NVIDIA (NASDAQ:NVDA) Given New $283.00 Price Target at Truist Financial

NVIDIA (NASDAQ:NVDA) had its target price increased by investment analysts at Truist Financial from $275.00 to $283.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the computer hardware maker’s stock. Truist Financial’s price objective indicates a potential upside of 44.65% from the stock’s current price.

Several other equities research analysts also recently commented on the stock. Citic Securities boosted their target price on shares of NVIDIA from $237.00 to $242.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. Deutsche Bank Aktiengesellschaft boosted their price objective on NVIDIA from $180.00 to $215.00 and gave the stock a “hold” rating in a report on Thursday, November 20th. Jefferies Financial Group restated a “buy” rating and issued a $275.00 target price (up from $250.00) on shares of NVIDIA in a report on Friday, January 16th. CICC Research lifted their target price on NVIDIA from $200.00 to $228.00 and gave the company an “outperform” rating in a research report on Friday, November 21st. Finally, DZ Bank restated a “buy” rating on shares of NVIDIA in a report on Thursday, November 20th. Three analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Buy” and an average price target of $271.32.

NVIDIA Price Performance

NASDAQ:NVDA opened at $195.64 on Thursday. The company’s 50-day moving average price is $186.30 and its two-hundred day moving average price is $183.88. The company has a quick ratio of 3.71, a current ratio of 4.47 and a debt-to-equity ratio of 0.06. The firm has a market cap of $4.75 trillion, a PE ratio of 48.55, a price-to-earnings-growth ratio of 0.58 and a beta of 2.31. NVIDIA has a 12 month low of $86.62 and a 12 month high of $212.19.

NVIDIA (NASDAQ:NVDA) last issued 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. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The firm had revenue of $68.13 billion during the quarter, compared to the consensus estimate of $65.56 billion. During the same quarter in the prior year, the firm earned $0.89 earnings per share. The business’s quarterly revenue was up 73.2% on a year-over-year basis. On average, equities analysts anticipate that NVIDIA will post 2.77 EPS for the current fiscal year.

Insider Activity

In other news, Director Mark A. Stevens sold 222,500 shares of the company’s stock in a transaction dated 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 completion of the transaction, the director owned 7,621,453 shares of the company’s stock, valued at $1,373,157,187.01. This represents a 2.84% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Harvey C. Jones sold 250,000 shares of the company’s stock in a transaction that occurred 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 transaction, the director owned 6,933,280 shares of the company’s stock, valued at $1,229,478,542.40. The trade was a 3.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 1,610,848 shares of company stock valued at $291,619,375. 4.17% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On NVIDIA

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Tempo Wealth LLC purchased a new stake in shares of NVIDIA in the fourth quarter worth approximately $16,031,000. Thryve Wealth Management LLC purchased a new stake in NVIDIA in the fourth quarter worth $4,058,000. Mariner Investment Group LLC lifted its position in shares of NVIDIA by 597.0% during the fourth quarter. Mariner Investment Group LLC now owns 497,000 shares of the computer hardware maker’s stock worth $92,690,000 after purchasing an additional 597,000 shares during the last quarter. KW Wealth Management LLC boosted its stake in shares of NVIDIA by 1.2% during the fourth quarter. KW Wealth Management LLC now owns 7,394 shares of the computer hardware maker’s stock valued at $1,379,000 after purchasing an additional 89 shares during the period. Finally, MidFirst Bank bought a new position in shares of NVIDIA in the fourth quarter worth about $66,446,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Record quarter and strong guidance — NVIDIA posted Q4 revenue of $68.1B (up 73% y/y), Data Center revenue of $62.3B, and beat EPS estimates; management guided Q1 FY27 revenue around $78B, signaling continued AI-driven demand. NVIDIA Press Release — Q4 & FY26 Results
• Positive Sentiment: Product leadership and strategic partnerships — new Vera Rubin platform and continued Blackwell momentum plus multi‑year partnerships (Meta, AWS, Microsoft, etc.) underpin longer‑term pricing/power advantage in AI inference and training. CNBC — Vera Rubin & Forecast
• Positive Sentiment: Big shareholder returns and balance‑sheet optionality — $41.1B returned in FY26, $58.5B remaining buyback authorization and a token dividend; supports buyback-driven EPS tailwind. NVIDIA Press Release — Shareholder Returns
• Neutral Sentiment: Analysts refresh targets — Wall Street quickly updated price targets and ratings (mostly positive), which supports consensus estimates but leaves room for dispersion in 12‑month views. Finbold — Analyst Updates After Earnings
• Neutral Sentiment: Market positioned for strong numbers — options/futures activity shows this earnings run was widely expected, leaving less room for a big post‑earnings move (traders priced in a small swing). Reuters — Futures Muted After NVDA Results
• Negative Sentiment: Investors shrug despite the beat — coverage notes the stock barely rallied because broader AI/tech sentiment, rotation and “stock fatigue” limit upside even on excellent fundamentals. That dampens immediate upside. Barron’s — Why NVDA Isn’t Rallying
• Negative Sentiment: Competition and ecosystem diversification — large hyperscalers are diversifying (notably Meta’s big AMD deal), which could cap NVDA’s pricing power and future share gains in certain deployments. MarketBeat — Meta Invests in AMD Chips
• Negative Sentiment: Geopolitics & China exposure — management says it has yet to record H200/China revenue and is excluding China in outlook; export controls and lack of China sales add execution/visibility risk to future growth. CNBC — Nvidia, China Chip Sales and Export Controls
• Negative Sentiment: Valuation and insider activity — NVDA’s premium multiple and notable insider selling (reported by data aggregators) leave some investors cautious even as earnings accelerate. QuiverQuant — Post‑Earnings Moves & Insider Activity

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.