NVIDIA’s (NVDA) “Buy” Rating Reiterated at Sanford C. Bernstein

Posted by Jessica Moore on Jan 31st, 2026

Sanford C. Bernstein reiterated their buy rating on shares of NVIDIA (NASDAQ:NVDA – Free Report) in a research report released on Wednesday,MarketScreener reports.

Other analysts also recently issued research reports about the company. Jefferies Financial Group reissued a “buy” rating and issued a $275.00 price target (up previously from $250.00) on shares of NVIDIA in a research note on Friday, January 16th. Cantor Fitzgerald reissued an “overweight” rating and issued a $300.00 target price on shares of NVIDIA in a research report on Thursday, November 20th. Rothschild & Co Redburn upped their price target on NVIDIA from $245.00 to $268.00 and gave the stock a “buy” rating in a research report on Thursday, January 15th. Hsbc Global Res upgraded shares of NVIDIA from a “hold” rating to a “strong-buy” rating in a report on Wednesday, October 15th. Finally, Barclays boosted their price objective on shares of NVIDIA from $240.00 to $275.00 and gave the stock an “overweight” rating in a research report on Thursday, November 20th. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, NVIDIA presently has a consensus rating of “Buy” and an average price target of $263.98.

Check Out Our Latest Research Report on NVIDIA

NVIDIA Stock Performance

Shares of NVDA stock opened at $191.13 on Wednesday. The company has a debt-to-equity ratio of 0.06, a quick ratio of 3.71 and a current ratio of 4.47. NVIDIA has a 52 week low of $86.62 and a 52 week high of $212.19. The company’s 50 day moving average price is $184.09 and its two-hundred day moving average price is $182.46. The company has a market capitalization of $4.64 trillion, a P/E ratio of 47.43, a price-to-earnings-growth ratio of 0.94 and a beta of 2.31.

NVIDIA (NASDAQ:NVDA – Get Free Report) last issued its quarterly earnings data on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share (EPS) for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $54.66 billion. During the same quarter in the prior year, the firm earned $0.81 earnings per share. The firm’s revenue was up 62.5% compared to the same quarter last year. On average, analysts expect that NVIDIA will post 2.77 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

The firm also recently announced 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. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. The ex-dividend date was Thursday, December 4th. NVIDIA’s payout ratio is currently 0.99%.

Insider Buying and Selling at NVIDIA

In other news, Director Harvey C. Jones sold 250,000 shares of the firm’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $177.33, for a total transaction of $44,332,500.00. Following the completion of the sale, the director owned 6,933,280 shares in the company, valued at approximately $1,229,478,542.40. This trade represents a 3.48% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Debora Shoquist sold 80,000 shares of NVIDIA stock in a transaction dated 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 of the company’s stock, valued at $267,355,852.70. The trade was a 5.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,611,474 shares of company stock worth $293,285,232 in the last three months. 4.17% of the stock is owned by insiders.

Institutional Investors Weigh In On NVIDIA

Institutional investors have recently made changes to their positions in the company. Center for Financial Planning Inc. increased its position in shares of NVIDIA by 4.6% in the 2nd quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker’s stock valued at $1,332,000 after acquiring an additional 367 shares during the period. Svenska Handelsbanken AB publ acquired a new stake in NVIDIA during the 3rd quarter worth about $37,316,000. Atria Investments Inc grew its stake in NVIDIA by 3.2% during the 2nd quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker’s stock valued at $148,859,000 after purchasing an additional 29,479 shares during the last quarter. MADDEN SECURITIES Corp increased its holdings in shares of NVIDIA by 3.2% in the second quarter. MADDEN SECURITIES Corp now owns 81,322 shares of the computer hardware maker’s stock valued at $12,848,000 after purchasing an additional 2,484 shares during the period. Finally, Whalen Wealth Management Inc. increased its holdings in shares of NVIDIA by 20.3% in the third quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker’s stock valued at $6,808,000 after purchasing an additional 6,162 shares during the period. 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: Wolfe Research raised its price target to $275 and kept an “outperform” rating, signaling meaningful upside from current levels and supporting investor confidence. Wolfe Research adjusts NVIDIA price target to $275
Positive Sentiment: Reuters reports China has conditionally approved DeepSeek to buy Nvidia H200 chips — a potential reopening of a major market that reduces a key geopolitical risk to revenue. China conditionally approves DeepSeek to buy Nvidia’s H200 chips
Positive Sentiment: Reports say Nvidia is part of talks (with Microsoft, Amazon) to invest in OpenAI as part of a very large funding round — a strategic tie to the biggest AI software player that could boost long-term demand. Nvidia, Microsoft, Amazon in talks to invest up to $60 billion in OpenAI
Positive Sentiment: Sanford C. Bernstein reaffirmed a Buy on NVDA, reinforcing sell-side bullishness and analyst support for the thesis. Sanford C. Bernstein Reaffirms Buy Rating for NVIDIA
Neutral Sentiment: CEO Jensen Huang says AI memory requirements are rising and backs TSMC expansion — a reminder NVIDIA depends on the broader supply chain and that ecosystem capacity is crucial for growth. Jensen Huang says AI memory needs are rising
Neutral Sentiment: Microsoft says it will continue buying third‑party AI chips even as it develops its own — this limits a key competitive risk but keeps competitive dynamics in play. Microsoft won’t stop buying AI chips from Nvidia
Neutral Sentiment: Nvidia expanded its CoreWeave partnership with a $2B investment to accelerate AI data-center buildout, supporting long-term capacity and demand. NVIDIA invests $2B in CoreWeave
Negative Sentiment: NYTimes warns Amazon and Google are eating into Nvidia’s AI chip supremacy — increased competition could pressure pricing and growth rates over time. Amazon and Google eat into Nvidia’s AI chip supremacy
Negative Sentiment: Macro and market-risk commentary (including Michael Burry warnings) and repeated notes about NVDA’s high valuation are keeping some traders cautious, which can amplify intraday pullbacks. Michael Burry’s stark warning

About NVIDIA

(Get Free Report)

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.