NVIDIA (NASDAQ:NVDA) Receives “Buy” Rating from Barclays

NVIDIA (NASDAQ:NVDA)‘s stock had its “buy” rating reiterated by stock analysts at Barclays in a research report issued to clients and investors on Thursday,MarketScreener reports.

Other equities analysts have also issued reports about 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 report on Thursday, November 20th. HSBC set a $310.00 price target on shares of NVIDIA in a research report on Tuesday. Mizuho set a $275.00 price objective on NVIDIA and gave the stock an “outperform” rating in a research note on Friday, January 9th. Benchmark reissued a “buy” rating and issued a $250.00 target price on shares of NVIDIA in a research note on Thursday. Finally, Citigroup reiterated a “buy” rating on shares of NVIDIA in a research note on Monday, December 29th. Three 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 has an average rating of “Buy” and a consensus target price of $271.32.

NVIDIA Stock Performance

NASDAQ:NVDA opened at $195.64 on Thursday. The firm has a market capitalization of $4.75 trillion, a PE ratio of 48.55, a PEG ratio of 0.58 and a beta of 2.31. NVIDIA has a 1 year low of $86.62 and a 1 year high of $212.19. The company has a current ratio of 4.47, a quick ratio of 3.71 and a debt-to-equity ratio of 0.06. The firm’s fifty day simple moving average is $186.30 and its 200 day simple moving average is $183.88.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.54 by $0.08. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The company had revenue of $68.13 billion for the quarter, compared to the consensus estimate of $65.56 billion. During the same period last year, the business posted $0.89 earnings per share. The firm’s revenue was up 73.2% compared to the same quarter last year. On average, sell-side analysts anticipate that NVIDIA will post 2.77 EPS for the current year.

Insiders Place Their Bets

In other news, EVP Ajay K. Puri sold 200,000 shares of the stock in a transaction dated Wednesday, January 21st. The shares were sold at an average price of $180.04, for a total value of $36,008,000.00. Following the completion of the transaction, the executive vice president owned 3,618,547 shares of the company’s stock, valued at approximately $651,483,201.88. This represents a 5.24% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Mark A. Stevens sold 222,500 shares of NVIDIA stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $180.17, for a total transaction of $40,087,825.00. Following the sale, the director directly owned 7,621,453 shares in the company, valued at $1,373,157,187.01. This trade represents a 2.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,610,848 shares of company stock valued at $291,619,375 over the last ninety days. Company insiders own 4.17% of the company’s stock.

Hedge Funds Weigh In On NVIDIA

A number of 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 worth $1,332,000 after acquiring an additional 367 shares in the last quarter. Atria Investments Inc grew its holdings in shares of NVIDIA by 3.2% during the second quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker’s stock valued at $148,859,000 after buying an additional 29,479 shares during the last quarter. Svenska Handelsbanken AB publ bought a new stake in shares of NVIDIA during the third 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 acquiring an additional 20,559 shares during the last quarter. Finally, Whalen Wealth Management Inc. boosted its stake in NVIDIA by 20.3% during 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 during the last quarter. 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: 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

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.