NVIDIA (NASDAQ:NVDA – Get Free Report)‘s stock had its “buy” rating reiterated by equities research analysts at Benchmark in a note issued to investors on Tuesday,Benzinga reports. They presently have a $250.00 price target on the computer hardware maker’s stock. Benchmark’s price target indicates a potential upside of 43.40% from the company’s previous close.
Other analysts have also issued reports about the stock. Fundamental Research set a $218.00 target price on shares of NVIDIA in a report on Thursday, February 26th. Piper Sandler restated an “overweight” rating on shares of NVIDIA in a report on Thursday, February 26th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $300.00 price objective on shares of NVIDIA in a report on Monday, March 23rd. KeyCorp reaffirmed an “overweight” rating and issued a $275.00 price target on shares of NVIDIA in a research note on Tuesday, March 17th. Finally, TD Cowen reiterated a “buy” rating and issued a $235.00 price target on shares of NVIDIA in a report on Tuesday, March 17th. Four research 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 stock. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus price target of $275.95.
Get Our Latest Analysis on NVIDIA
NVIDIA Stock Up 5.6%
NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, beating the consensus estimate of $1.54 by $0.08. The business had revenue of $68.13 billion during the quarter, compared to analysts’ expectations of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The firm’s revenue for the quarter was up 73.2% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.89 EPS. On average, equities research analysts expect that NVIDIA will post 2.77 earnings per share for the current year.
Insiders Place Their Bets
In other NVIDIA news, Director John Dabiri sold 3,004 shares of the firm’s stock in a transaction that occurred on Friday, March 13th. The shares were sold at an average price of $184.90, for a total transaction of $555,439.60. Following the completion of the transaction, the director owned 14,788 shares of the company’s stock, valued at approximately $2,734,301.20. This trade represents a 16.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Mark A. Stevens sold 221,682 shares of the business’s stock in a transaction that occurred on Friday, March 20th. The stock was sold at an average price of $173.68, for a total value of $38,501,729.76. Following the completion of the sale, the director directly owned 7,399,771 shares in the company, valued at approximately $1,285,192,227.28. This represents a 2.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 1,401,616 shares of company stock valued at $253,555,407. Insiders own 4.17% of the company’s stock.
Institutional Investors Weigh In On NVIDIA
Several hedge funds have recently added to or reduced their stakes in NVDA. Lifetime Wealth Management P.C. bought a new stake in NVIDIA during the 4th quarter valued at about $26,000. Winnow Wealth LLC purchased a new position in NVIDIA in the 2nd quarter worth approximately $32,000. Longfellow Investment Management Co. LLC lifted its position in NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after acquiring an additional 67 shares in the last quarter. Spurstone Advisory Services LLC bought a new position in NVIDIA in the 2nd quarter valued at approximately $40,000. Finally, Inspire Investing LLC purchased a new stake in NVIDIA during the 4th quarter valued at $44,000. 65.27% of the stock is owned by institutional investors.
Key Stories Impacting NVIDIA
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: NVIDIA expands its AI ecosystem with a strategic $2 billion investment and partnership with Marvell, strengthening NVLink Fusion adoption and signaling continued platform-led growth that supports medium‑term revenue and customer wins. Nvidia invests $2B in Marvell Technology as part of AI infrastructure partnership
- Positive Sentiment: Nvidia will supply GPUs to AWS, reinforcing enterprise cloud demand for Nvidia accelerators and validating multi‑vendor channel traction that underpins data‑center revenue visibility. NVIDIA to Supply GPUs to AWS
- Positive Sentiment: Nvidia announced a near-term dividend payment, a modest liquidity return that can support investor confidence amid volatility. Nvidia to pay dividends tomorrow; Here’s how much investors will receive
- Neutral Sentiment: Analysts and commentators are revisiting NVDA valuation and positioning versus peers (Broadcom, AMD). Coverage is mixed — bullish on long‑run AI demand but highlighting stretched multiples and recent volatility. Nvidia vs. Broadcom: The Smarter AI Stock to Buy in April
- Neutral Sentiment: Several valuation and market‑structure pieces are dissecting recent swings and whether NVDA’s pullback is a buying opportunity or signs of a longer consolidation — these are helping frame investor timing decisions but are not single‑handedly moving fundamentals. Evaluating Nvidia (NVDA) Valuation After Recent Share Price Swings And Conflicting Signals
- Negative Sentiment: IDC/Reuters: Chinese GPU and AI‑accelerator vendors grabbed roughly 41% of China’s AI accelerator server market last year, eroding Nvidia’s dominance in a key geography and raising competitive and pricing risks for future international revenue. Chinese chipmakers claim nearly half of local market as Nvidia’s lead shrinks, IDC says
- Negative Sentiment: BeInCrypto reports a sharp “AI memory”/technical rout that has removed liquidity and triggered stop losses, increasing downside momentum and technical pressure on NVDA shares. Chart‑based selling can amplify short-term declines even if fundamentals remain intact. AI Memory Rout Wipes 9% Off Nvidia Stock
- Negative Sentiment: CNBC: Iran’s IRGC included Nvidia on a list of tech targets, adding a layer of geopolitical/cyber risk that can increase perceived regulatory or operational uncertainty for US‑listed tech companies with global exposure. Iran threatens Nvidia, Apple and other tech giants with attack
- Negative Sentiment: Barron’s notes NVDA has now posted two consecutive quarterly share declines — a rarity that raises sentiment concerns and may pressure short‑term holders despite historical rebounds. Nvidia Stock Suffers Rare 2-Quarters Loss. History Gives Reason for Hope.
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.
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