NVIDIA (NASDAQ:NVDA – Free Report) had its target price upped by Wedbush from $230.00 to $300.00 in a report published on Tuesday, Marketbeat.com reports. They currently have an outperform rating on the computer hardware maker’s stock.
Other equities analysts have also recently issued reports about the company. Royal Bank Of Canada increased their target price on NVIDIA from $240.00 to $250.00 and gave the company an “outperform” rating in a research note on Thursday, February 26th. Oppenheimer reaffirmed an “outperform” rating and issued a $265.00 price target on shares of NVIDIA in a report on Thursday, February 26th. Tigress Financial reiterated a “strong-buy” rating and set a $350.00 price objective (up from $280.00) on shares of NVIDIA in a research note on Thursday, December 18th. Barclays reissued a “buy” rating on shares of NVIDIA in a research report on Thursday, February 26th. Finally, Mizuho set a $275.00 price target on shares of NVIDIA and gave the stock an “outperform” rating in a research report on Friday, January 9th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, NVIDIA presently has a consensus rating of “Buy” and a consensus target price of $273.64.
Check Out Our Latest Report on NVIDIA
NVIDIA Stock Performance
NVIDIA (NASDAQ:NVDA – Get Free Report) last released its quarterly earnings results 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. The business had revenue of $68.13 billion for the quarter, compared to analysts’ expectations of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The company’s revenue was up 73.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.89 earnings per share. On average, research analysts expect 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 will be paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th will be paid a $0.01 dividend. The ex-dividend date of this dividend is Wednesday, March 11th. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. NVIDIA’s payout ratio is currently 0.82%.
Insider Buying and Selling at NVIDIA
In other news, Director Mark A. Stevens sold 222,500 shares of the stock in a transaction on Friday, December 19th. The stock was sold at an average price of $180.17, for a total transaction of $40,087,825.00. Following the completion of the sale, the director owned 7,621,453 shares in the company, valued at approximately $1,373,157,187.01. This represents a 2.84% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Colette Kress sold 27,640 shares of NVIDIA stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $175.72, for a total value of $4,856,900.80. Following the completion of the transaction, the chief financial officer owned 846,772 shares in the company, valued at $148,794,775.84. The trade was a 3.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,248,120 shares of company stock valued at $225,672,814 in the last ninety days. Company insiders own 4.17% of the company’s stock.
Hedge Funds Weigh In On NVIDIA
A number of hedge funds and other institutional investors have recently modified their holdings of NVDA. State Street Corp grew its position in NVIDIA by 1.2% during the 4th quarter. State Street Corp now owns 991,480,489 shares of the computer hardware maker’s stock worth $184,911,111,000 after purchasing an additional 11,451,386 shares in the last quarter. Geode Capital Management LLC boosted its position in shares of NVIDIA by 0.6% in the fourth quarter. Geode Capital Management LLC now owns 588,803,093 shares of the computer hardware maker’s stock worth $109,446,217,000 after buying an additional 3,383,441 shares during the period. Norges Bank purchased a new position in shares of NVIDIA during the fourth quarter valued at $62,244,133,000. Bank of America Corp DE raised its position in NVIDIA by 1.5% during the fourth quarter. Bank of America Corp DE now owns 187,181,484 shares of the computer hardware maker’s stock valued at $34,909,347,000 after buying an additional 2,849,678 shares during the period. Finally, Legal & General Group Plc lifted its stake in NVIDIA by 1.5% in the 3rd quarter. Legal & General Group Plc now owns 181,203,035 shares of the computer hardware maker’s stock worth $33,808,862,000 after acquiring an additional 2,609,560 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.
Key Headlines Impacting NVIDIA
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: Record earnings and data‑center dominance — NVDA reported a $68.1B quarter with strong data‑center results and bullish multi‑year growth commentary, underpinning investor confidence in its platform lead. Nvidia’s Earnings Prove Why It’s Earned Its Spot
- Positive Sentiment: Analyst upgrades lift sentiment — Baird and Wedbush have boosted price targets (Baird raised its PT to $300), signaling continued buy‑side conviction after the quarter. Baird Raises Price Target on Nvidia (NVDA) Wedbush Raises Nvidia (NVDA) Price Target to $300
- Positive Sentiment: Deepening AI ecosystem exposure — NVDA participated in the massive OpenAI funding and continues to be a central supplier/partner across inference/cloud providers, which supports durable demand for GPUs. Amazon and Nvidia Just Poured $110 Billion Into OpenAI — Here Are the 5 Stocks That Benefit Most
- Neutral Sentiment: Management signals a pause on future large private investments — CEO Jensen Huang said the recent $30B OpenAI investment “might be the last” before OpenAI’s IPO, limiting further big equity bets but reducing potential capital deployment uncertainty. Jensen Huang Says Nvidia’s $30 Billion OpenAI Investment ‘Might Be The Last’
- Negative Sentiment: China production pullback weighs on TAM — Reports say NVDA stopped producing H200 chips intended for China and is redirecting TSMC capacity toward Vera Rubin, confirming the company is de‑emphasizing near‑term China data‑center revenue in guidance. This reduces upside in China and highlights regulatory risk. Nvidia refocuses TSMC capacity as export controls stall China sales, FT reports
- Negative Sentiment: Tighter export rules could limit global chip sales — U.S. proposals to require licenses for advanced AI chip exports add uncertainty and could restrict NVIDIA’s addressable markets or create compliance frictions. New Export Rules Could Be Coming for AI Chipmakers’ Sales
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.
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