NVIDIA Corporation (NASDAQ:NVDA) Receives Consensus Recommendation of “Buy” from Analysts

NVIDIA Corporation (NASDAQ:NVDA) has received a consensus recommendation of “Buy” from the fifty-two analysts that are currently covering the company, Marketbeat reports. Two research analysts have rated the stock with a hold rating, forty-six have issued a buy rating and four have assigned a strong buy rating to the company. The average twelve-month price objective among analysts that have covered the stock in the last year is $263.9773.

Several equities analysts recently commented on the company. DZ Bank reissued a “buy” rating on shares of NVIDIA in a research report on Thursday, November 20th. Citigroup reaffirmed a “buy” rating on shares of NVIDIA in a report on Monday, December 29th. Zacks Research lowered shares of NVIDIA from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 12th. Robert W. Baird reissued an “outperform” rating and set a $275.00 target price on shares of NVIDIA in a report on Friday, December 26th. Finally, HSBC set a $320.00 target price on NVIDIA and gave the stock a “buy” rating in a research report on Wednesday, October 15th.

NVIDIA Price Performance

NVDA opened at $185.24 on Monday. NVIDIA has a 1 year low of $86.62 and a 1 year high of $212.19. The stock has a market capitalization of $4.50 trillion, a PE ratio of 45.97, a P/E/G ratio of 0.53 and a beta of 2.31. The company has a debt-to-equity ratio of 0.06, a quick ratio of 3.71 and a current ratio of 4.47. The company’s 50 day simple moving average is $184.09 and its 200 day simple moving average is $182.73.

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

NVIDIA Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, December 26th. Shareholders of record on Thursday, December 4th were given a $0.01 dividend. This represents a $0.04 annualized dividend and a yield of 0.0%. The ex-dividend date of this dividend was Thursday, December 4th. NVIDIA’s dividend payout ratio is presently 0.99%.

Insider Buying and Selling at NVIDIA

In other NVIDIA news, EVP Ajay K. Puri sold 200,000 shares of the business’s stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $180.04, for a total value of $36,008,000.00. Following the completion of the sale, the executive vice president owned 3,618,547 shares of the company’s stock, valued at $651,483,201.88. The trade was a 5.24% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Colette Kress sold 27,640 shares of the business’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $175.72, for a total transaction of $4,856,900.80. Following the completion of the sale, the chief financial officer owned 846,772 shares of the company’s stock, valued at $148,794,775.84. The trade was a 3.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,611,474 shares of company stock worth $291,731,692 in the last 90 days. 4.17% of the stock is currently owned by company insiders.

Institutional Trading of NVIDIA

Several hedge funds have recently modified their holdings of the company. Brighton Jones LLC lifted its position in shares of NVIDIA by 12.4% during the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock worth $43,631,000 after purchasing an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG increased its position in shares of NVIDIA by 1.0% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock valued at $315,100,000 after buying an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE increased its stake in NVIDIA by 6.7% during the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock worth $7,842,000 after purchasing an additional 3,653 shares in the last quarter. Hudson Value Partners LLC boosted its stake in NVIDIA by 30.7% in the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock worth $6,805,000 after purchasing an additional 11,900 shares during the period. Finally, Wealth Group Ltd. lifted its stake in NVIDIA by 15.7% in the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock valued at $715,000 after acquiring an additional 896 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Nvidia is reported to be committing about $20 billion to OpenAI, a high‑visibility strategic move that reinforces NVDA’s central role in the AI infrastructure ecosystem and likely supports further demand for its data‑center GPUs. Read More.
• Positive Sentiment: CEO Jensen Huang told CNBC that the industry’s ~$660 billion capex buildout for AI infrastructure is sustainable, and other coverage quotes him and customers saying demand is “through the roof” — comments that validate long‑term revenue visibility for NVDA’s chips. Read More.
• Positive Sentiment: Broad market and semiconductor sector rebounds lifted large-cap chips; NVDA, as the AI‑chip leader, led the rally as investors rotated back into tech after a recent sell‑off. Read More.
• Neutral Sentiment: Suppliers and industry players (e.g., Wistron) are signaling continued AI order growth and say AI is not a bubble — supportive industry context but not an immediate company‑specific catalyst. Read More.
• Neutral Sentiment: Wall‑street analysts remain largely positive and some firms are reiterating bullish ratings on NVDA, which underpins investor confidence but also keeps expectations high. Read More.
• Negative Sentiment: Company CFO Colette Kress sold sizeable blocks of NVDA shares (filed Form 4), which some investors interpret as a negative signal even though insider sales can be routine tax/planning moves. Read More.
• Negative Sentiment: Regulatory/export uncertainty around the H200 (China) export discussions remains unresolved in some reports — a potential headwind for growth in China if approvals are delayed or restricted. Read More.

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.