Elemental Capital Partners LLC Purchases Shares of 24,150 NVIDIA Corporation $NVDA

Elemental Capital Partners LLC acquired a new position in shares of NVIDIA Corporation (NASDAQ:NVDA) in the 3rd quarter, HoldingsChannel reports. The fund acquired 24,150 shares of the computer hardware maker’s stock, valued at approximately $4,506,000. NVIDIA makes up 2.5% of Elemental Capital Partners LLC’s investment portfolio, making the stock its 6th largest position.

A number of other hedge funds have also made changes to their positions in NVDA. Websterrogers Financial Advisors LLC grew its stake in shares of NVIDIA by 2.6% in the third quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker’s stock valued at $395,000 after buying an additional 54 shares in the last quarter. Helen Stephens Group LLC lifted its position in NVIDIA by 3.9% during the 3rd quarter. Helen Stephens Group LLC now owns 1,483 shares of the computer hardware maker’s stock worth $277,000 after acquiring an additional 56 shares in the last quarter. Morton Brown Family Wealth LLC boosted its holdings in NVIDIA by 1.5% in the 2nd quarter. Morton Brown Family Wealth LLC now owns 3,928 shares of the computer hardware maker’s stock worth $621,000 after acquiring an additional 58 shares during the period. Roof Eidam Maycock Peralta LLC grew its position in NVIDIA by 0.3% in the second quarter. Roof Eidam Maycock Peralta LLC now owns 20,903 shares of the computer hardware maker’s stock valued at $3,302,000 after acquiring an additional 58 shares in the last quarter. Finally, Alpha Wealth Funds LLC raised its stake in shares of NVIDIA by 1.3% during the second quarter. Alpha Wealth Funds LLC now owns 4,634 shares of the computer hardware maker’s stock valued at $732,000 after purchasing an additional 59 shares during the period. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Analysts Set New Price Targets

NVDA has been the subject of a number of recent analyst reports. Citigroup reaffirmed a “buy” rating on shares of NVIDIA in a report on Monday, December 29th. JPMorgan Chase & Co. reissued a “buy” rating on shares of NVIDIA in a report on Wednesday, January 21st. DA Davidson reaffirmed a “buy” rating and issued a $250.00 target price on shares of NVIDIA in a research report on Thursday, November 20th. Sanford C. Bernstein reissued a “buy” rating on shares of NVIDIA in a research report on Wednesday. Finally, UBS Group reissued a “buy” rating on shares of NVIDIA in a report on Tuesday, January 6th. Four analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $263.41.

Insiders Place Their Bets

In related news, Director Mark A. Stevens sold 350,000 shares of the firm’s stock in a transaction that occurred on Friday, December 5th. The stock was sold at an average price of $181.73, for a total value of $63,605,500.00. Following the sale, the director directly owned 7,049,803 shares in the company, valued at $1,281,160,699.19. This trade represents a 4.73% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Debora Shoquist sold 80,000 shares of the stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $178.90, for a total value of $14,312,000.00. Following the completion of the transaction, the executive vice president directly owned 1,494,443 shares of the company’s stock, valued at approximately $267,355,852.70. The trade was a 5.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 1,611,474 shares of company stock worth $293,285,232. 4.17% of the stock is owned by company insiders.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Nvidia is reportedly in talks with Microsoft and Amazon to co‑invest in a large new funding round for OpenAI, a move that would deepen Nvidia’s commercial ties to the largest AI software consumer and could boost long‑term GPU demand. Reuters: Nvidia, Microsoft, Amazon in talks to invest up to $60 billion in OpenAI
• Positive Sentiment: Progress on China approvals for the H200 chip (reports that licences/imports are being cleared and finalized) reduces a major sales overhang and opens a large market for Nvidia’s high‑end datacenter GPUs. Reuters: Nvidia CEO says H200 licence for China is being finalised
• Positive Sentiment: Nvidia doubled down on CoreWeave with a $2B investment to accelerate AI data‑center buildouts — a strategic move that secures deployment capacity for Nvidia GPUs and signals strong enterprise demand. CoreWeave press release
• Positive Sentiment: High‑profile bullish commentary (Jim Cramer and others) is helping sentiment; Cramer dismissed “circular deals” chatter and urged long‑term ownership, supporting retail and momentum flows. MSN: Jim Cramer on Nvidia
• Neutral Sentiment: Microsoft says it will continue buying AI chips from Nvidia and AMD even as it deploys its own in‑house chips — a demand confirmation but also a reminder hyperscalers are diversifying suppliers. TechCrunch: Microsoft won’t stop buying AI chips from Nvidia
• Neutral Sentiment: Analysts note NVDA’s rich valuation (Zacks: ~41x forward earnings) — bullish on AI tailwinds but flagging execution/valuation risk; price targets still imply upside, so sentiment is mixed. Zacks: NVDA at 41x forward earnings
• Neutral Sentiment: Nvidia scheduled its Q4/FY‑2026 results call for Feb. 25 — an important catalyst where guidance and data‑center/China commentary could move the stock. QuiverQuant: NVDA earnings call Feb. 25
• Negative Sentiment: Reuters reports a U.S. lawmaker said Nvidia helped China’s DeepSeek refine models later used by the Chinese military — a regulatory/political risk that could invite tougher export scrutiny or congressional attention. Reuters: Nvidia helped DeepSeek hone AI models
• Negative Sentiment: Reports that Amazon and Google are making significant moves in AI chips signal intensifying competition — investors should watch margin and share‑of‑wallet dynamics over coming quarters. NYTimes: Amazon and Google eat into Nvidia’s AI chip supremacy

NVIDIA Trading Up 0.5%

Shares of NASDAQ NVDA opened at $192.51 on Friday. NVIDIA Corporation has a 12-month low of $86.62 and a 12-month high of $212.19. The company has a market cap of $4.68 trillion, a price-to-earnings ratio of 47.77, a price-to-earnings-growth ratio of 0.93 and a beta of 2.31. 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 stock’s 50 day simple moving average is $183.85 and its 200 day simple moving average is $182.27.

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

NVIDIA Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, December 26th. Stockholders of record on Thursday, December 4th were given a dividend of $0.01 per share. The ex-dividend date was Thursday, December 4th. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. NVIDIA’s payout ratio is currently 0.99%.

NVIDIA 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.