for upside based on resumed earnings momentum. Jefferies Raises PT on NVIDIA Corporation From $250 to $275, Keeps Buy Rating
• Positive Sentiment: Zacks upgraded NVDA to a Strong Buy, reflecting rising analyst optimism ahead of earnings and reinforcing demand expectations. Nvidia (NVDA) Upgraded to Strong Buy: Here’s Why
• Positive Sentiment: NVIDIA’s strategic $150M investment in Baseten signals a push into AI inference software/service layers, expanding addressable market beyond hardware. Nvidia Bets On AI Inference With $150 Million Baseten Stake
• Positive Sentiment: Corvex/partner news of long‑term NVIDIA H200 GPU deployments shows concrete demand for NVDA’s data‑center GPUs in production AI workloads. Corvex Secures Long-Term NVIDIA H200 GPU Deployment
• Positive Sentiment: Earnings previews point to another strong quarter (analysts expect double‑digit beats), which supports higher forward estimates and valuation upside. Earnings Preview: What To Expect From NVIDIA’s Report
• Neutral Sentiment: CEO Jensen Huang plans a late‑January visit to China to try to reopen the market — a potential revenue catalyst but outcomes remain uncertain. Nvidia CEO Huang plans to visit China as he seeks reopen market, Bloomberg reports
• Neutral Sentiment: Jim Cramer and other commentators continue to back the Magnificent Seven, which supports sentiment but doesn’t change fundamentals. Jim Cramer says he’s not abandoning the Mag 7 stocks despite recent struggles
• Negative Sentiment: Fund flows have started rotating into memory/storage (SanDisk, WDC), which can pressure NVDA in the near term as active money reallocates away from compute. Forget the Chips, Buy Memory: Why AI Money Is Moving to Storage
• Negative Sentiment: Coverage noting NVDA is lagging other AI names highlights short‑term sentiment risk and the potential for further relative underperformance. Nvidia Stock Is Lagging Behind Other AI Names. Why the Boom’s Darling Is Out of Favor.
• Negative Sentiment: Geopolitical friction: the White House/Trump push to allow chip sales to China clashes with lawmakers proposing tighter export curbs — a regulatory risk that could limit NVDA’s China growth. Trump wants Nvidia to sell powerful AI chips to Beijing. Washington’s China hawks are pushing back
• Negative Sentiment: Some funds have trimmed NVDA positions (e.g., Cypress Funds), a sign that active managers are already rotating exposure. Cypress Funds Llc Cuts Nvidia Stake Under Steven Baum

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.