NVIDIA (NASDAQ:NVDA) Price Target Raised to $287.00 at Truist Financial

NVIDIA (NASDAQ:NVDA) had its price objective raised by analysts at Truist Financial from $283.00 to $287.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage currently has a “buy” rating on the computer hardware maker’s stock. Truist Financial’s price target indicates a potential upside of 57.63% from the stock’s current price.

A number of other analysts also recently issued reports on the stock. Susquehanna lifted their price target on shares of NVIDIA from $230.00 to $250.00 and gave the company a “positive” rating in a research report on Thursday, November 20th. Morgan Stanley set a $260.00 price objective on NVIDIA in a research report on Monday, March 2nd. BNP Paribas Exane raised their target price on NVIDIA from $260.00 to $270.00 and gave the stock an “outperform” rating in a research note on Thursday, February 26th. Evercore reaffirmed an “outperform” rating on shares of NVIDIA in a research note on Tuesday, January 6th. Finally, Bank of America raised their price objective on NVIDIA from $275.00 to $300.00 and gave the stock a “buy” rating in a research report on Thursday, February 26th. Four 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.com, the company currently has an average rating of “Buy” and an average price target of $274.30.

NVIDIA Trading Up 0.1%

Shares of NASDAQ NVDA traded up $0.14 during trading on Wednesday, hitting $182.07. 80,931,607 shares of the company were exchanged, compared to its average volume of 178,541,578. The company has a fifty day moving average price of $185.14 and a 200-day moving average price of $184.18. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91. The firm has a market capitalization of $4.42 trillion, a PE ratio of 37.18, a P/E/G ratio of 0.62 and a beta of 2.33. 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, topping analysts’ consensus estimates of $1.54 by $0.08. The company had revenue of $68.13 billion for the quarter, compared to the consensus estimate of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. NVIDIA’s quarterly revenue was up 73.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.89 earnings per share. As a group, equities research analysts expect that NVIDIA will post 2.77 EPS for the current year.

Insider Activity

In other news, Director Mark A. Stevens sold 222,500 shares of the 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 transaction, 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 transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Colette Kress sold 20,000 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $175.72, for a total value of $3,514,400.00. Following the sale, the chief financial officer owned 93,060 shares of the company’s stock, valued at approximately $16,352,503.20. The trade was a 17.69% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 1,020,784 shares of company stock worth $186,152,154 in the last ninety days. 4.17% of the stock is owned by insiders.

Institutional Trading of NVIDIA

Institutional investors have recently modified their holdings of the stock. State Street Corp grew its holdings in shares of NVIDIA by 1.2% during the fourth 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 during the last quarter. Geode Capital Management LLC boosted its position in shares of NVIDIA by 0.6% in the 4th quarter. Geode Capital Management LLC now owns 588,803,093 shares of the computer hardware maker’s stock valued at $109,446,217,000 after purchasing an additional 3,383,441 shares during the period. Norges Bank purchased a new position in NVIDIA during the 4th quarter worth approximately $62,244,133,000. Bank of America Corp DE grew its stake in NVIDIA by 1.5% during the 4th quarter. Bank of America Corp DE now owns 187,181,484 shares of the computer hardware maker’s stock worth $34,909,347,000 after buying an additional 2,849,678 shares during the last quarter. Finally, Legal & General Group Plc increased its position in NVIDIA by 1.5% during the third quarter. Legal & General Group Plc now owns 181,203,035 shares of the computer hardware maker’s stock worth $33,808,862,000 after buying an additional 2,609,560 shares during the period. Hedge funds and other institutional investors own 65.27% of the company’s stock.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: CEO Jensen Huang said demand for Blackwell and Vera Rubin systems could top $1 trillion through 2027 — a headline-sized addressable‑market upgrade that supports multi‑year revenue upside. Article Title
• Positive Sentiment: GTC product launches (Vera Rubin platform, Vera CPU, Dynamo inference OS, NemoClaw/Nemo toolset and related stack) broaden NVIDIA’s revenue mix from training GPUs into inference, agentic AI and software — increasing potential recurring and systems revenue. Article Title
• Positive Sentiment: Chinese approvals and confirmed purchase orders for the H200 chip mean NVIDIA is restarting China‑compliant H200 manufacturing — reopening a large market if licenses and supply scale as described. Article Title
• Positive Sentiment: Major partner wins and ecosystem deals (Nebius, Uber robotaxi expansion, Lumentum optics partnership and multiple OEM/server vendor integrations) validate commercial adoption across hyperscalers, cloud and automotive — supports hardware + software + services upside. Article Title
• Neutral Sentiment: Analysts largely reaffirm bullish ratings and raised targets after GTC (multiple notes and price‑target increases); that underpins longer‑term upside but hasn’t forced an immediate breakout. Article Title
• Neutral Sentiment: DLSS 5 and gaming/graphics innovations expand TAM in consumer markets (incremental to the data‑center story) — good for long‑term brand and GPU attachment but not a near‑term revenue driver at scale. Article Title
• Negative Sentiment: Market reaction to GTC has been muted — NVDA traded sideways/edged lower after the keynote as investors wait for concrete order recognition, supply timelines and margin details; that caution is keeping the stock range‑bound. Article Title
• Negative Sentiment: Insider/director selling and widespread disclosed insider sales are a short‑term sentiment headwind for some investors. Article Title
• Negative Sentiment: Geopolitical export controls and rising competition (in‑house hyperscaler chips, rivals and China‑specific SKUs) remain execution risks that could delay shipments, compress margins or cap near‑term upside. Article Title

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.