NVIDIA (NASDAQ:NVDA) Shares Up 1% – Still a Buy?

Shares of NVIDIA Corporation (NASDAQ:NVDA) traded up 1% on Friday . The stock traded as high as $192.69 and last traded at $190.53. 138,883,732 shares changed hands during mid-day trading, a decline of 37% from the average session volume of 222,092,578 shares. The stock had previously closed at $188.61.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA licenses Groq’s Language Processing Unit (LPU) tech and hires Groq’s core engineering team, giving NVDA instant access to one of the fastest inference architectures and talent that built Google’s TPU — a direct strengthening of its inference roadmap and potential margin/cost advantages for data‑center customers. NVIDIA’s $20B Groq Deal Is a Warning Shot to AI Rivals
• Positive Sentiment: Multiple outlets confirm the deal structure (licensing + talent hires) and report Groq execs joining NVIDIA, which markets interpret as a fast, low‑friction way to integrate critical inference IP and people without lengthy merger clearances. This is being priced as a durable competitive advantage for NVDA. Nvidia buying AI chip startup Groq for about $20 billion
• Neutral Sentiment: Wall Street reaction: major brokerages reaffirm “buy/outperform” and some set higher price targets (e.g., $275), supporting upside sentiment but reflecting already elevated expectations. Analyst price targets / coverage notes
• Neutral Sentiment: Several analyst pieces and commentators note the deal’s strategic logic for inference and robotics, while flagging that the move is largely about speed and software/compiler expertise — not a wholesale change to NVIDIA’s core GPU business. These analyses reinforce the bull case but temper expectations about near‑term revenue shocks. Why Nvidia Needs Groq To Win The War Against Google’s TPUs
• Negative Sentiment: Regulatory and competitive scrutiny: coverage highlights that the deal is structured as a non‑exclusive license plus hires — a design that avoids a straight acquisition and potential FTC/antitrust review. Some commentators call this a way to “keep the fiction of competition alive,” which could raise future regulatory questions and geopolitical scrutiny. Nvidia-Groq deal is structured to keep ‘fiction of competition alive’
• Negative Sentiment: Capital allocation / valuation concerns: some analysts and pieces caution about the cash hit (the ~$20B price tag) and possible short‑term balance‑sheet/cash‑use questions despite strong free cash flow; investors should watch integration costs, timing of revenue benefits, and any incremental spending. Nvidia Has A Cash Problem

Analyst Ratings Changes

A number of equities research analysts have weighed in on the company. Rosenblatt Securities lifted their target price on NVIDIA from $240.00 to $245.00 and gave the stock a “buy” rating in a report on Thursday, November 20th. Barclays increased their target price on shares of NVIDIA from $240.00 to $275.00 and gave the stock an “overweight” rating in a research note on Thursday, November 20th. Bank of America reaffirmed a “buy” rating and issued a $275.00 price target on shares of NVIDIA in a research note on Friday. Wedbush increased their price objective on shares of NVIDIA from $210.00 to $230.00 and gave the stock an “outperform” rating in a research report on Thursday, November 20th. Finally, Seaport Global Securities raised their target price on NVIDIA from $100.00 to $140.00 and gave the company a “sell” rating in a research note on Monday, November 17th. Five research analysts have rated the stock with a Strong Buy rating, forty-five have issued a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $262.14.

NVIDIA Trading Up 1.0%

The company has a debt-to-equity ratio of 0.06, a current ratio of 4.47 and a quick ratio of 3.71. The firm’s fifty day moving average is $185.97 and its two-hundred day moving average is $176.21. The firm has a market capitalization of $4.63 trillion, a PE ratio of 47.28, a PEG ratio of 0.92 and a beta of 2.29.

NVIDIA (NASDAQ:NVDA) last announced its earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, topping analysts’ consensus estimates of $1.23 by $0.07. The firm had revenue of $57.01 billion for the quarter, compared to the consensus estimate of $54.66 billion. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The company’s revenue was up 62.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.81 EPS. On average, equities analysts predict that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, December 26th. Investors of record on Thursday, December 4th will be issued a $0.01 dividend. 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 Thursday, December 4th. NVIDIA’s payout ratio is 0.99%.

Insider Buying and Selling at NVIDIA

In other NVIDIA news, Director Mark A. Stevens sold 222,500 shares of NVIDIA stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $180.17, for a total value of $40,087,825.00. Following the sale, the director owned 7,621,453 shares of the company’s stock, valued at approximately $1,373,157,187.01. The trade was a 2.84% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Debora Shoquist sold 69,840 shares of the stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $177.85, for a total transaction of $12,421,044.00. Following the transaction, the executive vice president directly owned 1,424,603 shares of the company’s stock, valued at $253,365,643.55. This represents a 4.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 2,161,474 shares of company stock valued at $396,157,992 in the last three months. 4.17% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Joule Financial LLC boosted its holdings in NVIDIA by 2.2% in the 3rd quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker’s stock worth $431,000 after buying an additional 50 shares during the period. Vision Financial Markets LLC raised its stake in shares of NVIDIA by 1.2% during the 3rd quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock valued at $866,000 after purchasing an additional 53 shares during the period. Websterrogers Financial Advisors LLC lifted its holdings in NVIDIA by 2.6% during the 3rd quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker’s stock worth $395,000 after purchasing an additional 54 shares in the last quarter. IMG Wealth Management Inc. boosted its stake in NVIDIA by 1.4% in the 3rd quarter. IMG Wealth Management Inc. now owns 3,820 shares of the computer hardware maker’s stock worth $713,000 after purchasing an additional 54 shares during the period. Finally, Cyr Financial Inc. grew its holdings in NVIDIA by 0.7% during the 3rd quarter. Cyr Financial Inc. now owns 7,737 shares of the computer hardware maker’s stock valued at $1,444,000 after buying an additional 54 shares in the last quarter. Hedge funds and other institutional investors own 65.27% of the company’s stock.

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.