NVIDIA Corporation (NASDAQ:NVDA) Given Consensus Recommendation of “Buy” by Brokerages

Shares of NVIDIA Corporation (NASDAQ:NVDA) have been assigned an average rating of “Buy” from the fifty-three analysts that are currently covering the firm, MarketBeat Ratings reports. Two research analysts have rated the stock with a hold rating, forty-seven have assigned a buy rating and four have given a strong buy rating to the company. The average 12-month target price among brokerages that have covered the stock in the last year is $263.9773.

Several research analysts have recently commented on the stock. Wall Street Zen raised shares of NVIDIA from a “hold” rating to a “buy” rating in a report on Sunday, January 25th. Bank of America reissued a “buy” rating and issued a $275.00 target price on shares of NVIDIA in a report on Friday, December 26th. KeyCorp upped their target price on NVIDIA from $250.00 to $275.00 and gave the company an “overweight” rating in a report on Thursday, November 20th. Robert W. Baird reiterated an “outperform” rating and set a $275.00 price target on shares of NVIDIA in a research report on Friday, December 26th. Finally, Citic Securities raised their price target on NVIDIA from $237.00 to $242.00 and gave the stock a “buy” rating in a report on Thursday, November 20th.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Wolfe Research raised its price target to $275 and kept an “outperform” rating, signaling meaningful upside from current levels and supporting investor confidence. Wolfe Research adjusts NVIDIA price target to $275
• Positive Sentiment: Reuters reports China has conditionally approved DeepSeek to buy Nvidia H200 chips — a potential reopening of a major market that reduces a key geopolitical risk to revenue. China conditionally approves DeepSeek to buy Nvidia’s H200 chips
• Positive Sentiment: Reports say Nvidia is part of talks (with Microsoft, Amazon) to invest in OpenAI as part of a very large funding round — a strategic tie to the biggest AI software player that could boost long-term demand. Nvidia, Microsoft, Amazon in talks to invest up to $60 billion in OpenAI
• Positive Sentiment: Sanford C. Bernstein reaffirmed a Buy on NVDA, reinforcing sell-side bullishness and analyst support for the thesis. Sanford C. Bernstein Reaffirms Buy Rating for NVIDIA
• Neutral Sentiment: CEO Jensen Huang says AI memory requirements are rising and backs TSMC expansion — a reminder NVIDIA depends on the broader supply chain and that ecosystem capacity is crucial for growth. Jensen Huang says AI memory needs are rising
• Neutral Sentiment: Microsoft says it will continue buying third‑party AI chips even as it develops its own — this limits a key competitive risk but keeps competitive dynamics in play. Microsoft won’t stop buying AI chips from Nvidia
• Neutral Sentiment: Nvidia expanded its CoreWeave partnership with a $2B investment to accelerate AI data-center buildout, supporting long-term capacity and demand. NVIDIA invests $2B in CoreWeave
• Negative Sentiment: NYTimes warns Amazon and Google are eating into Nvidia’s AI chip supremacy — increased competition could pressure pricing and growth rates over time. Amazon and Google eat into Nvidia’s AI chip supremacy
• Negative Sentiment: Macro and market-risk commentary (including Michael Burry warnings) and repeated notes about NVDA’s high valuation are keeping some traders cautious, which can amplify intraday pullbacks. Michael Burry’s stark warning

NVIDIA Price Performance

NVDA stock opened at $191.13 on Monday. The stock’s 50 day moving average is $184.09 and its two-hundred day moving average is $182.62. NVIDIA has a 52-week low of $86.62 and a 52-week high of $212.19. The company has a market capitalization of $4.64 trillion, a PE ratio of 47.43, a P/E/G ratio of 0.93 and a beta of 2.31. The company has a quick ratio of 3.71, a current ratio of 4.47 and a debt-to-equity ratio of 0.06.

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

NVIDIA Dividend Announcement

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%.

Insider Activity at NVIDIA

In related news, Director Mark A. Stevens sold 350,000 shares of the business’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 transaction of $63,605,500.00. Following the sale, the director owned 7,049,803 shares of the company’s stock, valued at $1,281,160,699.19. The trade was a 4.73% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Harvey C. Jones sold 250,000 shares of the business’s stock in a transaction on 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 sale, the director directly owned 6,933,280 shares in the company, valued at $1,229,478,542.40. This represents a 3.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,563,834 shares of company stock worth $283,360,391 in the last ninety days. 4.17% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Norges Bank bought a new position in NVIDIA during the second quarter valued at approximately $51,386,863,000. Capital Research Global Investors grew its position in NVIDIA by 16.1% in the third quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker’s stock worth $30,855,564,000 after acquiring an additional 22,896,705 shares in the last quarter. Laurel Wealth Advisors LLC increased its stake in shares of NVIDIA by 15,496.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock worth $3,454,534,000 after purchasing an additional 21,725,326 shares during the last quarter. Danske Bank A S bought a new position in shares of NVIDIA during the 3rd quarter valued at $3,180,313,000. Finally, Massachusetts Financial Services Co. MA raised its holdings in shares of NVIDIA by 25.0% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 71,720,593 shares of the computer hardware maker’s stock valued at $13,381,628,000 after purchasing an additional 14,358,048 shares in the last quarter. Institutional investors own 65.27% of the company’s stock.

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.