NVIDIA (NASDAQ:NVDA) Price Target Raised to $323.00

NVIDIA (NASDAQ:NVDA) had its price objective upped by Raymond James Financial from $291.00 to $323.00 in a research report sent to investors on Thursday morning,Benzinga reports. The firm currently has a strong-buy rating on the computer hardware maker’s stock.

A number of other equities analysts also recently issued reports on NVDA. Citic Securities raised their price target on NVIDIA from $237.00 to $242.00 and gave the stock a “buy” rating in a research note on Thursday, November 20th. Arete Research increased their target price on NVIDIA from $244.00 to $261.00 and gave the company a “buy” rating in a report on Tuesday, November 25th. Wells Fargo & Company reissued an “overweight” rating on shares of NVIDIA in a research report on Monday, December 29th. The Goldman Sachs Group set a $250.00 price target on NVIDIA and gave the company a “buy” rating in a research note on Wednesday, February 25th. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $240.00 price target on shares of NVIDIA in a research report on Wednesday. Four 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 company’s stock. According to MarketBeat.com, NVIDIA presently has an average rating of “Buy” and a consensus price target of $275.40.

NVIDIA Stock Performance

Shares of NVDA stock opened at $172.76 on Thursday. The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05. The company has a 50 day moving average price of $184.60 and a 200-day moving average price of $184.20. NVIDIA has a 52 week low of $86.62 and a 52 week high of $212.19. The firm has a market capitalization of $4.20 trillion, a PE ratio of 35.26, a P/E/G ratio of 0.58 and a beta of 2.33.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, beating analysts’ consensus estimates of $1.54 by $0.08. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The company had revenue of $68.13 billion for the quarter, compared to the consensus estimate of $65.56 billion. During the same quarter in the prior year, the firm earned $0.89 earnings per share. The firm’s revenue for the quarter was up 73.2% compared to the same quarter last year. As a group, equities research analysts expect that NVIDIA will post 2.77 earnings per share for the current year.

NVIDIA Dividend Announcement

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

Insider Buying and Selling

In related news, CFO Colette Kress sold 42,650 shares of the business’s stock in a transaction that occurred on Friday, March 20th. The stock was sold at an average price of $174.89, for a total transaction of $7,459,058.50. Following the completion of the transaction, the chief financial officer directly owned 881,387 shares in the company, valued at approximately $154,145,772.43. The trade was a 4.62% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Ajay K. Puri sold 300,000 shares of the firm’s stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $182.25, for a total transaction of $54,675,000.00. Following the sale, the executive vice president owned 3,018,547 shares in the company, valued at approximately $550,130,190.75. The trade was a 9.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 1,179,934 shares of company stock valued at $215,053,678. 4.17% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the company. Purpose Unlimited Inc. purchased a new position in shares of NVIDIA during the 4th quarter valued at $193,047,000. Painted Porch Advisors LLC increased its stake in NVIDIA by 2.9% in the 4th quarter. Painted Porch Advisors LLC now owns 2,192 shares of the computer hardware maker’s stock worth $409,000 after buying an additional 61 shares in the last quarter. Stance Capital LLC raised its holdings in NVIDIA by 229.2% during the fourth quarter. Stance Capital LLC now owns 24,914 shares of the computer hardware maker’s stock valued at $4,646,000 after acquiring an additional 17,347 shares during the period. Cornerstone Planning LLC purchased a new position in shares of NVIDIA in the fourth quarter valued at about $13,701,000. Finally, AMG Asset Management Group Inc. purchased a new position in shares of NVIDIA in the fourth quarter valued at about $2,137,000. 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: Major cloud order visibility — Nvidia told Amazon Web Services it will sell ~1 million AI chips plus systems by end-2027, reinforcing multi-year revenue visibility and datacenter demand. Nvidia to sell 1 million chips to Amazon by 2027
• Positive Sentiment: GTC highlights and blowout quarter underpin the long-term bull case — management projected a multi‑year $1T+ AI revenue opportunity and posted a $68.13B quarter that beat expectations, supporting conviction in NVDA’s platform moat. GTC keynote and quarter reaction
• Positive Sentiment: Robust partner/customer momentum — multiple infrastructure partners (Cadence, CoreWeave, Coherent) and public comments from big customers (Elon Musk: Tesla/SpaceX will keep buying) signal persistent demand across cloud, AI and automotive. Strong Micron results also validate surging HBM demand tied to Nvidia GPUs. Partner and customer demand context
• Neutral Sentiment: Product roadmap/consumer tech updates (e.g., DLSS 5) strengthen long-term gaming/graphics positioning but are unlikely to move earnings in the near term. DLSS 5 technical details
• Neutral Sentiment: Analyst upgrades and lofty price targets (Raymond James, others) support upside narratives but much of that optimism appears priced in after GTC. Price target/upgrade coverage
• Negative Sentiment: Regulatory/PR overhang — U.S. prosecutors charged associates tied to a server maker for allegedly smuggling Nvidia‑powered servers to China; while Nvidia isn’t accused, the story raises geopolitical/supply‑chain scrutiny around its chips. Bloomberg: Super Micro smuggling charges
• Negative Sentiment: Tax/headline risk — new disclosures show Nvidia made a large U.S. tax payment reported at ~$17B, which investors may view as a cash/timing headwind or governance disclosure to digest. WSJ: $17B U.S. tax payment
• Negative Sentiment: Technical and sentiment pressure — charts showed a bearish signal after GTC and options flow indicated heavy call selling/put buying (sell‑the‑news), creating short‑term downside risk despite strong fundamentals. MarketWatch: bearish technical signal

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.