NVIDIA (NASDAQ:NVDA – Get Free Report)‘s stock had its “buy” rating reaffirmed by research analysts at Royal Bank Of Canada in a report released on Thursday,MarketScreener reports.
A number of other research analysts have also recently issued reports on NVDA. Jefferies Financial Group reaffirmed a “buy” rating and issued a $250.00 price target (up from $240.00) on shares of NVIDIA in a report on Thursday, November 20th. CICC Research increased their price objective on shares of NVIDIA from $200.00 to $228.00 and gave the company an “outperform” rating in a report on Friday, November 21st. Sanford C. Bernstein reaffirmed a “buy” rating on shares of NVIDIA in a report on Tuesday, January 6th. Melius Research upped their target price on shares of NVIDIA from $300.00 to $320.00 and gave the company a “buy” rating in a research report on Thursday, November 20th. Finally, Piper Sandler restated an “overweight” rating on shares of NVIDIA in a research report on Thursday, January 8th. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $262.84.
View Our Latest Stock Analysis on NVDA
NVIDIA Price Performance
NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 EPS for the quarter, beating the consensus estimate of $1.23 by $0.07. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The business had revenue of $57.01 billion for the quarter, compared to analyst estimates of $54.66 billion. During the same quarter in the previous year, the firm earned $0.81 EPS. NVIDIA’s quarterly revenue was up 62.5% on a year-over-year basis. As a group, analysts anticipate that NVIDIA will post 2.77 EPS for the current year.
Insider Activity
In other NVIDIA news, Director Harvey C. Jones sold 250,000 shares of NVIDIA stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $177.33, for a total value of $44,332,500.00. Following the transaction, the director owned 6,933,280 shares of the company’s stock, valued at approximately $1,229,478,542.40. The trade was a 3.48% 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, EVP Ajay K. Puri sold 200,000 shares of the company’s stock in a transaction on Wednesday, January 7th. The stock was sold at an average price of $187.82, for a total transaction of $37,564,000.00. Following the completion of the transaction, the executive vice president directly owned 3,818,547 shares of the company’s stock, valued at approximately $717,199,497.54. The trade was a 4.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 1,809,114 shares of company stock worth $330,707,331. Corporate insiders own 4.17% of the company’s stock.
Institutional Trading of NVIDIA
Several institutional investors and hedge funds have recently bought and sold shares of NVDA. Harbor Asset Planning Inc. bought a new stake in shares of NVIDIA during the second quarter worth approximately $28,000. Winnow Wealth LLC bought a new stake in NVIDIA in the 2nd quarter valued at about $32,000. Longfellow Investment Management Co. LLC grew its position in shares of 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 purchasing an additional 67 shares in the last quarter. Spurstone Advisory Services LLC bought a new position in shares of NVIDIA during the second quarter worth approximately $40,000. Finally, Sellwood Investment Partners LLC bought a new position in shares of NVIDIA during the third quarter worth approximately $50,000. Institutional investors own 65.27% of the company’s stock.
More NVIDIA News
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: TSMC’s stronger-than-expected quarter lifted chip-sector sentiment, giving Nvidia a halo boost as investors gain confidence in industry demand and foundry capacity supporting AI GPU shipments. Chip stocks pop after TSMC’s earnings beat boosts confidence in industrywide demand
- Positive Sentiment: Analysts remain bullish: multiple firms have raised price targets and reiterated Outperform/Overweight calls, supporting upside expectations and institutional demand. Where is NVIDIA Corporation (NVDA) Headed According to the Street?
- Positive Sentiment: Product and platform momentum: management says the Rubin/Vera Rubin platform is in production and next‑gen architectures improve monetization and efficiency, sustaining the long‑term bull case. NVIDIA’s Vera Rubin is in Full Production, Says Jensen Huang. Time to Get Bullish?
- Positive Sentiment: Ecosystem wins: SiFive said it will integrate Nvidia’s interconnect tech for chip-to-chip links — a validation of NVDA’s IP footprint beyond GPUs. SiFive to adopt Nvidia technology for speedy links between chips
- Neutral Sentiment: Nvidia remains a favorite of options traders and active strategies, which can amplify intraday moves but also add volatility around news. NVDA Stock Has Been an Options Traders Favorite For Years
- Neutral Sentiment: Some coverage notes NVDA is “flat” relative to the sector despite strong fundamentals — signaling investors are weighing valuation vs. growth and that moves may be rotational. Nvidia Stock Is Flat
- Negative Sentiment: China friction: multiple reports say Chinese customs and regulators are drafting limits or blocking H200 imports, which threatens a sizeable addressable market and introduces sales uncertainty. China told customs H200 chips are not permitted, sources say
- Negative Sentiment: U.S. policy adds cost: the administration has approved conditional H200 sales to China but imposed a 25% surcharge/tariff on some advanced AI chips — reducing effective revenue or complicating pricing for China shipments. The US imposes 25% tariff on Nvidia’s H200 AI chips headed to China
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.
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