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

NVIDIA (NASDAQ:NVDA)‘s stock had its “buy” rating reiterated by equities research analysts at TD Cowen in a note issued to investors on Tuesday,Benzinga reports. They currently have a $235.00 price target on the computer hardware maker’s stock. TD Cowen’s price objective indicates a potential upside of 30.27% from the company’s current price.

A number of other equities analysts have also recently issued reports on the stock. Citic Securities increased their price objective on shares of NVIDIA from $237.00 to $242.00 and gave the company a “buy” rating in a research note on Thursday, November 20th. Zacks Research raised NVIDIA from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, February 25th. JPMorgan Chase & Co. raised their price objective on NVIDIA from $250.00 to $265.00 and gave the stock an “overweight” rating in a research note on Thursday, February 26th. Seaport Research Partners boosted their price target on NVIDIA from $100.00 to $140.00 and gave the company a “sell” rating in a report on Monday, November 17th. Finally, Melius Research raised their price target on NVIDIA from $300.00 to $320.00 and gave the company a “buy” rating in a research note on Thursday, November 20th. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, NVIDIA presently has a consensus rating of “Buy” and an average price target of $274.30.

NVIDIA Price Performance

NASDAQ NVDA opened at $180.40 on Tuesday. The firm has a market capitalization of $4.38 trillion, a PE ratio of 36.82, a P/E/G ratio of 0.62 and a beta of 2.33. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. NVIDIA has a 12 month low of $86.62 and a 12 month high of $212.19. The company’s 50 day simple moving average is $184.97 and its 200 day simple moving average is $184.15.

NVIDIA (NASDAQ:NVDA) last released its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, beating the consensus estimate of $1.54 by $0.08. The business had revenue of $68.13 billion during the quarter, compared to analyst estimates of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The business’s quarterly revenue was up 73.2% on a year-over-year basis. During the same period in the prior year, the business earned $0.89 earnings per share. As a group, equities research analysts forecast that NVIDIA will post 2.77 EPS for the current fiscal year.

Insider Buying and Selling

In related news, 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 sale, the executive vice president owned 3,318,547 shares of the company’s stock, valued at $605,701,198.44. This represents a 8.29% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Mark A. Stevens sold 222,500 shares of the firm’s stock in a transaction on 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 transaction, the director owned 7,621,453 shares in the company, valued at approximately $1,373,157,187.01. This trade represents a 2.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 1,020,784 shares of company stock valued at $186,152,154. 4.17% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Lifetime Wealth Management P.C. acquired a new position in shares of NVIDIA during the fourth quarter worth $26,000. Winnow Wealth LLC acquired a new stake in shares of NVIDIA during the 2nd quarter valued at $32,000. Longfellow Investment Management Co. LLC grew its position in NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after acquiring an additional 67 shares during the last quarter. Spurstone Advisory Services LLC acquired a new position in NVIDIA in the 2nd quarter worth about $40,000. Finally, Inspire Investing LLC acquired a new position in NVIDIA in the 4th quarter worth about $44,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Nvidia says Chinese authorities approved H200 sales and the company has received purchase orders — management is restarting China‑compliant H200 production, reopening a large market if licenses and supply hold. Chinese authorities approve Nvidia H200 sales
• Positive Sentiment: Jensen Huang guided to >$1 trillion in demand for Blackwell and Rubin systems through 2027 — that figure reset investor expectations about the size of Nvidia’s inference/AI‑infrastructure TAM. $1T Blackwell/Rubin opportunity
• Positive Sentiment: GTC product roadmap expands monetization beyond GPUs (Vera Rubin platform, Vera CPU, Nemotron inference, OpenClaw/NemoClaw agent tools, DLSS 5) — broadens software, inference and agentic AI revenue pathways. GTC product and OpenClaw coverage
• Positive Sentiment: Wall Street stayed largely bullish after GTC — multiple firms reaffirmed/raised price targets and Buy ratings, supporting upside expectations. Analyst updates after GTC
• Positive Sentiment: Management signaled capital returns — a plan to deploy ~50% of free cash flow to buybacks/dividends improves shareholder return outlook. FCF return plan
• Neutral Sentiment: Multiple partner wins and ecosystem integrations (robotaxi partners, cloud and optics suppliers, hospital/healthcare use cases) validate demand but are multi‑quarter revenue plays. WeRide / DRIVE partnerships
• Negative Sentiment: Market reaction was muted — shares traded sideways/edged lower after the keynote as investors look for concrete order recognition, supply timelines and margin impact. That caution is weighing on near‑term performance. Muted market reaction
• Negative Sentiment: Insider selling and profit‑taking: a director disclosed a sale this week, which can pressure sentiment even if it’s small versus institutional ownership. Insider Form 4 disclosure
• Negative Sentiment: Regulatory, tariff and competitive risks remain — potential U.S. export/tariff friction, DOJ antitrust scrutiny around talent deals, and rising hyperscaler/in‑house rivals could slow or compress upside. DOJ antitrust comments China tariff risk

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.