NVIDIA (NASDAQ:NVDA – Get Free Report) had its price target lifted by equities research analysts at Truist Financial from $283.00 to $287.00 in a research note issued on Wednesday,Benzinga reports. The firm presently has a “buy” rating on the computer hardware maker’s stock. Truist Financial’s target price suggests a potential upside of 60.51% from the stock’s current price.
A number of other equities research analysts have also commented on the company. DZ Bank reissued a “buy” rating on shares of NVIDIA in a research report on Thursday, November 20th. Evercore reaffirmed an “outperform” rating on shares of NVIDIA in a report on Tuesday, January 6th. Deutsche Bank Aktiengesellschaft upped their target price on shares of NVIDIA from $180.00 to $215.00 and gave the stock a “hold” rating in a research note on Thursday, November 20th. TD Cowen reissued a “buy” rating and set a $235.00 price target on shares of NVIDIA in a research report on Tuesday. Finally, The Goldman Sachs Group set a $250.00 price target on shares of NVIDIA and gave the stock a “buy” rating in a report on Wednesday, February 25th. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, NVIDIA currently has a consensus rating of “Buy” and an average price target of $275.40.
View Our Latest Stock Analysis on NVDA
NVIDIA Price Performance
NVIDIA (NASDAQ:NVDA – Get Free Report) last issued its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, topping the consensus estimate of $1.54 by $0.08. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The firm had revenue of $68.13 billion during the quarter, compared to the consensus estimate of $65.56 billion. During the same period in the prior year, the business posted $0.89 earnings per share. The company’s quarterly revenue was up 73.2% compared to the same quarter last year. As a group, research analysts anticipate that NVIDIA will post 2.77 earnings per share for the current fiscal year.
Insider Buying and Selling
In other NVIDIA news, Director John Dabiri sold 3,004 shares of NVIDIA stock in a transaction dated Friday, March 13th. The shares were sold at an average price of $184.90, for a total value of $555,439.60. Following the sale, the director owned 14,788 shares of the company’s stock, valued at approximately $2,734,301.20. The trade was a 16.88% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Colette Kress sold 20,000 shares of the business’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $175.72, for a total transaction of $3,514,400.00. Following the completion of the transaction, the chief financial officer owned 93,060 shares in the company, valued at approximately $16,352,503.20. The trade was a 17.69% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 798,284 shares of company stock worth $146,064,329. Insiders own 4.17% of the company’s stock.
Hedge Funds Weigh In On NVIDIA
Several institutional investors and hedge funds have recently bought and sold shares of NVDA. Center for Financial Planning Inc. boosted its holdings in NVIDIA by 4.6% in the second quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker’s stock valued at $1,332,000 after acquiring an additional 367 shares during the last quarter. Atria Investments Inc increased its stake in NVIDIA by 3.2% during the second quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker’s stock worth $148,859,000 after acquiring an additional 29,479 shares during the last quarter. Svenska Handelsbanken AB publ purchased a new position in shares of NVIDIA in the 3rd quarter worth about $37,316,000. Oak Ridge Investments LLC raised its holdings in shares of NVIDIA by 2.2% in the 3rd quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker’s stock worth $181,143,000 after purchasing an additional 20,559 shares during the period. Finally, Whalen Wealth Management Inc. lifted its stake in shares of NVIDIA by 20.3% in the 3rd quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker’s stock valued at $6,808,000 after purchasing an additional 6,162 shares in the last quarter. 65.27% of the stock is owned by institutional investors.
Key NVIDIA News
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: Elon Musk said SpaceX AI and Tesla will continue buying Nvidia chips at scale — a high-profile customer commitment that supports steady hyperscaler demand. Musk: SpaceX AI, Tesla to keep buying Nvidia chips at scale
- Positive Sentiment: NVIDIA told Reuters it will sell 1 million chips to Amazon by end-2027 under a cloud deal — concrete large-volume orders that underpin multi-year data-center revenue visibility. Nvidia to sell 1 million chips to Amazon by end of 2027 in cloud deal
- Positive Sentiment: Chinese authorities approved H200 AI chip sales to multiple customers and NVIDIA is restarting China‑compliant production — reopening a major addressable market if licenses and logistics hold. Chinese authorities approve Nvidia’s H200 AI chip sales
- Positive Sentiment: Micron’s blowout quarter highlights surging HBM/memory demand for AI GPUs — a supply-chain tailwind that strengthens NVDA’s TAM and margin outlook. Micron’s Mic-Drop Quarter
- Positive Sentiment: Wall Street momentum: multiple firms raised targets or added NVDA to “best ideas” lists (New Street, Rosenblatt, Raymond James, BofA reaffirmations), supporting upside via analyst conviction. NVDA jumps onto New Street’s 2026 Best Ideas list
- Neutral Sentiment: GTC product and strategy slate (Vera Rubin, Vera CPU, software/inference stack, buyback/dividend commitment) broadens monetization but will take quarters to translate into recognized revenue. Nvidia Stock Didn’t Get a GTC Bump
- Negative Sentiment: U.S. prosecutors allege some tech execs smuggled Nvidia chips to China — a legal/regulatory headline that raises compliance and reputational risk. U.S. tech execs smuggled Nvidia chips to China, prosecutors say
- Negative Sentiment: Bear-case coverage and technical selling: pieces warning of large drawdowns and a muted post‑GTC market reaction led some investors to take profits, pressuring the stock today. Nvidia Stock Warning: How NVDA Could Plunge 30% from Here
- Negative Sentiment: Insider/director selling was disclosed this week — a near-term sentiment headwind for some investors. Insider selling SEC filing
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.
See Also
Receive News & Ratings for NVIDIA Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for NVIDIA and related companies with MarketBeat.com's FREE daily email newsletter.
