NVIDIA’s (NVDA) Buy Rating Reiterated at JPMorgan Chase & Co.

JPMorgan Chase & Co. restated their buy rating on shares of NVIDIA (NASDAQ:NVDA) in a report issued on Wednesday morning,MarketScreener reports.

A number of other equities analysts have also issued reports on the company. Zacks Research lowered NVIDIA from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 12th. Seaport Research Partners boosted their price target on NVIDIA from $100.00 to $140.00 and gave the company a “sell” rating in a research note on Monday, November 17th. Royal Bank Of Canada restated a “buy” rating on shares of NVIDIA in a research note on Thursday, January 15th. Wall Street Zen cut NVIDIA from a “buy” rating to a “hold” rating in a research note on Saturday, January 17th. Finally, Piper Sandler reaffirmed an “overweight” rating on shares of NVIDIA in a report on Thursday, January 8th. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $263.41.

NVIDIA Stock Performance

Shares of NVIDIA stock opened at $187.81 on Wednesday. The company has a 50 day moving average price of $183.38 and a 200 day moving average price of $181.53. The firm has a market capitalization of $4.56 trillion, a P/E ratio of 46.60, a PEG ratio of 0.90 and a beta of 2.31. The company has a quick ratio of 3.71, a current ratio of 4.47 and a debt-to-equity ratio of 0.06. NVIDIA has a 52 week low of $86.62 and a 52 week high of $212.19.

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

NVIDIA Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, December 26th. Stockholders of record on Thursday, December 4th were paid a dividend of $0.01 per share. The ex-dividend date of this dividend was Thursday, December 4th. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. NVIDIA’s dividend payout ratio (DPR) is presently 0.99%.

Insider Activity

In related news, Director Harvey C. Jones sold 250,000 shares of the business’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $177.33, for a total value of $44,332,500.00. Following the completion of the transaction, the director directly owned 6,933,280 shares in the company, valued at $1,229,478,542.40. The trade was a 3.48% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Debora Shoquist sold 80,000 shares of the stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $178.90, for a total transaction of $14,312,000.00. Following the sale, the executive vice president directly owned 1,494,443 shares in the company, valued at $267,355,852.70. This trade represents a 5.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 1,661,474 shares of company stock worth $303,251,232. 4.17% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On NVIDIA

A number of institutional investors have recently modified their holdings of the business. Harbor Asset Planning Inc. acquired a new stake in NVIDIA in the 2nd quarter valued at $28,000. Winnow Wealth LLC purchased a new position in NVIDIA during the second quarter valued at $32,000. Longfellow Investment Management Co. LLC grew its position 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 during the period. Spurstone Advisory Services LLC purchased a new stake in shares of NVIDIA during the second quarter worth about $40,000. Finally, Sellwood Investment Partners LLC purchased a new stake in shares of NVIDIA during the third quarter worth about $50,000. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Reports say Chinese regulators have signaled that large companies (including Alibaba) can prepare to order NVIDIA’s H200 GPUs, which would reopen a huge addressable market and explain the stock lift. Nvidia may have picked up a win in China. So why isn’t the stock surging?
• Positive Sentiment: NVIDIA invested $150 million in Baseten, a startup focused on AI inference — a strategic bet to strengthen its software/inference ecosystem and capture more of the AI stack beyond chips. NVIDIA (NVDA) Invests $150 million in Baseten
• Positive Sentiment: Jefferies raised its price target on NVDA (from $250 to $275) and JPMorgan reaffirmed a Buy — analyst backing supports investor confidence and limits downside from short-term noise. Jefferies Raises PT on NVIDIA JPMorgan Reaffirms Buy
• Neutral Sentiment: CEO Jensen Huang plans a China visit and has been publicly framing AI infrastructure as a long-term buildout (jobs/infrastructure narrative) — this can soothe relations but outcome depends on negotiations and approvals. Nvidia’s Huang to visit China as AI chip sales stall
• Negative Sentiment: Counterpoints: analysis flags a potential H200 China roadblock and warns that soaring memory (HBM) costs could squeeze NVIDIA’s margin/production dynamics — these are key risks that could cap upside even if China reopens. Nvidia: H200 China Roadblock And Soaring Memory Costs Threaten The Bull Case
• Negative Sentiment: Macro/structural shift: investors are rotating money into memory/storage names as HBM allocation tightness pushes up memory costs and reshapes supply chains — that rotation can weigh on NVDA multiple if capital flows away. Forget the Chips, Buy Memory: Why AI Money Is Moving to Storage

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.