NVIDIA (NASDAQ:NVDA – Get Free Report)‘s stock had its “buy” rating restated by analysts at Royal Bank Of Canada in a research note issued to investors on Thursday,MarketScreener reports.
A number of other research firms also recently issued reports on NVDA. Morgan Stanley increased their target price on shares of NVIDIA from $235.00 to $250.00 and gave the stock an “overweight” rating in a research report on Monday, December 1st. JPMorgan Chase & Co. lifted their price objective on NVIDIA from $215.00 to $250.00 and gave the stock an “overweight” rating in a report on Thursday, November 20th. President Capital upped their target price on shares of NVIDIA from $240.00 to $245.00 and gave the company a “buy” rating in a research note on Friday, November 28th. Cantor Fitzgerald reiterated an “overweight” rating and set a $300.00 price target on shares of NVIDIA in a research report on Thursday, November 20th. Finally, Oppenheimer restated an “outperform” rating and issued a $265.00 price target on shares of NVIDIA in a research note on Thursday, November 20th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $262.84.
Get Our Latest Research Report on NVDA
NVIDIA Price Performance
NVIDIA (NASDAQ:NVDA – Get Free Report) last released its earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.23 by $0.07. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The company had revenue of $57.01 billion for the quarter, compared to analyst estimates of $54.66 billion. During the same period in the prior year, the firm earned $0.81 EPS. The firm’s quarterly revenue was up 62.5% on a year-over-year basis. Analysts forecast that NVIDIA will post 2.77 EPS for the current year.
Insider Transactions at NVIDIA
In other NVIDIA news, 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 value of $12,421,044.00. Following the completion of the sale, the executive vice president owned 1,424,603 shares in the company, valued at $253,365,643.55. This represents a 4.67% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Mark A. Stevens sold 222,500 shares of NVIDIA stock in a transaction on Friday, December 19th. The shares were sold at an average price of $180.17, for a total transaction of $40,087,825.00. Following the sale, the director directly owned 7,621,453 shares of the company’s stock, valued at $1,373,157,187.01. This trade represents a 2.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 1,809,114 shares of company stock worth $330,707,331. 4.17% of the stock is currently owned by company insiders.
Hedge Funds Weigh In On NVIDIA
Hedge funds have recently added to or reduced their stakes in the company. Harbor Asset Planning Inc. acquired a new stake in NVIDIA during the second quarter worth about $28,000. Winnow Wealth LLC bought a new stake in shares of NVIDIA during the second quarter valued at approximately $32,000. Longfellow Investment Management Co. LLC raised its stake in shares of NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after purchasing an additional 67 shares in the last quarter. Spurstone Advisory Services LLC acquired a new position in shares of NVIDIA in the second quarter valued at $40,000. Finally, Sellwood Investment Partners LLC bought a new position in NVIDIA in the third quarter worth $50,000. Institutional investors and hedge funds own 65.27% of the company’s stock.
More NVIDIA News
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: TSMC’s stronger-than-expected quarter lifted chip-sector sentiment, giving Nvidia a halo boost as investors gain confidence in industry demand and foundry capacity supporting AI GPU shipments. Chip stocks pop after TSMC’s earnings beat boosts confidence in industrywide demand
- Positive Sentiment: Analysts remain bullish: multiple firms have raised price targets and reiterated Outperform/Overweight calls, supporting upside expectations and institutional demand. Where is NVIDIA Corporation (NVDA) Headed According to the Street?
- Positive Sentiment: Product and platform momentum: management says the Rubin/Vera Rubin platform is in production and next‑gen architectures improve monetization and efficiency, sustaining the long‑term bull case. NVIDIA’s Vera Rubin is in Full Production, Says Jensen Huang. Time to Get Bullish?
- Positive Sentiment: Ecosystem wins: SiFive said it will integrate Nvidia’s interconnect tech for chip-to-chip links — a validation of NVDA’s IP footprint beyond GPUs. SiFive to adopt Nvidia technology for speedy links between chips
- Neutral Sentiment: Nvidia remains a favorite of options traders and active strategies, which can amplify intraday moves but also add volatility around news. NVDA Stock Has Been an Options Traders Favorite For Years
- Neutral Sentiment: Some coverage notes NVDA is “flat” relative to the sector despite strong fundamentals — signaling investors are weighing valuation vs. growth and that moves may be rotational. Nvidia Stock Is Flat
- Negative Sentiment: China friction: multiple reports say Chinese customs and regulators are drafting limits or blocking H200 imports, which threatens a sizeable addressable market and introduces sales uncertainty. China told customs H200 chips are not permitted, sources say
- Negative Sentiment: U.S. policy adds cost: the administration has approved conditional H200 sales to China but imposed a 25% surcharge/tariff on some advanced AI chips — reducing effective revenue or complicating pricing for China shipments. The US imposes 25% tariff on Nvidia’s H200 AI chips headed to China
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.
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