NVIDIA (NASDAQ:NVDA) Shares Up 2% – Here’s What Happened

NVIDIA Corporation (NASDAQ:NVDA) shares were up 2% on Wednesday . The company traded as high as $181.22 and last traded at $178.68. Approximately 161,830,238 shares changed hands during trading, a decline of 10% from the average daily volume of 180,171,953 shares. The stock had previously closed at $175.20.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Expanded SLB partnership to industrialize AI in the energy sector (modular data centers, industry models) reinforces new enterprise demand for NVIDIA’s GPUs and infrastructure software. SLB expands Nvidia partnership to develop AI infrastructure for energy sector
• Positive Sentiment: Multiple commercial wins and ecosystem adoption: KeyCare deployed NVIDIA’s Nemotron LLM in production and Mirantis added support for NVIDIA’s NCX infra controller — both signal real-world revenue paths for software and cloud partners. KeyCare Deploys NVIDIA Nemotron Mirantis Announces Support for NVIDIA NCX
• Positive Sentiment: Broader market tailwind: reports that U.S. tensions with Iran may be easing helped a risk-on rally that benefits mega-cap AI names including NVIDIA as oil falls and multiples re-open. Today’s Market: Dow jumps 250 points, Nasdaq Rises Nearly 1%
• Positive Sentiment: Analyst support and buy-case narratives continue (upgrades/Overweight calls and commentary labeling NVDA as undervalued) — these help sustain flows into NVDA despite the drawdown from highs. NVIDIA Earns Overweight Rating from Cantor Fitzgerald
• Neutral Sentiment: Industry signals: ASML’s multi‑year $8B deal with SK Hynix underscores durable demand for HBM and advanced packaging that ultimately supports GPU growth — positive for the sector but one step removed from NVDA’s near-term revenue. ASML’s $8B Deal: More Than a Purchase, It’s a Prophecy
• Neutral Sentiment: Ecosystem & competition notes (Arm, Adobe partnerships) — new chip entrants and software alliances are being digested by the market; NVDA has so far shrugged off Arm’s entry but investors will watch product-level competitive metrics. Nvidia Stock Rises. What Arm’s First AI Chip Means
• Negative Sentiment: Insider selling: multiple disclosures show directors/insiders selling sizable NVDA stakes in March — creates near‑term headline pressure and can weigh on sentiment. Nvidia insiders have dumped $5 million NVDA shares daily in March
• Negative Sentiment: Supply and regulatory risks: reports that TSMC capacity constraints may force design changes and U.S. lawmakers probing CEO comments on exports/licenses to China are potential execution and regulatory risks that could cap upside. The AI Gatekeeper: TSMC’s Chokehold Signals Dominance US lawmakers ask whether Nvidia CEO’s smuggling remarks misled regulators

Analysts Set New Price Targets

NVDA has been the topic of a number of research reports. TD Cowen restated a “buy” rating and issued a $235.00 price objective on shares of NVIDIA in a report on Tuesday, March 17th. Evercore reiterated an “outperform” rating on shares of NVIDIA in a research note on Tuesday, January 6th. Itau BBA Securities reissued a “market perform” rating on shares of NVIDIA in a research report on Thursday, February 26th. Fundamental Research set a $218.00 price target on shares of NVIDIA in a research note on Thursday, February 26th. Finally, Piper Sandler restated an “overweight” rating on shares of NVIDIA in a report on Thursday, February 26th. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, NVIDIA has a consensus rating of “Buy” and a consensus price target of $275.95.

NVIDIA Stock Performance

The company has a market cap of $4.34 trillion, a price-to-earnings ratio of 36.47, a P/E/G ratio of 0.59 and a beta of 2.33. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. The firm has a fifty day simple moving average of $184.20 and a 200 day simple moving average of $184.38.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.54 by $0.08. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The business had revenue of $68.13 billion during the quarter, compared to the consensus estimate of $65.56 billion. During the same period in the prior year, the firm earned $0.89 EPS. NVIDIA’s quarterly revenue was up 73.2% compared to the same quarter last year. On average, sell-side analysts expect that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th will be issued a dividend of $0.01 per share. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. The ex-dividend date is Wednesday, March 11th. NVIDIA’s dividend payout ratio is 0.82%.

Insider Buying and Selling

In other news, EVP Ajay K. Puri sold 300,000 shares of NVIDIA stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $182.25, for a total value of $54,675,000.00. Following the transaction, the executive vice president directly owned 3,018,547 shares in the company, valued at approximately $550,130,190.75. The trade was a 9.04% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Aarti S. Shah sold 19,000 shares of the business’s stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $176.71, for a total value of $3,357,490.00. Following the transaction, the director directly owned 36,007 shares of the company’s stock, valued at $6,362,796.97. This represents a 34.54% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,401,616 shares of company stock valued at $253,555,407 in the last quarter. Insiders own 4.17% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the business. Old North State Trust LLC boosted its position in shares of NVIDIA by 4.6% in the fourth quarter. Old North State Trust LLC now owns 49,301 shares of the computer hardware maker’s stock valued at $9,195,000 after acquiring an additional 2,155 shares during the period. J. Derek Lewis & Associates Inc. bought a new position in NVIDIA during the fourth quarter worth $5,213,000. Up Capital Management Inc. bought a new position in NVIDIA during the fourth quarter worth $27,738,000. Purpose Unlimited Inc. acquired a new position in NVIDIA during the 4th quarter valued at $193,047,000. Finally, Painted Porch Advisors LLC raised its stake in NVIDIA by 2.9% during the 4th quarter. Painted Porch Advisors LLC now owns 2,192 shares of the computer hardware maker’s stock valued at $409,000 after purchasing an additional 61 shares during the last quarter. 65.27% of the stock is currently owned by institutional investors and hedge funds.

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.